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The Wealth Cafe

Caroline Tanis

🎙️ The Wealth Cafe

Sip on confidence. Build your wealth. Live your dream life.

Welcome to The Wealth Cafe—the financial podcast where money meets meaning. Hosted by Caroline Tanis, Lead Financial Advisor and Founder of Tanis Financial Group, this show is brewed especially for high-earning women and their families who are ready to take control of their finances and build a life they love.

Each week, Caroline breaks down the money moves that matter—from investing and retirement planning to private equity compensation, family finances, and mindset shifts around wealth. Whether you're in the boardroom or at the kitchen table, this is your space to get smart, honest advice without the jargon.

And in our Coffee Conversations series, Caroline sits down with inspiring guests—entrepreneurs, creators, executives, and changemakers—to talk candidly about money, career pivots, and the real

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Episodes

64 episodes

  1. Don’t Wait Until December for These Critical Wealth Moves 16:18
  2. Health is Wealth:Smarter Physical Therapy, Prevention, and Healthcare Costs Ft. Dr. Nicole Turnbow 30:27
  3. Making Finances Less Spooky: The Money Conversations Wealthy Women Avoid 15:18
  4. {Replay} How to Complete a Backdoor Roth Without Costly Mistakes 8:36
  5. Tax Loss Harvesting: What it Should Really Look Like at Your Wealth Level 16:00
  6. SALT Deduction Cap Increase: What High-Earning Women Need to Know Before 2030 16:11
  7. NEW Children’s Savings Accounts: What Parents & Grandparents Need to Know in 2026 13:21
  8. How To Find Your Roth Conversion Sweet Spot 17:17
  9. Navigating Market Uncertainty: A Guide For Investors 18:08
  10. What Every Woman Needs To Know About Capital Gains 16:36
  11. Is Your Financial Plan Still On Track? Why September Is The Perfect Time For A Reset 12:29
  12. How Working Moms Can Reclaim Time, Energy & Balance: Meet Courtney Cecil 38:45
  13. From Patient To Periodontist: Meet Dr. Morgan Atanasio, DDS, MDS 39:06
  14. Why An Executive Presence Matters More Than Ever: Meet Liz Batsche 35:46
  15. Tax Planning vs Tax Preparation: Meet Rachel Richards, CPA 30:16
  16. How To Avoid Costly Mistakes When Transferring Wealth Pt.2 15:37
  17. How To Avoid Costly Mistakes When Transferring Wealth Pt.1 15:57
  18. Save Taxes & Create Income With Charitable Remainder Trusts 15:49
  19. The Dangers of Making Beneficiary Designation Mistakes 16:11
  20. The $15M Estate Tax Exemption Explained 20:13
  21. Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions 13:24
  22. Financial Planning After Divorce or Loss: Start Over Strong 14:35
  23. Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days 20:50
  24. What Is a 1035 Exchange? Rules, Benefits & Common Mistakes 14:37
  25. She Pitched ‪RyanSerhant‬ Serhant With a Monogrammed iPad — And It Worked | Stephanie Bray 27:06
  26. ISOs vs NSOs: Taxes & Risks to be Aware of 17:34
  27. Smart Tax Strategies to Avoid Next Year’s Tax Surprises 12:02
  28. Don't Let Taxes Eat at Your Retirement Savings 16:21
  29. How High Earners Can Still Contribute to a Roth IRA 8:36
  30. Inherited IRA Rules & Regulations Explained 9:41
  31. How Landlords & Real Estate Investors Can Use 1031 Exchanges to Their Advantage 10:41
  32. Don’t Let a Company Acquisition Ruin Your Financial Plan 11:34
  33. How Millionaires Can Maximize Tax Season 10:23
  34. Leaving this Asset Behind Could be a Grave Mistake 9:30
  35. How to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026 14:23
  36. Stop Feeling Uncertain About Your Financial Future 13:35
  37. The Widow Tax Explained 13:28
  38. What Happens If You Die with Too Much Money Pt.2 10:42
  39. A High-Earners Guide to 2026 9:36
  40. Is it Time to Replace Your Financial Advisor? 11:03
  41. Stop Struggling with Short-Term Financial Goals 9:12
  42. Learn All About Strategically Taking Tax Gains 9:13
  43. Being Proud of Yourself, Sharing Gratitude & Planning for the Future 6:34
  44. Arizona’s Leading Luxury Real Estate Strategist: Meet Stephanie Bray 27:06
  45. Helping Leaders Uplevel: Meet Sheila Storrer 27:49
  46. Will You Need Long-Term Care? Find Out Now! 17:25
  47. Five Signs You’re Ready to Retire: Financial, Emotional, and Purposeful Transitions 13:27
  48. Practical Solutions For Entrepreneurs: Meet Melissa Mitt 26:32
  49. Navigating College Costs for High Earners: Planning Strategies for Your Children’s Future 12:53
  50. What Happens If You Have Too Much Money in Retirement? 8:08