The Wealth Cafe
đď¸ The Wealth Cafe Sip on confidence. Build your wealth. Live your dream life. Welcome to The Wealth Cafeâthe 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 matterâfrom 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 guestsâentrepreneurs, creators, executives, and changemakersâto talk candidly about money, career pivots, and the real-life lessons behind success. âď¸ New episodes weekly. Subscribe and join us at the tableâbecause your financial future deserves a seat.
Episodes
Welcome back to The Wealth Cafe! In this episode, Caroline dives deep into the world of HSA (Health Savings Account) accounts and how they can be a game-changer for your financial future. Wondering what makes an HSA different from an FSA? Want to know about the triple tax advantage and how to maximize your HSA for retirement? Caroline breaks it all down in simple, practical terms.
In this episode, youâll learn:
Th...
I recently sat down with a woman who's on a quest to empower individuals, businesses, and organizations by offering experiential trainings, workshops, and coaching programs that support long-lasting and transformational change.
Iâm talking about the one and only Stephanie Simpson! Stephanie, Author of the 21 Day Stress Management Workbook, partners with people and businesses to achieve their greatest potential by clar...
Are you thinking about leaving your traditional IRA to your loved ones? Or maybe youâre set to inherit one yourself? In this episode of The Wealth Cafe, we dive deep into what happens when a traditional IRA is passed on to a non-spouse beneficiaryâand why you need to plan strategically to minimize tax headaches and maximize your legacy.
Join Caroline as she breaks down:
The unique tax rules that apply to inherited...
If you havenât read it, youâre going to want to!
Iâm talking about one of the best books out there, Ladies Get Paid: The Ultimate Guide to Breaking Barriers, Owning Your Worth, and Taking Command of Your Career, written by the lovely founder of âŞ@LadiesGetPaidâŹ, Claire Wasserman.
As a renowned speaker and businesswoman, Claire travels the country teaching women the importance of getting pay increases, advancing p...
Recently, I was lucky enough to sit down with âŞ@wsj⏠bestselling author Randi Braun for a one-on-one conversation about her women at work playbook, Something Major! Â
Randi is an expert at helping high-performing women thrive in demanding roles. Her incredible work has made her one of the most authoritative voices in this space. She has been featured across some of the most influential news outlets in the country, such a...
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