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The Wealth Cafe: Daily Summaries Delivered
by 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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- 6 days ago15 min
Save Taxes & Create Income With Charitable Remainder Trusts
Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder Trusts, which in the long run could help you sell some of those highly appreciated assets, while all together avoiding certain taxation by making charitable donations. Whether your assets are tied to the market, real estate, or something in between we ...
- 1 weeks ago16 min
The Dangers of Making Beneficiary Designation Mistakes
Discussing end of life with loved ones and designating beneficiaries to pass your wealth on to can be very uncomfortable. However, not properly planning for how your legacy will live on could cause major relationship erosion between family members if they end up having to fight it out in probate court to lay claim to the assets you’ve left behind. That’s why on this episode of The Wealth Cafe, we want to prepare you for the inevitable by providing real life examples of some scary situations w...
- 2 weeks ago20 min
The $15M Estate Tax Exemption Explained
One of our favorite episodes yet! In this episode of The Wealth Cafe, we’ll be talking all about the new and improved estate tax exemption, as well as the common misconceptions around it. Most people think that this exemption is permanent, but “permanent” in the sense of the law means something far different. So, make sure to tune into this informative episode, so that you don’t get caught acting too late on your estate. What we’ll cover: ✅ New law affecting estate taxes. ✅ Clawback pro...
- 3 weeks ago13 min
Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions
What if we told you that a person’s financial success has less to do with how much money they make and more to do with how they think about money? Would you believe it? In this episode of The Wealth Cafe, we’ll be discussing the concept of “Money Mindset” and the research behind it. There’s a lot that goes on in one’s head when making financial decisions, but the hidden psychology discovered by Dr. Brad Klontz is extremely eye-opening and will provide you with an understanding of the unconsci...
- May 14, 202614 min
Financial Planning After Divorce or Loss: Start Over Strong
Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If you’re worried that you could be one of those women and this reality keeps you up at night, you’ll want to make sure to tune in for this episode. During this heavy conversation, we’ll be talking all about the grief and disruption divorce or death can cause, not only on your everyday life, but your financial life as well. What we hope you get out of this episode are ways ...
- May 7, 202620 min
Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days
After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but what they don’t plan for is leaving the C-suite behind. It isn’t their fault; they just never received the proper guidance. So, if you’re a woman in an executive role, this episode is for you. We’ll be breaking down the most critical 90 days of your financ...
- Apr 23, 202614 min
What Is a 1035 Exchange? Rules, Benefits & Common Mistakes
If you’ve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the amount you pay in taxes, then this is the episode for you! So, without further ado, we’d like to introduce all our loyal listeners to the concept called the 1035 exchange. Most advisors will tell you that even though it’s one of the most overlooked strategies, it can also be one of the most advantageous. In this episode we break down eve...
- Apr 16, 202627 min
She Pitched RyanSerhant Serhant With a Monogrammed iPad — And It Worked | Stephanie Bray
What does it take to pitch RyanSerhant Serhant with a monogrammed iPad — and actually land the deal? In this episode of The Wealth Café, I sit down with Stephanie Bray — a third-generation realtor, native Phoenician, and Arizona luxury real estate agent with SERHANT — to talk about bold vision, building generational wealth through real estate, and why daring to dream big actually gets results. If you're a high-net-worth woman looking to build wealth through luxury real estate, or si...
About The Wealth Cafe
🎙️ 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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