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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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- Yesterday30 min
Health is Wealth:Smarter Physical Therapy, Prevention, and Healthcare Costs Ft. Dr. Nicole Turnbow
Healthcare costs are rising, traditional care can feel rushed and unpredictable, and proactive treatment may help people protect both their health and their finances. In this episode, we explore cash-based physical therapy, concierge medicine, and practical ways to make health a lasting investment. What we’ll cover: ✅ How high-deductible health plans can create unexpected medical bills ✅ Why cash-based and concierge care offer clearer, upfront pricing ✅ How proactive physical therapy may help...
- 1 weeks ago15 min
Making Finances Less Spooky: The Money Conversations Wealthy Women Avoid
What financial conversation have you been avoiding? In this Halloween-themed episode of The Wealth Cafe, we explore five common financial fears that can quietly shape your future. What we’ll cover: ✅ Why avoiding financial decisions still allows them to shape your future ✅ How an unsigned or outdated estate plan can undermine your intentions ✅ Why preparing adult children for wealth matters as much as the legal structure ✅ The hidden risks of ignoring old 401(k)s, inherited IRAs, and o...
- 2 weeks ago8 min
{Replay} How to Complete a Backdoor Roth Without Costly Mistakes
{Replay} High income doesn’t always mean you have to skip a Roth contribution. This episode of The Wealth Cafe explains how a backdoor Roth works, including the required two-step process: contributing to a traditional IRA and moving the funds into a Roth IRA. The discussion covers important rules and potential pitfalls, including existing rollover, SEP, SIMPLE, and other traditional IRA accounts; contribution limits; recordkeeping; tax-year deadlines; completing the conversion; and investing ...
- 3 weeks ago16 min
Tax Loss Harvesting: What it Should Really Look Like at Your Wealth Level
Tax-loss harvesting can turn underperforming investments into a valuable tax-planning opportunity—but timing, account coordination, and the wash-sale rule all matter. In this episode, we discuss how investors can use realized losses to offset capital gains, potentially reduce federal taxes, and improve the long-term tax efficiency of a taxable portfolio. What we’ll cover: ✅ How capital losses offset capital gains dollar for dollar ✅ Why excess losses may be carried forward to future tax yea...
- Oct 8, 202616 min
SALT Deduction Cap Increase: What High-Earning Women Need to Know Before 2030
For nearly a decade, high earners in high-tax states were limited by the $10,000 SALT deduction cap. Now, the One Big Beautiful Bill Act has temporarily increased the cap, creating a valuable planning window for taxpayers who itemize deductions and have meaningful state and local tax exposure. In this episode we’ll break down what the new SALT deduction cap means for high-earning women, business owners, and families in states like New Jersey, New York, and California — including who benefits...
- Oct 1, 202613 min
NEW Children’s Savings Accounts: What Parents & Grandparents Need to Know in 2026
In this episode of The Wealth Café, we break down what the new children’s savings accounts are, who can open them, who can contribute, how the federal $1,000 seed contribution works for eligible children, and how these accounts compare to 529 plans. You’ll also learn how they may fit into broader gifting, estate planning, and wealth transfer conversations—especially for parents and grandparents thinking intentionally about the next generation. What we’ll cover: ✅ The $1,000 federal see...
- Sep 24, 202617 min
How To Find Your Roth Conversion Sweet Spot
Fall always delivers delicious pumpkin spice and everything nice, but the changing of the seasons also brings some advantageous financial opportunities. Namely, what we at The Wealth Cafe call the Roth Conversion Sweet Spot. In this special episode, we help affluent women like you better understand how converting money from traditional IRAs or 401(k)s into Roth IRAs can create future tax-free income and reduce RMDs. This episode is all about helping you avoid the common mistakes many retirees...
- Sep 17, 202618 min
Navigating Market Uncertainty: A Guide For Investors
Market volatility scares even the savviest investors. In our ever-changing economic climate, it’s not uncommon to see people act irrationally due to anxiety when the markets start to go haywire. Sadly, volatility is out of your control, but what you do during times of volatility is completely in your control. On this one-of-a-kind episode of The Wealth Cafe, we are going to help alleviate stress by providing a powerful framework for affluent women, like yourself, to navigate stock market unce...
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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