The Wealth Cafe
The Wealth Cafe
Podcast Description
🎙️ 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-life lessons behind success.☕️ New episodes weekly. Subscribe and join us at the table—because your financial future deserves a seat.
Podcast Insights
Content Themes
The podcast focuses on essential financial topics such as investing, retirement planning, and family finances while addressing mindset shifts around wealth. Episodes delve into subjects like private equity compensation, responsible inheritance planning, and actionable financial strategies, with specific episodes exploring navigating tax rules for inherited IRAs and the significance of tackling the wage gap while promoting women's empowerment.
🎙️ 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-life lessons behind success.
☕️ New episodes weekly. Subscribe and join us at the table—because your financial future deserves a seat.
Are you working with a financial advisor but still feel lost about your financial goals? In this episode of The Wealth Cafe, guest Caroline Tanis breaks down what a true comprehensive financial plan should look like and what most people (and advisors!) often miss.
Caroline shares powerful insights on:
The difference between simple portfolio reviews and real financial planning
How goal setting & intentionality can transform your money decisions
Why cash flow, taxes, estate planning, and risk management are just as important as investments
Key questions to ask yourself (and your advisor) to make sure you actually have a written, actionable financial plan
The importance of updating your plan as your life changes
Whether you're earning well but don't know where your money is going, or you want to ensure your investments are truly aligned with your dreams (before and after retirement), this episode will give you the clarity and resources you need for a confident financial future.
Ready to start 2026 with your best financial foot forward? Tune in now!
🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/
LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850
BLOG: / / https://tanisfingroup.com/blog/
————
🔗CONNECT
Website: https://tanisfingroup.com/
Email: [email protected]
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.