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.
Motherhood is still one of the hardest jobs out there. Trying to balance a career and home life, especially for new moms, can be almost impossible these days. That’s why we invited the one-and-only Courtney Cecil, Founder & CEO of the Working Moms Movement, for a sit down to provide information and insights on how she helps women who feel stretched thin, overwhelmed, or stuck in the mud reclaim their well-being. So, if you’re a woman who’s feeling exhausted and is carrying the weight of the world on her shoulders, this Coffee Conversation is exactly what you needed!
🎯 What You’ll Learn:
✅ How to prioritize health, wellness & personal goals.
✅ The powerful 3W Framework.
✅ Why working moms feel overwhelmed.
✅ Practical strategies for improving work-life balance.
✅ Mindsets that allow woman to thrive in all aspects of their lives.
Whether you’re a working mom, woman in the C-suite, and/or someone who just wants to align their life goals with variables, such as finances, intellectual stimulation, relationships, and more, it’s all about mindset. Having the right team of people in your corner personally and professionally is a great place to start, then finding ways to invest in yourself will help put you on a path towards sustained success!
🔗CONNECT WITH COURTNEY
Website: https://www.workingmomsmovement.com/
LinkedIn: https://www.linkedin.com/in/courtneyca/
Working Moms Movement Instagram: https://www.instagram.com/workingmomsmovement/
The Life Management System™ Instagram: https://www.instagram.com/lifemanagementsystem/
Facebook: https://www.facebook.com/workingmomsmovement/
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/
LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/
YOUTUBE: / / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w
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.