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đī¸ 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.
âī¸ New episodes weekly. Subscribe and join us at the tableâbecause your financial future deserves a seat.
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Tax-loss harvesting can turn underperforming investments into a valuable tax-planning opportunityâbut 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 impâĻ
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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 thâĻ
In this episode of The Wealth CafÊ, we break down what the new childrenâs 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. Youâll also learn how they may fit into broader gâĻ
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 understandâĻ
Market volatility scares even the savviest investors. In our ever-changing economic climate, itâs 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 yoâĻ
For many affluent woman investors out there, tax season can be a bear because of the significant amount of money owed to the government by yearâs end. Due to strong market performance in recent years and peopleâs affinity to hold concentrated stock positions, capital gains exposure is a real risk fâĻ
BACK AND BETTER THAN EVER! On the Season 3 premiere of The Wealth Cafe, we provide an in-depth look at why September is the most important month of the year for financial planning. This episode is a MUST listen if youâre a high-net-worth individual looking for insights into maximizing market gains,âĻ
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. Thatâs why we invited the one-and-only Courtney Cecil, Founder & CEO of the Working Moms Movement, for a sit down to provide informationâĻ
Precise, personable, and an accomplished Periodontist, meet the one-and-only Dr. Morgan Atanasio, DDS, MDS! On this special episode of The Wealth Cafe, we breakdown more than just plaque build-up, we get the glorious opportunity to have a one-on-one Coffee Conversation with friend of the show, MorgâĻ
Typically, on The Wealth Cafe we talk about building wealth as it pertains to passing assets from generation to generation, but today weâre going to be focusing on building wealth in the workplace and presenting oneself in a strong independent way. Thatâs why we brought in the one and only Liz BatcâĻ
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