TUNGKOL SA PODCAST NA ITO 🔗
🎙️ 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.
Mga host:
Dalas ng pag-update:
weekly
Average na haba ng audio:
18 minutes
Panayam sa panauhin
Ingles
Estados Unidos
61 yugto
mula noong Aug. 8, 2025
episodic
SA PODCAST NA ITO 🔗
PINAKAHULING EPISODE 🔗
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 imp…
I-SEARCH ANG MGA NAKARAANG EPISODE
I-search ang mga nakaraang episode ng The Wealth Cafe .
MGA NAKARAANG EPISODE 🔗
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 th…
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 g…
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…
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 yo…
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 year’s end. Due to strong market performance in recent years and people’s affinity to hold concentrated stock positions, capital gains exposure is a real risk f…
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 you’re a high-net-worth individual looking for insights into maximizing market gains,…
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…
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, Morg…
Typically, on The Wealth Cafe we talk about building wealth as it pertains to passing assets from generation to generation, but today we’re going to be focusing on building wealth in the workplace and presenting oneself in a strong independent way. That’s why we brought in the one and only Liz Batc…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Caroline Tanis, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.
SEARCH ENGINE NG PODCAST
Maaari mong gamitin ang aming website upang maghanap ng mga3,824,399na mga podcast at195,746,258na mga episode ayon sa mga tao, lugar, o paksa.
Pinakamalaki ang balik ng pamumuhunan sa kaalaman, kaya nakikinig ako ng mga podcast.
‐ Benjamin "Llamacorn" Franklin
I-SEARCH ANG MGA NAKARAANG EPISODE
I-search ang mga nakaraang episode ng The Wealth Cafe .
ANGKININ ANG PODCAST NA ITO
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post mga classified ad for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
panayam sa podcaster...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
ang opisyal naming X (dating Twitter) account will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
I-EDIT
Salamat sa pagtulong na mapanatiling naka-update ang database ng podcast.
