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SALT Deduction Cap Increase: What High-Earning Women Need to Know Before 2030

8 अक्टूबर 2026 · अनुलिपि

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…

00:16:11

NEW Children’s Savings Accounts: What Parents & Grandparents Need to Know in 2026

1 अक्टूबर 2026 · अनुलिपि

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…

00:13:21

How To Find Your Roth Conversion Sweet Spot

24 सितमबर 2026 · अनुलिपि

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…

00:17:17

Navigating Market Uncertainty: A Guide For Investors

17 सितमबर 2026 · अनुलिपि

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…

00:18:08

What Every Woman Needs To Know About Capital Gains

10 सितमबर 2026 · अनुलिपि

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…

00:16:36

Is Your Financial Plan Still On Track? Why September Is The Perfect Time For A Reset

3 सितमबर 2026 · अनुलिपि

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,…

00:12:29

How Working Moms Can Reclaim Time, Energy & Balance: Meet Courtney Cecil

23 जुलाई 2026 · अनुलिपि

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…

00:38:45

From Patient To Periodontist: Meet Dr. Morgan Atanasio, DDS, MDS

16 जुलाई 2026 · अनुलिपि

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…

00:39:06

Why An Executive Presence Matters More Than Ever: Meet Liz Batsche

9 जुलाई 2026 · अनुलिपि

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…

00:35:46