The Wealth Cafe

Culture isn’t just created, it’s curated! I recently had the opportunity to sit down with one of the country’s most accomplished Human Resource Executives, Chief Human Resources Officer at Nearmap, Linda Ho. She’s most known for building sustainable talent ecosystems where people thrive, cultures evolve, and performance endures, but what some people don’t know is that she’s extremely passionate ab...

Welcome to this episode of The Wealth Cafe! Today, Caroline dives deep into the true value of employer-offered benefits—a topic that goes way beyond just salary and bonuses. Are you making the most of what your employer offers, or are you leaving money (and perks!) on the table? In this episode, you’ll learn: Why it’s essential to calculate the full worth of your benefits package—not just your pay...

I recently sat down with organic growth conjurer Mallory Contois. She’s known throughout the country as an operator, growth marketer, and advisor, but she truly prides herself on being a community architect for women across the country by founding The Old Girls Club. The club is designed for ambitious mid/late career women who are looking for a safe space to ask questions, get advice, and communic...

Ever get a gut feeling that your financial advisor just isn’t the right fit for you? You’re not alone. In this episode of The Wealth Cafe, host Caroline tackles the often-unspoken doubts many women have about their advisor relationships. She dives deep into the common scenarios that prompt people to switch advisors—like outgrowing your current advisor, experiencing reactive (instead of proactive)...

Welcome back to The Wealth Cafe! In this episode, our host dives into what she's calling "fall cleaning" for millionaire women and their families. As we move from summer into autumn, it's the perfect time to refresh your financial strategy and make sure you’re set up to end the year strong—and start the next one even stronger. Tune in as our host shares her personal checklist a...

I recently sat down with the fabulous Bethany McCamish, a woman who's building an empire through her strategic design agency serving fierce visionaries, one-of-a-kind business podcast helping brands get rock-solidly seen, and barrier-breaking book designed to help women dream bigger! This marketing maven is changing the industry and challenging the status quo. In this episode of Coffee Conver...

Welcome back to The Wealth Cafe! In this episode, Caroline dives deep into the world of HSA (Health Savings Account) accounts and how they can be a game-changer for your financial future. Wondering what makes an HSA different from an FSA? Want to know about the triple tax advantage and how to maximize your HSA for retirement? Caroline breaks it all down in simple, practical terms. In this episode,...

I recently sat down with a woman who's on a quest to empower individuals, businesses, and organizations by offering experiential trainings, workshops, and coaching programs that support long-lasting and transformational change. I’m talking about the one and only Stephanie Simpson! Stephanie, Author of the 21 Day Stress Management Workbook, partners with people and businesses to achieve their...

Are you thinking about leaving your traditional IRA to your loved ones? Or maybe you’re set to inherit one yourself? In this episode of The Wealth Cafe, we dive deep into what happens when a traditional IRA is passed on to a non-spouse beneficiary—and why you need to plan strategically to minimize tax headaches and maximize your legacy. Join Caroline as she breaks down: The unique tax rules that a...

If you haven’t read it, you’re going to want to! I’m talking about one of the best books out there, Ladies Get Paid: The Ultimate Guide to Breaking Barriers, Owning Your Worth, and Taking Command of Your Career, written by the lovely founder of ‪ Ladies Get Paid, Claire Wasserman. As a renowned speaker and businesswoman, Claire travels the country teaching women the importance of getting pay incre...

Recently, I was lucky enough to sit down with ‪ Wall Street Journal ‬ bestselling author Randi Braun for a one-on-one conversation about her women at work playbook, Something Major!    Randi is an expert at helping high-performing women thrive in demanding roles. Her incredible work has made her one of the most authoritative voices in this space. She has been featured across some of the most influ...