The Wealth Cafe

Let's kick your New Year off right! This episode of The Wealth Cafe is all about helping you set financial intentions for 2026 and beyond. This is a must-watch, especially for high earners who are looking for options to take advantage of opportunities that can help maximize wealth in both the short and long term. We’ll be covering key considerations for setting goals, prioritizing them, and m...

As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even just reached important life milestones. With all that being said, because of these new stages in life, you may have found that, like clothes, you’ve outgrown your current financial advisor.  This episode of The Wealth Cafe is all about detect...

Many high earners excel at reaching significant financial milestones, such as achieving a comfortable retirement lifestyle, purchasing a second home, or taking a grand vacation with their grandchildren; however, for some reason, they struggle to achieve short-term goals that precede these. That’s why this episode of The Wealth Cafe is dedicated to assisting and guiding high-net-worth individuals,...

Are you a high-net-worth or high-earning individual who's looking for guidance on a popular year-end tax planning strategy? If this sounds like you, then you’re going to want to tune into this episode of The Wealth Cafe!  On this episode, we aren’t talking about traditional tax loss harvesting; we're talking about opportunities where you can potentially take strategic tax loss gains in y...

Holidays, like Thanksgiving, are rightfully all about spending time with friends and family, reminiscing on the year that was. During the holidays, we spend a lot of time thinking about others, but we don’t focus enough on ourselves and the things that we've accomplished. This episode is all about providing our listeners with a safe space to give themselves a pat on the back for all the accom...

I recently had the opportunity to sit down with a woman who manifests bold visions, executes high-impact marketing, and helps clients turn real estate into a wealth-building strategy. Her name is Stephanie Bray, and Arizona luxury real estate is her game! From her humble beginnings to pitching Ryan Serhant, from Million Dollar Listing, with a personally monogrammed iPad featuring a business name t...

Do you define yourself as a leader? Well, then you’re going to love my recent conversation with executive coach, leadership trainer, and clinical social worker, Sheila Storrer. For the past ten years, she has been helping people articulate their goals and take actionable steps to achieve them. From dream lives to dream jobs, she has the knowledge and the know-how to help leaders like you get sh*t...

Welcome to The Wealth Cafe! In this episode, we're kicking off National Long Term Care Month with a deep dive into a topic that affects more people than you might think—long term care planning. Did you know that 70% of people over age 65 will need some form of long term care? Caroline walks you through everything you need to know, from the true costs of care (assisted living, home care, and n...

Are you considering retirement and wondering if you're truly ready—financially, emotionally, and purposefully? In this episode of "The Wealth Cafe," Caroline dives deep into the five key signs that indicate you're prepared to make a smooth transition into retirement. Going beyond just the numbers on paper, we explore the importance of having a clear vision for your next chapter...

Melissa Mitt is a woman who has been taking the financial consulting space by storm with her expert guidance, helping solopreneurs take ownership of their finances. We recently had the opportunity to chat about her groundbreaking business, where she helps business owners create stability through her own experience navigating a financial meltdown. In her experience, many problems with businesses st...

Are you a high-earning parent juggling a successful career, aging parents, and raising kids—all while trying to plan for their college education? On this episode of The Wealth Cafe, financial expert Caroline Tanis (she/her) dives deep into the unique challenges affluent families face when saving for their children’s college years. Caroline reveals the real cost of college today, explains why high...

Are you working with a financial advisor but still feel lost about your financial goals? In this episode of The Wealth Cafe, guest Caroline Tanis breaks down what a true comprehensive financial plan should look like and what most people (and advisors!) often miss. Caroline shares powerful insights on: The difference between simple portfolio reviews and real financial planning How goal setting &amp...

Clean eating can be easy and exciting, just ask Morgan Zanotti! I recently had the pleasure of speaking with this trailblazing woman in the CPG category, whose success knows no bounds. Morgan, Co-Founder & President of Primal Kitchen, built a business from scratch to become the fastest-growing brand in the natural products industry. She successfully launched the world’s first avocado oil mayon...

In this episode of The Wealth Cafe, guest Caroline Tanis dives deep into what a comprehensive financial plan really is—and why so many people, even those already working with financial advisors, might be missing out. Caroline highlights the difference between investment advice and a holistic financial planning process, emphasizing that true planning goes far beyond annual portfolio reviews. She wa...

Welcome to The Wealth Cafe! In this episode, host Caroline dives deep into the crucial choices you can make during open enrollment season to directly impact your wealth building and secure your financial freedom for years to come. ✨ This isn’t your typical benefits 101 episode. Whether you're an executive with a family or navigating your first open enrollment, Caroline shares actionable stra...

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...