The Wealth Cafe
Caroline Tanisđď¸ 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 ... more
| Publishes | Weekly | Episodes | 47 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingCareersBusiness | |||
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Latest Episodes
Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder Trust... more
Discussing end of life with loved ones and designating beneficiaries to pass your wealth on to can be very uncomfortable. However, not properly planning for how your legacy will live on could cause major relationship erosion between family members if... more
One of our favorite episodes yet! In this episode of The Wealth Cafe, weâll be talking all about the new and improved estate tax exemption, as well as the common misconceptions around it. Most people think that this exemption is permanent, but âperma... more
What if we told you that a personâs financial success has less to do with how much money they make and more to do with how they think about money? Would you believe it? In this episode of The Wealth Cafe, weâll be discussing the concept of âMoney Min... more
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Apple Podcasts | #108 |  United States/Business/Investing |
Talking Points
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Audience Metrics
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Frequently Asked Questions About The Wealth Cafe
What is The Wealth Cafe about and what kind of topics does it cover?
The show centers on practical financial guidance for high-earning women and their families, with a focus on wealth-building, retirement planning, and thoughtful money decisions. Across episodes, listeners are guided through estate and tax planning, compensation strategy (bonuses, RSUs, stock options), and holistic financial planning that integrates family dynamics, caregiving costs, and legacy considerations. A recurring emphasis is on actionable steps, professional support, and mindset shifts to take control of finances in order to build a meaningful, secure life. A standout element is the host's blend of practical planning with emotionally intelligent storytelling, including client case studies and interviews with guests who exemplify res... more
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How many listeners does The Wealth Cafe get?
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What are the audience demographics for The Wealth Cafe?
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How many subscribers and views does The Wealth Cafe have?
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Which podcasts are similar to The Wealth Cafe?
These podcasts share a similar audience with The Wealth Cafe:
1. The Daily
2. The Joe Rogan Experience
3. Jill on Money with Jill Schlesinger
4. The Nerve with Maureen Callahan
How many episodes of The Wealth Cafe are there?
The Wealth Cafe launched 10 months ago and published 47 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Wealth Cafe?
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Where can I see ratings and reviews for The Wealth Cafe?
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View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Wealth Cafe?
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What guests have appeared on The Wealth Cafe?
Recent guests on The Wealth Cafe include:
1. Stephanie Bray
2. Sheila Storrer
3. Melissa Mitt
4. Morgan Zanotti
5. Linda Ho
6. Mallory Contois
7. Bethany McCamish
8. Stephanie Simpson
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.