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 Batch, founder of Well Hosted, who’s an expert when it comes to helping clients understand how relationships, careers, and overall long-term success can be positively impacted by implementing what she calls the “host mindset” to create relational wealth through the art of personal investment. So, tune in for this one-of-a-kind episode, you’ll be glad you did!

🎯 What You’ll Learn:

✅ How to stand out in the workplace. 

✅ Why relationships matter. 

✅ What investing in yourself truly means.

✅ Practical ways to elevate client interactions. 

✅ Differences between hosting by default & hosting by design. 

Focusing on financial gains is great, but we always encourage our clients to focus just as hard on building fulfilling lives. Whether it be personally or professionally, finding ways to enhance presence, connection, and confidence are paramount to long-term success!

🔗CONNECT WITH WELL HOSTED

Website: https://www.wellhosted.com/      

LinkedIn: https://www.linkedin.com/company/well-hosted/   

Instagram: https://www.instagram.com/wellhostedbyliz  

YouTube: https://www.youtube.com/@WellHosted  

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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Website: https://tanisfingroup.com/  

Email: [email protected] 

Have you been looking for a more thorough breakdown of some of the most important, and often overlooked areas of financial planning? Well look no further because on this week’s episode of The Wealth Cafe, we sit down with seasoned CPA, Rachel Richards from Gelt, as she provides helpful insights when it comes to the differences between tax planning and tax preparation. Rachel is best known for her ability to guide clients through the intricacies of tax laws and achieve optimal outcomes. So, don’t miss out on learning about powerful opportunities that could help reduce your lifetime tax bill and build long-term wealth in the process. There’s no one-size-fits-all approach when it comes to taxes, but everything in this episode could be used to your advantage next time you file!

🎯 What You’ll Learn:

✅ Critical differences between tax planning & tax filing. 

✅ Why being proactive can help save money & stress. 

✅ How to align tax strategies with overall financial goals.

✅ Important topics to cover with a CPA. 

✅ The definition of coordinated planning. 

Whether you’re a business owner, high earner, or planning for retirement, we encourage you to get in touch with the Gelt team, so that they can help you think differently about your taxes and start helping you implement tools to build your wealth for generations to come. Consider contacting them today for a complimentary consultation and 10% off your first year using them: https://www.joingelt.com/partner/tanis-financial-group

🔗CONNECT WITH GELT

Get 10% off services with Gelt: https://www.joingelt.com/partner/tanis-financial-group

LinkedIn: https://www.linkedin.com/company/gelt-tax/   

Instagram: https://www.instagram.com/geltaxes/  

YouTube: https://www.youtube.com/channel/UCdvs5gfgqxv1UMN2VQOj47g  

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

Given the high number of viewers who found this topic impactful, as well as the nuance that comes with it, we decided to make a Pt.2. In this episode of The Wealth Cafe, we dive even deeper into the subject of passing wealth on, this time as it pertains to parents and children. As we discussed in the previous episode, over $54 trillion of wealth is about to be transferred and most people are ill-prepared, whether it be knowledge of IRS rules or guidelines when it comes to timing. That’s why we’re here! We at The Wealth Cafe want to make sure that your wealth transfers go as smoothly as possible, so your loved ones can avoid tax pitfalls, family strife, and assure your legacy lives on! 

What we’ll cover:

✅ How to transfer wealth to children.

✅ Best practices when trying to move wealth tax-free. 

✅ Steps to prepare for the inevitable.

✅ Real-life examples. 

The great wealth transfer isn’t a future event; it’s happening as we speak. The women who are most prepared and approach estate and legacy planning with their end goals in mind will be the ones who ‘s wealth will be passed on successfully for generations to come! We highly encourage you to schedule time with your financial team to properly plan, so that the wealth you’ve worked so hard to build doesn’t go to waste.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

We’re currently in the midst of an entire generation inheriting over $54 trillion, but completely unprepared to manage it due to lack of financial conversations within the household, while both spouses were alive. In this powerful episode of The Wealth Cafe, we examine the baby boomer generation and why the transferring of wealth from husbands to wives has become fraught with roadblocks for the surviving spouse because of questions left unasked and unanswered. These will be some of the most consequential financial decisions that these spouses will ever make, so if this sounds like your situation, we highly encourage you to tune into this special episode. 

What we’ll cover:

✅ How to prepare for a large inheritance.

✅ The Widow’s Penalty explained. 

✅ Emotional & financial challenges when it comes to losing a spouse.

✅ Importance of understanding household finances. 

From now on, nothing should be an afterthought. If you have questions or need additional information about how your money works, make sure to ask about it sooner rather than later. The spouses that work together and devise a plan of action for when the inevitable happens are the ones that will avoid the struggle of unnecessary stress and anxiety when it comes to what they’re inheriting, as well as how to manage it.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

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 Trusts, which in the long run could help you sell some of those highly appreciated assets, while all together avoiding certain taxation by making charitable donations. Whether your assets are tied to the market, real estate, or something in between we encourage you and your loved ones to listen in as we help walk you through how Charitable Remainder Trusts could help you increase income, while also making a meaningful difference in your community.  

What we’ll cover:

✅ How Charitable Remainder Trusts work.

✅ Avoiding capital gains taxes. 

✅ Benefits of charitable tax deductions.

✅ Real-life examples. 

The biggest takeaway from this episode is that in this instance doing good and profiting from it can be symbiotic. Supporting organizations and leaving a lasting legacy on them through these Charitable Remainder Trusts can be extremely advantageous from a taxation standpoint, as well as a community standpoint. We highly encourage you to go through your portfolio, as well as charities you’d like to support, and then meet with your financial team to see if a Charitable Remainder Trust is right for your specific situation.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

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 they end up having to fight it out in probate court to lay claim to the assets you’ve left behind. That’s why on this episode of The Wealth Cafe, we want to prepare you for the inevitable by providing real life examples of some scary situations we’ve seen take place that could have ultimately been avoided with proper planning and guidance. So, if you want to set future generations up for success by better understanding the rules and regulations in this day and age of estate and legacy planning, make sure to give this a listen.   

What we’ll cover:

✅ Best practices when it comes to 401(k), IRA, life insurance, & TOD/POD accounts.

✅ How to pre-emptively protect your family from probate. 

✅ The 10-year distribution rule.

✅ Real-life examples. 

So, if you’re serious about properly passing on your wealth to the next generation and having as little family strife as possible when you’re gone, we highly encourage you to connect with your financial team to start planning. This is something that shouldn’t be taken lightly and should be a conversation that takes place every time you experience a major life event. You may not have control over how long you have left in life, but you have full control over where your wealth should go once you’re gone. 

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

One of our favorite episodes yet! In this episode of The Wealth Cafe, we’ll 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 “permanent” in the sense of the law means something far different. So, make sure to tune into this informative episode, so that you don’t get caught acting too late on your estate. 

What we’ll cover:

✅ New law affecting estate taxes.

✅ Clawback protection strategy.

✅ Common mistakes to avoid.

✅ How gifting can impact estate tax exemptions. 

So, if you’re serious about passing on your wealth to the next generation make sure to start having necessary conversations with your financial team about how to properly strategize and plan for your specific situation. 

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

What if we told you that a person’s 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, we’ll be discussing the concept of “Money Mindset” and the research behind it. There’s a lot that goes on in one’s head when making financial decisions, but the hidden psychology discovered by Dr. Brad Klontz is extremely eye-opening and will provide you with an understanding of the unconscious beliefs that drive certain financial behaviors. 

What we’ll cover:

✅ Net worth vs. Money Mindset.

✅ Experiences that can shape relationships with money.

✅ How mindset can impact investing, retirement & estate planning.

✅ Practical ways to identify & shift money patterns. 

We encourage you to start journaling and working with a dedicated financial advisor, so that they can better ease your stress and provide you with guidance that best serves you. It can be hard to take time, step back, and do the necessary work to break away from these underlying fears you may have.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If you’re worried that you could be one of those women and this reality keeps you up at night, you’ll want to make sure to tune in for this episode. During this heavy conversation, we’ll be talking all about the grief and disruption divorce or death can cause, not only on your everyday life, but your financial life as well. What we hope you get out of this episode are ways to best be prepared for the first 12 months after the loss of a spouse and how the decisions made during this time can impact your financial future.   

What we’ll cover:

✅ How to handle year one.

✅ Common mistakes to avoid.

✅ How taxes change after losing a spouse.

✅ Smart strategies to consider. 

We encourage you to start building relationships with various types of financial team members, so that they can make sure, when this day comes, you’re comfortable and in the best spot possible to move forward with the rest of your life. Even if this episode doesn’t apply to your specific situation yet, it’s always important to be prepared because you never know what life will throw at you.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode.

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but what they don’t plan for is leaving the C-suite behind. It isn’t their fault; they just never received the proper guidance. So, if you’re a woman in an executive role, this episode is for you. We’ll be breaking down the most critical 90 days of your financial life, as you embark on your executive departure and start planning for your next chapter of life!

What we’ll cover:

✅ Importance of the first 90 days.

✅ Mistakes to avoid.

✅ How to handle equity, compensation, pension & benefits.

✅ What HR won’t tell you. 

Don’t wait before it is too late. Making sure to map this all out with your financial team can go a long way in preparing you for this transition. Starting to gather documents and building out a plan 12 to 18 months beforehand is the best first step. Clients we’ve worked with who started modeling earlier, rather than later, saw a seamless transition and started living their golden years to the fullest on their terms.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

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🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected]