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 done! She constantly sees clients being excited about making things happen, but will still fall into the “I can’t” mindset. Once they develop actionable practices to move themselves forward, they stop sabotaging themselves and create the life they’ve always dreamed of. 

🎯 What You’ll Learn:
✅ Sheila’s journey. 
✅ Generational differences when it comes to priorities. 
✅ Getting what you truly want versus what you're told you should want.
✅ How to avoid distractions & stay focused. 
✅ Importance of well-being & self-care. 

Sheila’s true passion is helping people see what’s possible instead of focusing on what’s not, or what they perceived was “wrong with them”, versus helping them see their strength and power. Her ultimate goal is to transform clients’ lives both at home and at work.  

Want to connect with Sheila? 

🔍INSTAGRAM:  /  / https://www.instagram.com/sheilastorrer/    
LINKEDIN:  /  / https://www.linkedin.com/in/sheila-storrer-licsw-pcc-61a1309/   
WEBSITE:  /  / https://sheilastorrercoaching.com/  
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🔗CONNECT WITH LUMO
LUMO Website: https://lumoleadership.com/    
LUMO LinkedIn: https://www.linkedin.com/company/lumoleadership/  
LUMO Facebook: https://www.facebook.com/lumoleadership/ 
LUMO Instagram: https://www.instagram.com/lumoleadership/  

👍 For more tips and advice like this, hit ‘subscribe'

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]

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 nursing homes) to practical steps for building a financial plan that protects your wealth and your family's future.

You'll learn:

Why long term care is something we all need to discuss and plan for, regardless of age or wealth

How to estimate the real costs of care (the numbers may surprise you!)

Different types of long term care (in-home care, assisted living, nursing homes) and how to choose what's right for your needs and lifestyle

The risks of not planning—how medical and care costs can erode your hard-earned savings or impact your legacy

How to start family conversations about care, even when it's tough to talk about

Tips on finding the right insurance coverage and key questions to ask your advisor

How new tools like Water Lily use AI to help you estimate your future long term care needs

Whether you're planning for yourself, aging parents, or want to ensure your wealth lasts for future generations, this episode will help you approach long term care planning with clarity and confidence.

Join us each week throughout Long Term Care Month as The Wealth Cafe brings you conversations designed to empower, educate, and help you finish the year strong!

👇 Like, Subscribe, and hit the bell for more insights on wealth, retirement, and financial wellness.
🔗 Connect with us
Have questions or want to start your long term care plan? Drop a comment or reach out to Wealth Cafe Host!
Subscribe for more expert advice and inspiration on your wealth journey!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]

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, strategic financial planning across different buckets (pre-tax, after-tax, taxable), and ensuring your legacy and family plans are fully aligned.

Discover why retirement is more of a transition than a one-time event, with insights on managing the emotional shift from accumulating wealth to drawing down assets, and creating lasting memories for your loved ones. Whether you’re aiming for full retirement, semi-retirement, or a purposeful mix of volunteering and adventure, this episode gives you actionable strategies to retire with confidence and peace.

Don’t forget to check out the link in our show notes for a free introductory call to discuss your retirement strategy!

Keywords: Ready to retire, retirement planning, financial buckets, emotional readiness, legacy planning, transitioning to retirement, Wealth Cafe podcast, retirement tips, financial strategy, peaceful retirement

Subscribe for more expert advice and inspiration on your wealth journey!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]

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 stem not from the money, but from how it's managed. She lives by the mantra that telling yourself, "I’m bad with money”, isn’t your truth; it’s just a story you’ve told yourself so often that you’ve started running your business and life around it. Her ultimate goal is to help her clients make a substantial amount of money and feel confident with it. 

🎯 What You’ll Learn:
✅ Melissa’s journey. 
✅ How a lived experience helped her find her passion. 
✅ The way seasons of life can affect relationships with money.
✅ Replacing scrutiny & fear with joy. 
✅ Importance of planning before that transition moment.
 
Her compassion and kindness know no bounds. In addition to being an Accredited Financial Counselor®, she's also a leading advocate for the deaf community, and 1% of her revenue is dedicated to hiring a Deaf Financial Coach to provide free services to Deaf individuals.

Want to connect with Melissa? 

🔍INSTAGRAM:  /  / https://www.instagram.com/_melissamitt/    
LINKEDIN:  /  / https://www.linkedin.com/in/melissa-mittelstaedt/   
WEBSITE:  /  / https://www.melissamitt.com/ 
 
👍 For more tips and advice like this, hit ‘subscribe'

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]  

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 earners often don't qualify for financial aid, and shares smart strategies to prepare for this major expense without sacrificing your own retirement goals. Learn about the best investment accounts for college savings, like 529 plans and UTMA/UGMA accounts, and discover how recent changes make saving more flexible than ever. Caroline also covers creative cash flow options and scholarship opportunities outside traditional school grants.

Whether you're wondering how much support to provide, balancing funding for both college and retirement, or just starting your family’s financial journey, this episode has actionable advice to help you make informed decisions. Don’t miss Caroline’s tips on family communication, leveraging gifts and contributions, and starting early for maximum impact.

Subscribe for practical, expert insights on wealth building and family financial planning!

Key topics covered:

Why financial aid is rarely available for high earners

The latest on 529 plans, Roth IRA rollovers, and flexible savings options

Comparing UTMA/UGMA investment accounts for college funding

Creative ways families can contribute, from gifts to bonuses

Balancing college savings with your retirement priorities

Actionable steps to plan ahead and reduce financial stress

Listen now and empower your family’s financial future with The Wealth Cafe!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]

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 & intentionality can transform your money decisions

Why cash flow, taxes, estate planning, and risk management are just as important as investments

Key questions to ask yourself (and your advisor) to make sure you actually have a written, actionable financial plan

The importance of updating your plan as your life changes

Whether you're earning well but don't know where your money is going, or you want to ensure your investments are truly aligned with your dreams (before and after retirement), this episode will give you the clarity and resources you need for a confident financial future.

Ready to start 2026 with your best financial foot forward? Tune in now!

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]

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  @theprimalkitchen , 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 mayonnaise & salad dressings, as well as collagen protein bars, and a portfolio of other innovative food products. She sees herself as the most reluctant entrepreneur there is, but what continues to drive her success is her underdog mentality. We look forward to seeing her succeed once again in the CPG space with the launch of Waay, which hits  @wholefoods shelves this month!

🎯 What You’ll Learn:
✅ Morgan’s journey. 
✅ How flagging seed oils changed lives. 
✅ The ins & outs of the CPG industry.
✅ Importance of balancing partnerships. 
✅ Her next big venture. 

Even with all her success, Morgan still enjoys giving guidance to fellow founders. She prides herself on helping them build brands that win hearts, secure shelf space, and achieve successful exits. She’s got incredible insights, and she’s just a video consultation away: https://intro.co/MorganZanotti 

Want to connect with Morgan? 

🔍INSTAGRAM:  /  / https://www.instagram.com/morganzanotti/   
TIKTOK:  /  / https://www.tiktok.com/@morganzanotti  
LINKEDIN:  /  / https://www.linkedin.com/in/morgan-buehler-zanotti-31989620/ 
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🔗CONNECT WITH PRIMAL & WAAY
Primal Website: https://www.primalkitchen.com/   
Waay Website: https://drinkwaay.com/ 
Primal Instagram: https://www.instagram.com/primalkitchenfoods/
Waay Instagram: https://www.instagram.com/drinkwaay 
Primal Facebook: https://www.facebook.com/PrimalKitchenFoods   
Primal TikTok: https://www.tiktok.com/@primalkitchenfoods 

👍 For more tips and advice like this, hit ‘subscribe'

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  
LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 
PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 
BLOG:  /  / https://tanisfingroup.com/blog/ 
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]  

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 walks listeners through her goal-setting journaling prompts, encouraging everyone to think not just about immediate objectives, but also long-term dreams, retirement lifestyle, and legacy wishes. Caroline breaks down the key elements that make up a full financial plan, including cash flow analysis, investment selection, retirement strategy, tax planning, estate and legacy considerations, as well as risk mitigation through insurance.

Throughout the episode, she poses critical questions listeners should ask themselves (and their advisors) to determine if they really have a complete plan in place. Caroline also discusses the importance of regularly updating your plan to reflect life changes and stresses the value of collaboration among your financial team—advisors, accountants, and estate attorneys—to truly work in your best interest.

The episode wraps up with an invitation for listeners to connect with Caroline’s firm, Tanis Financial Group, for those seeking more clarity and a genuinely comprehensive approach to financial planning as they look ahead to 2026.

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 strategies to help you make the most of your employer benefits—including health insurance, HSA vs. FSA options, life insurance, and disability insurance. Plus, discover how these benefits aren’t just HR checkboxes— they’re powerful tools for building long-term wealth!

Here’s what you’ll learn:

How to review last year’s health coverage and anticipate future needs

The difference between HSA and FSA accounts, and how to maximize their benefits for retirement and medical expenses

Crucial questions to ask about your life and disability insurance to protect your income and family

Why you should take a closer look at all your benefits, not just stick with last year’s plan

💡 Open enrollment is more than just paperwork—it’s your opportunity to align your choices with your future financial goals! Caroline breaks down the steps, simplifies the decisions, and empowers you to take control of your wealth journey.

🔔 Subscribe to The Wealth Cafe for more expert advice during Financial Planning Month, and don’t forget to leave your questions or share your open enrollment experiences in the comments!

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 about adopting AI-powered solutions in the workplace. Linda wholeheartedly believes that AI and new tech stacks fail because they don’t put humans at the center and adopt from a human-centered point of view. Her thoughts regarding figuring out what's important, in terms of values to a company, can shape how people interact with people, as well as machines, in the most efficient manner possible.

🎯 What You’ll Learn:
✅ Linda’s journey.
✅ Transformations in the workplace.
✅ Embracing AI versus relying on AI.
✅ Why representation matters.
✅ Balancing what we should do in a way that feels fair and equitable.

Linda’s ultimate goal is that we learn how to truly build relationships and communicate over digital formats while ensuring fairness and equity. Once we figure that out, it could unlock massive gains.

Want to connect with Linda?

🔍LINKEDIN:   /  /   / linda-ho-1ba8a21     

👍 For more tips and advice like this, hit ‘subscribe'

🔍INSTAGRAM:  /  /   / tanisfingroup   
LINKEDIN:  /  /   / caroline-tanis   
BLOG:  /  / https://tanisfingroup.com/blog/
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🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]