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 paycheck

How bonuses, equity compensation (like stock options and RSUs), and retirement plans should influence your financial planning

The importance of understanding and fully utilizing healthcare, paid time off, flexible work options, maternity/paternity leave, child care, and lifestyle perks that can save you thousands or improve your quality of life

Why different benefits have different values depending on your personal situation, and how to make sure you’re prioritizing what matters to you

Whether you’re considering a job change or just want to be smarter with your current compensation, this episode will show you how to assess and maximize your benefits to truly boost your overall wealth.

Don’t forget to subscribe, drop your questions or comments below, and stay tuned for more insights on building your best financial life from The Wealth Cafe!

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 communicate with like-minded peers who feel/have felt underestimated. 

🎯 What You’ll Learn:
✅ Mallory’s journey. 
✅ Her obsession with building companies from the ground up. 
✅ The importance of trying new things.
✅ How The Old Girls Club started. 
✅ Human connection vs AI. 

From beating cancer to finding her way through male-dominated industries, there’s nothing that can stop Mallory from accomplishing her ultimate goal to build a space where driven women can feel safe while they pursue their ambitions. 

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) communication, or just not feeling comfortable reaching out with questions.

Caroline shares insightful questions to ask yourself before making a change, from understanding your own communication style to scrutinizing an advisor’s expertise, fee structure, investment philosophy, and willingness to look at your whole financial picture—not just your investments. Plus, she highlights some red flags to watch out for when considering a new advisor.

Whether you’re feeling unsure about your current advisor or just want to ensure you have the best possible financial partnership, this episode offers clarity, real-talk, and practical steps to help you make confident financial decisions. Tune in to discover if it might be time to make a switch—and how to find the right advisor for you.

Ready to explore your options or get a second opinion? Caroline invites listeners to reach out for an intro call and start building the financial future you truly deserve.

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 and expert tips for a comprehensive financial review. Topics covered include: revisiting your investment allocations, taking stock of your summer cash flow, reviewing equity compensation and planning meetings with your advisor or accountant. She also breaks down key year-end tax moves like tax loss harvesting and making the most of your retirement and savings account contributions.

Plus, don’t miss the crucial reminders about estate planning, insurance updates, and making sure your beneficiaries are current. Whether you're adjusting your goals, prepping for open enrollment, or reflecting on big-picture plans for 2026, this episode will empower you to take proactive steps towards building and protecting your wealth.

Share this episode with a fellow powerhouse, and don’t forget to subscribe so you don’t miss the upcoming videos and conversations lined up for the rest of the year!

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 Conversations, we dive deep into her businesses, journey, next project, and much more! 

🎯 What You’ll Learn:
✅ What balloonists, blue skirts, and brand have in common. 
✅ Bethany’s upbringing. 
✅ The importance of women empowerment.
✅ How inspiration can be cyclical. 
✅ Her next big project. 

Bethany’s mission in life is centered around helping people be seen and get the visibility they deserve.

Want to connect with Bethany? 

🔍DESIGN INSTAGRAM:   /  / https://www.instagram.com/bethanyworksdesign/       
PODCAST INSTAGRAM:   /  / https://www.instagram.com/unbreakablebrandspod/ 
FACEBOOK:   /  / https://www.facebook.com/BethanyWorksDesign/  
DESIGN LINKEDIN:   /  / https://www.linkedin.com/company/bethany-works/  
PODCAST LINKEDIN:   /  / https://www.linkedin.com/company/unbreakable-brands/ 
PERSONAL LINKEDIN:   /  / https://www.linkedin.com/in/bethany-mccamish/     
PINTEREST:   /  / https://www.pinterest.com/bethanyworks/      
DESIGN WEBSITE:   /  / https://bethanyworks.com/     
PODCAST WEBSITE:   /  / https://unbreakablebrands.com/ 
PURCHASE A COPY OF HER BOOK:   /  / https://bethanymccamish.com/rise-and-find-co-author-bethany-mccamish/ 

👍 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 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, you’ll learn:

The key requirements for opening and contributing to an HSA

The crucial differences between HSA and FSA accounts

How to take advantage of the triple tax benefits of an HSA

Creative ways to use HSA funds—including investments and qualifying purchases

Why maxing out your HSA could be a smart move before year-end

How an HSA can be a powerful tool for covering medical expenses now and in retirement

Whether you’re new to HSAs or looking to get more out of your account, this episode is packed with actionable advice. Make sure to consult with your financial professional to see if an HSA is the right fit for your unique situation.

👍 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]

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 greatest potential by clarifying their values and aligning them with actionable goals. 

🎯 What You’ll Learn:
✅ Stephanie’s journey. 
✅ The impact of PCOS on women. 
✅ Importance of advocacy.
✅ Finding the right resources. 
✅ How to hold space for each other. 

Stephanie’s ultimate goal is that people she comes in contact with live courageously and to the fullest by creating communities and cultures that are trauma-informed and human-centric! 

Want to connect with Stephanie? 

🔍INSTAGRAM:   /  / https://www.instagram.com/stephaniesimpsoncoaching/      
FACEBOOK:   /  / https://www.facebook.com/StephanieSimpsonCoaching/ 
LINKEDIN:   /  / https://www.linkedin.com/in/stephaniesimpsoncoaching/    
WEBSITE:   /  / https://www.stephanie-simpson.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 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 apply to inherited traditional IRAs (including the game-changing 10-year rule implemented after 2020)

The differences between leaving your IRA to a spouse versus a non-spouse

Why inheriting an IRA can sometimes cause tax surprises during your highest earning years or even impact college financial aid

Smart tax strategies to consider NOW, like Roth conversions and charitable giving

Key questions to ask your financial advisor to optimize your inheritance or legacy plans

Whether you’re looking to pass on wealth or preparing to receive it, this episode will help you make informed decisions and start the right conversations with your financial team.

Ready to get proactive about your financial future? Book an intro call using the link below to explore how personalized planning can help you and your family keep more of what you’ve earned.

💬 Comment below with your questions or experiences, and don’t forget to subscribe for more insights on wealth, inheritance, and strategic financial planning!


👍 For more tips and conversations 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/ 
------------
🔗CONNECT
Website: https://tanisfingroup.com/  
Email: [email protected]  

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 ‪@LadiesGetPaid‬, Claire Wasserman.

As a renowned speaker and businesswoman, Claire travels the country teaching women the importance of getting pay increases, advancing professionally, and building their respective communities. She specializes in teaching people how to realize their true worth, inside and out!

🎯 What You’ll Learn:
✅ Who is Claire Wasserman?
✅ Claire’s career path.
✅ Wage gap & leadership gap.
✅ How to be confident, calm & grounded.
✅ Different stages for women within their careers.

Claire’s expertise and extensive research has helped so many women negotiate raises, find value within their careers, and become more confident in life!

Want to connect with Claire?

🔍PERSONAL INSTAGRAM:   www.instagram.com/clairegetspaid       
BUSINESS INSTAGRAM:  www.instagram.com/ladiesgetpaid 
PERSONAL LINKEDIN:  https://www.linkedin.com/in/clairewasserman/
BUSINESS LINKEDIN: https://www.linkedin.com/company/ladiesgetpaid/posts/?feedView=all
SPOTIFY:   /  / https://podcasters.spotify.com/pod/sh... 
WEBSITE:   /  / https://www.coachmeclaire.com/   

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

🔍INSTAGRAM:  www.instagram.com/tanisfingroup.com
LINKEDIN:  https://www.linkedin.com/in/caroline-tanis/
BLOG:  /  /

Recently, I was lucky enough to sit down with ‪@wsj‬ 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 influential news outlets in the country, such as ‪@CNBC‬, ‪@WashingtonPost‬, ‪@Forbes‬, ‪@ChicagoTribune‬, ‪@parents‬, just to name a few.

Her goal is that when her 9-year-old daughter grows up and enters the workforce, Something Major is completely irrelevant because that means we achieved allyship from men in our workplaces!

🎯 What You’ll Learn:
✅ Who is Randi Braun?
✅ How Randi turned a passion into a career.
✅ Why Something Major is the perfect book for where we are as a society.
✅ Truth through lived experiences.
✅ The importance of women's empowerment.

We spend a lot of time on this channel talking about women building wealth, but even more important, we’re here to give people, like Randi, a platform to speak about the culture we live in, where women are still fighting for the bare minimum. Let’s make supporting and sponsoring women not something to strive for, but the status quo!

Want to connect with Randi?

🔍INSTAGRAM:   www.instagram.com/something_major_coaching     
PERSONAL LINKEDIN: https://www.linkedin.com/in/randi-braun-312a5423/
BUSINESS LINKEDIN:   https://www.linkedin.com/company/something-major/
WEBSITE:  https://www.somethingmajorcoaching.com/ 

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

🔍INSTAGRAM:  www.instagram.com/tanisfingroup
LINKEDIN:  https://www.linkedin.com/in/caroline-tanis/