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 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 Whole Foods Market 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, 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]  

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.

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

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.

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

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, 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]

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.

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

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. 

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

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.

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

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.

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

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, 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]  

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, 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/ 
------------
🔗CONNECT
Website: https://tanisfingroup.com/ 
Email: [email protected]