Shows
The Wealth CafeLeaving this Asset Behind Could be a Grave MistakeInheriting money isn’t always what it’s cracked up to be. Movies and TV do a great job of dramatizing the benefits of inheriting money, but never its drawbacks. That’s why in today’s episode of The Wealth Cafe, we’re breaking down the reality of inheriting or leaving behind this incredibly convoluted asset. This will hopefully help you or a loved one who's leaving money behind to save time and stress when it comes to tax implications. What we’ll cover:✅ How to go about leaving money behind.✅ Implications depending on who’s inheriting...
2026-02-1209 minThe Wealth CafeHow to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026Have you recently received exciting financial news about a bonus, salary increase, or company stock options? If so, this episode of The Wealth Cafe is for you! Even though this is an extremely exciting time for you and your loved ones, there are a lot of moving parts that you should be aware of, so that you're making the most out of these pieces of compensation within your specific financial plan. The key is to use these to build wealth and ensure dollars are set aside for the future. What we’ll cover:✅ Planning...
2026-02-0514 minThe Wealth CafeStop Feeling Uncertain About Your Financial FutureEveryone feels uncertain about their financial future, even the wealthiest among us. I've worked with individuals and couples who, on paper, earn fantastic salaries but still feel like they're living paycheck to paycheck and failing to build wealth. Most would think that people who feel this way should just stop buying expensive coffee or shopping at specialty grocery stores, but in reality, they just need to plan and strategize better. When trying to build wealth, there isn’t a one-size-fits-all solution, and it can be very complex, depending on one's situation, but being open with yourself and you...
2026-01-2913 minThe Wealth CafeThe Widow Tax ExplainedPlanning for the unexpected can be awkward and scary, but it’s extremely important to prepare ahead of time, so that you can make the most of the here and now. This can be a very emotional topic, but we at The Wealth Cafe believe that it's a beneficial one to cover, regardless of gender, age, and creed. The Widow Tax isn't a line item; it's a concept that's recently become more prevalent. When one party passes away, the other is left bearing the burden of increased taxation. Depending on whether you have kids or grandkids, this tax bu...
2026-01-2213 minThe Wealth CafeWhat Happens If You Die with Too Much Money Pt.2Welcome back to The Wealth Cafe. We missed you! We thought that, given the high number of viewers who found this topic to be both controversial and impactful, we'd revisit it in 2026. This type of thing happens more often than you think, and if/when something catastrophic happens, you want to be ready. Having too much money is something we all aspire to, so that we can retire early and enjoy life, but dying with too much money is a real concern. There are always what-ifs and question marks in life, but you must prepare to the b...
2026-01-1510 minThe Wealth CafeA High-Earners Guide to 2026Let's kick your New Year off right! This episode of The Wealth Cafe is all about helping you set financial intentions for 2026 and beyond. This is a must-watch, especially for high earners who are looking for options to take advantage of opportunities that can help maximize wealth in both the short and long term. We’ll be covering key considerations for setting goals, prioritizing them, and maintaining accountability for you and your financial team. What we’ll cover:✅ Having clear intentions.✅ How to communicate with your financial team.✅ Importance of revisiting your financ...
2026-01-0809 minThe Wealth CafeIs it Time to Replace Your Financial Advisor?As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even just reached important life milestones. With all that being said, because of these new stages in life, you may have found that, like clothes, you’ve outgrown your current financial advisor. This episode of The Wealth Cafe is all about detecting the telltale signs that you’re in need of a new financial team, as well as helpful tips on how to find the perfect next advisor for your...
2025-12-1811 minThe Wealth CafeStop Struggling with Short-Term Financial GoalsMany high earners excel at reaching significant financial milestones, such as achieving a comfortable retirement lifestyle, purchasing a second home, or taking a grand vacation with their grandchildren; however, for some reason, they struggle to achieve short-term goals that precede these. That’s why this episode of The Wealth Cafe is dedicated to assisting and guiding high-net-worth individuals, like you, on items that other financial advisors often overlook when helping their clients.Today’s episode is all about defining what short-term financial goals are, how to plan for them as a high earner, and the impact short-term fina...
2025-12-1109 minThe Wealth CafeLearn All About Strategically Taking Tax GainsAre you a high-net-worth or high-earning individual who's looking for guidance on a popular year-end tax planning strategy? If this sounds like you, then you’re going to want to tune into this episode of The Wealth Cafe! On this episode, we aren’t talking about traditional tax loss harvesting; we're talking about opportunities where you can potentially take strategic tax loss gains in your portfolio. Whether you're expecting to see a drop in income and need rebalancing, have a concentrated stock position from a family inheritance that needs to be unwound, or are just looking to reinv...
2025-12-0409 minThe Wealth CafeBeing Proud of Yourself, Sharing Gratitude & Planning for the FutureHolidays, like Thanksgiving, are rightfully all about spending time with friends and family, reminiscing on the year that was. During the holidays, we spend a lot of time thinking about others, but we don’t focus enough on ourselves and the things that we've accomplished.This episode is all about providing our listeners with a safe space to give themselves a pat on the back for all the accomplishments and milestones that helped make this such an incredible year!Everyone deserves a little time to be proud of the heights they’ve reached or the stri...
2025-11-2706 minThe Wealth CafeArizona’s Leading Luxury Real Estate Strategist: Meet Stephanie BrayI recently had the opportunity to sit down with a woman who manifests bold visions, executes high-impact marketing, and helps clients turn real estate into a wealth-building strategy. Her name is Stephanie Bray, and Arizona luxury real estate is her game! From her humble beginnings to pitching Ryan Serhant, from Million Dollar Listing, with a personally monogrammed iPad featuring a business name that didn’t exist yet, this episode provides an amazing look into how a third-generation realtor and native Phoenician built her own legacy and accomplished her dream. 🎯 What You’ll Learn:✅ Stephanie’s journey.
2025-11-2327 minThe Wealth CafeHelping Leaders Uplevel: Meet Sheila StorrerDo 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 sto...
2025-11-0927 minThe Wealth CafeWill You Need Long-Term Care? Find Out Now!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 te...
2025-11-0617 minThe Wealth CafeFive Signs You’re Ready to Retire: Financial, Emotional, and Purposeful TransitionsAre 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 sh...
2025-10-3013 minThe Wealth CafePractical Solutions For Entrepreneurs: Meet Melissa MittMelissa 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 r...
2025-10-2726 minThe Wealth CafeNavigating College Costs for High Earners: Planning Strategies for Your Children’s FutureAre 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 plan...
2025-10-2412 minThe Wealth CafeWhat Happens If You Have Too Much Money in Retirement?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 planningHow goal setting & intentionality can transform your money decisionsWhy cash flow, taxes, estate planning, and risk management are just as important as investmentsKey questions to ask yourself (and...
2025-10-1808 minThe Wealth CafeTrue Tastemaker: Meet Morgan Zanotti Co-Founder of Primal KitchenClean 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...
2025-10-1229 minThe Wealth CafeAre You Missing Key Pieces in Your Financial Plan?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 pl...
2025-10-0912 minThe Wealth CafeMaximizing Open Enrollment: How Your Benefits Choices Shape Your Wealth & Financial FutureWelcome 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 bu...
2025-10-0212 minThe Wealth CafeA Culture Curating Queen: Meet Linda HoCulture 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 r...
2025-09-2936 minThe Wealth CafeBeyond Salary: Maximizing Your Employee Benefits PackageWelcome 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 paycheckHow bonuses, equity compensation (like stock options and RSUs), and retirement plans should influence your financial planningThe importance of under...
2025-09-2614 minThe Wealth CafeChanging Lives Through Community: Meet Mallory ContoisI 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 thin...
2025-09-1535 minThe Wealth CafeIs It Time to Switch Financial Advisors? Key Questions to Ask YourselfEver 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 stru...
2025-09-1117 minThe Wealth CafeFall Financial Cleaning for Millionaire Women: Year-End Tax, Investing, and Estate Planning TipsWelcome 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...
2025-09-0411 min
Our Voices, Our FutureFinancial Advisor and EducatorIn this episode of Our Voices, Our Future, we’re joined by Caroline Tanis—financial advisor, strategist, and best-selling author—to talk about the gender pay gap and the lesser-known gender wealth gap. Drawing from her expertise, Caroline highlights the key contributors to pay disparities and addresses common misconceptions surrounding both gaps. We also explore the steps we can take to move the needle toward closing the gender pay gap and the gender wealth gap, and building a more equitable financial future.To learn more about Caroline and her work, visit: https://tanisfingroup.com/ Inst...
2025-08-2935 minThe Wealth CafeProof That Blending in is Boring: Meet Bethany McCamishI 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 ca...
2025-08-2830 min
Our Voices, Our FutureFinancial Advisor and EducatorIn this episode of Our Voices, Our Future, we’re joined by Caroline Tanis—financial advisor, strategist, and best-selling author—to talk about the gender pay gap and the lesser-known gender wealth gap. Drawing from her expertise, Caroline highlights the key contributors to pay disparities and addresses common misconceptions surrounding both gaps. We also explore the steps we can take to move the needle toward closing the gender pay gap and the gender wealth gap, and building a more equitable financial future.To learn more about Caroline and her work, visit: https://tanisfingroup.com/ Inst...
2025-08-2635 minThe Wealth CafeBuilding Wealth with Health Savings Accounts: Strategies for Long-Term GrowthWelcome 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 HSAThe crucial differences between HSA and FSA accountsHow to...
2025-08-2108 minThe Wealth CafeWith More Choice Comes More Power & Agency: Meet Stephanie SimpsonI 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...
2025-08-1838 minThe Wealth CafeNavigating Tax Rules When Inheriting a Traditional IRA After 2020Are 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 no...
2025-08-1408 minThe Wealth CafeSpeaker, Author, Mother: Meet the Fabulous Claire WassermanIf 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 Ladies Get Paid, 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:
2025-08-1036 minThe Wealth CafeA New Playbook for Women at Work and There’s SOMETHING MAJOR About itRecently, I was lucky enough to sit down with Wall Street Journal 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, Washington Post, Forbes, Chicago Tribune, and Parents, just to name a few. Her goal is that when her 9-year-old daughter grows up and enters the workforce...
2025-08-0831 min
Women Behind the Millions™Financial Empowerment and Personal Growth: Caroline Tanis on Achieving Wealth and DreamsWelcome to season four of Women Behind the Millions! We will be featuring the incredible authors behind our upcoming book “Rise & Find.” In this episode, we're thrilled to feature Caroline Tanis, a Certified Divorce Financial Analyst (CDFA), financial advisor, strategist, co-author of "Financial Trendsetters," and lead author of "Rise & Find."Caroline shares her wisdom on navigating financial planning, emphasizing that women shouldn't have to sacrifice their dreams for their responsibilities. We discuss the significant financial impact of career breaks for caregiving, a prevalent issue that often sees women having big financial losses over their lifetimes.Caro...
2024-09-2652 min
9 to 5 WellnessHealth Is Your Biggest Retirement AssetWe all have a strong grasp of time and compound interest when it comes to investing money for retirement, but we can’t imagine that for our health. Poor health in later years can cut into our retirement savings. Healthcare costs tend to mount as we age.In this episode we'll explore investing in your health and treating your health as your 401K.In this episode you will learn about:· Why can’t we comprehend that investing in our health?· What’s the cost of healthcare in retirement as an age-related expense to ind...
2024-08-1524 min
I Didn't Sign Up for This - Honest Conversations about Parenthood with @honestly.kaitlynTeaching Your Kids about Money and How to Start Saving for RetirementToday we are talking with Caroline Tanis who is a Financial Advisor and speaker who focuses on helping her clients build their desired lifestyle. In our conversation, we talk about how to talk to your kids about money, introducing them to allowance, spending and saving. We chat about changing our mindset about money being evil and how families who are living paycheck to paycheck can save for the future. We also chat about what parents should be doing to save for retirement, their kids college and so many other things. Caroline is a corporate w...
2024-07-1652 min
Ignite This Transformative Full Audiobook — Perfect While Traveling.Our Kindred Creatures by Bill Wasik, Monica MurphyPlease visithttps://thebookvoice.com/podcasts/2/audible/167423to listen full audiobooks.
Title: Our Kindred Creatures
Author: Bill Wasik, Monica Murphy
Narrator: Tanis Parenteau
Format: mp3
Length: 13 hrs and 46 mins
Release date: 04-23-24
Ratings: 4.5 out of 5 stars, 6 ratings
Genres: Philanthropy & Charity
Publisher's Summary:
In Our Kindred Creatures, Bill Wasik, editorial director of The New York Times Magazine, and veterinarian Monica Murphy offer a fascinating history of this crusade and the battles it sparked in American life. On the side of reform were such leaders as George Angell, the inspirational head of Massachusetts’s animal-welfare society and the American publisher of the no...
2024-04-231h 46Women Behind the Millions™Dream Big with Caroline TanisOn this episode of "Women Behind the Millions," host Jessica Weaver engages in a powerful and insightful conversation with financial adviser and strategist, Caroline Tanis. Caroline shares her personal journey as a caregiver, highlighting the emotional and financial challenges faced by those in similar roles. The discussion also delves into intentional investment in oneself and the consequential impact on personal and professional growth. With a focus on alignment, worthiness, and empowering strategies in the financial industry, Jessica and Caroline provide valuable insights for women aiming to navigate and thrive in the world of wealth and finance.
2024-02-081h 47
Divorce and Mortgage StrategiesEP: 111.23 - Safeguard Your Financial Interests During Divorce with Alex Sanchez, CDLP® and Caroline Tanis, CDFA®Please join Alex Sanchez, CDLP® with the Divorce Lending Association as he interviews Certified Divorce Financial Analyst, Caroline Tanis on Safeguarding Your Financial Interests During Divorce.Officially I’m Caroline Tanis CDFA MBA. But since we’re friends now please call me Caroline. I started my career in Wealth Management at Merrill Lynch where I spent almost five years building my practice. In order to best service my present and future clients I took the leap and created Tanis Financial Group (TFG as you will commonly see me refer to it as). TFG is proudly part of the W...
2023-08-2435 min
THE BEST DAY PODCAST, Encouragement, Intentional Living, Mindset, Calm, Joy, MotherhoodEP 99 // Overwhelmed with Finances? Simple Financial Planning Tips So You Can Live Your Dream Life with Caroline TanisToday's episode of the Best Day Podcast is bringing you an interview with special guest, Caroline Tanis. We are talking all things from financial planning tips, our favorite books, and our love for travel!Caroline is a CDFA, MBA, financial advisor and strategist that specializes in helping highly ambitious women and their families build a plan for their dream life. She is an advocate for women building wealth and increasing financial literacy in future generations. GET YOUR MONEY STORY WORKBOOK with special discount code THEBESTDAY Be sure to check out the F...
2023-08-1452 min
Not Just a Daydream - For the 9-to-5 Daydreamers Seeking Their Entrepreneurial Path#7 - Embracing Your Passion: Empowering Clients and Finding Your Ideal Path with Caroline Tanis, Financial PlannerIn this captivating episode of "Not Just a Daydream," we sit down with Caroline Tanis, an exceptional financial planner who shares her inspiring journey of embracing her passion and empowering clients to achieve financial successEpisode Highlights: Passion for Client Success: Caroline's genuine passion for helping her clients shines through as she shares her commitment to their financial well-being and independence. Discover the joy of witnessing clients achieve their goals and the fulfillment that comes from making a meaningful impact. Empowering through Education: As an advocate for financial education, Caroline empowers her clients with knowledge and...
2023-08-0241 min
Her Fullest PotentialMake Your Money Work FOR YouJoin Caroline Tanis, a financial advisor, strategist, and speaker, who is an expert in making your financial dreams a reality, in a way that is 100% customized to you. This conversation is far reaching and integrates all that money encompasses! From money trauma, to trendy and deceiving money advice, to cultural expectations- this conversation will leave you feeling inspired to invigorate your relationship with money on your own terms.
2023-07-1852 min
You Can Measure ANYTHING ® - The PodcastEpisode 4 - Financial FreedomIn this episode of You Can Measure Anything - The Podcast, we talk with Caroline Tanis of Tanis Financial Group and explore what Financial Freedom means, how you might measure it in different scenarios, and what steps you can take to reach your money goals. By the end of the episode, you'll have three takeaways that will help you say "I D.I.D. it!" Contact Caroline Tanis at www.tanisfingroup.com or on Instagram at @tanisfingroupFor more information about Alla Breve Consulting or register for You Can Measure Anything - The Co...
2023-02-2434 min
HobbyScool18: Wealth: Not Just for the 1% with Financial Advisor Caroline TanisCaroline Tanis, a financial advisor, and strategist share her wealth of knowledge on how to build a financial plan tailored to your dreams and goals. From investments and taxes, to trust and estate planning, Caroline reveals tips and strategies on how ambitious women can take control of their financial future.
Through this episode, you will gain a roadmap to success, with advice from Caroline Tanis that can help you get to the finish line and live your best life. So tune in now to start building your bright financial future!
In this episode we cover:
2023-02-1016 minWomen Behind the Millions™Using Financial Planning to Build Your Dream Life with Caroline TanisIn this episode Jess talks with Caroline , who is a Financial Advisor, Strategist, and Speaker, and also part of the Women's Wealth boutique. Caroline talks about how she felt like she hit a wall professionally and knew it was time to expand into something different. They discuss the importance of being able to express yourself in your profession and how at the women's wealth boutique that is something that is nurtured and encouraged. She also discusses the importance of matching potential financial clients with the correct advisors to achieve the best results for everyone. Caroline points out how important...
2023-02-0735 min
Recalibrated VisionLeaving Your Career with No Money with Caroline Tanis2023 is right around the corner and many of you may be considering changing careers. The only problem is there is a lot of fear frequency around the state of the economy not to mention the insane inflation rates. Today, we are listening to Caroline Tanis' story. She is a financial advisor who was living the American dream. She walked into her well-respected and high-paying finance position every morning with her power suit and designer bag in Manhattan, New York. Yet secretly, she was tired of having to turn clients away who didn't have the financial portfolio her firm was...
2023-02-031h 27
Your A-Game PodcastIt's Time to Start Making a Profit with Financial Advisor, Caroline TanisAre you ready to let go of the hobby and start making a profit? It's the PROFIT season and you've got to start somewhere—so start here! In this episode, Your A-Game Host, Susan Vernicek invites Guest Expert, Caroline Tanis to start the conversation on how to bridge the profit gaps between your MomLife + BizLife. If you want your self-care, and quality time with friends and family while building and protecting your profits—you've got to know your numbers. The gym, girls' night out, date nights, family vacations, spa days, hair appoi...
2023-01-2433 min
theceowifeexperience's podcastMeet Caroline Tanis #058Caroline Tanis CDFA MBA is a financial advisor and strategist that specializes in helping highly ambitious women and their families build a plan for their dream life. She is an advocate for women building wealth and increasing financial literacy in future generations. You can connect with Caroline at: tanisfingroup.com Instagram: Tanisfingroup Free gift from Caroline to you: https://tanis-fingroup.ck.page/54d5d91b89
2023-01-0921 min
Fore the Ladies Golf PodcastLadies of Golf: Caroline Tanis, Financial Advisor and investing in your golf gameHappy New Year from Fore the Ladies! We're kicking off 2023 with Caroline Tanis CDFA MBA, financial advisor, strategist and speaker. She is helping us plan and build our dream golf life with advice for our wallets and financial mindset. Abby and Caroline discuss saving for that dream golf trip, small behaviors that control our spending on the course (and in the pro shop), and how to decide when to save or splurge.
Thanks to Five Iron Golf, the nation's leading indoor golf and entertainment experience, for supporting this episode. Five Iron Golf has 15 locations across the U.S...
2023-01-0234 minTHE BEST DAY PODCAST, Encouragement, Intentional Living, Mindset, Calm, Joy, MotherhoodHow to Walk in Alignment Towards Your Dreams and Have The Financial Freedom To Do So with Caroline TanisWhat if conversations about money didn't have to be uncomfortable? What if talking about money could actually be encouraging and motivating? What if women started talking about money just like the men do? What kind of difference do you think that will make? What kind of changes in society might we see? Yes, you can be educated and in control of your finances, and be in alignment towards your actual dreams. Join Haley and special guest Caroline Tanis as they talk about all things female empowerment and financial freedom.
2022-08-1744 min
Be the ScandalEp. 31- Shame & Money with Caroline TanisAre you avoiding conversations surrounding money and your finances?
Whether it's avoiding the truth of your finances in conversations with yourself, fear of judgement from friends and family about how you spend your money or limiting yourself in your dreams of building wealth---many of us are feeling stuck when it comes to the topic of money.
Although there are individualized factors that contribute to feeling uncomfortable with the topic of money, one culprit that encourages avoidance of the conversation is: shame.
In this episode, we're diving deep into the topic of shame and money with...
2022-08-1245 min
Empower Thyself with Hannah GarnerPLANNING YOUR PERSONAL FINANCES AND WHERE TO START with WEALTH PLANNER CAROLINE TANISWelcome back to this weeks episode where we dive into money planning, where to start, how to make your money work for you and the challenges people often face when getting their shit together when it comes to personal finance. This is such an important foundation for your short term and long term wealth and definitely an episode I encourage everyone to tap into. In order to dive into this topic I got my guest expert Caroline Tanis who is a Certified Divorce Financial Analyst and has her Masters in Finance. She runs her own all female wealth management p...
2022-07-201h 00
Yadkin County Public LibraryEpisode 40: History: Fact & Fiction: 50th Anniversary of Disney World ResortWelcome to a new episode of History: Fact and Fiction! Each episode will tackle a theme, and instead of debating what is fact and fiction in a historical event or person’s life, I’ll be reviewing various adult fiction and nonfiction history books available in NC Cardinal, particularly bestsellers paired with not-so-well-known titles, to see if they live up to the hype, and if so, what’s so cool about them.
This episode, we're looking at the 50th anniversary of the Disney World Resort in Florida.
Adult Nonfiction
The Disney Story: Chronicling the Man, the...
2021-11-0323 min
25 Years of Ed TechThank you @OpenEdGlobal for the #OEAward2021 for the @YearsEd Project!A huge thank you to the OE Global community for awarding our project a 2021 Open Education Award of Excellence for Reuse/ Remix/ Adaptation. for the 25 Years of EdTech: The Serialized Audio Version. From the OE Global Awards team: The award was given to the project in the “Open Reuse/Remix/Adaptation” category and, according to the adjudicators, the project is an outstanding example of the power of OER reuse for the following reasons;Remixing the physical book into an audiobook has increased accessibility by providing the text in an alternate format.Drawing together the open education community around the r...
2021-10-2406 min
Columbia University School of the Arts International Play Reading FestivalRarámuri DreamsNicolasa goes to the police to report that her son has been kidnapped. Jacinto confesses to the murder of his friend. Unfolding in the rugged landscape of the Sierra Tarahumara in Northern Mexico, both parents seek justice and redemption—if only the system worked that way.RARÁMURI DREAMSWritten by Camila Villegas (Mexico)Translated from Spanish by Daniel JáquezDirected by OpalanietetCASTTanis Parenteau as Nicolasa Reza Salazar as JacintoPRODUCTIONGavin Browning, Di...
2020-10-021h 15