Precise, personable, and an accomplished Periodontist, meet the one-and-only Dr. Morgan Atanasio, DDS, MDS! On this special episode of The Wealth Cafe, we breakdown more than just plaque build-up, we get the glorious opportunity to have a one-on-one Coffee Conversation with friend of the show, Morgan Atanasio. During this episode she details her journey from patient to industry leader. Doing so by discussing how she overcame the stigma of being a woman in a male dominated field, all the while learning life lessons when it came to resilience, leadership, confidence, and building a career with purpose. Whether you’re a healthcare professional, entrepreneur, business leader, or someone looking for inspiration to pursue specific goals, we highly encourage you and your loved ones to tune in for this installment of Coffee Conversations!

🎯 What You’ll Learn:

✅ How to overcome obstacles & setbacks.

✅ Lessons in leadership.

✅ Guide to navigating male-dominated industries.

✅ Opportunities for women in dentistry.

✅ Importance of a smile.

Finding purpose in life looks different for everyone, but one thing people who’ve found that purpose have in common is a mindset that when they see a door, they’re walking through it. We at the Wealth Cafe, know this all too well being a women-led organization in a male-dominated industry, which is why we encourage you to take what you’ve learned from Dr. Morgan in this episode and apply it to your own life’s journey. Stop doing the bare minimum and start taking control of your career, relationships, and life, so that you can find purpose in everything you do!

🔗CONNECT WITH DR. MORGAN

Website: https://www.periodonticsnj.com/dr-morgan-atanasio

LinkedIn: https://www.linkedin.com/in/drmorganperio/

Instagram: https://www.instagram.com/drmorgan.perio/

The Social Smile Network: https://www.instagram.com/thesocialsmilenetwork

☕️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: caroline@tanisfingroup.com

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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🔗CONNECT

Website: https://tanisfingroup.com/

Email: caroline@tanisfingroup.com

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: caroline@tanisfingroup.com