BACK AND BETTER THAN EVER! On the Season 3 premiere of The Wealth Cafe, we provide an in-depth look at why September is the most important month of the year for financial planning. This episode is a MUST listen if you’re a high-net-worth individual looking for insights into maximizing market gains, saving on taxes, passing on wealth, and much more. So, fill up that mug, cup, or glass and get all your year-end questions answered, so you’re prepared to make decisions that could impact you up to and through 2027!

What we’ll cover:

✅ Three of the most important questions to ask your financial team.

✅ Important year-end deadlines.

✅ How to evaluate your 2026 income & tax situation.

✅ Planning strategies & considerations to maximize the rest of 2026.

No matter your situation, connecting with your financial team and discussing your year-end financial goals is the best path forward to ensure that you’re as prepared as possible to take advantage of the rest of 2026. The best financial outcomes often come from strategies implemented prior to the end of the year.

☕️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

Motherhood is still one of the hardest jobs out there. Trying to balance a career and home life, especially for new moms, can be almost impossible these days. That’s why we invited the one-and-only Courtney Cecil, Founder & CEO of the Working Moms Movement, for a sit down to provide information and insights on how she helps women who feel stretched thin, overwhelmed, or stuck in the mud reclaim their well-being. So, if you’re a woman who’s feeling exhausted and is carrying the weight of the world on her shoulders, this Coffee Conversation is exactly what you needed!

🎯 What You’ll Learn:

✅ How to prioritize health, wellness & personal goals.

✅ The powerful 3W Framework.

✅ Why working moms feel overwhelmed.

✅ Practical strategies for improving work-life balance.

✅ Mindsets that allow woman to thrive in all aspects of their lives.

Whether you’re a working mom, woman in the C-suite, and/or someone who just wants to align their life goals with variables, such as finances, intellectual stimulation, relationships, and more, it’s all about mindset. Having the right team of people in your corner personally and professionally is a great place to start, then finding ways to invest in yourself will help put you on a path towards sustained success!

🔗CONNECT WITH COURTNEY

Website: https://www.workingmomsmovement.com/

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

Working Moms Movement Instagram: https://www.instagram.com/workingmomsmovement/

The Life Management System™ Instagram: https://www.instagram.com/lifemanagementsystem/

Facebook: https://www.facebook.com/workingmomsmovement/

Podcast: https://podcasts.apple.com/us/podcast/the-life-management-system-a-podcast-for-working-moms/id1762298645

☕️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

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