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

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

Given the high number of viewers who found this topic impactful, as well as the nuance that comes with it, we decided to make a Pt.2. In this episode of The Wealth Cafe, we dive even deeper into the subject of passing wealth on, this time as it pertains to parents and children. As we discussed in the previous episode, over $54 trillion of wealth is about to be transferred and most people are ill-prepared, whether it be knowledge of IRS rules or guidelines when it comes to timing. That’s why we’re here! We at The Wealth Cafe want to make sure that your wealth transfers go as smoothly as possible, so your loved ones can avoid tax pitfalls, family strife, and assure your legacy lives on!

What we’ll cover:

✅ How to transfer wealth to children.

✅ Best practices when trying to move wealth tax-free.

✅ Steps to prepare for the inevitable.

✅ Real-life examples.

The great wealth transfer isn’t a future event; it’s happening as we speak. The women who are most prepared and approach estate and legacy planning with their end goals in mind will be the ones who ‘s wealth will be passed on successfully for generations to come! We highly encourage you to schedule time with your financial team to properly plan, so that the wealth you’ve worked so hard to build doesn’t go to waste.

☕️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

We’re currently in the midst of an entire generation inheriting over $54 trillion, but completely unprepared to manage it due to lack of financial conversations within the household, while both spouses were alive. In this powerful episode of The Wealth Cafe, we examine the baby boomer generation and why the transferring of wealth from husbands to wives has become fraught with roadblocks for the surviving spouse because of questions left unasked and unanswered. These will be some of the most consequential financial decisions that these spouses will ever make, so if this sounds like your situation, we highly encourage you to tune into this special episode.

What we’ll cover:

✅ How to prepare for a large inheritance.

✅ The Widow’s Penalty explained.

✅ Emotional & financial challenges when it comes to losing a spouse.

✅ Importance of understanding household finances.

From now on, nothing should be an afterthought. If you have questions or need additional information about how your money works, make sure to ask about it sooner rather than later. The spouses that work together and devise a plan of action for when the inevitable happens are the ones that will avoid the struggle of unnecessary stress and anxiety when it comes to what they’re inheriting, as well as how to manage it.

☕️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 holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder Trusts, which in the long run could help you sell some of those highly appreciated assets, while all together avoiding certain taxation by making charitable donations. Whether your assets are tied to the market, real estate, or something in between we encourage you and your loved ones to listen in as we help walk you through how Charitable Remainder Trusts could help you increase income, while also making a meaningful difference in your community.

What we’ll cover:

✅ How Charitable Remainder Trusts work.

✅ Avoiding capital gains taxes.

✅ Benefits of charitable tax deductions.

✅ Real-life examples.

The biggest takeaway from this episode is that in this instance doing good and profiting from it can be symbiotic. Supporting organizations and leaving a lasting legacy on them through these Charitable Remainder Trusts can be extremely advantageous from a taxation standpoint, as well as a community standpoint. We highly encourage you to go through your portfolio, as well as charities you’d like to support, and then meet with your financial team to see if a Charitable Remainder Trust is right for your specific 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/

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🔗CONNECT

Website: https://tanisfingroup.com/

Email: caroline@tanisfingroup.com