The Wealth Cafe

Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions

What if we told you that a person’s financial success has less to do with how much money they make and more to do with how they think about money? Would you believe it? In this episode of The Wealth Cafe, we’ll be discussing the concept of “Money Mindset” and the research behind it. There’s a lot that goes on in one’s head when making financial decisions, but the hidden psychology discovered by Dr. Brad Klontz is extremely eye-opening and will provide you with an understanding of the unconscious beliefs that drive certain financial behaviors.  What we’ll cover: ✅ Net worth vs. Money Mindset. ✅ Experiences that can shape relationships with money. ✅ How mindset can impact investing, retirement & estate planning. ✅ Practical ways to identify & shift money patterns.  We encourage you to start journaling and working with a dedicated financial advisor, so that they can better ease your stress and provide you with guidance that best serves you. It can be hard to take time, step back, and do the necessary work to break away from these underlying fears you may have. ☕️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/ [https://www.instagram.com/tanisfingroup/]   LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ [https://www.linkedin.com/in/caroline-tanis/]  YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w [https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w]  BLOG:  /  / https://tanisfingroup.com/blog/ [https://tanisfingroup.com/blog/]  ------------ 🔗CONNECT Website: https://tanisfingroup.com/ [https://tanisfingroup.com/]   Email: caroline@tanisfingroup.com [caroline@tanisfingroup.com]

Financial Planning After Divorce or Loss: Start Over Strong

Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If you’re worried that you could be one of those women and this reality keeps you up at night, you’ll want to make sure to tune in for this episode. During this heavy conversation, we’ll be talking all about the grief and disruption divorce or death can cause, not only on your everyday life, but your financial life as well. What we hope you get out of this episode are ways to best be prepared for the first 12 months after the loss of a spouse and how the decisions made during this time can impact your financial future.    What we’ll cover: ✅ How to handle year one. ✅ Common mistakes to avoid. ✅ How taxes change after losing a spouse. ✅ Smart strategies to consider.  We encourage you to start building relationships with various types of financial team members, so that they can make sure, when this day comes, you’re comfortable and in the best spot possible to move forward with the rest of your life. Even if this episode doesn’t apply to your specific situation yet, it’s always important to be prepared because you never know what life will throw at you. ☕️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/ [https://www.instagram.com/tanisfingroup/]   LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ [https://www.linkedin.com/in/caroline-tanis/]  YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w [https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w]  BLOG:  /  / https://tanisfingroup.com/blog/ [https://tanisfingroup.com/blog/]  ------------ 🔗CONNECT Website: https://tanisfingroup.com/ [https://tanisfingroup.com/]   Email: caroline@tanisfingroup.com [caroline@tanisfingroup.com]

Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days

After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but what they don’t plan for is leaving the C-suite behind. It isn’t their fault; they just never received the proper guidance. So, if you’re a woman in an executive role, this episode is for you. We’ll be breaking down the most critical 90 days of your financial life, as you embark on your executive departure and start planning for your next chapter of life! What we’ll cover: ✅ Importance of the first 90 days. ✅ Mistakes to avoid. ✅ How to handle equity, compensation, pension & benefits. ✅ What HR won’t tell you.  Don’t wait before it is too late. Making sure to map this all out with your financial team can go a long way in preparing you for this transition. Starting to gather documents and building out a plan 12 to 18 months beforehand is the best first step. Clients we’ve worked with who started modeling earlier, rather than later, saw a seamless transition and started living their golden years to the fullest on their terms. ☕️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/ [https://www.instagram.com/tanisfingroup/]   LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ [https://www.linkedin.com/in/caroline-tanis/]  YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w [https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w]  BLOG:  /  / https://tanisfingroup.com/blog/ [https://tanisfingroup.com/blog/]  ------------ 🔗CONNECT Website: https://tanisfingroup.com/ [https://tanisfingroup.com/]   Email: caroline@tanisfingroup.com [caroline@tanisfingroup.com]

What Is a 1035 Exchange? Rules, Benefits & Common Mistakes

If you’ve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the amount you pay in taxes, then this is the episode for you! So, without further ado, we’d like to introduce all our loyal listeners to the concept called the 1035 exchange. Most advisors will tell you that even though it’s one of the most overlooked strategies, it can also be one of the most advantageous. In this episode we break down everything from what a 1035 exchange is to ways that you and your team can take actionable next steps that could help provide you with a fruitful financial future.  What we’ll cover: ✅ 1035 exchanges explained. ✅ Rules & regulations. ✅ Best practices. ✅ Common mistakes. We at The Wealth Cafe encourage you to speak with your financial team as soon as possible, so that you can see if this is a fit for your long-term goals and isn’t going to negatively impact your current strategies. ☕️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/ [https://www.instagram.com/tanisfingroup/]   LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ [https://www.linkedin.com/in/caroline-tanis/]  YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w [https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w]  BLOG:  /  / https://tanisfingroup.com/blog/ [https://tanisfingroup.com/blog/]  ------------ 🔗CONNECT Website: https://tanisfingroup.com/ [https://tanisfingroup.com/]   Email: caroline@tanisfingroup.com [caroline@tanisfingroup.com]

She Pitched ‪RyanSerhant‬ Serhant With a Monogrammed iPad — And It Worked | Stephanie Bray

What does it take to pitch ‪RyanSerhant‬ [https://www.youtube.com/@RyanSerhant]  Serhant with a monogrammed iPad — and actually land the deal? In this episode of The Wealth Café, I sit down with Stephanie Bray — a third-generation realtor, native Phoenician, and Arizona luxury real estate agent with SERHANT — to talk about bold vision, building generational wealth through real estate, and why daring to dream big actually gets results. If you're a high-net-worth woman looking to build wealth through luxury real estate, or simply someone who needs a reminder that audacity pays off — this episode is for you. 🎯 In This Episode: ✅ Stephanie's journey from humble beginnings to SERHANT Arizona ✅ The Ryan Serhant pitch story — yes, the monogrammed iPad moment is real ✅ How overcoming adversity built her resilience and her brand ✅ Why leaving a lasting legacy matters — and how to start now ✅ What's next for Stephanie and SERHANT in the Arizona market in 2026 💼 Work With Stephanie Bray | Arizona Luxury Real Estate Agent 🔗 https://serhant.com/agents/stephanie-.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFJ4VnNsXzNpZVAtOXU3V0RpekprYThhamZkQXxBQ3Jtc0trNFkzVF84NC1YWFpYWkpIMVhrOHRjU3E3dWtwT1dhVHhYdXF3ZWRPY1NGS3BtM19RUjNSUnpyRDJoWEY0N1V2YVJTU0k2NmdUUUFWVFJyYVVHQUlQUDAxNUMzMmUtaVB1Y2Znc1h5MWlEZVpyalRIYw&q=https%3A%2F%2Fserhant.com%2Fagents%2Fstephanie-..&v=odOIxLPGtZM]. 📱 Instagram: @stephanie.bray.az 👔 LinkedIn: /stephaniebrayaz 📘 Facebook: @stephanie.bray.az 🔗 Connect With SERHANT 🌐 Website: https://serhant.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa21IN2ZuTzQ0MUI5LTJ6YldtN2VPV2JEbGttZ3xBQ3Jtc0ttUGdYSlE5MzF6NnR1X3pVd0p6em00Z3B6ZjJMVGF4UnlzNGRROVR3ekxyR0hYeEYxemlxNUMyc2REXy1felBoTHM4U0xiWlJFNTNkY19EX01WOUcxWno3WjdGRXFFbGpWekVtZDJjeklRMmYyS2Jqbw&q=https%3A%2F%2Fserhant.com%2F&v=odOIxLPGtZM] 📱 Instagram: @serhant | TikTok: @serhant 👔 LinkedIn & Facebook: /serhant 🎙️ About The Wealth Café The Wealth Café is a podcast and YouTube show hosted by Caroline Tanis, MBA, CDFA®, founder of Tanis Financial Group. We have real, unfiltered conversations about money, wealth-building, and real estate investing — designed specifically for high-achieving women and their families. New episodes drop weekly. Hit subscribe so you never miss one. 📲 Follow Caroline & The Wealth Café: 🌐 Website: https://tanisfingroup.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFJZNzdiVUFnanVyZUdGYUYyYmdKMWZJME1aQXxBQ3Jtc0tscGZab2Ewc0ZNQ2UzYy1XV0VfSlQxNThVUTMyMl9XUS00UDNVVk43NjFOWjY0X3V3ZnRTeFRKUjU0MVM2MGwwUnJMYV9keTEzalZHYVRQa2ZXV2U4bTE3RUVncTIzenVBZFlMcktNdlBicmVBMTRWOA&q=https%3A%2F%2Ftanisfingroup.com%2F&v=odOIxLPGtZM] 🎙️ Apple Podcasts: https://podcasts.apple.com/us/podcast.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3JHeDV1ZmRyVndmZ2Z0bWpyREhJR0g4YVRUUXxBQ3Jtc0ttVUlReU42M0xXMkd3UnQ0OFh3RHhXSTVsREh0T2tOMmJpRkIwOWJIQ0N4MkdHN0hLZ21nTUFEYmpBbFlFLUVkN3ZNdDk5Nk1uT1owdVhOYWQ2VWVYajlBTTdobWpBY0piOTIwcWVBTlpiSmFxemR5TQ&q=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast..&v=odOIxLPGtZM]. 📝 Blog: https://tanisfingroup.com/blog [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblhvOGNVejhoTER0SWpzR1BnZGlnSEQtaGRFQXxBQ3Jtc0tuZ1FNYWRpQlEzSzVZaTNGZHdkWW5NanhxRS14VW5lbl9EV2lBMExld2xwWU1lUG5fQTB0ZlE1Z3l6dFVBZC10X1Zvc01uNmhfcy02bWM3dGlkMGpaTGFFZGQxRzZZYTRfaHMzX3NFdGdCcEFROGs4MA&q=https%3A%2F%2Ftanisfingroup.com%2Fblog&v=odOIxLPGtZM] 📱 Instagram: @tanisfingroup 👔 LinkedIn: /caroline-tanis 📧 Email: caroline@tanisfingroup.com