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The Wealth Cafe

The Wealth Cafe

By: Caroline Tanis
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🎙️ The Wealth Cafe


Sip on confidence. Build your wealth. Live your dream life.


Welcome to The Wealth Cafe—the financial podcast where money meets meaning. Hosted by Caroline Tanis, Lead Financial Advisor and Founder of Tanis Financial Group, this show is brewed especially for high-earning women and their families who are ready to take control of their finances and build a life they love.


Each week, Caroline breaks down the money moves that matter—from investing and retirement planning to private equity compensation, family finances, and mindset shifts around wealth. Whether you're in the boardroom or at the kitchen table, this is your space to get smart, honest advice without the jargon.


And in our Coffee Conversations series, Caroline sits down with inspiring guests—entrepreneurs, creators, executives, and changemakers—to talk candidly about money, career pivots, and the real-life lessons behind success.


☕️ New episodes weekly. Subscribe and join us at the table—because your financial future deserves a seat.

© 2026 The Wealth Cafe | Tanis Financial Group
Episodes
  • How Landlords & Real Estate Investors Can Use 1031 Exchanges to Their Advantage

    How Landlords & Real Estate Investors Can Use 1031 Exchanges to Their Advantage
    Mar 5 2026

    Are you a landlord or a real estate investor looking for help understanding how to best use a 1031 exchange to defer taxes on investment properties? If so, this episode of The Wealth Cafe is for you! We’ll provide you with insights and information that'll help you understand how a 1031 exchange can be advantageous for you and your specific situation.

    What we’ll cover:

    ✅ Defining what a 1031 exchange is.

    ✅ How to maximize it.

    ✅ Important team members to loop in.

    ✅ Real-life example.

    We highly recommend bringing this up to your financial team to see how you can incorporate this into your current financial plan. Having these conversations early will help your team identify if this strategy is right for you. If they aren’t capable of fulfilling your needs, feel free to get a second opinion from your friends at Tanis Financial Group. We’d be happy to help: https://tanisfingroup.com/contact/

    ☕️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

    Show More Show Less
    11 mins
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