The Wealth Cafe

Welcome back to The Wealth Cafe! In this episode, our host dives into what she's calling "fall cleaning" for millionaire women and their families. As we move from summer into autumn, it's the perfect time to refresh your financial strategy and make sure you’re set up to end the year strong—and start the next one even stronger.

Tune in as our host shares her personal checklist and expert tips for a comprehensive f...

I recently sat down with the fabulous Bethany McCamish, a woman who's building an empire through her strategic design agency serving fierce visionaries, one-of-a-kind business podcast helping brands get rock-solidly seen, and barrier-breaking book designed to help women dream bigger!

This marketing maven is changing the industry and challenging the status quo. In this episode of Coffee Conversations, we dive deep into...

Welcome back to The Wealth Cafe! In this episode, Caroline dives deep into the world of HSA (Health Savings Account) accounts and how they can be a game-changer for your financial future. Wondering what makes an HSA different from an FSA? Want to know about the triple tax advantage and how to maximize your HSA for retirement? Caroline breaks it all down in simple, practical terms.

In this episode, you’ll learn:

Th...

I recently sat down with a woman who's on a quest to empower individuals, businesses, and organizations by offering experiential trainings, workshops, and coaching programs that support long-lasting and transformational change.

I’m talking about the one and only Stephanie Simpson! Stephanie, Author of the 21 Day Stress Management Workbook, partners with people and businesses to achieve their greatest potential by clar...

Are you thinking about leaving your traditional IRA to your loved ones? Or maybe you’re set to inherit one yourself? In this episode of The Wealth Cafe, we dive deep into what happens when a traditional IRA is passed on to a non-spouse beneficiary—and why you need to plan strategically to minimize tax headaches and maximize your legacy.

Join Caroline as she breaks down:

The unique tax rules that apply to inherited...

If you haven’t read it, you’re going to want to!

I’m talking about one of the best books out there, Ladies Get Paid: The Ultimate Guide to Breaking Barriers, Owning Your Worth, and Taking Command of Your Career, written by the lovely founder of ‪@LadiesGetPaid‬, Claire Wasserman.

As a renowned speaker and businesswoman, Claire travels the country teaching women the importance of getting pay increases, advancing p...

Recently, I was lucky enough to sit down with ‪@wsj‬ bestselling author Randi Braun for a one-on-one conversation about her women at work playbook, Something Major!   

Randi is an expert at helping high-performing women thrive in demanding roles. Her incredible work has made her one of the most authoritative voices in this space. She has been featured across some of the most influential news outlets in the country, such a...