The Wealth Cafe

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 st...

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...

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 thro...

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...

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 que...

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 ar...

Discussing end of life with loved ones and designating beneficiaries to pass your wealth on to can be very uncomfortable. However, not properly planning for how your legacy will live on could cause major relationship erosion between family members if they end up having to fight it out in probate court to lay claim to the assets you’ve left behind. That’s why on this episode of The Wealth Cafe, we want to prepare you for...

One of our favorite episodes yet! In this episode of The Wealth Cafe, we’ll be talking all about the new and improved estate tax exemption, as well as the common misconceptions around it. Most people think that this exemption is permanent, but “permanent” in the sense of the law means something far different. So, make sure to tune into this informative episode, so that you don’t get caught acting too late on...

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 D...

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...

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 epi...

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...

What does it take to pitch ‪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.
I...

In our experience, we’ve noticed that most people don’t fully grasp how stock options work and tend to make costly mistakes, as well as miss out on opportunities that could help them secure a sound financial future. So, if you’re a high earner, THIS IS A MUST LISTEN! In this episode of The Wealth Cafe, we’ll be focusing on how equity compensation could be the key to unlocking long-term wealth for you and you...

Did you just finish filing your taxes, but feel that your tax refund was lower than you expected? You’re not alone. Oftentimes what we see at The Wealth Cafe is that people just don’t start planning early enough, which is why in this episode we break down how specific strategies and proactive planning can help you avoid stress, surprises, and last-minute scrambling that may have plagued you this year.   

What w...

Don’t make this major mistake and blow up your golden years. With how volatile tax rates can be, it’s commonplace for people to make pre-tax contributions or utilize tax-deferred savings accounts to avoid paying taxes year after year, but if not planned for properly, you could potentially be paying tens of thousands back to the government when it’s finally time to enjoy the fruits of your labor. 

In this episo...

At The Wealth Cafe, many high earners we come across are under the assumption that they make too much money to contribute to a Roth IRA, which isn’t always true. If specific criteria are met and implemented properly into one’s financial plan, a Backdoor Roth IRA can allow high-earners the ability to move money from a Traditional IRA to a Roth IRA. In this episode, we’ll break down how a Backdoor Roth strategy work...

At The Wealth Cafe, we’ve noticed that there is an underlying assumption that inheriting a retirement account is simple, but changes to certain rules have made it a little more complex than most people realize. Since post-pandemic AKA 2020, someone who inherits a non-spousal IRA needs to be aware of important tax rules and distribution requirements that come with it. In this episode, we’ll be breaking it all down, so yo...

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 wha...