In this episode of The Bigger Braver Life Show, I cover the intersection of leadership, money clarity, and personal optimization with my guest, Caroline Tannis, MBA, CDFA® a financial advisor and strategist helping ambitious women and families build wealth aligned with their real lives. Leadership isn’t just about numbers, revenue, or the bottom line. It’s about people. It’s about presence. It’s about the nervous system health of the leader and yes, that includes your relationship with money. I believe leadership is personal before it’s professional. The culture you create, the tone you set, and the results your team delivers all start with your internal capacity. If you’re burned out, maxed out, or operating from survival mode, your organization will feel it. This conversation is your invitation to bring money into alignment with your values, so your financial plan actually supports the life you want. <h2>In this episode, we discuss:</h2><ul><li>Alignment &gt; optics: ditching “cover of the book” lifestyles (cars, designer, party tabs) to fund what you truly want.</li><li>Money stories &amp; origin: how family, culture, and comparison fuel spending—and how to reset with clarity.</li><li>Seasons of life: recession talk, layoffs, and why cash buffers + flexible plans protect mental bandwidth.</li><li>Goal-based planning: college, retirement, big purchases funding the right goals (not the internet’s).</li><li>Business owners &amp; families: cash flow, risk, insurance, and simple systems that make wealth sustainable.</li><li>Practical first steps: forgiveness for past spending, opening the statements, knowing your numbers.</li><li>Clarity practices to build a vision you’ll actually follow.</li></ul> <h2>Remember:</h2><ul><li>If the inside doesn’t match the outside, money feels hard. Fix the inside first.</li><li>You can’t reach their goals and feel fulfilled.. fund your vision.</li><li>Clarity + simple systems beat willpower every time.</li></ul> <h2>Resources &amp; Next Steps</h2>Start your self-development journey with Angela:<ul><li><a href="https://yourcallwithangela.as.me/schedule/d7e376c7/appointment/37618203/calendar/4073952?appointmentTypeIds[]=37618203" rel="noopener noreferrer" target="_blank" style="background-color: transparent;">Private 1:1 Leadership &amp; Mindset Coaching</a></li><li><a href="https://www.angelamarie.co/retreat" rel="noopener noreferrer" target="_blank" style="background-color: transparent;">Lake Como Leadership Reset (2026)</a> — limited spots for female leaders; transformational, restorative, intentional</li></ul> Connect with Caroline Tannis, MBA, CDFA® for goal-based planning, cash flow, retirement, investments, college, protection planning<ul><li>Website: <a href="https://tanisfingroup.com/" rel="noopener noreferrer" target="_blank">https://tanisfingroup.com/</a></li><li>Instagram: @tannisfingroup</li></ul> Contact Angela at angela@angelamarie.co and<a href="https://www.angelamarie.co/newsletter" rel="noopener noreferrer" target="_blank" style="background-color: transparent;"> join the newsletter</a> today! Thanks for listening! If you enjoyed this episode, subscribe to the Podcast and leave a review so it reaches more leaders like you! You can reach Angela here: <a href="https://www.instagram.com/theangelamariewilliams/" rel="noopener noreferrer" target="_blank">Instagram</a> &amp; <a href="https://www.linkedin.com/in/theangelamariewilliams/" rel="noopener noreferrer" target="_blank">LinkedIn</a> @theangelamariewilliams Learn more, add more resources to your toolkit, and apply to work with Angela here: <a href="https://www.angelamarie.co/" rel="noopener noreferrer" target="_blank">https://www.angelamarie.co/</a> Music Credit: Produced by G-Rod *While Angela is a licensed psychotherapist, this show is purely for educational and entertainment purposes only, and is not a substitute for mental health treatment. This podcast is for informational purposes only and should not be considered legal health advice.

<description>&lt;p&gt;&lt;span style="color: rgb(0, 0, 0); background-color: transparent;"&gt;In this episode of The Bigger Braver Life Show, I cover the intersection of leadership, money clarity, and personal optimization with my guest, Caroline Tannis, MBA, CDFA® a financial advisor and strategist helping ambitious women and families build wealth aligned with their real lives.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="color: rgb(0, 0, 0); background-color: transparent;"&gt;Leadership isn’t just about numbers, revenue, or the bottom line. It’s about people. It’s about presence. It’s about the nervous system health of the leader and yes, that includes your relationship with money.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="color: rgb(0, 0, 0); background-color: transparent;"&gt;I believe leadership is personal before it’s professional. The culture you create, the tone you set, and the results your team delivers all start with your internal capacity. If you’re burned out, maxed out, or operating from survival mode, your organization will feel it. This conversation is your invitation to bring money into alignment with your values, so your financial plan actually supports the life you want.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style="color: rgb(0, 0, 0); background-color: transparent;"&gt;In this episode, we discuss:&lt;/span&gt;&lt;/h2&gt;&lt;ul&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Alignment &amp;gt; optics: ditching “cover of the book” lifestyles (cars, designer, party tabs) to fund what you truly want.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Money stories &amp;amp; origin: how family, culture, and comparison fuel spending—and how to reset with clarity.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Seasons of life: recession talk, layoffs, and why cash buffers + flexible plans protect mental bandwidth.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Goal-based planning: college, retirement, big purchases funding the &lt;/span&gt;&lt;em style="background-color: transparent;"&gt;right&lt;/em&gt;&lt;span style="background-color: transparent;"&gt; goals (not the internet’s).&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Business owners &amp;amp; families: cash flow, risk, insurance, and simple systems that make wealth sustainable.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Practical first steps: forgiveness for past spending, opening the statements, knowing your numbers.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Clarity practices to build a vision you’ll actually follow.&lt;/span&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style="color: rgb(0, 0, 0); background-color: transparent;"&gt;Remember:&lt;/span&gt;&lt;/h2&gt;&lt;ul&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;If the inside doesn’t match the outside, money feels hard. Fix the inside first.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;You can’t reach &lt;/span&gt;&lt;em style="background-color: transparent;"&gt;their&lt;/em&gt;&lt;span style="background-color: transparent;"&gt; goals and feel fulfilled.. fund your vision.&lt;/span&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Clarity + simple systems beat willpower every time.&lt;/span&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style="color: rgb(0, 0, 0); background-color: transparent;"&gt;Resources &amp;amp; Next Steps&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style="background-color: transparent;"&gt;Start your self-development journey with Angela:&lt;/span&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;a href="https://yourcallwithangela.as.me/schedule/d7e376c7/appointment/37618203/calendar/4073952?appointmentTypeIds[]=37618203" rel="noopener noreferrer" target="_blank" style="background-color: transparent;"&gt;Private 1:1 Leadership &amp;amp; Mindset Coaching&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.angelamarie.co/retreat" rel="noopener noreferrer" target="_blank" style="background-color: transparent;"&gt;Lake Como Leadership Reset (2026)&lt;/a&gt;&lt;span style="background-color: transparent;"&gt; — limited spots for female leaders; transformational, restorative, intentional&lt;/span&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="background-color: transparent;"&gt;Connect with Caroline Tannis, MBA, CDFA® for goal-based planning, cash flow, retirement, investments, college, protection planning&lt;/span&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Website: &lt;/span&gt;&lt;a href="https://tanisfingroup.com/" rel="noopener noreferrer" target="_blank"&gt;https://tanisfingroup.com/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;span style="background-color: transparent;"&gt;Instagram: @tannisfingroup&lt;/span&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="background-color: transparent;"&gt;Contact Angela at &lt;/span&gt;&lt;span style="background-color: transparent; color: rgb(0, 102, 204);"&gt;angela@angelamarie.co&lt;/span&gt;&lt;span style="background-color: transparent;"&gt; and&lt;/span&gt;&lt;a href="https://www.angelamarie.co/newsletter" rel="noopener noreferrer" target="_blank" style="background-color: transparent;"&gt; join the newsletter&lt;/a&gt;&lt;span style="background-color: transparent;"&gt; today!&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="background-color: rgb(250, 251, 255);"&gt;Thanks for listening! If you enjoyed this episode, subscribe to the Podcast and leave a review so it reaches more leaders like you!&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;You can reach Angela here: &lt;a href="https://www.instagram.com/theangelamariewilliams/" rel="noopener noreferrer" target="_blank"&gt;Instagram&lt;/a&gt; &amp;amp; &lt;a href="https://www.linkedin.com/in/theangelamariewilliams/" rel="noopener noreferrer" target="_blank"&gt;LinkedIn&lt;/a&gt; @theangelamariewilliams&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Learn more, add more resources to your toolkit, and apply to work with Angela here: &lt;a href="https://www.angelamarie.co/" rel="noopener noreferrer" target="_blank"&gt;https://www.angelamarie.co/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Music Credit: Produced by G-Rod&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;*While Angela is a licensed psychotherapist, this show is purely for educational and entertainment purposes only, and is not a substitute for mental health treatment. This podcast is for informational purposes only and should not be considered legal health advice.&lt;/p&gt;</description>

The Bigger Braver Life Show

Design Your Dream, Then Fund It: Values-Aligned Wealth with Caroline Tannis

Design Your Dream, Then Fund It: Values-Aligned Wealth with Caroline Tannis

Description

In this episode, we discuss:

Remember:

Resources & Next Steps