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Welcome to the Tamarind Learning Podcast, where host Dr. Kirby Rosplock speaks with experts on many topics relevant to the ultra-high-net-worth families and family offices. Kirby is the author of several books, including The Complete Family Office Handbook, 2nd ed., and The Complete Direct Investing Handbook. She also shares her expertise as a consultant, advisor, and educator to those in the wealth management space. Kirby is the founder of Tamarind Learning®, an online wealth education platform that develops practical, foundational learning programs for beneficiaries and their advisors to help them prepare for the responsible stewardship of wealth. Go to TAMARIND LEARNING

  1. vor 19 Std.

    What Does ”Ready” Really Mean for Rising Generation Family Members?

    In this episode, Dr. Kirby Rosplock speaks with Jennifer East about preparing the rising generation for ownership and leadership in enterprising families. Jennifer explains why readiness isn't determined by age, but by intentional development, mentorship, self-awareness, and real-world experience. They discuss owner competency, family dynamics, governance, and practical tools that help families build confident, engaged, and capable future stewards.

    41 Min.

  2. 3. Juni

    You Can’t Outsource Financial Parenting: Raising Capable Kids in a Complex World

    Dr. Kirby Rosplock interviews financial education pioneer Joline Godfrey, author of Raising Financially Fit Kids. Godfrey argues that while families can outsource financial education, they cannot outsource financial parenting. She emphasizes teaching money skills early through a developmental approach, before habits are formed. The discussion explores challenges like social media, time scarcity, and affluence.

    40 Min.

  3. 30. Apr.

    Preventing Trust Disputes Before They Start

    This episode explores trustee-beneficiary conflicts with attorney Meghan Tepas, highlighting how poor communication, lack of transparency, and family dynamics, not just money, drive disputes. She emphasizes early education, clear expectations, and proactive communication to prevent escalation and preserve trust relationships.

    32 Min.

  4. 3. März

    Legacy Beyond Lineage: Rethinking Wealth in the Child-Free Economy

    Dr. Kirby Rosplock sits down with CFP® Dr. Jay Zigmont to explore the fast-growing child-free economy—now 25% of U.S. adults. They unpack how traditional financial planning overlooks this segment, why legacy must be redefined beyond heirs, and how child-free individuals can align money with purpose, flexibility, and impact. A thought-provoking conversation on life, wealth, and rewriting the script.

    40 Min.

  5. 26. Feb. ·  Video

    Private Trust Companies: Creating the Ideal Trustee

    Tamarind Learning Podcast Guest Miles Padgett shares wisdom on how a private trust company is set up and organized and why it may be an ideal fiduciary structure for families with complex ownership and planning considerations.

    30 Min.

  6. 25. Feb. ·  Video

    Generous Families: Using Governance to Guide Family Philanthropy

    In this episode, Dr. Sharilyn Hale shares how families can use governance and a shared mission and purpose to create impactful philanthropic efforts that engage the whole family. The podcast explores four steps for finding a philanthropic approach that meets a family's unique purpose and goals.

    26 Min.

  7. 20. Feb. ·  Video

    Family Trust Companies: Preserving Multigenerational Wealth

    Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.

    33 Min.

  8. 20. Feb. ·  Video

    Breaking the Cycle: Advisors, Codependency, and Addiction in Family Systems with Jane Mintz

    In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock sits down with Jane Mintz, CEO and Chief Clinical Strategist of Real-Life Intervention Solutions. They discuss the challenges advisors face when working with clients struggling with addiction and the risk of falling into professional codependency. Jane shares insights on identifying red flags, maintaining professional boundaries, and using strategic intervention to support clients and family systems effectively.

    36 Min.
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Info

Welcome to the Tamarind Learning Podcast, where host Dr. Kirby Rosplock speaks with experts on many topics relevant to the ultra-high-net-worth families and family offices. Kirby is the author of several books, including The Complete Family Office Handbook, 2nd ed., and The Complete Direct Investing Handbook. She also shares her expertise as a consultant, advisor, and educator to those in the wealth management space. Kirby is the founder of Tamarind Learning®, an online wealth education platform that develops practical, foundational learning programs for beneficiaries and their advisors to help them prepare for the responsible stewardship of wealth. Go to TAMARIND LEARNING

Informationen

  • Erstellt von
    Tamarind Learning
  • Jahre aktiv
    2024 - 2026
  • Folgen
    100
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    © 2025 Tamarind Learning
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    Tamarind Learning Podcasts

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