PODCASTS

Wealth Education Essentials for Beneficiaries of Wealth


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 office's. Kirby is 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.

Tamarind Learning Podcast Episodes

From Passive to Purposeful: Empowering the Affluent Investor

From Passive to Purposeful: Empowering the Affluent Investor
Dec 01, 2025

Dr. Kirby Rosplock talks with Kelly Ann Winget, founder of Alternative Wealth Partners, about empowering affluent investors to move from passive to purposeful investing. Kelly shares her journey as a serial entrepreneur, her “aha” moment in 2020, and how she aligns capital with purpose. They explore myths about alternative investments, impact investing, and Kelly’s bold book Pitch the Bitch, inspiring investors to take control and invest

The Head and the Heart of Estate Planning with Marvin Blum

The Head and the Heart of Estate Planning with Marvin Blum
Nov 01, 2025

Dr. Kirby Rosplock welcomes estate planning attorney and CPA Marvin Blum to explore the “head and heart” of legacy planning. They discuss smart estate strategies amid changing tax laws, the importance of flexibility and communication in family plans, and why true legacy is about passing on values, not just valuables. Insightful, heartfelt, and practical advice for every generation.

The Gift of the Black Sheep: Belonging by Being Yourself with Jake Knight

The Gift of the Black Sheep: Belonging by Being Yourself with Jake Knight
Oct 01, 2025

Dr. Kirby Rosplock talks with Jake Knight about embracing life as the “black sheep” in a family. Jake shares his personal journey from feeling like an outsider to finding strength in authenticity, healing, and self-discovery. He discusses how these experiences led him to create Enclave, a community for rising and next-gen family members seeking connection, belonging, and personal growth within the complexities of wealth and family dynamics.

Decoding Digital Assets: Risk, Regulation, and the Future of Family Wealth with Jake Claver

Decoding Digital Assets: Risk, Regulation, and the Future of Family Wealth with Jake Claver
Sep 01, 2025

Join Dr. Kirby Rosplock and digital asset expert Jake Claver, CEO of Digital Ascension Group, as they decode the evolving world of crypto, blockchain, and digital wealth. From Bitcoin basics to family office strategy, custody, and regulation, this episode explores how digital assets are reshaping finance and the future of generational wealth.

Why Every Family Office Needs a Values-Driven Brand Strategy with India Wooldridge

Why Every Family Office Needs a Values-Driven Brand Strategy with India Wooldridge
Aug 04, 2025

What if your family’s brand could drive alignment, boost engagement, and shape your legacy? India Wooldridge, founder of Catalyst, shares how values-driven branding can help family offices clarify their identity, unify multigenerational decision-making, and act as a strategic asset. With insights from global brand strategy and UHNW family work, India offers a new lens on reputation, governance, and impact.

The Red File: A Simple, Powerful Gift for Your Family's Future with Marvin Blum

The Red File: A Simple, Powerful Gift for Your Family's Future with Marvin Blum
Jul 21, 2025

Estate planning isn't just legal documents, it's about clarity, care, and connection. In this conversation, Dr. Kirby Rosplock speaks with estate attorney Marvin Blum about his Red File Checklist, a tool designed to help families organize personal, financial, medical, and legacy details. Learn how this practical guide supports loved ones through incapacity, loss, and transition with grace and foresight.

Raising Grounded Kids in a World of Wealth: A Conversation with Jeff Savlov

Raising Grounded Kids in a World of Wealth: A Conversation with Jeff Savlov
Jun 01, 2025

In this episode of the Tamarind Learning podcast, host Dr. Kirby Rosplock interviews Jeff Savlov, about raising responsible, grounded children in families with significant wealth. Drawing on his background in business, psychology, and family therapy, Jeff offers powerful insights into the emotional complexities of wealth and legacy. He explores how intentional parenting, storytelling, and open communication can foster resilience, responsibility, and strong values in the next generation.

She’s GOD (General Operations Director), He Says 'Yes Dear': Making Family Office Work

She’s GOD (General Operations Director), He Says 'Yes Dear': Making Family Office Work
May 12, 2025

Eti and Chaz Lazarian, co-founders of Insignia LLC, join Dr. Kirby Rosplock to share how they built a thriving commercial real estate business and formalized their family office—all while raising three daughters. From defining roles at home and work to instilling financial literacy in the next generation, this episode highlights the realities of being co-preneurs, parents, and legacy-builders under one roof.

Whose Trust Is It Anyway? The Intersection of Family Wealth, Estate Planning and Improv with Mark Shiller

Whose Trust Is It Anyway? The Intersection of Family Wealth, Estate Planning and Improv with Mark Shiller
May 01, 2025

Estate attorney and improv comedian Mark Shiller joins Dr. Kirby Rosplock to explore how principles of improv—like listening, group dynamics, and “other-centeredness”—can transform family wealth planning. They discuss generational transitions, the importance of purpose in wealth, and Schiller’s book How to Not Ruin Your Kids with Money. A refreshing take on what families really need to thrive across generations.

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