Tamarind Learning

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

Breaking Money Silence: A Conversation with Kathleen Kingsbury

Jan 01, 2025in Family Wealth

Join Dr. Kirby Rosplock and Kathleen Kingsbury, a renowned money mindset coach and author. Kathleen discusses her book, Breaking Money Silence, exploring the pervasive issue of money silence—the societal and familial taboo surrounding financial discussions. Kathleen sheds light on how breaking these taboos can foster healthier relationships and financial literacy, transforming the way we think, feel, and talk about money.

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

Dec 01, 2024in Wealth and Health

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.

Navigating Family Dynamics with Love and Logic: Polarity Thinking with Cathy Carroll

Nov 01, 2024in Family Wealth

Kirby Rosplock speaks with Cathy Carroll about her new book, Hug of War: How to Lead a Family Business with Both Love and Logic. Cathy shares her insights on balancing family and business mindsets, employing polarity thinking, and managing power dynamics in family enterprises. From revealing vs. concealing wealth to navigating complex relationships, Cathy provides practical strategies for families looking to harmonize personal connections with business goals.

Capturing Family Histories: A Conversation with Jamie Yuenger of StoryKeep

Oct 07, 2024in Legacy

In this episode, Dr. Kirby Rosplock sits down with Jamie Yuenger, founder of StoryKeep, to discuss the profound impact of capturing and preserving family narratives. Jamie shares her unique approach to storytelling and the vital role resilience plays in the stories we pass down through generations. Learn how documenting your family’s history can create a lasting legacy and foster deeper connections.

The 10 x 10 Learning Roadmap: Education for Every Age and Stage with Joan DiFuria and Stephen Goldbart

Sep 02, 2024in Education

In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock is joined by Dr. Stephen Goldbart and Joan DiFuria, experts in family wealth and organizational development. They discuss their latest book, The 10x10 Learning Roadmap: Advancing, Flourishing, and Families of Wealth, which offers a comprehensive guide for families to develop key skills at every life stage, from ages 5 to 100. The roadmap helps family members choose what they want to learn and create personalized action

Closing the Diversity Gap in Investing: Insights from 37 Angels' Angela Lee

Aug 21, 2024in Investing

Join Dr. Kirby Rosplock and Angela Lee, founder of 37 Angels and Columbia University professor, about the essentials of angel investing. Angela shares her journey from entrepreneur to angel investor, the significant diversity gap in funding, and how 37 Angels is empowering underrepresented investors to make impactful decisions. Tune in to learn practical tips for getting started in angel investing and the key traits successful angels possess.

Couples and Integrating Assets into a Marriage

Jul 13, 2024in Wealth Management

Join Dr. Kirby Rosplock and licensed social worker Ruschelle Khanna as they explore the intricacies of integrating assets into marriage, uncovering how wealth affects relationships, power dynamics, and communication. Ruschelle emphasizes the importance of negotiation, defining values, and confronting past traumas to cultivate healthier financial dialogues and family relationships, offering guidance to couples in navigating inherited wealth toward stronger, more cohesive partnerships.

Navigating the Future of Family Offices

Jun 18, 2024in Family Office

Join Dr. Kirby Rosplock and guest, Peter Vogel, as they explore Peter's fascinating journey into the world of enterprising families and the dynamic realm of family offices. Peter emphasizes the importance of education, inclusive decision-making, and careful planning in setting up and managing family offices, as outlined in his book "Family Office Navigator," advocating for informed choices and alignment of interests among family members and service providers.

Empowering Family Businesses: Insights about Policy and Tax

May 01, 2024in Wealth Management

Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.

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