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

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.

Feel Good Finance: Exploring Financial Therapy with Aja Evans

Feel Good Finance: Exploring Financial Therapy with Aja Evans
Apr 01, 2025

Join the Tamarind Learning Podcast as we explore financial therapy with Aja Evans, author of 'Feel Good Finance.' Discover how our relationship with money reflects our emotions, why we use spending as therapy, and ways to build healthier financial habits. Aja shares insights from her 15 years in mental health and explains how understanding the psychology behind our money decisions can lead to lasting positive change in our financial wellbeing.

High Altitudes and High Achievements: The flyExclusive Story with Jim Segrave

High Altitudes and High Achievements: The flyExclusive Story with Jim Segrave
Feb 01, 2025

Join Dr. Kirby Rosplock on the Tamarind Learning Podcast as she dives into the fascinating world of private aviation with Jim Segrave, President and CEO of Fly Exclusive. From starting and selling his first private aviation company to Delta Airlines to steering Fly Exclusive through the pandemic's challenges and into public trading, Jim's journey is not just about flying high but also about leadership, strategic decision-making, and the relentless pursuit of excellence.

Guarding Against the Invisible: How to Secure Family Offices in a Digital Age with Dale Buckner

Guarding Against the Invisible: How to Secure Family Offices in a Digital Age with Dale Buckner
Feb 01, 2025

In this episode of the Tamarind Learning podcast, host Dr. Kirby Rosplock welcomes Dale Buckner, CEO of Global Guardian and former Green Beret, to discuss the evolving threats to family offices in today's interconnected world. Dale shares his expert insights on the increased risks of physical and cyber threats, and the importance of proactive security measures.

Breaking Money Silence: A Conversation with Kathleen Kingsbury

Breaking Money Silence: A Conversation with Kathleen Kingsbury
Jan 01, 2025

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

Breaking the Cycle: Advisors, Codependency, and Addiction in Family Systems with Jane Mintz
Dec 01, 2024

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

Navigating Family Dynamics with Love and Logic: Polarity Thinking with Cathy Carroll
Nov 01, 2024

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.

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