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
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Dec 05, 2023 in Stewardship
Tune in for a dynamic conversation with Ethan Penner, real estate investor and Managing Partner of Mosaic Real Estate Investors, who shares wisdom from his recently released book, “Greatness is a Choice.” Ethan provides a series of insightful chapters on the foundational lessons he learned over the years. From Tony Robbins and Sharon Osbourne to Steve Cohen and Julius “Dr. J” Erving, Ethan has received endorsement and praise for his new book from global celebrities.
Nov 27, 2023 in Family Office
Dr. Kevin Fleming, Founder of Grey Matters International, Inc., joins Dr. Rosplock to discuss the power of neuroscience and how it impacts how families of wealth operate. Dr. Fleming shares his own personal journey from armchair psychotherapist to coaching and consulting with some of the world’s leading athletes, superstars, and CEOs. Specifically, Dr. Fleming shares keen insights to neurotech that impact how we trust, build rapport, and manage change.
Nov 21, 2023 in Impact Investing
Dr. Kirby Rosplock and Christine Mendonça discuss next-gen wealth inheritors' roles in impact investing on the Tamarind Learning Podcast. They explore aligning investments with values, the generational wealth transfer, and the nuances between philanthropy and impact investing. Christine emphasizes the importance of strategic engagement and education for next-gens in family wealth and investment impact.
Oct 24, 2023 in Family Wealth
Join Dr. Kirby Rosplock and Dr. Pramodita (Dita) Sharma as they delve into the realm of family firms and their path toward sustainable development. Sharma discusses her experience working with family businesses at different stages of their journey, particularly focusing on sustainability. Sharma emphasizes that transitioning to sustainability is more like a "family marathon" than a mere passing of the baton, requiring multi-generational effort and strategic planning.
Sep 22, 2023 in Real Estate
Dr. Kirby Rosplock is joined by Dr. Glenn Mueller, a real estate professor from the University of Denver. Glenn delves into the intricate relationship between real estate market cycles and economic variables. He addresses current challenges in the real estate sector and provides valuable resources for accessing his research. Additionally, he explores his real estate market model, which he uses to assess and monitor the ongoing shifts within real estate markets.
Aug 24, 2023 in Family Office
Dr. Kirby Rosplock and Mark Somers emphasize the critical importance of securing the right talent for a family office's success. Mark delves into the process of how to enhance the talent pool and secure the top talent. Additionally, the conversation offers insights for individuals contemplating a career in this unique environment, giving them a better understanding of what to expect and how to thrive in the unique and multifaceted family office environment.
Jul 12, 2023 in Legacy
Join host Dr. Kirby Rosplock in the enlightening podcast on personal legacies with special guest Dr. Katie Spencer of Northbound Consulting. Delve into a thought-provoking discussion about the power of legacy, family dynamics, and the transformative impact of documenting personal stories. Dr. Spencer's insights on legacy letters, multi-generational tensions, and the profound effects of self-defined legacies offer a fresh perspective on creating lasting impacts across generations.
Jun 12, 2023 in Estate Planning
Join host, Cindy Radu, and Trust and Estate Planner, Nicole Garton, as they discuss the fundamental information that families should have together to make organizing their estate easier and why it's so important to have an estate organizer on hand. From digital assets to plans for your beloved pets, Nicole's book Before It's Too Late: the Estate Organizer for Canadians has tools to plan your estate.
Apr 13, 2023 in Stewardship
Dr. Kirby Rosplock and Kristin Keffeler, author of "The Myth of the Silver Spoon," explore "emotional clutter" and its impact. Learn about the four types of clutter—money, identity, relationship, and contribution—and discover practical strategies to clear clutter and unlock your potential. Get actionable advice and insights from Kristin’s personal and professional journey.
