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
Mar 08, 2024 in Wealth Management
Join an insightful discussion between Cindy Radu and seasoned advisor Arthur Salzer on the topic of Bitcoin. Arthur explains the revolutionary concept of Bitcoin as a digital currency and sheds light on the process of Bitcoin mining, the significance of blockchain technology, and the potential impact of Bitcoin on investment portfolios.
Feb 09, 2024 in Governance
Dr. Kirby Rosplock is in conversation with Chris Herschend, a third-generation shareholder in a family enterprise, who shares a personalized perspective on the evolution and growth of a family business system. Join this discussion to gain a deeper understanding of the organic and intentional aspects of how things unfold in the family business landscape, emphasizing that governance is an ongoing, never-completed process.
Jan 12, 2024 in Family Wealth
Join Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.
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Dec 06, 2023 in Estate Planning
Join Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.
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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 into neurotech that impact how we trust, build rapport, and manage change.
Nov 21, 2023 in 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.
