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
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
Guest, Kristin Keffeler, introduces her book, Myth of the Silver Spoon, and talks about the internal and external clutter that can become roadblocks for next and rising-gen members.
Mar 31, 2023 in Stewardship
Join Dr. Kirby Rosplock and Jane Beddall as they discuss the power of transformative conflict resolution for multigenerational family enterprises. Transformative conflict resolution seeks to transform the underlying relationship between parties in conflict. Through open communication and mutual understanding, transformative conflict resolution can lead to stronger relationships and increased empathy. This approach focuses on creating a foundation for future constructive interactions.
Mar 22, 2023 in Family Office
Dr. Kirby Rosplock and Scott Peppet dive into the often "demoted" topic of addressing family issues in the family office. Scott elucidates how the family office can be instrumental in managing family capital - asking the question, "if you couldn't talk about financial capital, what would you spend a year addressing?" Scott introduces his approach to the five capitals model and review a tool developed to help families understand how they can tackle family issues from a macro level.
Feb 28, 2023 in Stewardship
Join host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
Feb 24, 2023 in Stewardship
Join Kirby Rosplock and guest, Josh Gentine Founder and CEO of Bench Consulting and family board member of Sargento Foods for this enlightening podcast on preparing the next generation to lead through succession events. Josh shares his story from Notre Dame football player to the catholic seminary to earning his MBA and finding his place in his multi-generational family enterprise before ultimately starting his own consulting firm. This podcast highlights the role of a Family Participation Plan.
