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
Feb 13, 2023 in Succession
Podcast host Kirby Rosplock is joined by Octavian Pilati who shares his story of suddenly taking over the reins of his family's multi-generational enterprise. Amidst the succession, Octavian learned that the family's investments were at risk and rose to manage not just the family enterprise but a threat that could threaten his family's legacy. Listen here to learn more about Octavian's succession journey and growth as a next generation inheritor.
Jan 30, 2023 in Wealth Management
Tamarind Learning podcast guest, Judy Pearson a seasoned insurance and risk management expert, joins Kirby Rosplock for a conversation about the roles and responsibilities of a trustee and how this fiduciary role opens up the risk of personal liability.
Jan 02, 2023 in Philanthropy
In this episode, Dr. Sharilyn Hale shares how families can use governance and a shared mission and purpose to create impactful philanthropic efforts that engage the whole family. The podcast explores four steps for finding a philanthropic approach that meets a family's unique purpose and goals.
Dec 01, 2022 in Stewardship
Join Dr. Kirby Rosplock and guest Betsey Fortlouis from Innerwill Leadership Institute for an enlightening podcast on the importance of values-based leadership in the family system.
Nov 14, 2022 in Trusts and Estate
In this informational podcast, Canadian Chief Learning Officer, Cindy Radu, is joined by Professor Albert H. Oosterhoff who outlines the basics of a trust and the role of a trustee.
Nov 07, 2022 in Investing
Podcast guest and impact investing expert Grant Conroy sits down with Tamarind Learning's CLO, Cindy Radu to define and demystify the growing topic of impact investing. Grant and Cindy cover risk and return, impacting investing acronyms, reporting rules, and getting started with the help of examples.
Aug 27, 2022 in Wealth Management
Tamarind Learning podcast guest and author, Dr. Jamie Weiner, speaks with Kirby Rosplock on his recently published book, The Quest for Legitimacy.
Aug 26, 2022 in Wealth Management
Tamarind Learning podcast guest, Malcolm Burrows, speaks with Canada’s Chief Learning Officer, Cindy Radu on intentional giving, engaging the next generation, and developing a philanthropic strategy.
Aug 24, 2022 in Wealth Management
In this episode of the Tamarind Learning Podcast, host Cindy Radu and expert Gerry Meyer discuss the complexities of rising generation education in family enterprises. They explore key trends like lifelong learning, gender diversity, and mentorship, offering actionable insights for active and rising generations. Tune in for a deep dive into tailored educational paths and family governance.
