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
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 both active and rising generations. Tune in for a deep dive into tailored educational paths and family governance.
Aug 08, 2022 in Wealth Management
Tamarind Learning podcast guest, speaker and family enterprise consultant Bryn Mars Monahan, sits down with Dr. Kirby Rosplock on the importance of educating the next generation and the value of using a systemic approach to teach children of all ages.
Jun 29, 2022 in Stewardship
Tamarind Learning podcast guest, Steve Leger, author, family legacy coach, a facilitator sits down with Chief Learning Officer Cindy Radu to discuss family systems and the importance of starting conversations around wealth transitions sooner, rather than later.
Jun 28, 2022 in Wealth Management
Tamarind Learning podcast guest, Cindy Radu, is a leading advisor for families on trusts in Canada and shares insights with host, Kirby Rosplock.
May 16, 2022 in Wealth Management
Tamarind Learning podcast guest, Matina Agio, is the Inheritance Muse and provides inheritance counseling from Athens, Greece, and works globally. She inspires a deeper perspective on inheritance - beyond the legal and financial.
Jan 07, 2022 in Wealth Management
Tamarind Learning Podcast Guests Amy Hart Clyne and Dennis Jaffe, authors of the new book, Finding her Voice & Creating Legacy.
Nov 30, 2021 in Wealth Management
Tamarind Learning Podcast Guest Miles Padgett shares wisdom on how a private trust company is set up and organized and why it may be an ideal fiduciary structure for families with complex ownership and planning considerations.
Nov 15, 2021 in Wealth Management
Tamarind Learning Podcast Guests Fernando Pou and Rino Schena share insights on how insurance solutions may hedge a portfolio, support business succession, and aid in estate tax planning.
Oct 05, 2021 in Family Office
Tamarind Learning Podcast Guest Jeremy Langlois shares his expertise on the build blocks of consolidated reporting.
