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
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.
Aug 26, 2021 in Ethical Wills
Tamarind Learning Podcast Guest Iris Wagner reveals powerful stories about creating ethical wills and how it may transform families and relationship.
Jun 24, 2021 in Investing
Tamarind Learning Podcast Guest Chelsea Toler is a NxG impact investor, philanthropist, and executive of NOVA Impact & President of the Keep Families Giving Foundation.
May 19, 2021 in Family Office
Jill Barber is President of CYMI Holdings, which provides wealth advisory services to each member of the Mathile Family. Jill joined CYMI in 1999 just prior to the sale of the Iams Company to Procter & Gamble.
Apr 15, 2021 in Investing
Tamarind Learning Podcast Guest Ron Cordes shares his family's journey to invest 100% impact within his family office and family foundation.
