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 19, 2021 in Family Wealth
Tamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.
Feb 12, 2021 in Wealth Management
Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.
Feb 12, 2021 in Family Wealth
Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.
Feb 05, 2021 in Wealth Management
Tamarind Learning Podcast Guest Charlotte Beyer is Author of Unwrapped and Founder of Principle Quest Foundation.
Jan 28, 2021 in Wealth Management
Tamarind Learning Podcast Guest Susan Schoenfeld is CEO and Founder of Wealth Legacy Advisors LLC.
Jan 11, 2021 in Investing
Tune in to hear about the essence of impact investing, Jenna's role as a disruptor and change agent, and her dedication to elevating humanity. Explore the intricacies of investing with purpose, dismantling inequitable systems, and the blurred lines between doing well and doing good. Learn why the belief that impact comes at the cost of returns is a misconception and dive into the challenges and opportunities in the evolving landscape of impact investing.
Jan 07, 2021 in Wealth Management
Tamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.
Dec 18, 2020 in Investing
Tamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.
Dec 16, 2020 in Investing
Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.
