Tamarind Learning Podcasts

Preventing Trust Disputes Before They Start

This episode explores trustee-beneficiary conflicts with attorney Meghan Tepas, highlighting how poor communication, lack of transparency, and family dynamics, not just money, drive disputes. She emphasizes early education, clear expectations, and proactive communication to prevent escalation and preserve trust relationships.

Legacy Beyond Lineage: Rethinking Wealth in the Child-Free Economy

Dr. Kirby Rosplock sits down with CFP® Dr. Jay Zigmont to explore the fast-growing child-free economy—now 25% of U.S. adults. They unpack how traditional financial planning overlooks this segment, why legacy must be redefined beyond heirs, and how child-free individuals can align money with purpose, flexibility, and impact. A thought-provoking conversation on life, wealth, and rewriting the script.

Private Trust Companies: Creating the Ideal Trustee

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.

Generous Families: Using Governance to Guide Family 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.

Family Trust Companies: Preserving Multigenerational Wealth

Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.

Breaking the Cycle: Advisors, Codependency, and Addiction in Family Systems with Jane Mintz

In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock sits down with Jane Mintz, CEO and Chief Clinical Strategist of Real-Life Intervention Solutions. They discuss the challenges advisors face when working with clients struggling with addiction and the risk of falling into professional codependency. Jane shares insights on identifying red flags, maintaining professional boundaries, and using strategic intervention to support clients and family systems effectively. 

Playing the Long Game: Gamifying Love, Wisdom, and Money in Family Wealth

Dr. Kirby Rosplock speaks with Buddy Thomas, pioneer of the virtual family office and author of Love, Wisdom, Money. They explore how gamification can transform estate planning, fiduciary decision-making, and family governance, boosting engagement, truth-telling, and collaboration across generations so wealth strengthens relationships, not fractures them.

This Is Our Decade: Women, Wealth, and the Power Shift

In this episode, Dr. Kirby Rosplock sits down with Katie Loeb to explore why this is a defining decade for women and wealth. They unpack the great wealth transfer, next-gen daughters, money confidence, and the concept of “wealthiness”, where financial empowerment, wellness, and legacy intersect to help women step fully into their power.

The Heart of Impact: Investing with Purpose, Responsibility, and Long-Term Vision

Rick Segal, founder of Rethink Capital Partners and author of The Heart of It, joins Dr. Kirby Rosplock to explore what it means to invest with purpose. From Wall Street to impact investing, Rick shares why corporate responsibility, long-term thinking, and investor-entrepreneur partnership matter more than ever, and how mindful capital can build a better future.

Philanthropy, Power, and the Rising Generation

In this episode, Dr. Kirby Rosplock sits down with Mark Greer of Phīla Engaged Giving to explore how families can shift from transactional to transformational philanthropy. Mark shares insights from his work in community organizing, participatory grantmaking, and multigenerational giving, revealing how authentic engagement, shared power, and values-aligned action can create meaningful, lasting change.