Tamarind Learning Podcasts
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 offices. Kirby is the 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.
Go to TAMARIND LEARNING
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 offices. Kirby is the 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.
Go to TAMARIND LEARNING
Episodes
7 days ago
7 days ago
41 min
Food is more than nourishment, it’s one of the most powerful ways families build traditions, strengthen relationships, and create lasting memories. In this episode, Dr. Kirby Rosplock speaks with Brian Burke, founder of Food First Travel, about how shared meals, immersive travel, and intentional experiences foster deeper family connections, preserve culture, and create a legacy that lasts across generations.
Jul 1, 2026
Jul 1, 2026
41 min
In this episode, Dr. Kirby Rosplock speaks with Jennifer East about preparing the rising generation for ownership and leadership in enterprising families. Jennifer explains why readiness isn't determined by age, but by intentional development, mentorship, self-awareness, and real-world experience. They discuss owner competency, family dynamics, governance, and practical tools that help families build confident, engaged, and capable future stewards.
Jun 3, 2026
Jun 3, 2026
40 min
Dr. Kirby Rosplock interviews financial education pioneer Joline Godfrey, author of Raising Financially Fit Kids. Godfrey argues that while families can outsource financial education, they cannot outsource financial parenting. She emphasizes teaching money skills early through a developmental approach, before habits are formed. The discussion explores challenges like social media, time scarcity, and affluence.
Apr 30, 2026
Preventing Trust Disputes Before They Start
Apr 30, 2026
Apr 30, 2026
31 min
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.
Mar 3, 2026
Mar 3, 2026
40 min
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.
Feb 26, 2026
Feb 26, 2026
29 min
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.
Feb 25, 2026
Feb 25, 2026
26 min
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.
Feb 20, 2026
Feb 20, 2026
33 min
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.
Feb 20, 2026
Feb 20, 2026
36 min
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.
Feb 19, 2026
Feb 19, 2026
47 min
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.




