Tamarind Learning Podcasts

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.

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.

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.

Dr. Kirby Rosplock talks with Kelly Ann Winget, founder of Alternative Wealth Partners, about empowering affluent investors to move from passive to purposeful investing. Kelly shares her journey as a serial entrepreneur, her “aha” moment in 2020, and how she aligns capital with purpose. They explore myths about alternative investments, impact investing, and Kelly’s bold book Pitch the Bitch, inspiring investors to take control and invest. 

Dr. Kirby Rosplock welcomes estate planning attorney and CPA Marvin Blum to explore the “head and heart” of legacy planning. They discuss smart estate strategies amid changing tax laws, the importance of flexibility and communication in family plans, and why true legacy is about passing on values, not just valuables. Insightful, heartfelt, and practical advice for every generation.

Dr. Kirby Rosplock talks with Jake Knight about embracing life as the “black sheep” in a family. Jake shares his personal journey from feeling like an outsider to finding strength in authenticity, healing, and self-discovery. He discusses how these experiences led him to create Enclave, a community for rising and next-gen family members seeking connection, belonging, and personal growth within the complexities of wealth and family dynamics.

Join Dr. Kirby Rosplock and digital asset expert Jake Claver, CEO of Digital Ascension Group, as they decode the evolving world of crypto, blockchain, and digital wealth. From Bitcoin basics to family office strategy, custody, and regulation, this episode explores how digital assets are reshaping finance and the future of generational wealth.

 
What if your family's brand could drive alignment, boost engagement, and shape your legacy? India Wooldridge, founder of Catalyst, shares how values-driven branding can help family offices clarify their identity, unify multigenerational decision-making, and act as a strategic asset. With insights from global brand strategy and UHNW family work, India offers a new lens on reputation, governance, and impact.

What if your family’s brand could drive alignment, boost engagement, and shape your legacy? India Wooldridge, founder of Catalyst, shares how values-driven branding can help family offices clarify their identity, unify multigenerational decision-making, and act as a strategic asset. With insights from global brand strategy and UHNW family work, India offers a new lens on reputation, governance, and impact.

Estate planning isn't just legal documents, it's about clarity, care, and connection. In this conversation, Dr. Kirby Rosplock speaks with estate attorney Marvin Blum about his Red File Checklist, a tool designed to help families organize personal, financial, medical, and legacy details. Learn how this practical guide supports loved ones through incapacity, loss, and transition with grace and foresight.