Tamarind Learning Podcasts

How to Preserve Family Stories, Values, and Wisdom for Future Generations with Elena Iacono

Elena Iacono, founder of LegacyNex, explores how families can preserve the stories, values, wisdom, and perspectives that shape their legacy. Discover why capturing this

The 10 x 10 Learning Roadmap: Education for Every Age and Stage with Joan DiFuria and Stephen Goldbart

In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock is joined by Dr. Stephen Goldbart and Joan DiFuria, experts in family wealth and organizational devel

Beyond the Exit: Building Business Value and Lasting Legacy with Evan Duke

Dr. Kirby Rosplock speaks with exit-planning advisor Evan Duke about why preparing for a business transition should begin well before an owner is ready to leave. Evan exp

Beyond Compliance: Bringing Purpose and Care to Trusteeship with Lindsay Pope

Dr. Kirby Rosplock speaks with fiduciary thought leader Lindsay Pope about purposeful trusteeship, an approach that moves beyond technical compliance to prioritize benefi

Tradition at the Table: How Food, Travel, and Shared Experiences Shape Family Legacy

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. K

What Does ”Ready” Really Mean for Rising Generation Family Members?

In this episode, Dr. Kirby Rosplock speaks with Jennifer East about preparing the rising generation for ownership and leadership in enterprising families. Jennifer explai

You Can’t Outsource Financial Parenting: Raising Capable Kids in a Complex World

Dr. Kirby Rosplock interviews financial education pioneer Joline Godfrey, author of Raising Financially Fit Kids. Godfrey argues that while families can outsource financi

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 m

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 planni

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 fami

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 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 pro

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. The

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 pl

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-g

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

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 philanthrop

From Passive to Purposeful: Empowering the Affluent Investor

Dr. Kirby Rosplock talks with Kelly Ann Winget, founder of Alternative Wealth Partners, about empowering affluent investors to move from passive to purposeful investing.

The Head and the Heart of Estate Planning with Marvin Blum

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 cha

The Gift of the Black Sheep: Belonging by Being Yourself with Jake Knight

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