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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

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Check latest episodes from Tamarind Learning Podcasts podcast

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

2026/02/06

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

2026/02/02

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

2025/12/02

In this episode, Dr. Kirby Rosplock sits down with Mark Greer of Phyla 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.

From Passive to Purposeful: Empowering the Affluent Investor

2025/11/26

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.

The Head and the Heart of Estate Planning with Marvin Blum

2025/11/01

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.

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

2025/10/01

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.

Decoding Digital Assets: Risk, Regulation, and the Future of Family Wealth with Jake Claver

2025/09/01

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.

Why Every Family Office Needs a Values-Driven Brand Strategy with India Wooldridge

2025/08/04

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.

Why Every Family Office Needs a Values-Driven Brand Strategy with India Wooldridge

2025/08/03

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.

The Red File: A Simple, Powerful Gift for Your Family’s Future with Marvin Blum

2025/07/21

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.

The Red File: A Simple, Powerful Gift for Your Family’s Future with Marvin Blum

2025/07/20

Raising Grounded Kids in a World of Wealth: A Conversation with Jeff Savlov

2025/06/01

In this episode of the Tamarind Learning podcast, host Dr. Kirby Rosplock interviews Jeff Savlov, about raising responsible, grounded children in families with significant wealth. Drawing on his background in business, psychology, and family therapy, Jeff offers powerful insights into the emotional complexities of wealth and legacy. He explores how intentional parenting, storytelling, and open communication can foster resilience, responsibility, and strong values in the next generation.

Raising Grounded Kids in a World of Wealth: A Conversation with Jeff Savlov

2025/05/31

She’s GOD (General Operations Director), He Says ’Yes Dear’: Making Family Office Work

2025/05/12

Eti and Chaz Lazarian, co-founders of Insignia LLC, join Dr. Kirby Rosplock to share how they built a thriving commercial real estate business and formalized their family officeall while raising three daughters. From defining roles at home and work to instilling financial literacy in the next generation, this episode highlights the realities of being co-preneurs, parents, and legacy-builders under one roof.

She’s GOD (General Operations Director), He Says ’Yes Dear’: Making Family Office Work

2025/05/11

Eti and Chaz Lazarian, co-founders of Insignia LLC, join Dr. Kirby Rosplock to share how they built a thriving commercial real estate business and formalized their family office—all while raising three daughters. From defining roles at home and work to instilling financial literacy in the next generation, this episode highlights the realities of being co-preneurs, parents, and legacy-builders under one roof.