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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

Prenups as a Foundation for Trust with Libby Leffler

2026/09/18

Libby Leffler, CEO of First, challenges common prenup myths, and explores how honest financial conversations, thoughtful preparation, and technology can help couples approach marriage with greater clarity, confidence, trust, and shared understanding.

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

2026/09/02

Elena Iacono, founder of LegacyNex, explores how families can preserve the stories, values, wisdom, and perspectives that shape their legacy. Discover why capturing this “human inheritance” is an essential complement to traditional estate planning, and how it can guide and connect generations for years to come.

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

2026/08/27

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 development. They discuss their latest book, The 10x10 Learning Roadmap: Advancing, Flourishing, and Families of Wealth, which offers a comprehensive guide for families to develop key skills at every life stage, from ages 5 to 100. The roadmap helps family members choose what they want to learn and create personalized action

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

2026/08/27

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 explains how strong leadership, diversified customers, documented processes, contingency planning, and family communication can increase enterprise value, reduce risk, expand succession options, and help preserve a family’s wealth and legacy.

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

2026/08/27

Dr. Kirby Rosplock speaks with fiduciary thought leader Lindsay Pope about purposeful trusteeship, an approach that moves beyond technical compliance to prioritize beneficiary well-being. Lindsay explores how communication, collaboration, thoughtful distributions, and greater beneficiary involvement can strengthen trustee relationships, protect a trust’s financial and emotional legacy, and transform it into a meaningful resource.

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

2026/08/03

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.

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

2026/07/01

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.

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

2026/06/03

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.

Preventing Trust Disputes Before They Start

2026/04/30

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

2026/03/03

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

2026/02/26

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

2026/02/25

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

2026/02/20

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

2026/02/20

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

2026/02/19

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.