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Tamarind Learning Podcasts
76 Episodes
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What if your familys 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.
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.
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.
Estate attorney and improv comedian Mark Shiller joins Dr. Kirby Rosplock to explore how principles of improvlike listening, group dynamics, and can transform family wealth planning. They discuss generational transitions, the importance of purpose in wealth, and Schillers book How to Not Ruin Your Kids with Money. A refreshing take on what families really need to thrive across generations.
Join the Tamarind Learning Podcast as we explore financial therapy with Aja Evans, author of 'Feel Good Finance.' Discover how our relationship with money reflects our emotions, why we use spending as therapy, and ways to build healthier financial habits. Aja shares insights from her 15 years in mental health and explains how understanding the psychology behind our money decisions can lead to lasting positive change in our financial wellbeing.
In this episode of the Tamarind Learning podcast, host Dr. Kirby Rosplock welcomes Dale Buckner, CEO of Global Guardian and former Green Beret, to discuss the evolving threats to family offices in today's interconnected world. Dale shares his expert insights on the increased risks of physical and cyber threats, and the importance of proactive security measures.
Join Dr. Kirby Rosplock on the Tamarind Learning Podcast as she dives into the fascinating world of private aviation with Jim Segrave, President and CEO of Fly Exclusive. From starting and selling his first private aviation company to Delta Airlines to steering Fly Exclusive through the pandemic's challenges and into public trading, Jim's journey is not just about flying high but also about leadership, strategic decision-making, and the relentless pursuit of excellence.
Join Dr. Kirby Rosplock and Kathleen Kingsbury, a renowned money mindset coach and author. Kathleen discusses her book, Breaking Money Silence, exploring the pervasive issue of money silencethe societal and familial taboo surrounding financial discussions. Kathleen sheds light on how breaking these taboos can foster healthier relationships and financial literacy, transforming the way we think, feel, and talk about money.
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.
Kirby Rosplock speaks with Cathy Carroll about her new book, Hug of War: How to Lead a Family Business with Both Love and Logic. Cathy shares her insights on balancing family and business mindsets, employing polarity thinking, and managing power dynamics in family enterprises. From revealing vs. concealing wealth to navigating complex relationships, Cathy provides practical strategies for families looking to harmonize personal connections with business goals.
In this episode, Dr. Kirby Rosplock sits down with Jamie Yuenger, founder of StoryKeep, to discuss the profound impact of capturing and preserving family narratives. Jamie shares her unique approach to storytelling and the vital role resilience plays in the stories we pass down through generations. Learn how documenting your familys history can create a lasting legacy and foster deeper connections.
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
Join Dr. Kirby Rosplock and Angela Lee, founder of 37 Angels and Columbia University professor, about the essentials of angel investing. Angela shares her journey from entrepreneur to angel investor, the significant diversity gap in funding, and how 37 Angels is empowering underrepresented investors to make impactful decisions. Tune in to learn practical tips for getting started in angel investing and the key traits successful angels possess.
Join Dr. Kirby Rosplock and licensed social worker Ruschelle Khanna as they explore the intricacies of integrating assets into marriage, uncovering how wealth affects relationships, power dynamics, and communication. Ruschelle emphasizes the importance of negotiation, defining values, and confronting past traumas to cultivate healthier financial dialogues and family relationships, offering guidance to couples in navigating inherited wealth toward stronger, more cohesive partnerships.
Join Dr. Kirby Rosplock and guest, Peter Vogel, as they explore Peter's fascinating journey into the world of enterprising families and the dynamic realm of family offices. Peter emphasizes the importance of education, inclusive decision-making, and careful planning in setting up and managing family offices, as outlined in his book "Family Office Navigator," advocating for informed choices and alignment of interests among family members and service providers.
Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.
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.
Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space.
Join an insightful discussion between Cindy Radu and seasoned advisor Arthur Salzer on the topic of Bitcoin. Arthur explains the revolutionary concept of Bitcoin as a digital currency and sheds light on the process of Bitcoin mining, the significance of blockchain technology, and the potential impact of Bitcoin on investment portfolios.
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