Tamarind Learning Podcasts

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.