Tamarind Learning Podcasts

Tamarind Learning Podcasts

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Tamarind Learning Podcasts episodes

  • 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 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.
    0 min
  • 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. Kelly shares her journey as a serial entrepreneur, her moment in 2020, and how she aligns capital with purpose. They explore myths about alternative investments, impact investing, and Kellys bold book Pitch the Bitch, inspiring investors to take control and invest
    43 min
  • 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 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.
    0 min
  • 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 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.
    0 min
  • Why Every Family Office Needs a Values-Driven Brand Strategy with India Wooldridge
    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.
    30 min
  • The Red File: A Simple, Powerful Gift for Your Family's Future with Marvin Blum
    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.
    18 min
  • Raising Grounded Kids in a World of Wealth: A Conversation with Jeff Savlov
    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.
    0 min
  • She’s GOD (General Operations Director), He Says 'Yes Dear': Making Family Office Work
    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.
    0 min
  • Whose Trust Is It Anyway? The Intersection of Family Wealth, Estate Planning and Improv with Mark Shiller
    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.
    0 min

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Tamarind Learning Podcasts