PODCASTS

Wealth Education Essentials for Beneficiaries of Wealth

Welcome to the Canadian 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 Canadian 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.

Canadian Tamarind Learning Podcast Episodes

Navigating Family Conversations with Dr. Kirby Rosplock

Navigating Family Conversations with Dr. Kirby Rosplock
Nov 22, 2023

In this episode, Barbara Archer is joined by Dr. Kirby Rosplock, a recognized teacher, author, advisor and speaker in the family wealth industry. She is a Dean of Family Office at the Purposeful Planning Institute, a fellow and faculty of the Family Firm Institute, and a co-trustee of the Harbeck Family Foundation and is here to help you ensure your family is having the necessary conversations, ensuring the most positive outcomes.

Financial Influence and Impact Investing with the Next Generation

Financial Influence and Impact Investing with the Next Generation
Nov 21, 2023

Dr. Kirby Rosplock and Christine Mendonça discuss next-gen wealth inheritors' roles in impact investing on the Tamarind Learning Podcast. They explore aligning investments with values, the generational wealth transfer, and the nuances between philanthropy and impact investing. Christine emphasizes the importance of strategic engagement and education for next-gens in family wealth and investment impact.

Family Firms and Sustainable Development

Family Firms and Sustainable Development
Oct 24, 2023

Join Dr. Kirby Rosplock and Dr. Pramodita (Dita) Sharma as they delve into the realm of family firms and their path toward sustainable development. Sharma discusses her experience working with family businesses at different stages of their journey, particularly focusing on sustainability. Sharma emphasizes that transitioning to sustainability is more like a "family marathon" than a mere passing of the baton, requiring multi-generational effort and strategic planning.

Navigating Real Estate Market Cycles

Navigating Real Estate Market Cycles
Sep 22, 2023

Dr. Kirby Rosplock is joined by Dr. Glenn Mueller, a real estate professor from the University of Denver. Glenn delves into the intricate relationship between real estate market cycles and economic variables.  He addresses current challenges in the real estate sector and provides valuable resources for accessing his research. Additionally, he explores his real estate market model, which he uses to assess and monitor the ongoing shifts within real estate markets.

Talent: Do You Have What it Takes

Talent: Do You Have What it Takes
Aug 24, 2023

Dr. Kirby Rosplock and Mark Somers emphasize the critical importance of securing the right talent for a family office's success. Mark delves into the process of how to enhance the talent pool and secure the top talent. Additionally, the conversation offers insights for individuals contemplating a career in this unique environment, giving them a better understanding of what to expect and how to thrive in the unique and multifaceted family office environment.

Crafting Legacies: Unveiling Personal Narratives

Crafting Legacies: Unveiling Personal Narratives
Jul 12, 2023

Join host Dr. Kirby Rosplock in the enlightening podcast on personal legacies with special guest Dr. Katie Spencer of Northbound Consulting. Delve into a thought-provoking discussion about the power of legacy, family dynamics, and the transformative impact of documenting personal stories. Dr. Spencer's insights on legacy letters, multi-generational tensions, and the profound effects of self-defined legacies offer a fresh perspective on creating lasting impacts across generations.

Get it Together: What You Need to Know to Organize Your Estate with Nicole Garton

Get it Together: What You Need to Know to Organize Your Estate with Nicole Garton
Jun 12, 2023

Join host, Cindy Radu, and Trust and Estate Planner, Nicole Garton, as they discuss the fundamental information that families should have together to make organizing their estate easier and why it's so important to have an estate organizer on hand. From digital assets to plans for your beloved pets, Nicole's book Before It's Too Late: the Estate Organizer for Canadians has tools to plan your estate.

Clearing Internal & External Clutter

Clearing Internal & External Clutter
Apr 13, 2023

Dr. Kirby Rosplock and Kristin Keffeler, author of "The Myth of the Silver Spoon," explore "emotional clutter" and its impact. Learn about the four types of clutter—money, identity, relationship, and contribution—and discover practical strategies to clear clutter and unlock your potential. Get actionable advice and insights from Kristin’s personal and professional journey.

Transformative Conflict Resolution

Transformative Conflict Resolution
Mar 31, 2023

Join Dr. Kirby Rosplock and Jane Beddall as they discuss the power of transformative conflict resolution for multigenerational family enterprises. Transformative conflict resolution seeks to transform the underlying relationship between parties in conflict. Through open communication and mutual understanding, transformative conflict resolution can lead to stronger relationships and increased empathy. This approach focuses on creating a foundation for future constructive interactions.

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