Episodios

  • Whose Trust Is It Anyway? The Intersection of Family Wealth, Estate Planning and Improv with Mark Shiller

    Whose Trust Is It Anyway? The Intersection of Family Wealth, Estate Planning and Improv with Mark Shiller
    Dec 26 2025
    Estate attorney and improv comedian Mark Shiller joins Dr. Kirby Rosplock to explore how principles of improv—like listening, group dynamics, and “other-centeredness”—can transform family wealth planning. They discuss generational transitions, the importance of purpose in wealth, and Schiller’s book How to Not Ruin Your Kids with Money. A refreshing take on what families really need to thrive across generations.
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    35 m
  • Demystifying Bitcoin

    Demystifying Bitcoin
    Dec 26 2025
    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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    37 m
  • From Passive to Purposeful: Empowering the Affluent Investor

    From Passive to Purposeful: Empowering the Affluent Investor
    Dec 26 2025

    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 inv
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    43 m
  • Navigating Real Estate Market Cycles

    Navigating Real Estate Market Cycles
    Dec 26 2025
    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.
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    31 m
  • Generous Families: Using Governance to Guide Family Philanthropy

    Generous Families: Using Governance to Guide Family Philanthropy
    Dec 11 2025
    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.
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    26 m
  • Navigating Family Conversations with Dr. Kirby Rosplock

    Navigating Family Conversations with Dr. Kirby Rosplock
    Dec 11 2025

    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.
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    47 m
  • Inheritance & Wealth From a Deeper Perspective

    Inheritance & Wealth From a Deeper Perspective
    May 15 2022
    Tamarind Learning podcast guest, Matina Agio, is the Inheritance Muse and provides inheritance counseling from Athens, Greece, and works globally. She inspires a deeper perspective on inheritance - beyond the legal and financial.
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    26 m
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