درباره این پادکست 🔗
Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Global Family Office and various colleagues and experts as they take the complex and make it simple. In each episode Michael and friends discuss the key tenants of financial longevity: maximizing your wealth span and securing your financial future, spending money guilt-free while still growing your assets and enjoying your bigger future with confidence. Don't let financial complexity hold you back from living your best life, listen in and start your journey to financial longevity today. Michael's book, Financial Longevity, can be found on Amazon, Audible or wherever books are sold. For more information about Merlin Wealth Management visit our website at https://rockco.com/merlin.
میزبان‌ها:
فرکانس به روز رسانی:
monthly
میانگین طول صدا:
39 minutes
مصاحبه های مهمان
اسپانسر دارد
انگلیسی
ایالات متحده آمریکا
40 قسمت
از سال 24 سپتامبر 2021
episodic
آخرین اپیزود 🔗
Host Michael Merlin welcomes former NFL player, entrepreneur, and leadership consultant Massaquoi for a discussion on performance, culture, and reinvention. Drawing from his experiences in professional football, organizational psychology, and personal recovery following a life-changing accident, Ma…
جستجوی اپیزودهای گذشته
اپیزودهای قبلی Financial Longevity: The MWM Educational Podcast را جستجو کن.
اپیزود قبلی 🔗
In this episode of Financial Longevity, host Michael Merlin, Founder of Merlin Wealth Management, sits down with Mark Alexander, Head of Technology and Operations at Rockefeller, to unpack the real implications of AI on finance. They explore the difference between machine learning and generative AI…
Private companies are staying private longer, and that shift is rewriting how wealth gets built. Michael Merlin talks with Scenic Advisement's Barrett Cohn and Mike Sobel about secondaries, tender offers, and the pre-IPO scramble reshaping today's markets.
This material was prepared by Rockefeller …
Michael Merlin and David North, Co-Head of MWM Asset Management, break down the headlines moving markets this quarter. They cover the oil shock from the Middle East conflict and what it means for inflation and the Fed, the AI investment cycle and where they see winners, losers, and differentiated o…
In this episode of Financial Longevity, host Michael Merlin, Founder of Merlin Wealth Management, sits down with Linda McIver, FNP-C, ABAAHP, of ÂgeBlu’s Ageless Living to explore the connection between healthspan and wealthspan. Linda shares practical, preventative strategies to help you stay ener…
In this episode of Financial Longevity host Michael Merlin, Founder of Merlin Wealth Management, sits down with Marc Lasry, CEO of Avenue Capital Group, for an in-depth conversation on sports as an investable asset class. Lasry draws on his experience as a global investor and former NBA team owner …
In this episode, Michael Merlin sits down with Eugene Tutunikov, CEO of SwissWatchExpo, to explore luxury watches through an investor’s lens. They unpack how timepieces can blend passion, craftsmanship, and long‑term value, where collecting meets capital allocation.
This material was prepared by Ro…
In our latest episode, I sit down with BARDO Consulting’s co‑founders, Kacy Silverstein and Holly Ryan, to explore how behavioral health patterns can quietly enable- or disrupt- decision‑making, relationships, and legacy in ultra‑high‑net‑worth families. Drawing on decades of clinical experience in…
Join Michael Merlin, and Head of Rockefeller Asset Management, Casey Clark, as they discuss the differences between active and passive investing, how those strategies behave in different market environments, and how Ultra-High Net Worth clients should think about these two investment disciplines.
T…
Join Michael Merlin and Head of Enterprise and Strategic Growth for Rockefeller Global Family Office, Michael Outlaw, as they discuss the changes in the wealth management industry over the last two decades and how a good advisor plays an essential role to UHNW clients today.
This material was prepa…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Michael Merlin است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,829,336و قسمت های196,563,751بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
جستجوی اپیزودهای گذشته
اپیزودهای قبلی Financial Longevity: The MWM Educational Podcast را جستجو کن.
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