ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
monthly
Average audio length:
39 minutes
Guest interviews
Has sponsors
English
United States
40 episodes
since Sept. 24, 2021
episodic
LATEST EPISODE 🔗
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…
SEARCH PAST EPISODES
Search past episodes of Financial Longevity: The MWM Educational Podcast.
PREVIOUS EPISODES 🔗
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…
Disclaimer: The podcast and artwork embedded on this page are from Michael Merlin, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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