Do you feel vulnerable to a cyber-attack, identity theft, or digital hacking? Listen in this month as April Gay, MWM Chief Operating Officer, joins Michael Merlin, MWM Founder, to give you actionable best practices to protect yourself in today’s digital world. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are...
Jun 18, 2025•39 min•Ep. 25
Join Michael Merlin and Co-Head of MWM Asset Management, David North, as they discuss the unprecedented market volatility currently dominating today's market environment. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely their own and may differ from or conflict with those of other divisions in Rockefe...
Apr 15, 2025•48 min•Ep. 24
Join Michael Merlin as he launches a new title for the MWM Podcast Financial Longevity . Michael will explain financial longevity, the three financial diseases that impact most people’s financial behavior, and the four financial priorities that set you up for success with your money. Michael’s book, Financial Longevity, will also be available March 24, 2025. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a partic...
Apr 04, 2025•49 min•Ep. 23
Join Michael Merlin, Private Advisor and Founder of Merlin Wealth Management and Co-Head of MWM Asset Management, David North, as they discuss key topics and highlights during the first quarter of 2025. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely their own and may differ from or conflict with tho...
Feb 15, 2025•48 min•Ep. 22
Join Michael Merlin, Founder of Merlin Wealth Management, Tim Laffey, Head of Tax Policy and Research at Rockefeller Capital Management, and Jason Thompson, Head of Wealth Strategy at Rockefeller Capital Management, as they take a deep dive into tax policy and estate planning strategies knowing now that a Republican majority will be leading the government for the next four years. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this epis...
Dec 06, 2024•43 min•Ep. 21
Would you like to get one day a week back in efficiency gains? Noted efficiency expert, Nick Sonnenberg, CEO of Leverage, talks about his CPR Framework and how it is saving businesses time and money. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely their own and may differ from or conflict with those ...
Oct 11, 2024•35 min•Ep. 20
With everything going on around the world and here at home, it was a shock to many that the U.S. equity market and economy still exhibited such strength in the first half of 2024. What does the rest of the year have in store? Listen to our latest podcast episode, where MWM Head of Asset Management, Adam Compton, and I have a lively conversation about what's next for the stock market and economy as the U.S. presidential election approaches. This material was prepared by Rockefeller Capital Manage...
Jul 31, 2024•53 min•Ep. 19
Michael Merlin sits down with Adam Compton, Head of MWM Asset Management to discuss current market action, economic numbers, Fed policy, and the effects of inflation and geopolitical events on the U.S. stock market and MWM investment strategy holdings. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely ...
May 16, 2024•41 min•Ep. 18
In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office services different from similar services provided in a typical wealth management relationship. They also discuss the history of the Rockefeller Global Family Office, and the transition of Merlin Wealth Manageme...
Mar 11, 2024•33 min•Ep. 16
In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The view...
Mar 11, 2024•31 min•Ep. 17
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their potential impact on 2024 and beyond. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this epis...
Nov 28, 2023•46 min•Ep. 15
In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Emiliano Roman, Strategic Advisory- Managing Director at Rockefeller Capital Management to discuss what strategic options business owners should consider when thinking about selling their business in the current market environment. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are...
Sep 18, 2023•40 min•Ep. 14
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment. Two books mentioned in this episode: How to Invest by David Rubenstein Where the Money Is: Value Investing in the Digital Age by Adam Seessel This material was prepared by Rockefeller Capital Management. The...
Jul 24, 2023•1 hr 2 min•Ep. 13
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with David O'Leary, Head of Insurance and Annuities at Rockefeller Capital Management to discuss Private Placement Life Insurance and Private Placement Variable Annuities and the different ways they can be leveraged. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change ...
Jun 21, 2023•43 min•Ep. 12
In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Thomas Patton, Financial Advisor for MWM's High Net Worth Team to discuss the importance of financial priorities - spending, saving, and investments. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely ...
May 22, 2023•27 min•Ep. 11
In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with the MWM Asset Management team to discuss the current markets and the economy. Adam Compton, Head of Asset Management MWM, John Wagner, Associate Portfolio Manager, Grady O’Gara, Head of Trading, and David North, Investment Research, weigh in on MWM’s goal of owning great businesses in the current economy. Two Books Mentioned in Today's Episode: Engines That Move Markets: Technology Investing fr...
Apr 27, 2023•48 min•Ep. 10
In this episode of Taking the Complex and Making It Simple, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management speaks with Head of Strategic Client Solutions at Rockefeller Capital Management, Michael Brakey, to discuss how borrowers and lenders are dealing with a rising rate environment. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management. This material was prepared by Rockefeller Capital Managemen...
Mar 13, 2023•34 min•Ep. 9
In this first episode of 2023, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks with MWM Partner and Head of MWM High Net Worth and Corporate Services, Adam Abramson, CFP®, to discuss Social Security. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a...
Feb 27, 2023•22 min•Ep. 8
In this episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down for an in-depth discussion with MWM Partner and Head of Service and Operations, April Gay, to talk all about Cybersecurity. Listen in as Michael and April talk about how clients can be working proactively to protect themselves from online threats and much more. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management. Thi...
Dec 08, 2022•33 min•Ep. 7
In episode six, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down with Rockefeller Capital Management President and CEO Gregory J. Fleming to talk about his storied career and a myriad of contemporary topics. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode a...
Oct 24, 2022•30 min•Ep. 6
In episode five, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks about a key moment in any entrepreneur's journey: selling a business. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
Aug 15, 2022•20 min•Ep. 5
In episode four, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about a topic at the core of MWM's business: Financial Planning 101. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
Jul 11, 2022•28 min•Ep. 4
In this week's episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about the famous quote "Shirtsleeves to Shirtsleeves in three generations" and the overall topic of effective wealth transfer throughout generations. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
Jun 13, 2022•24 min•Ep. 3
Join us for the second installment of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, has a conversation around estate planning and more with Abbey Flaum, J.D., LL.M., longtime friend and Partner in the Estate Planning Group at Cohen Pollock Merlin Turner based in Atlanta, GA. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capita...
Jan 10, 2022•39 min•Ep. 2
Come with us for this exciting inaugural episode of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, sits down to talk taxes, tax preparation, tax strategies and best practices with his longtime friend Amy Nadler, CPA of Levy Tax and Consulting LLC based in Atlanta, GA. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Manage...
Sep 24, 2021•39 min•Ep. 1
