Financial Longevity: The MWM Educational Podcast
Michael Merlin
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The Healthspan Wealthspan Connection, Linda McIver on Investing in Your Longevity
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…
Private Markets, Public Passion: Marc Lasry on Sports as an Asset Class
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…
Time Is Money: Insights from a Luxury Watch Entrepreneur
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,…
Enabling & Disruption: Behavioral Health Patterns and UHNW Clients
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,…
Active v. Passive Investing
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…
Changes in the Wealth Management Industry Over the Decades and Why a Good Advisor Still Matters
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…
MWM Market Update: The Only Certainty is Uncertainty Part III
Join Michael Merlin and Head of MWM Asset Management, David North, as they discuss the similarities and differences between todays AI powered market environment and the dot.com era of 1999-2000.This…
Value-Based Giving
Join Michael Merlin and guests Adrienne Heart, Head of Philanthropy, Rockefeller Global Family Office and Mallory Findley, Head of Family Values & Dynamics, Rockefeller Capital Management, as…
Wealth Preservation Strategies and Investing in Private Investments for Ultra-High Net Worth Families
Join Michael Merlin and Head of Alternative Investment Distribution for Rockefeller Capital Management, Samantha Cooper, as they discuss how UHNW clients should be protecting their wealth and how…
Talking Markets, AI, and Trade with Rockefeller Capital Management CEO, Greg Fleming
Join Michael Merlin as he sits down with Rockefeller Capital Management CEO, Greg Fleming, to discuss the current state of the US Economy and Markets, his views on Artificial Intelligence and his…
MWM Market Update: The Only Certainty is Uncertainty Part II
Join Michael Merlin and Head of MWM Asset Management, David North, as they discuss key topics and highlights from the second quarter of 2025.This material was prepared by Rockefeller Capital…
Best Practices in a Cyber-Dangerous World
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…
MWM Market Update: The Only Certainty is Uncertainty
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…
Developing Good Financial Habits and Why Longevity Matters
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…
MWM Market Update: Q1 2025
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…
2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority
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…
Nick Sonnenberg On How Efficiency Can Change Your Business
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…
Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond
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…
First Quarter 2024 Market Update
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…
Demystifying Family Office Services Part 2
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…
Frequently Asked Questions
Financial Longevity: The MWM Educational Podcast has published 36 episodes since September 2021, covering topics in Business, Education.
Financial Longevity: The MWM Educational Podcast is currently highly active with new episodes monthly. Average episode length is 38m.
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