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.
Taking the Complex and Making It Simple: The MWM Educational Podcast
Claim This Podcastby Michael Merlin
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Podcast Overview
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.
Language
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Publishing Since
9/24/2021
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Recent Episodes
May 28, 2026
The Healthspan Wealthspan Connection, Linda McIver on Investing in Your Longevity
Host Michael Merlin interviews Linda McIver, FNP-C, ABAAHP, exploring how investing in healthspan directly impacts wealthspan through practical, preventative aging strategies.
April 28, 2026
Private Markets, Public Passion: Marc Lasry on Sports as an Asset Class
Host Michael Merlin interviews Marc Lasry about sports as an asset class, exploring value drivers and emerging opportunities in this interview.
March 31, 2026
Time Is Money: Insights from a Luxury Watch Entrepreneur
<p>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.</p><p>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 Rockefeller Capital Management.</p><p>This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller.</p><p>Forward-looking statements including those presented herein are inherently uncertain as future events may differ materially from those reflected and past performance is not a guarantee of future performance. This podcast was recorded at Rockefeller Capital Management Buckhead in Atlanta, GA.</p>
36 total episodes available with 6 transcripts
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- What is Taking the Complex and Making It Simple: The MWM Educational Podcast?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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