Taking the Complex and Making It Simple: The MWM Educational Podcast

About Taking the Complex and Making It Simple: The MWM Educational 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.

Publisher

Michael Merlin

Category

business · education

Language

en

Explicit

No

First episode

24 Sept 2021

Latest episode

30 Sept 2026

Latest episodes

11 of 40 episodes have a transcript.

1. 

   30 Sept 2026TRANSCRIPT

   Leadership, Resilience, and the Next Chapter: A Conversation with Mohamed "Mo" Massaquoi

   Host Michael Merlin interviews leadership consultant Mohamed "Mo" Massaquoi about building resilience and achieving sustained success through culture and accountability.

2. 

   31 Aug 2026TRANSCRIPT

   From Hype to High‑Impact: Mark Alexander on Real AI in Finance

   Host Michael Merlin interviews Mark Alexander, Head of Technology and Operations at Rockefeller, about AI's real impact on finance, from advisor productivity to emerging scams.

3. 

   31 Jul 2026TRANSCRIPT

   Private Market Liquidity Solutions in Conversation with Scenic Advisement

   Host Michael Merlin interviews Barrett Cohn and Mike Sobel of Scenic Advisement about private market liquidity solutions and the evolving landscape of wealth building.

Inside a recent episode

Leadership, Resilience, and the Next Chapter: A Conversation with Mohamed "Mo" Massaquoi

Published 30 Sept 2026 · Transcript excerpt

[…] So it sounds, as I assumed you would say, because, you know, having having watched you, you know, your career may have ended, but your purpose didn't end and you were able to direct that purpose towards something else. So what would be your advice to other people who are starting to build a second chapter in kind of being able to direct themselves that purpose towards something new? I think to learn themselves. You know, a lot of times we get consumed with what we do and we don't spend enough time to take inventory of who we are and what we're interested at this age. Because who I was at 20 or 30 is slightly different as I approach 40. […]

Who has been a guest on Taking the Complex and Making It Simple: The MWM Educational Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Mohamed "Mo" Massaquoi
• Mark Alexander
• Barrett Cohn
• Mike Sobel
• Linda McIver

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

10 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 19 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

10

Social presence

0

YouTube

0

Engagement

71

Contact Taking the Complex and Making It Simple: The MWM Educational Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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