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

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.

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.

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.

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.

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.

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 Capital Management.

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 Management.