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

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Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Capital Management and various friends, colleagues and experts as they take complicated financial concepts and break them down to simple, easy to understand ideas. Legal Disclaimer: https://rcmbrand.rockco.com/MWM%20Podcast%20Legal%20Disclaimer.pdf

Thomas Martella


    • Dec 8, 2022 LATEST EPISODE
    • monthly NEW EPISODES
    • 30m AVG DURATION
    • 7 EPISODES


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

    Cybersecurity

    Play Episode Listen Later Dec 8, 2022 32:58


    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.

    Gregory J. Fleming

    Play Episode Listen Later Oct 24, 2022 30:23


    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.

    Selling a Business

    Play Episode Listen Later Aug 15, 2022 20:04


    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.

    Financial Planning 101

    Play Episode Listen Later Jul 11, 2022 27:41


    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.

    Shirtsleeves to Shirtsleeves

    Play Episode Listen Later Jun 13, 2022 24:20


    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.

    Abbey Flaum, J.D., LL.M.

    Play Episode Listen Later Jan 10, 2022 38:33


    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.

    Amy Nadler, CPA

    Play Episode Listen Later Sep 24, 2021 38:47


    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.

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