Podcast
Financial Longevity: The MWM Educational Podcast
Hosted by Michael Merlin · EN
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.
15episodes
Episodes
Newest firstAll episodes
Private Market Liquidity Solutions in Conversation with Scenic Advisement
1w ago00:44:36Tap to summarizePrivate companies are staying private longer, and that shift is rewriting how wealth gets built. Michael Merlin talks with Scenic Advisement's Barrett Cohn and Mike Sobel about secondaries, tender offers, and the pre-IPO scramble reshaping today's markets.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.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.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.
Transcribe →MWM Market Update: New Year, Same Uncertainty
Jun 3000:49:16Tap to summarizeMichael Merlin and David North, Co-Head of MWM Asset Management, break down the headlines moving markets this quarter. They cover the oil shock from the Middle East conflict and what it means for inflation and the Fed, the AI investment cycle and where they see winners, losers, and differentiated opportunities, the reopening of the IPO market and its ripple effects on index flows, narrowing market breadth beneath record highs, and the K-shaped consumer weighing on discretionary spending. A timely look at how the team is balancing tactical positioning with a long-term focus on high-quality, compounding businesses.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.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.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. 103063026.
Transcribe →The Healthspan Wealthspan Connection, Linda McIver on Investing in Your Longevity
May 2800:47:27Tap to summarizeIn 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 between healthspan and wealthspan. Linda shares practical, preventative strategies to help you stay energized, resilient, and in control of how you age.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.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.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 The Tess Hotel in Buckhead in Atlanta, GA.
Transcribe →Private Markets, Public Passion: Marc Lasry on Sports as an Asset Class
Apr 2800:36:52Tap to summarizeIn 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 investable asset class. Lasry draws on his experience as a global investor and former NBA team owner to discuss what drives long-term value in sports franchises, the importance of media rights and fan loyalty, and how liquidity and governance really work. The conversation also looks at where opportunities remain, including emerging leagues, women’s sports, and sports-related businesses, and how sports compare to other alternative investments.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.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.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.
Transcribe →Time Is Money: Insights from a Luxury Watch Entrepreneur
Mar 3100:37:39Tap to summarizeIn 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.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.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.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.
Transcribe →Enabling & Disruption: Behavioral Health Patterns and UHNW Clients
Feb 1700:34:28Tap to summarizeIn 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, relationships, and legacy in ultra‑high‑net‑worth families. Drawing on decades of clinical experience in trauma, addiction, and family systems work, Kacy and Holly share how patterns like avoidance, over‑functioning, and secrecy show up around wealth, and what families and advisors can do to navigate high‑stakes transitions with more honesty and intention. If you work with complex families, or are part of one, this conversation offers practical language, tools, and hope for making the “messy middle” of change a little more manageable and a lot more meaningful.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.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.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.
Transcribe →Active v. Passive Investing
Jan 2300:38:33Tap to summarizeJoin 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 environments, and how Ultra-High Net Worth clients should think about these two investment disciplines.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.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.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 and Rockefeller Capital Management Headquarters in New York City, NY.
Transcribe →Changes in the Wealth Management Industry Over the Decades and Why a Good Advisor Still Matters
Nov 2400:41:20Tap to summarizeJoin 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 decades and how a good advisor plays an essential role to UHNW clients today.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.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.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.
Transcribe →MWM Market Update: The Only Certainty is Uncertainty Part III
Nov 300:42:05Tap to summarizeJoin 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 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.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.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. RCM563125.
Transcribe →Value-Based Giving
Sep 2200:34:18Tap to summarizeJoin 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 they discuss helping clients find the “why” in their charitable giving.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.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.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.
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