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Michael Merlin
Taking the Complex and Making It Simple
The MWM Educational Podcast
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.
Important Information: https://rcmbrand.rockco.com/MWM%20Podcast%20Legal%20Disclaimer.pdf
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Ratings & Reviews
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5.0 stars from 9 ratings
Recent Episodes
In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office...
Published 03/11/24
In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable.
Published 03/11/24
Published 03/11/24
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