Financial Longevity: The MWM Educational Podcast

High-value finance podcast featuring senior industry leaders discussing UHNW wealth strategy, philanthropy, and market outlook. Great for PR: cross-brand leverage with Rockefeller Capital Management and Merlin Wealth, evergreen topics, and guest credentials that resonate with financial professionals and affluent audiences.

29 episodes, Irregular, 5.0 rating

<1k, Female, USA

tmartella+mwm@rockco.com

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.

Michael Merlin

How To, Education, Business, Management, Business News, Careers, Entrepreneurship, Investing, Marketing

C-suite or senior leader in finance, wealth management, or philanthropy (e.g., CEO, COO, head of major departments)

leadership in a major wealth management or financial services firm, recognition in philanthropy or UHNW client services, documented impact in asset management or family office services

Mallory Findley - Family Governance And Dynamics In Wealth Management, Adrienne Heart - Philanthropy Strategy And Charitable Giving, Samantha Cooper - UHNW Wealth Protection And Private Investments (private Equity, Venture Capital, Real Estate, Private Credit), Greg Fleming - State Of US Economy And Markets, AI, US Policies Toward Trading Partners, April Gay - Cybersecurity Best Practices

wealth management, philanthropy, family offices, private equity, venture capital, macro economy, artificial intelligence, cybersecurity, market updates, financial longevity