Taking the Complex and Making It Simple: The MWM Educational Podcast
5 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 9 ratingsJoin 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
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Episodes
Selling a Business
August 15, 2022 10:00 - 20 minutes - 27.6 MBIn 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
July 11, 2022 10:00 - 27 minutes - 38 MBIn 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
June 13, 2022 10:00 - 24 minutes - 33.4 MBIn 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.
January 10, 2022 16:18 - 38 minutes - 52.9 MBJoin 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 C...
Amy Nadler, CPA
September 24, 2021 15:57 - 38 minutes - 53.3 MBCome 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 Ma...