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

Would you like to get one day a week back in efficiency gains?  Noted efficiency expert, Nick Sonnenberg, CEO of Leverage, talks about his CPR Framework and how it is saving businesses time and money.

With everything going on around the world and here at home, it was a shock to many that the U.S. equity market and economy still exhibited such strength in the first half of 2024.  What does the rest of the year have in store?  Listen to our latest podcast episode, where MWM Head of Asset Management, Adam Compton, and I have a lively conversation about what's next for the stock market and economy as the U.S. presidential election approaches.

Michael Merlin sits down with Adam Compton, Head of MWM Asset Management to discuss current market action, economic numbers, Fed policy, and the effects of inflation and geopolitical events on the U.S. stock market and MWM investment strategy holdings.

 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 services different from similar services provided in a typical wealth management relationship. They also discuss the history of the Rockefeller Global Family Office, and the transition of Merlin Wealth Management into a version of a multi-family office that's now able to uniquely deliver and prioritize family office services to clients. 

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. 

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their potential impact on 2024 and beyond. 

In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Emiliano Roman, Strategic Advisory- Managing Director at Rockefeller Capital Management to discuss what strategic options business owners should consider when thinking about selling their business in the current market environment.

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment.

Two books mentioned in this episode:
How to Invest by David Rubenstein

Where the Money Is: Value Investing in the Digital Age by Adam Seessel

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with David O'Leary, Head of Insurance and Annuities at Rockefeller Capital Management to discuss Private Placement Life Insurance and Private Placement Variable Annuities and the different ways they can be leveraged.

In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Thomas Patton, Financial Advisor for MWM's High Net Worth Team to discuss the importance of financial priorities - spending, saving, and investments.