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Financial Longevity: The MWM Educational Podcast

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.

Podcast · By Michael Merlin · English · Official site

Indexed episodes, last 90 days
2
Latest publication
Aug 31, 2026
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Jul 31, 2026
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Latest episodes

  1. Episode · Aug 31, 2026

    From Hype to High‑Impact: Mark Alexander on Real AI in Finance (opens the original)

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    In this episode of Financial Longevity, host Michael Merlin, Founder of Merlin Wealth Management, sits down with Mark Alexander, Head of Technology and Operations at Rockefeller, to unpack the real implications of AI on finance. They explore the difference between machine learning and generative AI, how Rockefeller is using AI to boost advisor productivity, streamline client service, and reduce operational friction, and the fraud and cybersecurity risks individuals and families should watch for

  2. Episode · Jul 31, 2026

    Private Market Liquidity Solutions in Conversation with Scenic Advisement (opens the original)

    Episode notes · Neutral tone

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    Private 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 sol

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