Financial Longevity: The MWM Educational Podcast

Michael Merlin and David North, Co-Head of MWM Asset Management, break down the headlines moving markets this quarter. They cover the oil shock from the Middle East conflict and what it means for inflation and the Fed, the AI investment cycle and where they see winners, losers, and differentiated opportunities, the reopening of the IPO market and its ripple effects on index flows, narrowing market breadth beneath record highs, and the K-shaped consumer weighing on discretionary spending. A timely look at how the team is balancing tactical positioning with a long-term focus on high-quality, compounding businesses.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 solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller.Forward-looking statements including those presented herein are inherently uncertain as future events may differ materially from those reflected and past performance is not a guarantee of future performance. This podcast was recorded at Rockefeller Capital Management Buckhead in Atlanta, GA. 103063026.

In this episode of Financial Longevity, host Michael Merlin, Founder of Merlin Wealth Management, sits down with Linda McIver, FNP-C, ABAAHP, of ÂgeBlu’s Ageless Living to explore the connection between healthspan and wealthspan. Linda shares practical, preventative strategies to help you stay energized, resilient, and in control of how you age.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 solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller.Forward-looking statements including those presented herein are inherently uncertain as future events may differ materially from those reflected and past performance is not a guarantee of future performance. This podcast was recorded at The Tess Hotel in Buckhead in Atlanta, GA.