Do you feel vulnerable to a cyber-attack, identity theft, or digital hacking? Listen in this month as April Gay, MWM Chief Operating Officer, joins Michael Merlin, MWM Founder, to give you actionable best practices to protect yourself in today’s digital world.
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. From time to time, we may mention specific securities or investment strategies where we have an active position on behalf of ourselves and/or our clients. Any mentions of a specific security or company is purely
casual and 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. Investing involves risk, including the potential loss of principal.
Before making any investment decisions, listeners should conduct their own research and consult with a qualified financial advisor to ensure that any investment is appropriate for their individual circumstances. 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. RCM004918.
What is 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. 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.