Financial Planning for Millennials and Gen Z

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.

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

Join 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.

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