Best Merlin Thomas Podcasts (2024)

1
Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond 53:13

5h ago53:13

53:13

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 abo…

1
029 Santi Moringa: Living Social Permaculture (Molinos Verdes de Moringa) 1:03:17

1M ago1:03:17

1:03:17

In this episode, I had a chat with a long-time friend, Santiago Moringa, from Molinos Verdes de Moringa. Santi is a leader in social permaculture and has over a decade of experience building community gardens and other socially regenerative projects across Costa Rica and internationally. In our conversation, Santi shares his journey from discoverin…

1
First Quarter 2024 Market Update 40:35

2M ago40:35

40:35

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.By Michael Merlin

1
028 Itai Hauben: Why Permaculture Design is The First Step of the Wise (Symbiosis Eco Design) 1:09:09

4M ago1:09:09

1:09:09

In this interview, I visited Itai Hauben at his lovely home and permaculture education center called Adama. Adama is nestled in the mountains of the Chirripo River Valley, where Itai and his wife Melina teach permaculture design courses to lucky students every year. It’s also the headquarters of Symbiosis Eco Design, their permaculture design and i…

1
027 Marcus Merlin Hinds: The Power of Forgiveness and Finding Your Why (MoZen Temple) 1:00:09

4M ago1:00:09

1:00:09

Welcome to an enlightening conversation with Marcus Merlin, steward of MoZen Temple in the Diamante Valley. We delve deep into personal growth, environmental sustainability, and the much-needed impact of regenerative entrepreneurship. Merlin shares his insights into the power of forgiveness as a personal practice and a foundation for creating meani…

1
Demystifying Family Office Services Part 1 32:51

5M ago32:51

32:51

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 typic…

1
Demystifying Family Office Services Part 2 30:39

5M ago30:39

30:39

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.By Michael Merlin

1
Solvable Problems: 3rd Quarter 2023 Recap 45:39

8M ago45:39

45:39

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 pote…

1
026 Katya Deluisa: Cultivating a Dementia-Friendly Society (The Infinite Mind) 1:02:17

9M ago1:02:17

1:02:17

In this episode, we dive into the fascinating world of dementia care with our guest, Katya Deluisa, of The Infinite Mind. Katya shares her journey and how she became involved in working with individuals with dementia after observing the loneliness and lack of connection experienced by individuals with dementia, even when surrounded by family. Katya…

1
025 Ian-Michael Hébert: Ecovillage Design with Reciprocity at Heart (HOLOS) 1:24:22

10M ago1:24:22

1:24:22

In this episode, we speak with Ian-Michael Hébert, one of the founders of Holos, a private retreat center and community specializing in holistic living and transformational experiences. In our conversation, he discusses the genesis of Holos, their vision for a sustainable and resilient community, and the importance of focusing on reciprocity and ho…

1
Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales 40:07

11M ago40:07

40:07

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.…

1
024 Sarah Wu: Cultivating a Regenerative Envision Festival 1:01:41

1y ago1:01:41

1:01:41

In today’s episode, we hear from Sarah Wu, a highly respected permaculturist & herbalist living and teaching in Costa Rica. I sat down with Sarah at the Envision Festival earlier this year to learn about some of the regenerative initiatives the festival has implemented as part of its mission. Envision is a multi-day music festival with several stag…

1
Conventional Wisdom - Bucking the Trend 1:02:05

1y ago1:02:05

1:02:05

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 Dav…

1
Private Placement Life Insurance 43:05

1y ago43:05

43:05

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.…

1
Financial Planning for Millennials and Gen Z 27:29

1y ago27:29

27:29

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.By Michael Merlin

1
023 Scott Gallant: Permaculture Development within a Holistic Context (Porvenir Designs) 49:04

1y ago49:04

49:04

In this episode, we meet with Scott Gallant, a permaculture consultant at Porvenir Design. I took advantage of the pragmatism he’s developed through his many years here to explore some of the pitfalls he’s seen with foreigners building large-scale developments. We also explore ways he guides his clients toward transmuting those potential problems i…

1
022 Tricia Stapleton: Cultivating Community Resilience through Cultural Connection, Mutual Aid Work, & Trust 1:11:23

1+ y ago1:11:23

1:11:23

This episode is with a dedicated community organizer living in the Osa Peninsula, Tricia Stapleton. Tricia shares her embodied wisdom with each question she answers. Relistening to this episode to prepare it for publication was a treat! I had a hard time selecting which portions of this interview to use for the 3-4 highlight reels I produce with ev…

1
The Markets and The Economy 48:29

1+ y ago48:29

48:29

In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with the MWM Asset Management team to discuss the current markets and the economy. Adam Compton, Head of Asset Management MWM, John Wagner, Associate Portfolio Manager, Grady O’Gara, Head of Trading, and David North, Investment Research, weigh in on MW…

1
Lending with Rising Rates 34:04

1+ y ago34:04

34:04

In this episode of Taking the Complex and Making It Simple, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management speaks with Head of Strategic Client Solutions at Rockefeller Capital Management, Michael Brakey, to discuss how borrowers and lenders are dealing with a rising rate environment. Please visit https://rcm.rockco.com/mer…

1
Social Security 21:58

1+ y ago21:58

21:58

In this first episode of 2023, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks with MWM Partner and Head of MWM High Net Worth and Corporate Services, Adam Abramson, CFP®, to discuss Social Security. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Ca…

1
021 Rodo Saenz: Natural Building Tools, Tricks, and Sage Advice (Bamboo School Costa Rica) 32:34

1+ y ago32:34

32:34

Rodo is a master natural building teacher from Costa Rica who’s been studying & teaching bamboo construction around the world for over 40 years. I’ve released Rodo’s full-length interview on YouTube, complete with a visual tour of his handmade tools and a demonstration of a few bamboo building techniques he shows us. Still, I decided to release thi…

1
020 Jean Pullen & Alan Cacao: Living Seed Banks & the Breadfruit Revival 1:14:43

1+ y ago1:14:43

1:14:43

In today’s episode, we get the privilege of visiting with not one but two leaders in the regenerative space, Jean Pullen & Alan Cacao. Through their project Regenerate Your Reality, Jean & Alan have been tirelessly promoting permaculture education, seed propagation, food sovereignty, & community-building projects throughout the country. Regenerate …

1
Cybersecurity 32:58

1+ y ago32:58

32:58

In this episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down for an in-depth discussion with MWM Partner and Head of Service and Operations, April Gay, to talk all about Cybersecurity. Listen in as Michael and April talk about how clients can be working proactively to protect themselves from online threat…

1
019 Jonathon Conant: Crafting Guests' Experiences, Cultivating Transformational Opportunities (Airborne Arts) 1:02:06

2y ago1:02:06

1:02:06

In today’s episode, I meet with Jonathon Conant, a seasoned performer, and coach of the aerial arts. He teaches trapeze and aerial silk skills in one of the most enriching environments a student could hope to learn them in. We talk at length about Jonathan's practice of guiding students to explore flow state as a tool for unlocking unrealized poten…

1
Gregory J. Fleming 30:23

2y ago30:23

30:23

In episode six, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management sits down with Rockefeller Capital Management President and CEO Gregory J. Fleming to talk about his storied career and a myriad of contemporary topics. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rock…

1
018 Norman Brooks: Experiments in Community Development and Lessons Learned Along the Way (Punta Mona, Alegria, Ecovilla) 1:05:07

2y ago1:05:07

1:05:07

The episode you’re about to hear is with Norman Brooks, Norman Brooks is a veteran pioneer in community development here in Costa Rica. Norman found his way to the jungle in a different manner than most of our guests. He followed and supported his children's passions. He’s commonly known by many around these parts as the father of Stephen Brooks, a…

1
017 Edward Zaydelman: Producing Community & Events With Glamping & Other Temporary Infrastructure (Live the Possibilities) 1:13:56

2y ago1:13:56

1:13:56

The episode you’re about to hear is with Edward Zaydelman, founder of Live the Possibilities, providing guidance for those looking to take the leap into regenerative communities, sustainable neighborhoods, and revolutionary towns that are shaping the way we now live in the world. While Edward’s story of developing his first land project, Vida, is o…

1
016 A Shift In Focus for Changing Times 5:51

2y ago5:51

5:51

Hello, and welcome to the first official episode of Regeneration Nation Costa Rica: Regenerative Agriculture, Business, and Community for Change. We’re exploring the A, B, C’s of co-creating a regenerative culture. The A's, B's, & C’s of Agriculture, Business, & Community are three of the pillars that we build our societies around. In these fields,…

1
Selling a Business 20:04

2y ago20:04

20:04

In episode five, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management speaks about a key moment in any entrepreneur's journey: selling a business. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.…

1
015 Cultivating an Impactful Belief (Season 1 Recap) 32:50

2y ago32:50

32:50

Cultivating an Impactful Belief System Welcome Hello, and welcome to the 6th and final episode of the Season 1 Recap of the Sharing Insights Podcast! I think it’s fair to say that it’s been a value-rich experiment for me. All the same, I hope you, my friends, have gotten some value out of it as well. As it is, this is also going to be the final epi…

1
Financial Planning 101 27:41

2y ago27:41

27:41

In episode four, Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about a topic at the core of MWM's business: Financial Planning 101. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.By Michael Merlin

1
Shirtsleeves to Shirtsleeves 24:20

2y ago24:20

24:20

In this week's episode Michael Merlin, Founder and Private Wealth Advisor at Merlin Wealth Management talks about the famous quote "Shirtsleeves to Shirtsleeves in three generations" and the overall topic of effective wealth transfer throughout generations. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Manageme…

1
Abbey Flaum, J.D., LL.M. 38:33

2+ y ago38:33

38:33

Join us for the second installment of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, has a conversation around estate planning and more with Abbey Flaum, J.D., LL.M., longtime friend and Partner in the Estate Planning Group at Cohen Pollock Me…

1
Amy Nadler, CPA 38:47

3y ago38:47

38:47

Come with us for this exciting inaugural episode of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, sits down to talk taxes, tax preparation, tax strategies and best practices with his longtime friend Amy Nadler, CPA of Levy Tax and Consulting …

1
014 Jason Bliss: Words of Advice for Next Generation Nomads (Part 2 from “For Animals For Earth Podcast”) 30:25

3y ago30:25

30:25

This episode is part 2 of my interview with Brandy Montague from her podcast, For Animals For Earth. In this half of the interview, I shared a bit of advice for travelers looking to visit impact centers as guests, volunteers, digital nomads, or students. In the end, we’re all really students! Brandy asked me to share a description of what it might …

Podcasts Worth a Listen

Merlin Thomas Podcasts

Podcasts Worth a Listen

Quick Reference Guide