Roth Conversions, Risk Management, and Wealth Transfer Explained with Charles Freeman

Join Misty Lynch and Charles Freeman as they dig into practical strategies for building long-term wealth and navigating today’s market shifts. In this episode, get clear, actionable tips on investing, tax planning, and preparing for financial transitions.

• Tax-efficient investing: mutual funds vs. ETFs and how to minimize taxes with smart moves like tax loss harvesting
• Understanding Roth conversions, their tax implications, and strategies for wealth transfer
• Segmenting your investments for different goals and using behavioral finance to manage risk
• The importance of diversification—including alternatives like real estate and commodities—in a changing market
• How to assess your portfolio balance, avoid common tax pitfalls, and know when to seek professional advice

Subscribe for more straightforward advice on money, investing, and financial planning.

Where to find Charles Freeman

Websites: htgwealth.com/team/charles-freeman/


Where to find Misty

Websites:

• mistylynch.com
• soundviewfinancialadvisors.com