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

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

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About this listen

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

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