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

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
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Where to find Charles Freeman

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


Where to find Misty

Websites:
  • mistylynch.com
  • soundviewfinancialadvisors.com
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