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.<br /><ul><li>Tax-efficient investing: mutual funds vs. ETFs and how to minimize taxes with smart moves like tax loss harvesting</li><li>Understanding Roth conversions, their tax implications, and strategies for wealth transfer</li><li>Segmenting your investments for different goals and using behavioral finance to manage risk</li><li>The importance of diversification—including alternatives like real estate and commodities—in a changing market</li><li>How to assess your portfolio balance, avoid common tax pitfalls, and know when to seek professional advice</li></ul>Subscribe for more straightforward advice on money, investing, and financial planning.<br /><br /><b>Where to find Charles Freeman</b><br /><br />Websites: <a href="https://htgwealth.com/team/charles-freeman/" target="_blank" rel="noreferrer noopener">htgwealth.com/team/charles-freeman/</a><br /><a href="http://emotiondrivenfinance.com/" target="_blank" rel="noreferrer noopener"></a><br /><b></b><br /><b>Where to find Misty </b><br /><br />Websites: <br /><ul><li><a href="https://mistylynch.com" target="_blank" rel="noreferrer noopener">mistylynch.com</a></li><li><a href="https://soundviewfinancialadvisors.com/" target="_blank" rel="noreferrer noopener">soundviewfinancialadvisors.com</a></li></ul>