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

Join Misty Lynch and Lora Weaver as they break down the realities of event-driven businesses and share actionable strategies for entrepreneurs and small business owners. This episode covers practical advice on building memorable experiences, money management, and the power of authentic connection.

• How Lora Weaver transitioned from dance competitions to founding Happily Ever Expo and Her Connected conference
• The financial realities and money beliefs entrepreneurs face when starting and growing an events business
• Strategies for maximizing vendor and attendee engagement (even with a limited budget)
• Smart approaches to vendor mix, pricing, and keeping conferences relevant to today’s trends
• Common mistakes small business owners make at expos—and how to stand out and maximize ROI

Where to find Lora Weaver

Websites: happilyeverexpo.com and herconnected.com
Instagram: @happilyeverexpo and @itsherconnected 
LinkedIn: linkedin.com/in/lorawe


Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

Worried about how a government shutdown could impact your finances? In this episode, Misty Lynch breaks down practical strategies to stay financially secure during uncertain times.

• What a government shutdown actually means and who it affects
• The real impact on travel, loans, and small businesses
• Essential money moves to protect your finances during disruptions
• Why an emergency fund matters—and how to actually use it
• Tips for keeping calm, staying informed, and avoiding panic-driven financial decisions

Stay tuned for straightforward advice to keep your money safe, no matter what comes next!

Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

Planning for elder care can be overwhelming, but understanding your options is key to protecting your loved ones and your finances. In this episode, Misty Lynch sits down with award-winning elder law and estate planning attorney Aaron Miller to break down the essentials of long-term care planning.

Here's what you'll learn:

• When and how to start thinking about elder care for yourself or your family
• The main ways to pay for long-term care—including private pay, insurance, Medicaid, and VA benefits
• Pros and cons of long-term care insurance and what today’s policies actually cover
• Legal strategies for asset protection, including the use of trusts and planning around Medicaid requirements
• How to have productive, non-confrontational conversations with loved ones about future care needs

Stay informed and take proactive steps to ensure your family’s financial well-being as you plan for aging and long-term care.

Where to find Aaron Miller
Website: aaronmillerlaw.com
Facebook: @MillerLawOfficePLLC
LinkedIn: linkedin.com/in/aaronrmiller/
YouTube: @MillerLawOfficePLLCPlano


Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

Feeling overwhelmed by debt? In this solo episode, Misty Lynch breaks down actionable steps you can take to regain control of your finances and move towards financial stability.

• Understanding the psychological and practical impact of debt
• How to get clear on your financial situation without shame or judgment
• Navigating student loans, including options for public service loan forgiveness
• Building a realistic budget and prioritizing debt repayment strategies
• Staying focused on your own goals and avoiding lifestyle comparison traps

Subscribe for straightforward advice that can help you take charge of your money and your future!


Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

Unlock the secrets of high-level sales strategy with Misty Lynch and revenue growth expert Doug C. Brown. In this episode, Doug shares mindsets and tactics that power top 1% sales performers and offers actionable insights for anyone looking to level up their business approach.

• Doug’s unconventional path from nuclear medicine to top sales strategist
• Why a sales mindset is crucial for entrepreneurs and professionals alike
• The importance of follow-up, and how automated tools can boost your results
• How to get in the right rooms (even if you don’t have access yet)
• Key habits and mindsets that distinguish top 1% salespeople from the rest

Tune in to transform your approach to selling and business growth!


Where to find Doug C. Brown
Website: ceosalesstrategies.com

Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

In this episode of Demystifying Money, Misty Lynch talks with Lasada Pippin, a former computer engineer turned motivational powerhouse and corporate coach. Lasada shares his journey from STEM to speaking, actionable advice on overcoming limiting beliefs, and proven frameworks for building impact and resilience.

• Why Lasada made a career change from computer engineering to motivational speaking and coaching
• Strategies for overcoming fear and scarcity mindsets, especially when making bold career moves
• The push framework: persevering until success happens and embracing grit during tough times
• How to stop comparing yourself to others and define personal success
• Communication techniques (like the C4 framework) to build trust, confidence, and leadership at any level

Where to find Lasada Pippin
Website: lasadapippen.com
Instagram: @lasadapippen
LinkedIn: @lasada-pippen-keynote
Facebook: @LasadaPippen
YouTube: youtube.com/@LasadaPippen/videos


Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

Learn the key strategies to boost your website’s visibility and attract more clients with expert SEO tips. In this episode, host Misty Lynch sits down with Julia Bocchese, founder of Julia Renee Consulting, to demystify search engine optimization for business owners.

• What SEO actually is, why it matters, and how search engines like Google rank your site
• Real-life examples of how improved search ranking can unlock client growth
• Common SEO misconceptions and outdated practices to avoid
• Tips for optimizing your website copy, keywords, and user experience—without sounding robotic
• Actionable advice for small businesses on measuring success, staying consistent with content, and low-budget marketing moves

Stay tuned for practical steps you can take today to make your online presence work harder for you!


Where to find Julia Bocchese
Website: juliareneeconsulting.com
Instagram: @juliareneeconsulting
Pinterest: pinterest.com/juliareneeconsulting
LinkedIn: @julia-bocchese


Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

Discover how a powerful, strategically designed website can transform your business and boost your confidence. In this episode, website designer and brand strategist Jenny Belanger joins Misty Lynch to break down exactly what makes a website work for you.

• Why your website is your most valuable 24/7 business asset and how it should evolve with your growth
• Common mistakes that make websites look outdated and drive clients away
• The key steps in creating clear, results-driven website messaging and branding
• How working with the right web designer can streamline the whole process
• Actionable tips to keep your website fresh, relevant, and bringing in new clients

Tune in for practical advice on leveling up your online presence and making sure your website works as hard as you do!

Where to find Jenny Belanger
Website: jennyb-designs.com
Facebook: @thejennybdesigns
Instagram: @thejennybdesigns
LinkedIn: @jennyb-designs


Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com

In this episode of Demystifying Money, Misty Lynch sits down with therapist and certified money coach Dasha Chernakovska to discuss how financial advisors can build stronger, more trusting relationships—especially with women and couples. Learn actionable strategies to enhance communication and foster loyalty in your financial practice.

• Why many women feel underserved by traditional financial advisors and what leads them to leave.
• The power of relational intelligence and practical ways to better connect with clients.
• How to recognize and validate clients’ emotional undercurrents like shame and anxiety.
• Methods to involve both partners in financial planning and empower women in the decision-making process.
• Tips for advisors on addressing disproportionate reactions, values-based spending, and what language subconsciously alienates female clients.

Where to find Dasha Tchernikovska
Website: emotiondrivenfinance.com
LinkedIn: linkedin.com/company/emotion-driven-finance



Where to find Misty 

Websites: 

• mistylynch.com
• soundviewfinancialadvisors.com