Welcome to Wine Wednesday,?✨? Our shorter, more casual mid-week financial treat for all of our lovely listeners!

Each Wednesday, Certified Financial Planner Barbara Ginty will be covering a different financial topic and answering all of your questions on Instagram live.

Last week we went over Mega Backdoor Roths, today we're going over REGULAR Roth Conversions where you take pre-tax money and convert/roll it over to a Roth IRA. Listen and learn the critical rules that need to be followed during this process to avoid penalties.

If you're not already following us on Instagram @futurerichpodcast, what are you waiting for?

Watch the full Wine Wednesday episode here: https://www.instagram.com/p/CSctwQpnnQF/

Barbara will be back next Wednesday for a new topic! Have specific money topics you want her to talk about? Please shoot us a DM here: instagram.com/futurerichpodcast

Vote for the Future Rich Podcast at the Plutus Awards: www.plutusawards.com/nominate

Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com

We love it when you keep in touch! You can always send us an email (planancialpod@gmail.com)