In today's episode, CFP Barbara Ginty interviews the lovely Annie!Annie is 32 years old, lives in Denver with her fiance, and works in tech. She's planning her wedding for 2024 and has a lot of budget goals she's trying to reach. Annie's work provides her with great salary and stock options... some of which are a bit more on the complicated side. Annie and Barb discuss...Annie's budget plan for her weddingUnexpected Property issuesCompany Stocks Income limitations for Roth IRAs and Roth 401ks Restricted Stock Units If you’re looking for a simpler, effective investment for your health, try AG1, and get 5 free AG1 Travel Packs and a FREE 1 yearsupply of Vitamin D with your first purchase. Go to drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich. Check it out and directly support the podcast!Follow us on TikTokVisit the Future Rich Podcast website for Financial Freebies and Classes!The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy