Show notes
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/futurerichpodcastVote for the Future Rich Podcast at the Plutus Awards: www.plutusawards.com/nominateEnroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.comWe love it when you keep in touch! You can always send us an email ([email protected])

