Hosted by Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF® · 🇺🇸 US · EN · 18 episodes
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Overtime Earnings discusses financial topics in a real and practical way. Ken Handy and Dave Baker, CFP®, ChFC®, CLU®, RICP®, AIF® discuss various aspects of financial planning in an understandable, energetic fashion. No matter if you are just starting your financial journey or are nearing retirement and looking to determine what's next, the discussions will be lively and topical. Ken and Dave have a combined 40+ years helping people prepare their financial futures. David Baker and Kenneth Handy offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax, accounting or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This pod cast does not constitute financial advice o
Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF® hosts Overtime Earnings, a business show with 18 episodes published.
Ken Handy and Dave Baker discuss one of the most overlooked retirement risks facing married couples: the “widow penalty.” They define the term and share details that are important in the planning process to ensure you've
Dave and Ken tackle one of the most popular retirement questions - When should I start taking Social Security? The answer may surprise you! They discuss various factors in detail in order to provide helpful information t
Ken and Dave are joined by their colleague David White. This is the 2nd episode about protection planning. They go in depth about the importance of Life Insurance as a key element of your financial plan. PPG-8871249.1(05
Ken and Dave are joined by their colleague David White in a 2-part discussion about protection planning. They go in depth about Long-Term Care planning in this episode and share important details about this crucial aspec
David's daughter Addison appears as a special guest that will share her thoughts on how to keep children involved and interested in finance. She will also share her observations and insights around saving money and what
Medicare may seem straightforward—until higher‑than‑expected premiums show up in retirement. In this episode Dave and Ken take a walk through the basics of Medicare and explain why Medicare is just as much a tax and inco
Ken and David discuss the critical role of governance in managing family wealth. They explore how effective governance can prevent the mismanagement of wealth across generations. The conversation emphasizes the importanc
For many people, early retirement delivers financial freedom but leaves an unexpected emptiness. In this episode, we break down why that happens and how to design a meaningful “next season” of life after work. PPG-880386
In this episode, we break down the hidden constraints, incentives, and short‑term pressures that make consistent outperformance far harder than most people realize. Some intriguing information for investors of all types!
This conversation delves into the complexities of transitioning from wealth accumulation to retirement income. Ken and Dave discuss a range of topics that retirees face as they enjoy their next chapter with a focus on a
Ken and Dave talk about baseball spring training and the connection to your finances. Spring training is about preparation, not perfection. Financial spring cleaning works the same way—reset mechanics and prepare for the
Ken and Dave talk about protecting your personal information as well as digital assets. They also cover the subject of writing legacy letters and topics related to preserving your lasting legacy with your loved ones. PPG
As we near the near the April deadline for tax filing, Dave and Ken talk about various ways to be prepared for tax season. From organizing documents, accessing resources and even using the IRS website. They want listener
Ken and Dave talk about the topic of household finances. They breakdown a variety of scenarios and the need for couples to huddle up around their financial goals and expectations. PPG-8757541.1(02/26)(exp.02/30)
Ken and Dave talk about your future self. In this discussion they discuss getting your legacy ready for the next generation. They share the importance of regular beneficiary reviews and scenarios that may come up if bene
The Olympics are here and Ken and Dave put a financial twist into the importance of having a clear vision, setting strong goals, and aligning those goals with personal values. Just like Olympians they emphasize the need
Ken and Dave talk about setting financial goals and how they relate to the most important people in your life like family and loved ones. They also share their definitions of legacy and how it plays a role both personall
In this episode of Overtime Earnings with Phoenix Private Wealth, Ken Handy and Dave Baker explore the idea of treating your career like professional sports free agency—framing job changes, career transitions, and income
Ken and Dave discuss essential strategies for closing out the year strong, focusing on tax strategies, investment decisions, charitable giving, legacy planning, insurance checkups, and long-term care planning. They empha
The first Phoenix Private Wealth podcast! Ken and Dave emphasize the importance of having a strategic financial plan that balances both offensive and defensive strategies. They discuss the necessity of reviewing one's ga
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Overtime Earnings is hosted by Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®. The show is categorised under business (investing) and has published 18 episodes.
Overtime Earnings has published 18 episodes.
Overtime Earnings regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Overtime Earnings average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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