Overtime Earnings

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

Overtime Earnings is a business podcast hosted by Unknown Host, with 34 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Overtime Earnings, a business show with 34 episodes published.

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  Episode #36

  Chasing the Next Big IPO

  Sep 4, 202634 minS1

  The latest wave of IPOs has many investors asking whether they should jump in before "the next big thing" takes off. In this episode, Dave and Ken discuss IPOs through a Warren Buffett-inspired lens, exploring why investors should be cautious of hype, focus on valuation and fundamentals, and remember that patience often leads to better investment decisions. They also share practical questions investors should ask before investing in any IPO and why having a plan matters more than chasing headlines. PPG-9001385.1(08/26)(exp.08/30)

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  Episode #35

  Quick Tip Tuesday - RSUs Explained: Vesting, Taxes, and the Risks of Holding

  Sep 1, 202615 minS1

  Restricted Stock Units may look simple, but their tax implications and concentration risks can catch employees and executives off guard. In this Quick Tip Tuesday episode, Dave Baker and Ken Handy explain how RSUs vest, when they become taxable, how post-vesting gains are treated, and why withholding may not cover the full tax obligation for higher-income earners. They also discuss the decision to sell or hold vested shares and the importance of developing a written strategy based on your individual circumstances. PPG-9051594.1(08/26)(exp.08/30)

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  Episode #34

  Earnings Over Emotion: A Data-Driven View of Today’s Market with Brian Mulberry

  Aug 28, 202658 minS1

  In this episode of Overtime Earnings, we sit down with Brian Mulberry, Chief Market Strategist at Zacks Investment Management, for a wide-ranging conversation about what may be happening beneath the market’s daily noise. The conversation also explores the massive investment in artificial intelligence infrastructure, how investors might distinguish productive growth spending from balance-sheet risk, and why the next phase of AI may shift attention from the companies building the technology to the businesses using it to improve productivity. PPG-9083771.1(08/26)(exp.08/30)

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  Overtime Earnings

  Quick Tip Tuesday - High-Stakes Rollovers: Protecting a Larger 401(k) Balance

  Aug 25, 202612 min

  In this Quick Tip Tuesday episode of Overtime Earnings, David Baker and Ken Handy explain the mechanics of a retirement plan rollover in plain English. They discuss how the method used to transfer retirement funds can affect tax withholding, deadlines, and the amount ultimately deposited into the receiving account. PPG-9023637.1(08/26)(exp.08/30)

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  Episode #32

  Plan Together, Stay Together: Navigating Family Succession

  Aug 21, 202622 minS1

  Succession planning is not just for business owners. Every family needs a playbook. In this episode of Overtime Earnings, Ken and Dave explore why conversations about aging parents, family responsibilities, inheritances, and estate intentions are often so difficult, and why waiting until a crisis can make those decisions even harder. Using relatable sports analogies and personal stories, Ken and Dave discuss how families can prepare for changing roles, organize important documents and account information, clarify who may make key decisions, and communicate intentions before uncertainty creates conflict. PPG-8871254.1(05/26)(exp.05/30)

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