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
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchOvertime 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.
Recent episodes include "Quick Tip Tuesday - Life Insurance and Estate Taxes: What Families Should Know" (20 October 2026, 11 minutes), "Championship Businesses Don't Leave Exit Planning to Chance" (16 October 2026, 27 minutes), and "Quick Tip Tuesday - Before You Sell Company Stock: Know the 10b5-1 Rules" (13 October 2026, 9 minutes).
Overtime Earnings publishes roughly a few times a week, with episodes averaging 31 minutes across 48 episodes.
Booking probability for Overtime Earnings is 32%, and the host is rated Selective on guests. Overtime Earnings requires a Pod Score of 80 or higher. Overtime Earnings's contact route on record: verified email.
The strongest fits for Overtime Earnings are Investing & Wealth Management. Overtime Earnings has a business audience.
Overtime Earnings is a business show with 48 episodes published.
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Episode #49
In this Quick Tip Tuesday episode, Ken Handy and David Baker explain how an irrevocable life insurance trust, or ILIT, can own a life insurance policy and they discuss the trade-offs, including giving up control, and...
Episode #48
For many business owners, the business is their largest asset. Yet investment planning, taxes, retirement, estate planning, risk management, and the eventual exit are often handled by different professionals operating...
Episode #47
For corporate executives, directors, and other company insiders, selling company stock can involve significant legal and compliance considerations. A properly established Rule 10b5-1 trading plan can provide a...
Episode #46
“Golden handcuffs” refers to valuable employer benefits, such as RSUs, stock options, employee stock purchase plans, and deferred compensation. In this episode Dave and Ken discuss how each form of equity compensation...
Episode #45
Many investors unknowingly roll company stock from a 401(k) into an IRA, potentially missing one of the most valuable tax strategies available. In this episode, Dave and Ken break down Net Unrealized Appreciation (NUA)...
Episode #44
What does a successful life look like after more than four decades at the highest levels of law, business, and professional sports? Ken and Dave sit down with attorney and sports executive Mark Levinstein for a...
Episode #43
What if appreciated stock could support the causes you care about while potentially creating a more tax-efficient outcome? In this Quick Tip Tuesday, David and Ken explain how a donor advised fund may allow charitably...
Episode #41
Non-qualified stock options, or NQSOs, are a common and flexible form of equity compensation, but exercising them can create an immediate tax obligation. In this Quick Tip Tuesday episode of Overtime Earnings , Ken...
Episode #40
In this installment of Overtime Earnings, Ken Handy and Dave Baker introduce asset location, the practice of considering which investments are held within tax-deferred, tax-free, and taxable accounts. Using sports and...
Episode #39
In this Quick Tip Tuesday episode of Overtime Earnings, we break down incentive stock options, or ISOs, in plain English. They explain how ISOs work, why their potential tax treatment can be attractive, and the...
Episode #38
No championship is won by one player, and financial success should not be managed by one person operating alone. Using sports as the foundation, we explore why every successful person needs trusted professionals who are...
Episode #37
Ever wondered if investment losses can become part of your tax strategy? In this episode we talk about ways to use investment losses to offset gains in the portfolio which can help keep alignment with a long-term...
Episode #36
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...
Episode #35
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...
Episode #34
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...
Overtime Earnings
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...
Episode #32
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...
Overtime Earnings
Welcome to the first Quick Tip Tuesday episode on Overtime Earnings! A shorter episode with big ideas! Ken Handy and David Baker break down one of the most powerful and misunderstood retirement planning strategies: the...
Episode #30
Should you buy a home while mortgage rates remain elevated? Is now a good time to sell? And does downsizing actually mean spending less? In this episode we welcome Maryland real estate professional Steve Huffman for a...
Episode #29
Most entrepreneurs know how to compete but are they operating with a coordinated tax strategy, or simply reacting after the season ends? In this episode Ken Handy and David Baker use the language of sports to make tax...
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