Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®

Overtime Earnings

Business EN ↓ 54 episoder

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...

Husk at besøge podcastens hjemmeside og støtte skaberen: www.phoenixprivatewealth.com

Forfatter

Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®

Kategori

Business

Podcastens hjemmeside

www.phoenixprivatewealth.com

Seneste episode

6. nov. 2026

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Episoder

New Year, New Goals 04.02.2026 36:20

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 personally and financially. PPG - 8677104.1 (12/25) (exp. 12/30)

Free Agency - Navigating Career Moves and Income Growth 04.02.2026 39:12

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 growth through the lens of knowing your value, preparing strategically, and staying open to new opportunities. They discuss how to evaluate your worth in the job market, maintain...

Closing 2025 Strong: Your Financial Championship Drive 03.02.2026 37:52

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 emphasize the importance of being proactive and intentional in financial management to achieve desired outcomes and avoid pitfalls as the year comes to a close. PPG - 8650411.1 (12/25)...

Offense Wins Games, Defense Wins Championships 02.02.2026 30:55

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 game plan regularly, focusing on both short-term and long-term goals, and highlights the critical role of debt management and protection of assets in achieving financial success. PPG...