PODCAST · business
Overtime Earnings
by Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
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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Why Governance is Key to Family Wealth
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 importance of communication, decision-making roles, and the need for a structured approach to wealth management. They also highlight the role of financial advisors as essential team members in navigating the complexities of wealth governance. PPG-8803874.1(04/26)(exp.04/30)
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ABOUT THIS SHOW
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
HOSTED BY
Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
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