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business
Hosted by Unknown Host · business · EN · 30 episodes
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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Signup to Generate a PitchOvertime Earnings is a business podcast hosted by Unknown Host, with 30 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 30 episodes published.
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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 Roth Conversion. PPG-9001418.1(08/26)(exp.08/30)
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 practical conversation about navigating today’s housing market. Steve brings local, on-the-ground perspective from Howard County and the broader Maryland market. He explains why well-positioned homes can still attract fast and competitive offers, why overpriced properties may sit, and how buyers can prepare before they find the home they want. The conversation also explores the financial realities facing first-time buyers, move-up buyers, retirees, and families considering helping the next generation purchase a home. Steve also shares important considerations involving condos, solar-panel agreements, remote-work space, and the relationship between employment stability and housing activity. PPG-8990862.1(07/26)(exp.07/30)
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 planning more approachable. They discuss why entrepreneurs may benefit from treating their tax advisor like a coach, watching important deadlines, coordinating across their professional team, and balancing offensive opportunities with defensive planning. PPG-8888313.1(06/26)(exp.06/30)
Episode #28
Five years from retirement is an unusual place to be. The finish line is close enough to feel real but there may still be time to change the game plan. In this episode we discuss why this five-year window can be so important. We also explore the questions that often surface as retirement moves from a distant idea to a real-life transition and why a retirement plan needs to account for real life, not simply an ideal scenario on paper. PPG-8885979.1(05/26)(exp.05/30)
Episode #27
Everyone wants to know the secret to successful investing. Is it stock picking? Timing the market? Finding the next big opportunity before everyone else? In this episode Dave and Ken reveal the one characteristic they've consistently seen in investors who build lasting wealth and it's probably not what you think. PPG-8914094.1(06/26)(exp.06/30)
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