<![CDATA[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 or an offer of any kind. Phoenix Private Wealth is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

PPG-8732943.1(01/26) (Exp.01/30)

]]>https://www.phoenixprivatewealth.com/Riverside.fm (https://riverside.com)Wed, 08 Apr 2026 23:37:55 GMTThu, 22 Jan 2026 20:19:26 GMT60Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®<p>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.</p><p></p><p>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 or an offer of any kind. Phoenix Private Wealth is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.</p><p></p><p>PPG-8732943.1(01/26) (Exp.01/30)</p>episodicKen Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®kenhandy45@yahoo.comno<![CDATA[Spring Training and Finances]]>Ken and Dave talk about baseball spring training and the connection to your finances. Spring training is about preparation, not perfection. Financial spring cleaning works the same way—reset mechanics and prepare for the season ahead. No matter who you cheer for, make sure your financial lineup is ready as well. PPG- 8779794.1(03/26)(exp.03/30)

]]>b381e8e6-ae00-4366-bfb6-884ea1ad4ef6Fri, 03 Apr 2026 12:00:00 GMT<p>Ken and Dave talk about baseball spring training and the connection to your finances. Spring training is about preparation, not perfection. Financial spring cleaning works the same way—reset mechanics and prepare for the season ahead. No matter who you cheer for, make sure your financial lineup is ready as well. PPG- 8779794.1(03/26)(exp.03/30)</p>no00:28:36110Spring Training and Financesfull<![CDATA[Family Legacy - Digital Assets and Legacy Letters]]>Ken and Dave talk about protecting your personal information as well as digital assets. They also cover the subject of writing legacy letters and topics related to preserving your lasting legacy with your loved ones. PPG-8766975.1(02/26)(exp.02/30)

]]>14e6d3eb-eda5-4a0d-8752-12adb87c5236Fri, 27 Mar 2026 12:30:00 GMT<p>Ken and Dave talk about protecting your personal information as well as digital assets. They also cover the subject of writing legacy letters and topics related to preserving your lasting legacy with your loved ones. PPG-8766975.1<i>(02/26)(exp.02/30)</i></p>no00:34:1119Family Legacy - Digital Assets and Legacy Lettersfull<![CDATA[Tax Season Readiness]]>As we near the near the April deadline for tax filing, Dave and Ken talk about various ways to be prepared for tax season. From organizing documents, accessing resources and even using the IRS website. They want listeners to be prepared now and in the future! PPG-8766959.1(02/26)(exp.02/30)

]]>2887a6bc-9667-4942-a03e-0dcac7900500Fri, 20 Mar 2026 12:00:00 GMT<p>As we near the near the April deadline for tax filing, Dave and Ken talk about various ways to be prepared for tax season. From organizing documents, accessing resources and even using the IRS website. They want listeners to be prepared now and in the future! PPG-8766959.1(02/26)(exp.02/30)</p>no00:37:4618Tax Season Readinessfull<![CDATA[The Couples Money Huddle]]>Ken and Dave talk about the topic of household finances. They breakdown a variety of scenarios and the need for couples to huddle up around their financial goals and expectations. PPG-8757541.1(02/26)(exp.02/30)

]]>b06728d1-4ae6-4280-a114-970b529f5d4fWed, 25 Feb 2026 18:23:08 GMT<p>Ken and Dave talk about the topic of household finances. They breakdown a variety of scenarios and the need for couples to huddle up around their financial goals and expectations. PPG-8757541.1(02/26)(exp.02/30)</p>no00:24:1417The Couples Money Huddlefull<![CDATA[Family Legacy and Beneficiary Bootcamp]]>Ken and Dave talk about your future self. In this discussion they discuss getting your legacy ready for the next generation. They share the importance of regular beneficiary reviews and scenarios that may come up if beneficiaries aren't updated as well as beneficiary designations. AGE-8757472.1 (2/26) (exp. 02/30)

]]>8e80b16a-f76e-4d9b-96b6-0660f20f5fcfFri, 13 Feb 2026 21:04:46 GMT<p>Ken and Dave talk about your future self. In this discussion they discuss getting your legacy ready for the next generation. They share the importance of regular beneficiary reviews and scenarios that may come up if beneficiaries aren't updated as well as beneficiary designations. AGE-8757472.1 (2/26) (exp. 02/30)</p>no00:24:5116Family Legacy and Beneficiary Bootcampfull<![CDATA[Lighting the Torch and your 2026 Wealth Vision]]>The Olympics are here and Ken and Dave put a financial twist into the importance of having a clear vision, setting strong goals, and aligning those goals with personal values. Just like Olympians they emphasize the need to create an action plan, prioritize and adjust goals, maintain momentum and habits, and celebrating success! PPG - 8663967.1 (12/25) (exp. 12/30)

]]>ae21a7bb-e0d5-46a4-914b-d33bf3392894Fri, 06 Feb 2026 19:00:13 GMT<p>The Olympics are here and Ken and Dave put a financial twist into the importance of having a clear vision, setting strong goals, and aligning those goals with personal values. Just like Olympians they emphasize the need to create an action plan, prioritize and adjust goals, maintain momentum and habits, and celebrating success! PPG - 8663967.1 (12/25) (exp. 12/30)</p>no00:29:4915Lighting the Torch and your 2026 Wealth Visionfull<![CDATA[New Year, New Goals]]>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)

]]>e0949550-d614-471b-a51d-c99d3f7b1f2eWed, 04 Feb 2026 22:03:44 GMT<p>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)</p>no00:36:2014New Year, New Goalsfull<![CDATA[Free Agency - Navigating Career Moves and Income Growth]]>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 updated professional profiles like LinkedIn, and ensure your finances and emergency savings are in order before making career moves. Ken and Dave encourage listeners to be intentional, proactive, and aligned with their personal values to build a fulfilling and sustainable long‑term income strategy. PPG - 8663197.1 (01/26) (exp. 01/30)

]]>0216cfdc-2826-492d-a38d-242ca8cb6b80Wed, 04 Feb 2026 21:59:51 GMT<p>In this episode of <i>Overtime Earnings</i> 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 updated professional profiles like LinkedIn, and ensure your finances and emergency savings are in order before making career moves. Ken and Dave encourage listeners to be intentional, proactive, and aligned with their personal values to build a fulfilling and sustainable long‑term income strategy. PPG - 8663197.1 (01/26) (exp. 01/30)</p>no00:39:1213Free Agency - Navigating Career Moves and Income Growthfull<![CDATA[Closing 2025 Strong: Your Financial Championship Drive]]>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) (exp.12/29)

]]>ddc496e4-737d-411c-85ad-abb728e9d526Tue, 03 Feb 2026 21:00:07 GMT<p>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) (exp.12/29)</p>no00:37:5212Closing 2025 Strong: Your Financial Championship Drivefull<![CDATA[Offense Wins Games, Defense Wins Championships]]>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 - 8650506.1 (12/25) (exp. 12/29)

]]>825979af-08ed-4a8c-97d3-084ad37dfd09Mon, 02 Feb 2026 18:59:56 GMT<p>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 - 8650506.1 (12/25) (exp. 12/29)</p>no00:30:5511Offense Wins Games, Defense Wins Championshipsfull