Ken and Dave sit down with estate planning attorney Kristen Lohmeyer, founder of Ally Legal Planning. Together, they break down the essentials of estate planning. The conversation highlights a critical truth: estate planning isn’t just about what happens after you pass. It’s about protecting yourself, your family, and your assets while you’re alive. PPG-8955249.1 (06/26)(exp.06/30)

Ken and Dave sit down with estate planning attorney Kristen Lohmeyer, founder of Ally Legal Planning. Together, they break down the essentials of estate planning. The conversation highlights a critical truth: estate planning isn’t just about what happens after you pass. It’s about protecting yourself, your family, and your assets while you’re alive. PPG-8955249.1 (06/26)(exp.06/30)

Estate Planning with Kristen Lohmeyer

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)

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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)

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Estate Planning with Kristen Lohmeyer

Estate Planning with Kristen Lohmeyer