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)

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)

Family Legacy and Beneficiary Bootcamp

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)

Business

Investing

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)

Share Family Legacy and Beneficiary Bootcamp

Sign up to save your podcasts

Family Legacy and Beneficiary Bootcamp

Family Legacy and Beneficiary Bootcamp