Kurtis Baker
Master Your Finances
(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.
Author
Kurtis Baker
Category
Podcast website
Latest episode
Oct 12, 2025
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Episodes
Master Your Finances with Kurt Baker and Annette Murphy 12.10.2025 46:08
Annette Murphy is the Director of Home Care and Care Management at Springpoint and a fellow of the Academy of ALCA with over 30 years in health care. She's a licensed clinical social worker, certified dementia practitioner, and national leader in advancing compassionate ethical care for older adults and their family.
Master Your Finances with Kurt Baker and Annette Murphy 12.10.2025 46:08
Annette Murphy is the Director of Home Care and Care Management at Springpoint and a fellow of the Academy of ALCA with over 30 years in health care. She's a licensed clinical social worker, certified dementia practitioner, and national leader in advancing compassionate ethical care for older adults and their family.
Master Your Finances Kurt Baker with Don Loff 05.07.2025 44:06
What does it take to manage wealth with integrity and lead through service? Meet Donald J. Loff, a seasoned financial advisor with over 40 years of experience and a strong record of leadership in both private wealth and nonprofit governance. He currently serves as treasurer at Capital Health. Today, he'll discuss how to build lasting financial strategies while leading with purpose, both in wealth...
Master Your Finances Kurt Baker with Sean O' Sullivan 05.07.2025 46:20
What does it take to fund the future of deep tech and drive innovation that transforms human and planetary health? Meet Sean O'Sullivan, managing general partner of SOSV, a global venture capital firm with $1.5 billion in assets under management, a pioneer in computer-based street mapping, and co-founder of MapInfo. Sean has spent decades backing visionary founders tackling the world's most pressi...
Master Your Finances Kurt Baker with Dr. Arun Rao 06.03.2025 44:53
What does it take to revolutionize geriatric care and bring quality medical services directly to older adults? Meet Dr. Arun Rao, a fellowship trained and board certified geriatrician with over 20 years of experience as a founder and CEO of Geriatrics Planning and Solutions Inc. Dr. Rao is dedicated to providing expert medical care through a direct pay house call service, ensuring seniors receive...
Master Your Finances Kurt Baker with Kerri Fox 29.01.2025 44:21
Want to take your business to the next level? Meet Kerri Fox, the powerhouse behind Fox Consulting. With expertise in marketing, operations and HR, Kerri turned her corporate experience into a lifeline for small businesses during the pandemic. Now Fox Consulting is the go-to for Taylor business growth and support. Today, Kerri shares game changing insights on strategic planning to help your busine...
Master Your Finances Kurt Baker with Mathias Hemberger 22.01.2025 44:36
How can business unlock profitability and stay competitive in today's fast changing market? Joining us is Mathias Hemberger, a seasoned leader with global expertise for managing iconic brands at Unilever and driving transformation at Firmenich. Mathias has excelled across industries and continents. Now with ERA group, he helps midsize organizations improve profitability through world-class cost ex...
Master Your Finances Kurt Baker with Niki Weiss 09.01.2025 45:15
Live Fully Die Ready. Niki Weiss, a digital thanatologist founder of ENDevo. Creator of My Final Playbook app and host of the Digital Legacy podcast is redefining how we approach death and legacy planning. Her mission is to normalize these essential conversations, empowering people to comfort the inevitable with clarity and confidence. Through My Final Playbook, Niki's holistic approach guides ind...
Master Your Finances Kurt Baker with Noelle Stary 19.12.2024 46:00
What does it take to thrive in business and adapt to changing times? Meet Noelle Stary, founder of 20 Lemons, a full service marketing agency and Launchpad Creative Services, New Jersey's first co-working space, a seasoned entrepreneur and author of Main Street Moxie, thriving in the new Americana economy.
Master Your Finances Kurt Baker with Meaghan Andre-Brown 15.12.2024 43:45
Curious about how pediatric care and family wellness are being revolutionized? Meet Dr. Meaghan Andre-Brown, a visionary pediatrician and lifestyle medicine expert transforming how families approach health. As the founder of Empowering Pediatric Wellness, Dr. Meaghan combines her extensive medical expertise with a compassionate holistic approach to support children's physical, mental, and emotiona...
Master Your Finances Kurt Baker with Ken Roberts 19.11.2024 45:12
Curious about what it takes to turn change into strategic advantage? Ken Roberts is a master at guiding businesses through agile transformation. As the owner and lead trainer of Better Ways Agility, LLC, he's helped companies of all sizes boost profitability, improve customer satisfaction, and elevate employee engagement. Driven by a commitment to fostering learning environments. Ken empowers lead...
Master Your Finances Kurt Baker with Junaid Mian & Nach Dave 09.11.2024 44:56
Get ready to explore the future of healthcare and innovation with Nach Davé and Junaid Mian. Nach Davé, a healthcare executive and regulatory affairs expert, brings over 23 years of experience in the pharmaceutical and medical devices industry. Known for his strategic expertise, Nach has been instrumental in supporting medtech startups and advancing clinical and regulatory strategies. Junaid Mian,...
Master Your Finances Kurt Baker with Yobe Qiu 06.11.2024 44:18
Ready to delve into the world of children's literature and educational innovation? Meet Yobe Qiu, an esteemed author and educator dedicated transforming early childhood learning. With a passion for creating diverse and inclusive children's books, Yobe has published multiple titles that inspire young minds to embrace multiculturalism and the joy of learning. As the founder of By Yobe Qiu, YQ Group,...
Master Your Finances Kurt Baker with Gogie Padilla 07.08.2024 43:51
Ready to shield yourself from phone scams? Meet Gogie Padilla, a seasoned fundraiser and the CEO of Answer Sure LLC. After her mother nearly fell victim to a phone scam, Gogie founded this innovative service in 2021. Answer Sure provides a unique vetting process to prevent fraudulent calls available via an app for both Apple and Android devices. With a 30-year career raising over $30 million for v...
Master Your Finances Kurt Baker with J.J. Lee 20.05.2024 47:23
Searching for guidance on brand protection. Meet JJ Lee, founder and trademark lawyer, law firm, PLLC in Ann Arbor, Michigan. With over 15 years of experience and more than 7,000 trademarks registered. JJ specializes in helping entrepreneurs safeguard their brands. Tune in for expert insights on trademark law and practical tips for securing your business' identity.
Master Your FinancesBaker with David Stengle 13.05.2024 45:21
Searching for guidance in the startup world? Meet David Stengle, a seasoned expert in startup ecosystems with experience as an operator, investor, and advisor. He'll share insights into startup community building, governance, inclusion, and metrics while highlighting his work with Startup Grind, Princeton and Board++ in empowerment, underrepresented executives. Tune in to learn practical strategie...
Master Your Finances Kurt Baker with Rich McLaughlin 07.04.2024 44:11
Looking for ways to enhance leadership and team dynamics in your business? Our host, Kurtis Baker, is joined by Rich McLaughlin, an expert in transforming small business teams with over 20 years of experience. Tune in as Rich reveals practical strategies for driving growth and fostering a collaborative workplace.
Master Your Finances Kurt Baker with Len Garza 02.03.2024 46:42
Are you aware of the potential risks and challenges that your business could face if you're to experience unforeseen circumstances like death and capacity, divorce, or the departure of a business partner. Our host, Kurtis Baker, is joined by Len Garza are founder of Garza will help you understand the importance of having a plan in place to address these events.
Master Your Finances Kurt Baker with Davidson Hang 31.12.2023 42:54
Are you seeking empowerment and growth in your life's journey? Have you felt stuck or unsure about your path, yearning for fulfillment and creativity? Once struggling with insecurities and self-doubt, Davidson Hang understands the challenges of feeling lost and unfulfilled. Through his own experiences, travels and learnings, he's developed a system to empower individuals seeking joy and abundance...
Master Your Finances Kurt Baker with Justin Scott 20.10.2023 44:41
Do you wanna discover effective strategies for making lifelong decisions and managing the challenges of aging? Interested in complimentary consultation. Our host, Kurtis Baker, is joined by Justin Lee Scott Esquire, a certified life resource planner with an impressive track record of overseeing 400 active cases. As the founder of South Jersey's Masterminds, he stands out as one of the top 2% and t...
Master Your Finances Kurt Baker with Ryan McFarland 10.09.2023 46:06
Are you interested in delving deeper into the hemp supply chain, hemp manufacturing, and hemp industrial applications like emphatic and textiles? Would you like to gain insights into the carbon credits linked with hemp cultivation? Our host, Kurtis Baker, is joined by Ryan McFarland, a prominent figure in the hemp industry, is here to share his expertise on all things hemp.
Master Your Finances Kurt Baker with Vincent Little 02.09.2023 45:53
Would you like to discover how to generate organic leads for your service-based business at minimal cost? Are you interested in learning basic social media tips and ideas tailored specifically for local business owners? Our Host Kurt Baker is joined by Vincent Little, head coach of the AmeriKick National competition team has represented not only the AmeriKick World competition team, but also team...
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