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
Where to listen?
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Episodes
Master Your Finances Kurt Baker with Abhijay Edavalapati and Rithanya Senthilvel 19.08.2023 44:26
Interested in the thought process of students finding their paths in the business world. Discover how they embarked on a journey to create their own venture capital fund. Meet Abhijay Edavalapati a senior at Bridgewater Raritan High School, who serves as a venture analyst at 1435 Capital Management, Evaluing growth stage companies and aiding seed stage startups in due diligence. Also serving as a...
Master Your Finances Kurt Baker with Akash Patel & Andrew Somers 11.08.2023 44:31
Welcome to Master Your Finances. If you'd like to know more about venture capital and the broader investing world from the perspective of high school students, join us as we dive into this fascinating area with Akash Patel and Andrew Somers, recent graduates making waves in the finance industry. Akash, a venture analyst at 1435 Capital is adept at analyzing companies, conducting due diligence and...
Master Your Finances Kurt Baker with Lisa Linkowsky 13.07.2023 47:55
Do you want a better understanding of franchising? Do you want to learn everything there is to know about franchising business opportunities? Our host, Kurtis Baker, is joined by Lisa Linkowsky, the founder of Milestone Franchising, has 10 years of experience in the franchising industry, training and mentoring franchisees to help them build their business and adapt a realistic approach to business...
Master Your Finances Kurt Baker with Richard Balka 01.07.2023 47:07
Do you want to get a fresh perspective on purchase and sales acquisitions? Do you understand the significance and value of handed down craftsmanship and niche manufacturing in the United States? Our host, Kurtis Baker, is joined by Richard Balka, President and CEO of The Home Rubber Company is here to aid you in gaining appreciation for Trenton based businesses that remained for a long time, as w...
Master Your Finances Kurt Baker with Peter Weedfald 26.05.2023 46:20
Are you genuinely confident in your comprehension of business leadership? Are you enthusiastic about exploring diverse facets of business, including sales, marketing, advertising, and finance? Are you interested in acquiring knowledge on hiring exceptional business professionals? Your search ends here. Our host, Kurtis Baker, is joined by Peter Weedfald, a renowned sales and marketing leader, to p...
Master Your Finances Kurt Baker with Richard Kroger 29.04.2023 48:22
Do you wanna start your own business but don't know where to begin? Do you wanna find a source that offers free mentoring services to assist you in starting your own business? Our host, Kurtis Baker, is joined by Richard Kroger, who has over 30 years of banking experience as a commercial lender, business banker, and SBA lender, and has assisted people in funding their startups and early stage busi...
Master Your Finances Kurt Baker with Doreen Miri 22.04.2023 50:21
Do you wanna learn how to raise awareness and improve your mental health and wellbeing at work and home? Are you interested in strategies for increasing resilience and adaptability? Do you wanna know the best practices for encouraging open dialogue about mental wellness and among the workplace employees? Our host, Kurtis Baker, is joined by Doreen Miri a psychotherapist and a national board certif...
Master Your Finances Kurt Baker with Bob Michie 15.04.2023 46:55
Do you wanna know which businesses are now classified as non-banking financial institutions and must comply with FTC safeguards by June 9th deadline? Do you realize how critical it is to manage and mitigate cyber risk, especially in today's increasingly digital landscape? Our host, Kurtis Baker, is joined by Bob Michie, president and co-founder of MetroMSP, defines technology strategy and initiati...
Master Your Finances Kurt Baker with Mr. Nick Scalera 06.04.2023 49:12
You want to gain a better understanding of the cannabis industry? You wanna gather information to determine whether the cannabis industry is of interest to you in terms of business, investment and/or employment? Our host, Kurtis Baker, is joined by Mr. Nick Scalera the founder and CEO of NJ Cannabis Consulting, a company that assists entrepreneurs and businesses interested in entering the legal re...
Master Your Finances with Mr. Michael Wakatama 01.04.2023 51:08
Do you wanna know why now is a great time to schedule a private consultation about the latest solar energy benefits? Do you wanna learn about the current state of solar energy in New Jersey? Our host, Kurtis Baker, is joined by Michael Wakatama, an accomplished sales and marketing leader with years of relevant experience across a variety of business sectors joined Suntuity Solar to help nonpr...
Master Your Finances Kurt Baker with Joe Giamarese and Vivian Hung 29.03.2023 48:30
Do you want to learn how to make a wise decision when undertaking a major renovation? Would you like to avoid future headaches by planning projects and saving money as a result? Our host, Kurtis Baker, is joined by Vivian Hung and Joe Giamarese, the founder and principal designer of Global Home are here to help you understand the service behind interior design. They will make you feel smarter for...
Master Your Finances Kurt Baker with Jeremy Deck 24.03.2023 51:24
Do you wanna learn how you can assist veterans? You want a list of organizations that aid veterans? Our host, Kurtis Baker, is joined by Jeremy Deck is a retired US Army veteran who has used his leadership, communication and team-building abilities in a variety of settings. With his military experience as the food service director for the United States Military Academy, he will share his knowledge...
Master Your Finances Kurt Baker with Hal English 11.03.2023 47:43
Are you up to date on the latest business developments in Mercer County? Do you know about the various changes that occurred in the workplace? Our host, Kurtis Baker, is joined by Hal English, CEO and president of the Princeton Mercer Regional Chamber of Commerce, and President of the Mercer County Convention and Visitors Bureau. Hal English, will share ideas on how to connect and grow your busine...
Master Your Finances Kurt Baker with Ms. Adrienne Dove 03.03.2023 48:42
Are you certain that your company's bookkeeping is in good hands, are you just starting out and wanna learn bookkeeping techniques to help you manage your books and prepare for tax season? Our host, Kurtis Baker, is joined by Ms. Adrienne Dove the founder of Corban bookkeeping solutions and a QuickBooks consultant. She is here to help you prepare your books for tax season to make you feel at ease...
Master Your Finances Kurt Baker with Ryan Visniski 17.02.2023 49:25
Do you like shopping around to find a good deal? Do you like finding shortcuts that save you time and money? You may not realize this, but many of the colleges your child applies to are going to offer you discounted tuition in the form of needs-based aid and merit-based aid. Unfortunately, applying for these discounts is difficult and time-consuming, and universities are not always transparent abo...
Master Your Finances Kurt Baker with Desmond Hayes 03.02.2023 50:20
Our host, Kurtis Baker, is joined by Desmond Hayes, the founder of GeoGreens; Hayes has three degrees, in architecture, civil engineering, and environmental science, and has worked as a full-time project manager for construction companies in New York and New Jersey. He visited us to discuss the importance of hydroponics as a way to have a direct impact on our food and water. land used in deforesta...
Master Your Finances Kurt Baker with Jamie Zug 28.01.2023 48:19
Did you know that unexpected facts of New Jersey tax Law can catch taxpayers off guard? Do you wanna learn about tax laws that can be used in a variety of situations? Our host, Kurtis Baker, is joined by Jamie Zug, a tax attorney at McCarter & English assist taxpayers in avoiding and resolving disputes with the New Jersey Division of Taxation and the Internal Revenue service, assisting taxpayers i...
Master Your Finances Kurt Baker with Paul O'Brien 04.01.2023 49:35
Do you understand the distinctions between assisted living, memory care, and continuing care retirement communities, as well as the contract types involved? Do you understand the advantages and disadvantages of each? With over 20 years of experience in senior living sales, marketing, operations, and leadership, including 11 years with Solutions Advisors Group. Our host, Kurtis Baker, is joined by...
Master Your Finances Kurt Baker with Larry Bailin 29.12.2022 48:06
Do you want to know how to leverage marketing to gain a significant advantage over your competition? Are you aware that digital and traditional marketing are often not coordinated properly to maximize the return on your investment? Our host, Kurtis Baker, is joined Larry Bailin, a successful entrepreneur, award-winning CEO, and dubbed one of the top minds in the business by Yahoo's marketing team...
Master Your Finances Kurt Baker with Ben Jen 02.11.2022 48:06
Are you curious about how established investors see private markets? Do you wanna learn about a unique market space and private equity? Our host, Kurtis Baker, is joined by Ben Jen, managing partner of 1435 Capital (https://1435capital.com). He visited us and discussed how investors source transactions, the people involved, and how his firm, 1435 Capital conducts due diligence. Ben will share with...
Master Your Finances Kurt Baker with Matt Montellione 22.10.2022 46:37
Do you know how to generate online leads on your own? Do you know how to keep your client acquisition process under control by implementing cutting edge strategies? Our host, Kurtis Baker, is joined by Matt Montellione, CEO of Royce Brook Media, which specializes in B2B lead generation via multi-channel outreach. His company also offers marketing training to B2B companies interested in bringing th...
Master Your Finances Kurt Baker with Ted Simpson 14.10.2022 46:32
Do you know the common challenges that local businesses' owners face? Are you aware of the strategies used by forward-thinking business leaders to solve problems and make better decisions? Our host, Kurtis Baker, is joined by Ted Simpson, President and certified TAB facilitator is here to help you develop your own personal vision with simple worksheets with over 30 years of experience working with...
Master Your Finances Kurt Baker with Cindy Arledge 06.10.2022 46:34
Do you understand why families feud over inheritance? How would you know if your family is safe from an inheritance battle in the future? Our host, Kurtis Baker, is joined by Cindy Arledge, a Purposeful Planning Institute member and second generation entrepreneur from Texas, works with growth-minded entrepreneurial families to eliminate known wealth transfer risks, create a we over me culture, and...
Master Your Finances Kurt Baker with John Geodecke 30.09.2022 47:03
Are you fully aware of the financing options available for residential real estate and the usual goods and services to look for when buying, refinancing, or making home improvements? Does it make sense to wait to purchase a home later and rent for now? Do you understand how the Federal Reserve's actions may impact short-term interest rates, the consumer rate environment, and viable alternatives to...
Master Your Finances Kurt Baker with Jack Turkel 21.09.2022 45:50
Are you aware of the importance of a great headshot in your business and corporate life? High quality headshot photos serve as windows through which potential investors and employers can examine not only your company, but also you. These are the first places where your brand can make an impression. Did you know that corporate headshots are critical for presenting the best possible image f...
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