Kurtis Baker

Master Your Finances

Business EN ↓ 100 episodes

(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

Business

Podcast website

masteryourfinances.us

Latest episode

Oct 12, 2025

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Episodes

Master Your Finances Kurt Baker with Joseph Villegas 16.09.2022

Do you wanna gain a new perspective on health and wellness? Would you like to learn how to improve your health through long-term sustainable behavior change rather than crash diets, gimmicks or fads? Our host, Kurtis Baker, is joined by Joe Villegas, the founder and CEO of Paragon Well-Being, a health and wellness company serving individuals and businesses to optimize their health and overall well...

Master Your Finances Kurt Baker with Pat Ryan SEPT 2022 07.09.2022

Are you aware of how community banks can assist you in economic situations, particularly an inflationary one? Do you know what resources community banks can offer? Our host, Kurtis Baker is joined by Pat Ryan, President and CEO of First Bank and a member of its board of directors will teach you everything you need to know about community banks. Pat visited us and talks about negative yield curve,...

Master Your Finances Kurt Baker with Karen Yankovich 31.08.2022

Are you taking full advantage of the development of different social media platforms that have created new avenues for marketing that aid in the success of companies and brands? Do you want to learn how to focus on creating profitable and personal brands on LinkedIn and the importance of social media in your business marketing strategies? Our host, Kurtis Baker is joined by Karen Yankovich CEO of...

Master Your Finances Kurt Baker with Cathy Neilley 26.08.2022

You may be one of the many seriously considering the path to entrepreneurship. When you make the leap from Corporate America to self-employed, the options can be overwhelming. Our host, Kurtis Baker is joined by Cathy Neilley, the Founder, and Managing Director of Spin Doctor Laundromats, LLC, a multi award-winning laundry services company (https://www.spindoctorlaundromat.com). She has made the t...

Master Your Finances Kurt Baker with Kevin Herman & Linda Panarella 19.08.2022

Are you familiar with an exciting new option in Senior Care? Our host, Kurtis Baker is joined by Kevin Herman, the owner and operator of Senior Helpers for over 15 years. He visited us to share with you a new model for Adult Day and Enrichment Center Services located on Princeton Health Campus, Town Square Adult Day and Enrichment Center. What makes the center unique is the design of the center an...

Master Your Finances Kurt Baker with Josh Faber 09.08.2022

Are you part of the majority of the population who believes that mathematics can only be useful for fields related to mathematics, such as engineering, programming and economics? Did you know that mathematics can be utilized for things more than that? If you ever wondered how mathematics can be applied to our real life problems? Our host, Kurtis Baker is joined by Josh Faber, a pure mathematics Ph...

Master Your Finances Kurt Baker with Jeff Barnhart 04.08.2022

Do you ever wonder where to begin with maximizing your marketing ROI? How can your business acquire leads in today's inflationary economies to sustain its operations? Do you want to learn how sales and marketing collaborate to build a brand? Our host, Kurtis Baker is joined by Jeff Barnhart, with over 35 years of experience, from startups to Fortune 100 firms, and he launched CMA in 1987. He visit...

Master Your Finances Kurt Baker with Scott Sussman 28.07.2022

Have you thought about how the pandemic has impacted where and how you work? Are you aware that you can still create a culture, an atmosphere where building teams that strive to exceed your customers' expectations is possible? Our host, Kurtis Baker is joined by Scott Sussman with over 10 years of experience in operations and hospitality, leading business development, optimizing financial results...

Master Your Finances Kurt Baker with Theresa Semple 25.07.2022

Our host, Kurtis Baker is joined by Theresa Semple an employee benefits professional with nearly 20 years of experience in the industry. She visited us to talk about the best marketing practices for reengaging with your customer post-quarantine. Transparency in coverage, no surprise act and more.

Master Your Finances Kurt Baker with Michael Williams 09.07.2022

Have you ever heard about large tax credits that large corporations often receive from the government and wondered how they did it? Did you know that these credits are available to all business owners and you may be eligible to receive them? Our host Kurtis Baker is joined by California based, nationally recognized tax attorney, Attorney Michael Williams. He visited us and talked about the process...

Master Your Finances Kurt Baker with Attorney Jennifer Meyer-Mahoney 18.06.2022

Our host Kurtis Baker is joined by Attorney Jennifer Meyer-Mahoney, a Labor and Employment Expert (https://njhrlawyer.com). She visited us and talked about challenges during Covid, how to get back to balance business, tips and more.

Master Your Finances Kurt Baker with Chaya Pamulam 15.02.2022

Our host Kurtis Baker is joined by Chaya Pamulam, Co-Founder & CEO of PAMTEN Inc & Founder of SHETEK & SOFKIN (https://www.pamten.com). She visited us and talks about her inspiring childhood, how she started in a non -profit organization and how she founded PAMTEN Inc and more.

Master Your Finances Kurt Baker with Timothy Wright 12.02.2022

Our host Kurtis Baker is joined by Timothy Wright, Super Bowl Champ, Entrepreneur, and Philanthropist. He visited us and talked about his background, his life and adversity and how he overcome it. He also talked about how he created his own path. From Rutgers Football to the Super Bowl, and from opening his dream business - The Wright Cut on campus at Rutgers University... and into the future with...

Master Your Finances Kurt Baker with David Trapani 04.01.2022

Our host Kurtis Baker is joined by David Trapani of Sandler Sales Training Center of Princeton (https://www.agt.sandler.com/). He brings over 23 years of sales, marketing, and management experience. He prides himself on helping sales people and sales managers gain an edge to move their business to the next level. He visited us and talked about sales, provided advice on how to overcome 2022 challen...

Master Your Finances Kurt Baker with Angela Vendetti 06.11.2021

Our host Kurtis Baker is joined by Angela Vendetti. She currently works with independent restaurant and cafe owners on start-up (including SBA financing), profitability, and quality of life (https://www.angelavendetti.com). She visited us and talked about Restaurant Business, before and after COVID, the adjustment that was done, her recommendations and more.

MASTER YOUR FINANCES KURT BAKER WITH Lorette Pruden 18.09.2021

Our host Kurtis Baker is joined by Lorette Pruden owner, Team Nimbus NJ (http://www.teamnimbusnj.com). A Management Consulting company that helps small business owners grow, and manage that growth. She visited us and talked about how she transferred from being a Corporate to Entrepreneur and became an expert. And how she helps small business and more.

MASTER YOUR FINANCES KURT BAKER WITH Chris French 08.08.2021

Our host Kurtis Baker is joined by Chris French, CEO, Geomatix, LLC (https://geomatix.us). Which provides comprehensive unmanned aerial mapping and sensing solutions for a wide range of service sectors. He visited and talks about how he cofounded his company, his motivation, the demand and consumers for this kind of business and more.

Master Your Finances Kurt Baker with Mitchell Katchen 13.06.2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.

Master Your Finances Kurt Baker with Mitchell Katchen 13.06.2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.

Master Your Finances Kurt Baker with Bob Morrison 24.04.2021

Our host Kurtis Baker is joined by Bob Morrison, the owner of several ServPro franchises (https://www.servpro.com). SERVPRO is a leader in the restoration industry, and its professionals are faster to any size disaster. He visited us and talked about on how he came to this industry, how his business works and more.

Master Your Finances Kurt Baker with Ben Steltzer 17.01.2021

Our host Kurtis Baker is joined by Ben Steltzer, President and founder of Export Jersey (https://www.exportjersey.com/). A complete website directory with a listing of New Jerseys exporters as a resource for foreign governments and foreign companies. He visited us and talk about import and export and its business opportunities.

Master Your Finances Kurt Baker with Kevin J. Gabauer 12.12.2020

Our host Kurtis Baker, is joined by Kevin J. Gabauer co-founder of Fat Shack ( https://www.fatshack.com ), a quick-service restaurant franchise concept specializing in Late Night Food and offering dine-in, take-out and delivery as late as 4AM.

Master Your Finances Kurt Baker with Sevi Adat 07.11.2020

Our host Kurtis Baker, is joined by Sevi Adat founder of Heaven Scent and Princeton Perfume (https://www.princetonperfumecompany.com). He visited us and talked about how he started Heaven Scent and Princeton Perfume, and how his company creates, tailored and customized perfume that suits individual needs and more. 

Master Your Finances Kurt Baker with Nancy Sobin 31.10.2020

Our host, Kurtis Baker, is joined by Nancy Sobin founder of Professional Paperwork Services (https://paperwork-services.com). Sobin holds an MBA from the University of Rochester's William E Simon School of business and has been working in Financial Services for more than 15 years. Many of those years were involved in health insurance products. She visited us and talked about how their financial ex...

Master Your Finances Kurt Baker with Daisy Newson 17.10.2020

Our host, Kurtis Baker, is joined by Daisy Newson, Director of Community Relations at Ovation at Riverwalk (https://www.ovationatriverwalk.com ). She visited us and talked about what Ovation does, why they are the pioneer in adult living and more.

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