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 Kurt Baker with David B. Trapani 03.10.2020 47:23
Our host, Kurtis Baker, is joined by David B. Trapani, CEO & Head of Sales for AGT & Associates, Inc. (https://www.agt.sandler.com/about/local-sandler-trainer) an authorized Sandler Training center in Princeton, NJ. He brings over 23 years of sales, marketing and management experience. He visited us and talked about how Sales and Businesses have changed during COVID, his observation, advice and mo...
Master Your Finances Kurt Baker with Tom Smith 19.09.2020 49:25
Our host, Kurtis Baker, is joined by Tom Smith, owner of Intelligent Office located in Princeton, New Jersey (https://www.intelligentoffice.com). He visited us and talked about virtual services, what differs them from others and what services they offer on this pandemic and more.
Master Your Finances Kurt Baker with Jane Fearn-Zimmer 13.09.2020 52:24
Our host, Kurtis Baker, is joined by Jane Fearn-Zimmer, is a shareholder at Flaster Greenberg PC where she dedicates her practice to serving clients in the areas of elder and disability law, special needs planning, asset protection, tax and estate planning and estate administration (https://www.flastergreenberg.com). She visited us and talked about estate planning, life insurance, taxes and thing...
Master Your Finances Kurt Baker with Kelly Bidle 22.08.2020 43:17
Our host, Kurtis Baker, is joined by Kelly Bidle, Dean, College of Liberal Arts and Sciences, Rider University (https://www.rider.edu). She visited us and talked about the challenges and adjustments their University has made during this new normal. How they address the problems and their plan moving forward and more.
Master Your Finances Kurt Baker with Jeffrey S. Appelson 14.08.2020 48:10
Our host, Kurtis Baker, is joined by Jeffrey S. Appelson, owner of the Jeffrey Scott brand, a custom suit company. ( https://jeffreyscott.com/ ) He visited and talked about how after working at a man's suit retailer over 10 years ago, he grew a passion for the industry and after many years of learning and growing, the Jeffrey Scott brand was born and many more.
Master Your Finances Kurt Baker with Mike & Gabi Johnson 09.08.2020 50:02
Our host, Kurtis Baker, is joined by Mike & Gabi Johnson founder and creator of YourTownTube.com. YourTownTube is the area's #1 viewed all local website & NJ's #1 viewed all-local social media website, with over 3.4 million+ hits per month and 15,000+ videos continuously showcasing the people, places, businesses and events of the Princeton Region present and past. They visited us to talk about the...
Master Your Finances Kurt Baker with Peter Crowley 31.07.2020 46:14
Our host, Kurtis Baker, is joined by Peter Crowley. President and CEO of Princeton Mercer Regional Chamber of Commerce, he was also the Founding President and CEO of the Bank of Princeton. (https://princetonmercerchamber.org) He visited us ad talk about why and how he shifts from banking, to the Chamber of Commerce, the challenges he overcomes and how they expand using the motto of being a client...
Master Your Finances Kurt Baker with Keith Hovey 25.07.2020 52:30
Our host, Kurtis Baker, is joined by Keith Hovey a License Nurse and Attorney who works for Capital Health a medical group division of Capital Health(https://www.capitalhealth.org/). He visited us and talked about the medical and legal perspective on what is happening today.
Master Your Finances Kurt Baker with Caryn Berla 19.07.2020 50:35
Our host, Kurtis Baker, is joined by Caryn Berla of Cruise Planners, an American Express Travel Representative, that has a tremendous reputation for quality, service, and very competitive pricing for ALL of your travel needs. They specialize in all types of travel and will create an unforgettable vacation just for you. (cberla@cruiseplanners.com, www.makingvacationmemories.com) He visited us and t...
Master Your Finances Kurt Baker with Ari Fuchs 10.07.2020 49:17
Our host, Kurtis Baker, is joined by Ari Fuchs, of the The DAK group (https://www.dakgroup.com). Where he is the Managing Director and Chief Quality Officer of the firm. He visited us and discuss mergers and acquisitions, what their business does, investing, banking, middle market and more.
Master Your Finances Kurt Baker With Amanda Reese - Medicare 04.07.2020 50:21
Our host, Kurtis Baker, is joined by with Amanda Reese of Hafetz and Associates ( https://hafetzandassociates.com ) . She visited us and discuss, what are the right medical coverage plans that would meet our needs.
Master Your Finances Kurt Baker With Randi Goldberg - Senior Health Care during COVID 20.06.2020 48:56
Our host, Kurtis Baker, is joined by Randi Goldberg CDP, SRS of Archer Law Office. (https://mercerelderlaw.com/). She visited us and talks about the challenges of our Senior Health Care system in times of this COVID pandemic. How our elder care facilities is adjusting to this pandemic and how the experience helps find the care they are looking for and more.
Master Your Finances Kurt Baker with Amanda Morales Pratt - Grow and Share 13.06.2020 44:57
Master Your Finances Kurt Baker with Amanda Morales Pratt, Manager of Donor Relations for the Pennsylvania Horticultural Society PHS (https://phsonline.org/). She designs, documents, and implements a systematic and integrated donor relations program that encompasses donor recognition events, personal visits, and other touch points. She visited us and talks about how their organization and its gard...
Master Your Finances Kurt Baker with Robert Blanda - Digital Media Today! 05.06.2020 52:00
Our host, Kurtis Baker, is joined by Robert Bland, President & Creative Director at CaddisArt Digital Media. (https://caddisart.com/) He visited us to talk about how he started. From splicing 32 track tape, installing server, learning Photoshop, web design, digital graphic design, to founding Caddis Art Inc. a successful digital media & production studios.
Master Your Finances Kurt Baker with David Munck - Mental Health during COVID19 30.05.2020 50:52
Our host, Kurtis Baker, is joined by David Munck a Clinical Social Work/Therapist, MSW, LSW, LCADC-I, ICGC-C. He specialize in a psychodynamic approach and a variety of situationally appropriate client-centered approaches to resolve whatever problems are presented in the consulting room. He visited us to talked about how to manage mental health with finances. transcript link David Munck Triangle P...
Master Your Finances Kurt Baker with Fiona Van Dyck - Estate Planning COVID-19 21.05.2020 51:05
Our host, Kurtis Baker, is joined by Fiona Van Dyck, she is a New Jersey Estate Planning Attorney which strives to offer clients exceptional legal representation and allay any fears they may have in hiring an attorney.( https://www.vandyckfirm.com ) She visited us and talk how people think and adapt their state planning during the COVID-19 crisis.
Master Your Finances Kurt Baker With Jeff Barnhart - Adapting Marketing In COVID-19 13.05.2020 49:48
Our host, Kurtis Baker, is joined by Jeff Barnhart CEO/Founder at Creative Marketing Alliance ( https://cmasolutions.com ). We talked on how technology has driven the marketing world. On how marketing is like the oxygen that keeps business going. He provided recommendations on how to adapt marketing to our current COVID-19 situation.
Master Your Finances Kurt Baker with John Odalen - "Staying Organized" 10.05.2020 45:34
Our host, Kurtis Baker, is joined by John Odalen Professional Organizer, Productivity Coach and Author. ( https://johnodalen.com ) He visited us and discuss how he help people who feel overwhelmed and do not know where to start. He helps create a vision and define and achieve their goals while also coaching them on how to get organized and stay organized.
Master Your Finances Kurt Baker with Pat Ryan 03.05.2020 50:40
Our host, Kurtis Baker, is joined by Pat Ryan, President & CEO of First Bank. Pat visited us and discuss the Payroll Protection Program and how community banks are navigating the current challenges.
Kurt Baker with Karen Kerrigan - "Emergency Funds" 26.04.2020 46:02
Our host, Kurtis Baker, is joined by Karen Kerrigan, President and CEO of the Small Business and Entrepreneur Council in DC. She visited us to discuss the latest developments and issues that are affecting small businesses and entrepreneurs.
Master Your Finances Kurt Baker With Nick Goblirsch 19.04.2020 55:41
Our host, Kurtis Baker, is joined by Nick Goblirsch founder of I Heart Painting, LLC. He visited us talked about his journey from being a graduate of a Bachelor of Arts, to raising from the ranks as an HR Corporate Executive, to being on podasting, then becoming a creators and entrepreneurs.
Kurt Baker with Lisa Teach - Coping up in Difficult Times Video 05.04.2020 49:21
Our host, Kurtis Baker, is joined by Lisa Teach owner of Five Guys franchises and is now Director of Entrepreneurial Studies at Rider University. Join us to learn more about what to do during the COVID-19 pandemic
Kurt Baker with BJ Thomas - "Telephone Captioning" Video 08.03.2020 43:08
Our host, Kurtis Baker, is joined by BJ Thomas of ClearCaptions. ClearCaptions is an FCC certified telephone captioning provider, and their goal is educating the public on this federally-funded program for people that deal with hearing loss.
Kurt Baker with Seth Lefberg - Jack of All Trades Video 06.03.2020 45:38
Our host, Kurtis Baker, is joined by Seth Lefberg. Seth Lefberg visited us and speaks about his story on how he founded Homestead Medical Experts and became a franchisee for Chefs for Seniors!
Kurt Baker with Marilyn Ticktin - "Outsourcing for Non Profit & Business" Video 09.02.2020 38:53
Our host, Kurtis Baker, is joined by Marilyn Ticktin of Cort to discuss how outsourcing can help your non-profit or business.
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