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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.

Feb 3, 2023

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...


Jan 28, 2023

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...


Jan 4, 2023

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,...


Dec 29, 2022

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...


Nov 2, 2022

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...