Preview Mode Links will not work in preview mode

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.

  1. All Episodes
  2. 2018

Medicaid Myths And Mayhem!

Oct 17, 2018

Our host, Kurtis Baker is joined by Attorney Carl Archer of Archer Law Offices, LLC! Find out about elder law, Medicaid, and more!

Read More

Hiring Tips!

Oct 17, 2018

Our host, Kurtis Baker, is joined by Jim Geier, President and CEO of Human Capital Consulting Partners! Find out about how hiring decisions can affect your “top line!”

Read More

Employee Benefits! – July 29th 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Jim Bell of Abel HR! Find out about the benefits of working with a PEO!

Read More

Father Figures! – July 22nd 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Jim Bell of Abel HR! Find out about the benefits of working with a PEO!

Read More

Bank Benefits! – July 15th 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Patrick Liam Ryan, President and CEO of First Bank. Find out about the benefits and risks of community banking!

Read More