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. 2019
  3. 03

Employers In The Know!

Mar 25, 2019

Our host, Kurtis Baker, is joined by Wayne Pinkstone of Fox Rothschild, who discusses legal tips for employers in New Jersey!

Read More

Energy Efficiency!

Mar 21, 2019

Our host, Kurtis Baker, is joined by Michael Oster, co-founder of Eos Energy Storage, and Rider Student, Kristen Castronuovo for a great show!

Read More

IT Tips!

Mar 14, 2019

Our host, Kurtis Baker, is joined by Darek Hahn, president and CEO of VelocIT, who discusses the past, present, and future of IT.

Read More

Retirement Prep!

Mar 14, 2019

Our host, Kurtis Baker, discusses planning for your future and things to watch out for this tax season!

Read More

International Tips!

Mar 14, 2019

Our host, Kurtis Baker, is joined by Kimberlee Phelan of Withum, who discusses international provisions of the Tax Cut and Jobs Act of 2017 and more!

Read More