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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.

  1. All Episodes
  2. 2019
  3. 06

Maximize Your Education!

Jun 27, 2019

Our host, Kurtis Baker, is joined by Stuart Nachbar. Independent college and graduate school admissions advisor, author on several subjects related to colleges, college admissions and higher education and Founder of Educate Quest. They will discuss how to plan your finances to maximize your college experience!

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Incentivized Healthcare!

Jun 27, 2019

Our host, Kurtis Baker, is joined by Stuart Klein, who is the vice president of CBIZ Employee Benefits. They explains how the average worker can take advantage of the current healthcare system!

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The Gingered Peach

Jun 23, 2019

Our host, Kurtis Baker, is joined by Joanne Canady-Brown She has a BA in Economics. A head baker in Lawrenceville New Jersey and owner of Gingered Peach.

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Competing in Small Business and Entrepreneurship

Jun 23, 2019

Our host, Kurtis Baker, is joined by Karen Kerrigan, President and CEO of the Small Business and Entrepreneur Council in DC. We will be discussing the latest developments that are affecting small businesses and entrepreneurs.

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After The Sale!

Jun 23, 2019

Our host, Kurtis Baker, is joined by Debbie Schaeffer of Mrs. G TV & Appliances. Debbie Schaeffer explains the most important thing to do after the sale!

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