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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.

Aug 4, 2022

Do you ever wonder where to begin with maximizing your marketing ROI? How can your business acquire leads in today's inflationary economies to sustain its operations? Do you want to learn how sales and marketing collaborate to build a brand? Our host, Kurtis Baker is joined by Jeff Barnhart, with over 35 years of...


Jul 28, 2022

Have you thought about how the pandemic has impacted where and how you work? Are you aware that you can still create a culture, an atmosphere where building teams that strive to exceed your customers' expectations is possible? Our host, Kurtis Baker is joined by Scott Sussman with over 10 years of experience...


Jul 25, 2022

Our host, Kurtis Baker is joined by Theresa Semple an employee benefits professional with nearly 20 years of experience in the industry. She visited us to talk about the best marketing practices for reengaging with your customer post-quarantine. Transparency in coverage, no surprise act and more.


Jul 9, 2022

Have you ever heard about large tax credits that large corporations often receive from the government and wondered how they did it? Did you know that these credits are available to all business owners and you may be eligible to receive them? Our host Kurtis Baker is joined by California based, nationally recognized tax...


Jun 18, 2022

Our host Kurtis Baker is joined by Attorney Jennifer Meyer-Mahoney, a Labor and Employment Expert (https://njhrlawyer.com). She visited us and talked about challenges during Covid, how to get back to balance business, tips and more.