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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. 2023
  3. 01

Master Your Finances Kurt Baker with Jamie Zug

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 New...

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Master Your Finances Kurt Baker with Paul O'Brien

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,...

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