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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.

May 20, 2024

Searching for guidance on brand protection. Meet JJ Lee, founder and trademark lawyer, law firm, PLLC in Ann Arbor, Michigan. With over 15 years of experience and more than 7,000 trademarks registered. JJ specializes in helping entrepreneurs safeguard their brands. Tune in for expert insights on trademark law and...

May 13, 2024

Searching for guidance in the startup world? Meet David Stengle, a seasoned expert in startup ecosystems with experience as an operator, investor, and advisor. He'll share insights into startup community building, governance, inclusion, and metrics while highlighting his work with Startup Grind, Princeton and Board++...

Apr 7, 2024

Looking for ways to enhance leadership and team dynamics in your business? Our host, Kurtis Baker, is joined by Rich McLaughlin, an expert in transforming small business teams with over 20 years of experience. Tune in as Rich reveals practical strategies for driving growth and fostering a collaborative workplace. 

Mar 2, 2024

Are you aware of the potential risks and challenges that your business could face if you're to experience unforeseen circumstances like death and capacity, divorce, or the departure of a business partner.  Our host, Kurtis Baker, is joined by Len Garza are founder of Garza will help you understand the importance of...