PODCAST · business
Master Your Finances
by Kurtis Baker
(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.
Episodes
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Master Your Finances with Kurt Baker and Annette Murphy
Annette Murphy is the Director of Home Care and Care Management at Springpoint and a fellow of the Academy of ALCA with over 30 years in health care. She's a licensed clinical social worker, certified dementia practitioner, and national leader in advancing compassionate ethical care for older...
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Master Your Finances Kurt Baker with Don Loff
What does it take to manage wealth with integrity and lead through service? Meet Donald J. Loff, a seasoned financial advisor with over 40 years of experience and a strong record of leadership in both private wealth and nonprofit governance. He currently serves as treasurer at Capital Health....
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Master Your Finances Kurt Baker with Sean O' Sullivan
What does it take to fund the future of deep tech and drive innovation that transforms human and planetary health? Meet Sean O'Sullivan, managing general partner of SOSV, a global venture capital firm with $1.5 billion in assets under management, a pioneer in computer-based street mapping, and...
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Master Your Finances Kurt Baker with Dr. Arun Rao
What does it take to revolutionize geriatric care and bring quality medical services directly to older adults? Meet Dr. Arun Rao, a fellowship trained and board certified geriatrician with over 20 years of experience as a founder and CEO of Geriatrics Planning and Solutions Inc. Dr. Rao is...
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Master Your Finances Kurt Baker with Kerri Fox
Want to take your business to the next level? Meet Kerri Fox, the powerhouse behind Fox Consulting. With expertise in marketing, operations and HR, Kerri turned her corporate experience into a lifeline for small businesses during the pandemic. Now Fox Consulting is the go-to for Taylor business...
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Master Your Finances Kurt Baker with Mathias Hemberger
How can business unlock profitability and stay competitive in today's fast changing market? Joining us is Mathias Hemberger, a seasoned leader with global expertise for managing iconic brands at Unilever and driving transformation at Firmenich. Mathias has excelled across industries and…
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Master Your Finances Kurt Baker with Niki Weiss
Live Fully Die Ready. Niki Weiss, a digital thanatologist founder of ENDevo. Creator of My Final Playbook app and host of the Digital Legacy podcast is redefining how we approach death and legacy planning. Her mission is to normalize these essential conversations, empowering people to comfort the...
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Master Your Finances Kurt Baker with Noelle Stary
What does it take to thrive in business and adapt to changing times? Meet Noelle Stary, founder of 20 Lemons, a full service marketing agency and Launchpad Creative Services, New Jersey's first co-working space, a seasoned entrepreneur and author of Main Street Moxie, thriving in the new…
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Master Your Finances Kurt Baker with Meaghan Andre-Brown
Curious about how pediatric care and family wellness are being revolutionized? Meet Dr. Meaghan Andre-Brown, a visionary pediatrician and lifestyle medicine expert transforming how families approach health. As the founder of Empowering Pediatric Wellness, Dr. Meaghan combines her extensive…
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Master Your Finances Kurt Baker with Ken Roberts
Curious about what it takes to turn change into strategic advantage? Ken Roberts is a master at guiding businesses through agile transformation. As the owner and lead trainer of Better Ways Agility, LLC, he's helped companies of all sizes boost profitability, improve customer satisfaction, and...
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Master Your Finances Kurt Baker with Junaid Mian & Nach Dave
Get ready to explore the future of healthcare and innovation with Nach Davé and Junaid Mian. Nach Davé, a healthcare executive and regulatory affairs expert, brings over 23 years of experience in the pharmaceutical and medical devices industry. Known for his strategic expertise, Nach has been...
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Master Your Finances Kurt Baker with Yobe Qiu
Ready to delve into the world of children's literature and educational innovation? Meet Yobe Qiu, an esteemed author and educator dedicated transforming early childhood learning. With a passion for creating diverse and inclusive children's books, Yobe has published multiple titles that inspire...
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Master Your Finances Kurt Baker with Gogie Padilla
Ready to shield yourself from phone scams? Meet Gogie Padilla, a seasoned fundraiser and the CEO of Answer Sure LLC. After her mother nearly fell victim to a phone scam, Gogie founded this innovative service in 2021. Answer Sure provides a unique vetting process to prevent fraudulent calls...
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Master Your Finances Kurt Baker with J.J. Lee
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...
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Master Your FinancesBaker with David Stengle
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,...
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Master Your Finances Kurt Baker with Rich McLaughlin
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...
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Master Your Finances Kurt Baker with Len Garza
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...
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Master Your Finances Kurt Baker with Davidson Hang
Are you seeking empowerment and growth in your life's journey? Have you felt stuck or unsure about your path, yearning for fulfillment and creativity? Once struggling with insecurities and self-doubt, Davidson Hang understands the challenges of feeling lost and unfulfilled. Through his own...
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Master Your Finances Kurt Baker with Justin Scott
Do you wanna discover effective strategies for making lifelong decisions and managing the challenges of aging? Interested in complimentary consultation. Our host, Kurtis Baker, is joined by Justin Lee Scott Esquire, a certified life resource planner with an impressive track record of overseeing…
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Master Your Finances Kurt Baker with Ryan McFarland
Are you interested in delving deeper into the hemp supply chain, hemp manufacturing, and hemp industrial applications like emphatic and textiles? Would you like to gain insights into the carbon credits linked with hemp cultivation? Our host, Kurtis Baker, is joined by Ryan McFarland, a prominent...
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Master Your Finances Kurt Baker with Vincent Little
Would you like to discover how to generate organic leads for your service-based business at minimal cost? Are you interested in learning basic social media tips and ideas tailored specifically for local business owners? Our Host Kurt Baker is joined by Vincent Little, head coach of the AmeriKick...
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Master Your Finances Kurt Baker with Abhijay Edavalapati and Rithanya Senthilvel
Interested in the thought process of students finding their paths in the business world. Discover how they embarked on a journey to create their own venture capital fund. Meet Abhijay Edavalapati a senior at Bridgewater Raritan High School, who serves as a venture analyst at 1435 Capital...
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Master Your Finances Kurt Baker with Akash Patel & Andrew Somers
Welcome to Master Your Finances. If you'd like to know more about venture capital and the broader investing world from the perspective of high school students, join us as we dive into this fascinating area with Akash Patel and Andrew Somers, recent graduates making waves in the finance industry....
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Master Your Finances Kurt Baker with Lisa Linkowsky
Do you want a better understanding of franchising? Do you want to learn everything there is to know about franchising business opportunities? Our host, Kurtis Baker, is joined by Lisa Linkowsky, the founder of Milestone Franchising, has 10 years of experience in the franchising industry, training...
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Master Your Finances Kurt Baker with Richard Balka
Do you want to get a fresh perspective on purchase and sales acquisitions? Do you understand the significance and value of handed down craftsmanship and niche manufacturing in the United States? Our host, Kurtis Baker, is joined by Richard Balka, President and CEO of The Home Rubber Company is…
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Master Your Finances Kurt Baker with Peter Weedfald
Are you genuinely confident in your comprehension of business leadership? Are you enthusiastic about exploring diverse facets of business, including sales, marketing, advertising, and finance? Are you interested in acquiring knowledge on hiring exceptional business professionals? Your search ends...
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Master Your Finances Kurt Baker with Richard Kroger
Do you wanna start your own business but don't know where to begin? Do you wanna find a source that offers free mentoring services to assist you in starting your own business? Our host, Kurtis Baker, is joined by Richard Kroger, who has over 30 years of banking experience as a commercial lender,...
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Master Your Finances Kurt Baker with Doreen Miri
Do you wanna learn how to raise awareness and improve your mental health and wellbeing at work and home? Are you interested in strategies for increasing resilience and adaptability? Do you wanna know the best practices for encouraging open dialogue about mental wellness and among the workplace...
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Master Your Finances Kurt Baker with Bob Michie
Do you wanna know which businesses are now classified as non-banking financial institutions and must comply with FTC safeguards by June 9th deadline? Do you realize how critical it is to manage and mitigate cyber risk, especially in today's increasingly digital landscape? Our host, Kurtis Baker…
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Master Your Finances Kurt Baker with Mr. Nick Scalera
You want to gain a better understanding of the cannabis industry? You wanna gather information to determine whether the cannabis industry is of interest to you in terms of business, investment and/or employment? Our host, Kurtis Baker, is joined by Mr. Nick Scalera the founder and CEO of NJ...
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Master Your Finances with Mr. Michael Wakatama
Do you wanna know why now is a great time to schedule a private consultation about the latest solar energy benefits? Do you wanna learn about the current state of solar energy in New Jersey? Our host, Kurtis Baker, is joined by Michael Wakatama, an accomplished sales and marketing leader with…
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Master Your Finances Kurt Baker with Joe Giamarese and Vivian Hung
Do you want to learn how to make a wise decision when undertaking a major renovation? Would you like to avoid future headaches by planning projects and saving money as a result? Our host, Kurtis Baker, is joined by Vivian Hung and Joe Giamarese, the founder and principal designer of Global Home…
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Master Your Finances Kurt Baker with Jeremy Deck
Do you wanna learn how you can assist veterans? You want a list of organizations that aid veterans? Our host, Kurtis Baker, is joined by Jeremy Deck is a retired US Army veteran who has used his leadership, communication and team-building abilities in a variety of settings. With his military...
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Master Your Finances Kurt Baker with Hal English
Are you up to date on the latest business developments in Mercer County? Do you know about the various changes that occurred in the workplace? Our host, Kurtis Baker, is joined by Hal English, CEO and president of the Princeton Mercer Regional Chamber of Commerce, and President of the Mercer…
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Master Your Finances Kurt Baker with Ms. Adrienne Dove
Are you certain that your company's bookkeeping is in good hands, are you just starting out and wanna learn bookkeeping techniques to help you manage your books and prepare for tax season? Our host, Kurtis Baker, is joined by Ms. Adrienne Dove the founder of Corban bookkeeping solutions and a...
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Master Your Finances Kurt Baker with Ryan Visniski
Do you like shopping around to find a good deal? Do you like finding shortcuts that save you time and money? You may not realize this, but many of the colleges your child applies to are going to offer you discounted tuition in the form of needs-based aid and merit-based aid. Unfortunately…
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Master Your Finances Kurt Baker with Desmond Hayes
Our host, Kurtis Baker, is joined by Desmond Hayes, the founder of GeoGreens; Hayes has three degrees, in architecture, civil engineering, and environmental science, and has worked as a full-time project manager for construction companies in New York and New Jersey. He visited us to discuss the...
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Master Your Finances Kurt Baker with Jamie Zug
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...
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Master Your Finances Kurt Baker with Paul O'Brien
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,...
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Master Your Finances Kurt Baker with Larry Bailin
Do you want to know how to leverage marketing to gain a significant advantage over your competition? Are you aware that digital and traditional marketing are often not coordinated properly to maximize the return on your investment? Our host, Kurtis Baker, is joined Larry Bailin, a successful...
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Master Your Finances Kurt Baker with Ben Jen
Are you curious about how established investors see private markets? Do you wanna learn about a unique market space and private equity? Our host, Kurtis Baker, is joined by Ben Jen, managing partner of 1435 Capital (https://1435capital.com). He visited us and discussed how investors source...
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Master Your Finances Kurt Baker with Matt Montellione
Do you know how to generate online leads on your own? Do you know how to keep your client acquisition process under control by implementing cutting edge strategies? Our host, Kurtis Baker, is joined by Matt Montellione, CEO of Royce Brook Media, which specializes in B2B lead generation via...
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Master Your Finances Kurt Baker with Ted Simpson
Do you know the common challenges that local businesses' owners face? Are you aware of the strategies used by forward-thinking business leaders to solve problems and make better decisions? Our host, Kurtis Baker, is joined by Ted Simpson, President and certified TAB facilitator is here to help…
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Master Your Finances Kurt Baker with Cindy Arledge
Do you understand why families feud over inheritance? How would you know if your family is safe from an inheritance battle in the future? Our host, Kurtis Baker, is joined by Cindy Arledge, a Purposeful Planning Institute member and second generation entrepreneur from Texas, works with...
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Master Your Finances Kurt Baker with John Geodecke
Are you fully aware of the financing options available for residential real estate and the usual goods and services to look for when buying, refinancing, or making home improvements? Does it make sense to wait to purchase a home later and rent for now? Do you understand how the Federal Reserve's...
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Master Your Finances Kurt Baker with Jack Turkel
Are you aware of the importance of a great headshot in your business and corporate life? High quality headshot photos serve as windows through which potential investors and employers can examine not only your company, but also you. These are the first places where your brand can make an…
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Master Your Finances Kurt Baker with Joseph Villegas
Do you wanna gain a new perspective on health and wellness? Would you like to learn how to improve your health through long-term sustainable behavior change rather than crash diets, gimmicks or fads? Our host, Kurtis Baker, is joined by Joe Villegas, the founder and CEO of Paragon Well-Being, a...
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ABOUT THIS SHOW
(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.
HOSTED BY
Kurtis Baker
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Frequently Asked Questions
How many episodes does Master Your Finances have?
Master Your Finances currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Master Your Finances about?
(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...
How often does Master Your Finances release new episodes?
Master Your Finances has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Master Your Finances?
You can listen to Master Your Finances on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Master Your Finances?
Master Your Finances is created and hosted by Kurtis Baker.
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