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.
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Master Your Finances Kurt Baker with Rich McLaughlin
04/07/2024
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 collaborative workplace.
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Master Your Finances Kurt Baker with Len Garza
03/02/2024
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 the importance of having a plan in place to address these events.
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Master Your Finances Kurt Baker with Davidson Hang
12/31/2023
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 experiences, travels and learnings, he's developed a system to empower individuals seeking joy and abundance in their lives. Today he'll discuss strategies to break free from scarcity mindsets, transform your career, and discover the power of mentorship through LinkedIn. He'll share inspiring tales of personal achievements and growth, shedding light on the resources available to help you thrive. Davidson, thanks for coming on.
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Master Your Finances Kurt Baker with Marion Reinson
12/09/2023
Master Your Finances Kurt Baker with Marion Reinson
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Master Your Finances Kurt Baker with Justin Scott
10/20/2023
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 400 active cases. As the founder of South Jersey's Masterminds, he stands out as one of the top 2% and top 100 attorneys. Today he's here to empower you with valuable insights and guidance for your future planning.
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Master Your Finances Kurt Baker with Brent Ritchie
09/16/2023
Master Your Finances Kurt Baker with Brent Ritchie
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Master Your Finances Kurt Baker with Ryan McFarland
09/10/2023
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 figure in the hemp industry, is here to share his expertise on all things hemp.
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Master Your Finances Kurt Baker with Vincent Little
09/02/2023
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 National competition team has represented not only the AmeriKick World competition team, but also team USA on the global stage. He's also a licensed real estate agent in both Pennsylvania and New Jersey, proving that he is not just a one trick pony. Today, he will share with you a step-by-step system on how to get involved in community outreach and produce quality organic leads, strategies to increase your local following on social media. Vince will share his insights, not just as a martial artist, martial arts artist, but a business owner, but as a community builder.
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Master Your Finances Kurt Baker with Dan Javan
08/27/2023
Master Your Finances Kurt Baker with Dan Javan
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Master Your Finances Kurt Baker with Abhijay Edavalapati and Rithanya Senthilvel
08/19/2023
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 Management, Evaluing growth stage companies and aiding seed stage startups in due diligence. Also serving as a regional vice president of Future Business Leaders of America, the largest business, career and technical student organization in the world, Abhijay is a dedicated leader shaping the future of entrepreneurship. Joining is Rithanya Senthilvel, a junior at West Windsor Plainsboro High School South, also in New Jersey. Fascinated by descriptive statistics and private equity, she serves as the president of her school's future problem solving program, international chapter, and works as a venture analyst at 1435 capital involved in due diligence and report writing. Today, they will share their journey in establishing the homeroom fund, a venture capital fund co-founded with Andrew and Akash. Together, they encourage investing in today's youth and expanding opportunities for students eager to explore their respective industries. Don't miss this inspiring conversation where students embrace their venture capital vision, igniting hope for future business leaders.
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Master Your Finances Kurt Baker with Akash Patel & Andrew Somers
08/11/2023
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. Akash, a venture analyst at 1435 Capital is adept at analyzing companies, conducting due diligence and sourcing deals. Additionally is an incoming freshman at Northwestern University studying Economics and Mathematics. Andrew, who's going to the University of Virginia for Business with a Finance concentration, works on assessing startups, writing research reports, and deal sourcing as an analyst at the same company. Together, they'll share insights gained during their summer experiences as they work on starting their own venture capital fund called Homeroom Fund, offering valuable advice for high schoolers interested in finance and venture capital.
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Master Your Finances Kurt Baker with Lisa Linkowsky
07/13/2023
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 and mentoring franchisees to help them build their business and adapt a realistic approach to business ownership. Today she will help you feel informed and educated as she introduces a website where you can obtain monthly articles and view a TV show that interviews franchisees and franchisors.
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Master Your Finances Kurt Baker with Richard Balka
07/01/2023
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 here to aid you in gaining appreciation for Trenton based businesses that remained for a long time, as well as English major entrepreneurs. Today he'll make you nostalgic as you travel down memory lane and see Trenton's long standing businesses.
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Master Your Finances Kurt Baker with Peter Weedfald
05/26/2023
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 here. Our host, Kurtis Baker, is joined by Peter Weedfald, a renowned sales and marketing leader, to provide you with valuable insights on business leadership and effective selling techniques. With his extensive experience as the senior vice president of sales and brand marketing at SHARP Electronics Marketing Company of America, he has successfully leveraged various platforms for implementing diverse business strategies. Today, he will underscore the significance of relevance and creativity in the business realm, empowering you to become a true champion in the field of business.
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Master Your Finances Kurt Baker with Richard Kroger
04/29/2023
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, business banker, and SBA lender, and has assisted people in funding their startups and early stage businesses. He also has five plus years as a certified SCORE mentor, helping people start and grow their business. And providing advice and guidance to potential business owners. Today he'll help you feel more confident about starting your business.
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Master Your Finances Kurt Baker with Doreen Miri
04/22/2023
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 employees? Our host, Kurtis Baker, is joined by Doreen Miri a psychotherapist and a national board certified and licensed professional counselor in New Jersey is here to help you understand the importance of your mental health and wellbeing, both personally and professionally, as well as ideas for creating a culture that supports mental health in the workplace.
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Master Your Finances Kurt Baker with Bob Michie
04/15/2023
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, is joined by Bob Michie, president and co-founder of MetroMSP, defines technology strategy and initiatives as critical aspects to clients' success. Bob is here to provide you with access to an FTC compliance checklist that you can use to ensure your company is meeting the necessary standards for protecting sensitive information, as well as help you understand the potential consequences of failing to comply with these regulations and the importance of taking action to protect your businesses.
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Master Your Finances Kurt Baker with Mr. Nick Scalera
04/06/2023
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 Cannabis Consulting, a company that assists entrepreneurs and businesses interested in entering the legal recreational cannabis market. He will assist you in understanding the numerous challenges that may lie ahead, as well as determining whether opportunities are appropriate for you.
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Master Your Finances with Mr. Michael Wakatama
04/01/2023
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 years of relevant experience across a variety of business sectors joined Suntuity Solar to help nonprofit organizations with their fundraising efforts. Today he visited us to show you what it's like to have a private consultation regarding solar energy. He will ensure you that you'll have access to the most up-to-date information about New Jersey's solar energy state.
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Master Your Finances Kurt Baker with Joe Giamarese and Vivian Hung
03/29/2023
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 are here to help you understand the service behind interior design. They will make you feel smarter for entrusting professionals to guide you to the peak, especially if it is a personal residential project.
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Master Your Finances Kurt Baker with Jeremy Deck
03/24/2023
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 experience as the food service director for the United States Military Academy, he will share his knowledge of the resources available to veterans as well as volunteer opportunities to assist veterans.
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Master Your Finances Kurt Baker with Hal English
03/11/2023
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 County Convention and Visitors Bureau. Hal English, will share ideas on how to connect and grow your business as well as knowledge of what the new norm is. Based on his years of experience dealing with various businesses he'll make you feel more prepared to return to normalcy.
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Master Your Finances Kurt Baker with Ms. Adrienne Dove
03/03/2023
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 QuickBooks consultant. She is here to help you prepare your books for tax season to make you feel at ease and confident that your company's finances are in order.
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Master Your Finances Kurt Baker with Ryan Visniski
02/17/2023
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, applying for these discounts is difficult and time-consuming, and universities are not always transparent about how they award aid. Our host, Kurtis Baker, is joined by Ryan Visniski, the founder of College Financial Guide. He visited us to provide you with a simple and easy framework to understand this confusing system. Colleges will likely be your largest or second largest expense, but Ryan is here to make sure you know how to pay as little as possible and avoid the pitfalls along the way.
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Master Your Finances Kurt Baker with Desmond Hayes
02/03/2023
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 importance of hydroponics as a way to have a direct impact on our food and water. land used in deforestation and carbon footprint, as well as teach you the fundamentals of hydroponics, clean eating and vertical farming.
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Master Your Finances Kurt Baker with Jamie Zug
01/28/2023
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 disputes with the New Jersey Division of Taxation and the Internal Revenue service, assisting taxpayers in navigating compliance issues and represents taxpayers in administrative and judicial tax controversies. With his experience providing legal advice on tax aspects of transactions and uncertain tax positions, he will assist you in better recognizing unusual New Jersey tax situations that may apply to your business or family. As you listen today's show, you will feel more empowered to identify potential pitfalls and to know when to seek help.
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Master Your Finances Kurt Baker with Paul O'Brien
01/04/2023
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, and leadership, including 11 years with Solutions Advisors Group. Our host, Kurtis Baker, is joined by Paul O'Brien. He visited us to teach you general knowledge regarding the cost of future care and to assist you in starting a conversation with your aging parents about the move. Today he will make you feel relieved that you can contribute to the development of a plan to keep your parents safe in the future.
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Master Your Finances Kurt Baker with Larry Bailin
12/29/2022
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 entrepreneur, award-winning CEO, and dubbed one of the top minds in the business by Yahoo's marketing team and founder of one of the first digital marketing firms in New Jersey, has an innovative approach to maximizing your marketing and increase your success. Larry will show you the steps he took from humble beginnings to a thought leader in marketing.
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Master Your Finances Kurt Baker with Ben Jen
11/02/2022
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 transactions, the people involved, and how his firm, 1435 Capital conducts due diligence. Ben will share with you strategies you can apply and utilize daily to gain a deeper understanding of how markets work based on his years of experience and involvement in over 300 startups. As co-founder and founder of Executive Strategist, investor and mentor, he'll make you feel intrigued as he provides you with a perspective on markets and more.
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Master Your Finances Kurt Baker with Matt Montellione
10/22/2022
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 multi-channel outreach. His company also offers marketing training to B2B companies interested in bringing the same systems, predictable lead generation in-house. He will walk you through the process of generating high quality B2B leads using a step-by-step blueprint as well as a sensation of having leads flowing into your business and more.
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