Every Sunday morning, Kurt will bring some clarity to the fast-paced and dynamic financial world. Throughout the show Kurt will explain terms and phrases, point out trends, and discuss current government regulations that will have an impact on your personal wealth and financial management, enabling you to make more informed decisions regarding your personal or small business finances the next time you talk to your financial advisor. Subscribe to the podcast here.
Master Your Finances is underwritten by Certified Wealth Management & Investment, LLC. Certified Wealth Management & Investment is an independent registered investment advisory service specializing in personal and small business financial planning.
Meet The Host and Producer
(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.
(Producer) Kyri Saint Germain is a Communication Studies major here at Rider University. She began working at 107.7 The Bronc during December of 2015, and has since realized that she is very passionate about what she does here at The Bronc. She is the producer of the show Master Your Finances, with host Kurtis Baker of Certified Wealth Management & Investment, LLC, which airs on Sunday mornings at 9am. Kyri also enjoys being a Resident Advisor, playing acoustic guitar, singing, and making people laugh until they cry. She can be reached at firstname.lastname@example.org.
Better serve YOUR employees!– April 2nd, 2017- Our host, Kurtis Baker, is joined by Wayne Pinkstone. Wayne is a partner at Fox Rothschild, LLP. They discuss the need to stay up to date with how to run your business and benefit employees. Additionally, they discuss future changes for YOUR employees, such as minimum wage changes, and a possible ‘sick leave’ law.
Do you have assets overseas? Learn about international tax!– March 26th, 2017- Our host, Kurtis Baker, is joined by Kimberlee Phelan, CPA, MBA, and partner at Withum, Smith and Brown. Kimberlee provides tips for anyone with a foreign bank account. They discuss many areas of international tax including some of the possible changes that may occur under the current administration.
She came a long way, and is now on TOP!– March 19th, 2017- Our host, Kurtis Baker, is joined by Dr. Jianping Wang, the President of Mercer County Community College. They discuss her amazing journey as a young girl in China, coming to America, and single-handedly worked her way up a male dominated society.
College Students & Financial Literacy!– March 12th, 2017- Our host, Kurtis Baker, is joined by Andrew Morris! They discuss the finances of college students and tips on how to save!
How to run a successful business!– March 5th, 2017- Our host, Kurtis Baker, is joined by Michelle Morris! This week they talk about owning a business and how to be successful!
It’s a tough world out there for a student!– February 19th, 2017- Our host, Kurtis Baker, is joined by Dennis Hicks! Dennis is a Student Affairs professional at North Shore Community College. He and Kurt discuss the financial aspects of being a college student, loans, and MUCH more!
Do you qualify for this AMAZING tax credit??– February 12th, 2017- Our host, Kurtis Baker, is joined by Tarry Truitt! She is the Director of Community Impact Programs at United Way or Greater Mercer County here in New Jersey! They talk about EVERYTHING taxes during the show! Don’t miss out on that tax credit! Listen to this episode to learn about tax credits that YOU may qualify for!
MAE! A Non-profit that helps the homeless by a means of mental healing and outward acceptance!– January 8th, 2017- Our host, Kurtis Baker, is joined by Naomi Saint Germain! She is the General Manager of The Courtyard Marriot in Boston, MA, as well as on the fundraising committee for MAE!
Mastering your finances in the new year!– January 8th, 2017- Our host, Kurtis Baker, is joined by Ray Disch for the first new edition of Master Your Finances this year! Learn about some marketing trends and www.sourlandspirits.com!
How to manage your money!– December 18th, 2016- Our host, Kurtis Baker, is joined by Nancy Shobin! She is the owner of Professional Paperwork Services, LLC. They discuss money managing and the best ways, (and some of the worst ways), to do it!
Mind OUR business so you can mind YOURS better!– December 4th, 2016- Our host, Kurtis Baker, is joined by Kevin Wortham! Learn more about Minding Our Business and how to better mind YOURS!
Here to help YOUR loved ones have the best experience!– November 27th, 2016- Our host, Kurtis Baker, is joined by Rick Burke from Berkshire Hathaway Fox & Roach Realtors. Rick took us through the process and details he goes through to help find the best retirement options for your loved ones!
Hope is NOT a business plan!– November 13th, 2016- Our host, Kurtis Baker, is joined by Salvatore (Sal) Levatino! He is a business coach within ActionCOACH network. In this episode they discuss the 5 ways to build massive profit within your business! Who doesn’t like profit?!
It’s never too early to buy life insurance! Learn why!– October 30th, 2016- Our host, Kurtis Baker, is joined by Dave Saltzman of Dave Saltzman Insurance in Princeton, NJ! They go over disability insurance, life insurance, and even long term care insurance. Are you in the market for insurance? Listen to this episode before you buy!
Are you looking to merge? Here’s how!– October 23rd, 2016- Our host, Kurtis Baker, is joined by Jim Bartolomei! He is the Principal-in-charge of the Mid-Atlantic region of HBK CPAs & Consultants!
Bank with us!– October 16th, 2016- Our host, Kurtis Baker, is joined by The CEO of First Bank, Patrick Ryan! During this episode, they discuss the benefits of a community bank as well as other information about community banking that you might not have known otherwise!
You, TOO, can serve!– October 9th, 2016- Our host, Kurtis Baker, is joined by Rider University’s own Xany Whitmoore! Xany is the Coordinator of Community Service in the Office of Service Learning! In this episode she spoke about community service, service learning, and just how easy it is to get involved and volunteer!
Outback steakhouse! Come on down!– October 2nd, 2016- Our host, Kurtis Baker, is joined by Anthony Ciampi! He is the Manager of Outback Steakhouse in Lawrenceville, NJ. During this episode he lets us in on some details of the Outback culture, as well as how things work in their location!
Mental Health is important everywhere!– September 25th, 2016- Our host, Kurtis Baker, is joined by Benjamin M. Evans, DD,DNP, RN, APN, PHMCNS-BC, from the New Jersey State Nurses Association. They talk about the impact that financial stress has on mental health and a persons productivity in the workplace.
Why should I know that? You’re a college student that’s why!– September 11th, 2016- Our host, Kurtis Baker, is joined by Rider University’s own Assistant Director of Housing Operations. They discuss the importance of financial literacy in college students as well as many things that college students should learn and try to make a habit in order to save and have a better financial future.