Author: Kurtis Baker

Our host Kurtis Baker, is joined by Sevi Adat funder of Heaven Scent and Princeton Perfume (https://www.princetonperfumecompany.com). He visited us and talked about how he started Heaven Scent and Princeton Perfume, and how his company creates, tailored and customized perfume that suits individual needs and more. Check out this episode!

Our host, Kurtis Baker, is joined by Nancy Sobin founder of Professional Paperwork Services (https://paperwork-services.com). Sobin holds an MBA from the University of Rochester’s William E Simon School of business and has been working in Financial Services for more than 15 years. Many of those years were involved in health insurance products. She visited us […]

Our host, Kurtis Baker, is joined by Daisy Newson, Director of Community Relations at Ovation at Riverwalk (https://www.ovationatriverwalk.com ). She visited us and talked about what Ovation does, why they are the pioneer in adult living and more. Check out this episode! Transcript : 00:34 Kurt Baker: Good morning and welcome back to another edition [...]
00:00 ANNOUNCER: So you wanna know the ins and outs of managing your money? Well, lucky for you, you are just in time for another episode of Master Your Finances with certified financial planner professional, Kurt Baker. Kurt and his panel of experts are here for you and will cover topics from a legal and [...]
Our host, Kurtis Baker, is joined by David B. Trapani, CEO & Head of Sales for AGT & Associates, Inc. (https://www.agt.sandler.com/about/local-sandler-trainer) an authorized Sandler Training center in Princeton, NJ. He brings over 23 years of sales, marketing and management experience. He visited us and talked about how Sales and Businesses have changed during COVID, his [...]
Our host, Kurtis Baker, is joined by Tom Smith, owner of Intelligent Office located in Princeton, New Jersey (https://www.intelligentoffice.com). He visited us and talked about virtual services, what differs them from others and what services they offer on this pandemic and more. Check out this episode! Transcript : 00:33 Kurt Baker: Good morning and welcome [...]
00:00 Announcer: So you wanna know the ins and outs of managing your money? Well, lucky for you, you are just in time for another episode of Master Your Finances with certified financial planner professional, Kurt Baker. Kurt and his panel of experts are here for you and will cover topics from a legal and [...]
00:00 ANNOUNCER: ANNOUNCER. [music] 00:34 Kurt Baker: Good morning and welcome back to another edition of Master Your Finances, presented by Certified Wealth Management and Investment. I am Kurt Baker, a certified financial planner professional, located in Princeton, New Jersey. I can be reached through our website, which is www.cwmi.us, or you can call me [...]
Our host, Kurtis Baker, is joined by Jane Fearn-Zimmer, is a shareholder at Flaster Greenberg PC where she dedicates her practice to serving clients in the areas of elder and disability law, special needs planning, asset protection, tax and estate planning and estate administration (https://www.flastergreenberg.com).  She visited us and talked about estate planning, life insurance, [...]
00:00 ANNOUNCER: Good morning, and welcome to Weekend Rewind. Today we've got Master Your Finances with Kurt Baker, a certified financial planner with Certified Wealth Management and Investment, LLC. Where he'll share all his financial tips and tricks to help you with your personal wealth management. Remember, you can catch Kurt at his normal time, [...]

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