Author: Kurtis Baker

0:00:00.0 Announcer: The financial views and opinions expressed by the host and guests on this program do not necessarily reflect the viewpoints of 107.7 The Bronc, Rider University or Certified Wealth Management and Investment. The material discussed is not designed to provide the listeners with individual financial, legal or tax advice. 0:00:25.6 Announcer: It's time [...]
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 [...]
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 [...]
0:00:00.0 ANNOUNCER: The financial views and opinions expressed by the host and guest on this program do not necessarily reflect the viewpoints of 107.7 The Bronc, Rider University or Certified Wealth Management and Investment. The material discussed is not designed to provide the listeners with individual financial, legal or tax advice. 0:00:19.1 ANNOUNCER: Show me [...]
0:00:00.0 ANNOUNCER: The financial views and opinions expressed by the host and guest on this program do not necessarily reflect the viewpoints of 107.7 The Bronc, Rider University or Certified Wealth Management and Investment. The material discussed is not designed to provide the listeners with individual financial, legal or tax advice. [music] 0:00:26.6 ANNOUNCER: It's [...]
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 you develop your own personal vision with simple [...]
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 growth-minded entrepreneurial families to eliminate known wealth transfer risks, [...]
0:00:00.0 ANNOUNCER: The financial views and opinions expressed by the host and guest on this program do not necessarily reflect the viewpoints of 107.7 The Bronc, Rider University or Certified Wealth Management and Investment. The material discussed is not designed to provide the listeners with individual financial, legal or tax advice. 0:00:16.6 ANNOUNCER: Show me [...]
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 actions may impact short-term [...]
0:00:00.0 ANNOUNCER: The financial views and opinions expressed by the host and guest on this program do not necessarily reflect the viewpoints of 107.7 The Bronc, Rider University or Certified Wealth Management and Investment. The material discussed is not designed to provide the listeners with individual financial, legal or tax advice. [music] 0:00:16.6 ANNOUNCER: Show [...]

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