Author: Kurtis Baker

Page: 3

00:00 Kurt Baker: You're listening to a podcast of Master Your Finances with me, Kurt Baker, a certified financial planner professional, Sunday mornings at 9:00 AM on 1077thebronc.com. 00:09 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 [...]
Our host, Kurtis Baker, is joined by Keith Hovey a License Nurse and Attorney who works for Capital Health a medical group division of Capital Health(https://www.capitalhealth.org/). He visited us and talked about the medical and legal perspective on what is happening today. Check out this episode in libsyn! Episode Transcript : 00:09 Kurt Baker: Good [...]
Our host, Kurtis Baker, is joined by Caryn Berla of Cruise Planners, an American Express Travel Representative, that has a tremendous reputation for quality, service, and very competitive pricing for ALL of your travel needs. They specialize in all types of travel and will create an unforgettable vacation just for you. (cberla@cruiseplanners.com, www.makingvacationmemories.com) He visited [...]
Our host, Kurtis Baker, is joined by Ari Fuchs, of the The DAK group (https://www.dakgroup.com). Where he is the Managing Director and Chief Quality Officer of the firm. He visited us and discuss mergers and acquisitions, what their business does, investing, banking, middle market and more. Check out this in Libsyn!
Our host, Kurtis Baker, is joined by with Amanda Reese of Hafetz and Associates ( https://hafetzandassociates.com ) . She visited us and discuss, what are the right medical coverage plans that would meet our needs. Check out this episode in Libsyn! Episode Transcript :  00:00 Kurt Baker: Good morning and welcome back to another edition [...]
00:00 Kurt Baker: You're listening to a podcast of Master Your Finances with me, Kurt Baker, a Certified Financial Planner professional, Sunday mornings at 9:00 AM on 1077thebronc.com. [music] 00:09 Kurt Baker: Morning, and welcome back to another edition of Master Your Finances, presented by Certified Wealth Management and Investment. I am Kurt Baker, a [...]
Our host, Kurtis Baker, is joined by Randi Goldberg CDP, SRS of Archer Law Office. (https://mercerelderlaw.com/). She visited us and talks about the challenges of our Senior Health Care system in times of this COVID pandemic. How our elder care facilities is adjusting to this pandemic and how the experience helps find the care they [...]
00:00 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 directly at 609-716-4700. This [...]
Master Your Finances Kurt Baker with Amanda Morales Pratt, Manager of Donor Relations for the Pennsylvania Horticultural Society PHS ( https://phsonline.org/). She designs, documents, and implements a systematic and integrated donor relations program that encompasses donor recognition events, personal visits, and other touch points. She visited us and talks about how their organization and its [...]
[music] 00:05 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 contact me directly at 609-716-4700. [...]

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