Master Your Finances

Our host, Kurt Baker, met with James HerbertHunt, IV, to discuss College funding strategies.

Our host, Kurt Baker, met with Fiona Van Dyke, Esq. to discuss wills, trusts, estate planning, and much more.

Our host, Kurt Baker, met with Debbie Schaeffer to share her passion for supporting local independent businesses and explained how it helps everyone in the local economy.

Our host, Kurt Baker, met with Sam Venezaile of SEI Investments to discuss the benefits of trust accounting, recent examples, the difference between trust versus brokerage, and the manager selection process.

Our host, Kurt Baker, met with Stephanie Colonna-Romano to discuss some of the latest developments in the health insurance marketplace.

Our host, Kurt Baker, met with Rick Norris to discuss Long Term Care and the various options now available.

Our host, Kurt Baker, met with Christopher Courageto discuss his long and distinguished career as a mortgage banker.

Our host, Kurt Baker, met with Tom Smith, of Intelligent Office, to take us through his journey from corporate employee to franchise owner helping other businesses become more efficient.

Our host, Kurt Baker, met with Peter Crowley, to share his life experiences running a mutual fund, starting a bank, and other skills that apply to his success.

Our host, Kurt Baker, met with Scott Hafetz and Marc Carpenter to discuss the Affordable Care Act and its effects.