🎙️ Episode Overview: The Power of Licensed Financial Professionals 💼 In this episode of Planet Wekeza, host Sabrina Lamb dives deep into the importance of working with licensed financial professionals. Discover: 🛡️ The difference between fiduciary and non-fiduciary advisors. 💼 The pros and cons of fee-only vs. commission-based financial professiona…

In this episode of the "Planet Wekeza" podcast, Sabrina Lamb, Founder and CEO of Wekeza, dives into the essential strategies for building generational wealth for families from the African Diaspora. Discover how long-term investing, financial education, and wealth preservation can empower your family's financial future. We explore the stark wealth d…

Navigating Your Money Across All Of Your Relationships." Attorney Angela Barker shares her expert legal insights on managing your finances in any relationship stage—single, engaged, married, or in a common-law partnership. Learn how to navigate the complexities of money and the law! Disclaimer: Always seek the professional counsel of licensed attor…

No matter your age...financial security means having options, access, and safeguards for life's unexpected moments. Join expert financial planner Reginald Canal as he shares essential protections and how to think strategically about securing your present and your future; throughout each phase of your life. A special financial message for the Haitia…

Today, I am joined by Sonia Alleyne, a master of communications, business, and career strategy. She is the author of the groundbreaking "I Kick Ass at Work!" and co-founder of Storytellers Magic, Sonia empowers professionals and organizations to create opportunities and craft compelling narratives. Sonia was the Press Secretary and Director of Publ…

During my interview with "Prince of Darkness: The Untold Story of Jeremiah G. Hamilton, Wall Street’s First Black Millionaire," with its author, Professor Shane White, we shed light on Haitian immigrant Jeremiah G. Hamilton, a figure whose life story is as instructive as it is fascinating. Audio: https://rb.gy/4y7m00 Listen and share! #JeremiahGHam…

There are so many discussions regarding money subjects such as budgeting, insurance, homeownership, etc, but I believe that before we utilize those financial services, we first need to unpack our knowledge. When it comes to money matters, are you a lioness who leads the tribe, a dolphin who ducks and dives, or an ostrich who buries its head in the …

Today’s guest expert is Dr. Joycelyn Morris! She holds a Bachelor of Science and an MBA from Florida A&M University and a Ph.D. in Curriculum & Instruction from Florida International University. Through her research, Joycelyn seeks to shed light on the systemic barriers that perpetuate wealth disparities and drive meaningful change. Joycelyn is the…

Diona Richards is a business advisor with more than 15 years of successfully navigating the complexities of the financial industry and launching innovative partnerships with public, private, and nonprofit sectors. She is an expert in corporate and business banking verticals and has worked with the top financial institutions and nonprofits worldwide…

Have you ever wondered about the ideal strategies to optimize your investments and ensure a secure financial future - from where you are in life - right now? You're in luck! Join us in our next informative Wekeza podcast titled, “What is Your Investing Strategy?” with credentialed financial coach and strategist Dr. Dominque Reese AFC®, FFC®. Dr. Re…

The Planet Wekeza podcast introduces you to leading financial experts. And today is no different. Interviewed by Neidelyn Pina, the Co-Chair of WorldofMoney’s Leadership Council, our expert is Brooklyn’s own Yanely Espinal, the founder of the widely popular YouTube channel MissBHelpful. ​After completing Teach For America, Yanely paired her love fo…

Eugene Mitchell is president and CEO of E. Mitchell Enterprises, LLC, a financial consulting and services firm. He is also the author of the book: Closing the Racial Wealth Gap—7 Untold Rules for Black Prosperity and Legacy! Website: https://eugenemitchell.com/ Prior to starting his own company, Eugene spent nearly two decades as a Corporate Vice P…

MARC LICHTENFELD shares his investing insights in this often ignored area of investing. He is the Oxford Club’s Chief Income Strategist, Founder, and Senior Editor of The Oxford Income Letter. He has appeared on CNBC, Fox Business, and Bloomberg Radio. His work has been featured on WSJ.com, Forbes, U.S. News, and World Report. His bestselling book …

70% of African-Americans do not have a will or trust. LILLIE N. NKENCHOR, ESQ., LL.M. shares her expertise on the generational impact of estate planning and what you should consider doing now. Lillie partners with individuals, families, and business owners to meet their estate and business planning goals. She helps clients address their vision and …

On this episode of Tape Talk Radio, Quint and Daniel bid farewell to listeners who tune in via local Lexington radio. Stay tuned to the podcast channel for as needed podcast-only episodes when the headlines and market movements warrant.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss what it takes to be on the same page financially with your partner and why that's important.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this episode of Tape Talk, Quint and Daniel review the recent volatility uptick in the markets and take listener questions about car buying and cash versus credit.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the basics of saving and investing for financial goals and why planning is a dynamic journey.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss some of the perils that might face you in your financial planning journey and some strategies to navigate these.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss some of the psychology that accompanies investing as well as why it's important to understand your investing goals.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel review recent market developments and answer listener questions about building credit and paying student loans.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the different ways to go about investing. Whether you choose to do it completely yourself or utilize an investment advisor, it's important to know what to expect.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk Quint and Daniel review the latest market developments and take some listener questions about small business finances and education while working.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss why it's essential to set and know your own goals so that your financial life doesn't follow someone else's priorities.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the importance in finding the "Why" behind your goals and investing.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel review where the market ended the second quarter and how it's moves in recent weeks have left it mostly unchanged.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the market's recent moves, take some listener questions, and address some blind spots for investors in this environment.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel review some of the unsurprising events which seem to be taking the market by surprise here.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the importance of sticking with your plan amidst the ups and downs in the market.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Daniel talks through what he's watching for signs of health in this market, the key pieces of financial plans now, and answers two new questions for the DIY Money podcast.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

Quint takes a quick look at the overall market which has improved on hopes of further recovery post Covid 19. Also, back by popular demand we introduce a few more DIY Money segments with calls discussing the difference in Retirement accounts as well as how to save with sporadic income.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

In this week's episode to Tape Talk, Quint and Daniel give a looks inside their personal finance podcast DIY Money as well as assess the recent market complacency.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss how to discern the value of stocks in this market and why that's important for your financial plan.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the psychology of investment markets and how it's impossible to escape risk.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss the obstacles faced as states begin reopening the economy.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel use the recent market moves to have a discussion on the difference of value versus price. Oil Negative This week marked the first time you could get paid to "buy" a barrel of oil. What does that mean and why is it significant? Price vs Value Price is what you pay and value is what you get. What …

On this week's episode of Tape Talk, Quint and Daniel discuss the continued bear market rally and what the strategy might look like going forward. Psychology Emotions and psychology have been the theme of the recent decline and subsequent rally. Investors fled the market at any cost and are now on the verge of rushing back in at signs of good news.…

On this week's episode of Tape Talk, Quint and Daniel review the recent rally in the stock market after March's severe decline. Headlines This week we continued to receive record headline numbers in the weekly jobless claims report and the US now stands at a higher continuing unemployment rate than it saw doing the most recent recession during the …

On this week's episode of Tape Talk, Quint and Daniel discuss what they're watching in the market this week and what investors need to consider moving forward. Unemployment Claims This week's unemployment claims shot to new record highs far surpassing last week's record number. Yet, the market was mostly higher on Thursday following the news. Many …

On this week's episode of Tape Talk, Quint and Daniel discuss how they're analyzing the current market moves and what they're keeping an eye on to indicate where we go from here. Where We Go? No one really knows for certain where markets will move from here. While many may attempt to call the bottom or top of the recent volatile moves, the situatio…

On this week's episode of Tape Talk, Quint and Daniel discuss how they're assessing the recent volatility in investing markets. Under the Surface While the coronavirus pandemic is making most of the headlines these days there are underlying issues in financial markets that are exacerbating the volatility investors are experiencing. Since last fall …

On this week's episode of Tape Talk, Quint and Daniel discuss what it looks like to navigate the recent bear market moves. Circuit Breakers Circuit breakers were in the news repeatedly last week as US stock indices ran into these control levels twice throughout the week. Quint and Daniel break down how the circuit breakers function and why they mig…

On this week's episode of Tape Talk, Quint and Daniel review this week's selloff in equity markets and what that might mean for investors. Week in Review Over the course of the trading week, stocks cascaded lower about 15% on increasing fears of the spreading coronavirus outbreak. With headlines coming out each day about new cases in new countries …

On this week's shortened episode of Tape Talk, Quint and Daniel discuss the recent headlines making news as well as what it means to time the market in this environment.Από τον Quint Tatro & Daniel Czulno walk through everything from personal finance, investing, retirement, money, and today's business world. Not just another Dave Ramsey, Suze Orman, or Jim Cramer. If you like Fast Money, CNBC, and Fox Business tune in here.

On this week's episode of Tape Talk, Quint and Daniel discuss what investors might consider in light of recent volatility and market valuations here. Headlines The evolving coronavirus epidemic continues to paint the headlines as more cases are reported both in and outside of China. It appears the market is still assessing just what type of impact …

On this week's episode of Tape Talk, Quint and Daniel discuss why it's important for your investments to have a goal and that you ensure they're allocated appropriately to achieve it. Headlines Before getting into this week's topic we first hit the headlines. This week it's news dropping from Washington about potential new tax cuts on the horizon a…

In this week's episode of Tape Talk, Quint and Daniel discuss the complacent mentality taking hold of investors as the market ticks higher. Headlines The impeachment process progressed and Phase one of the US/China Trade war was resolved this week but markets mostly gave both of these events very little fanfare. Risk Management As markets continue …

In this week's shortened episode, Quint and Daniel discuss what goes into a financial plan and why that's important as investors start planning their new year. Headlines The headlines this week are all focused on increasing US-Iran tensions which kicked off trading in the new year with some volatility. Planning Ahead After a year of solid gains in …

In this episode of Tape Talk, Quint and Daniel discuss the year as it closes out and what investors might look ahead to in the new year. Investor Psychology While the US stock indices are on track for a better than 30% finish to the year many investors seem to be filled with a sense of skepticism and an eye towards a coming decline. One of the bene…

In this week's episode of Tape Talk, Quint and Daniel discuss why the recent headlines don't seem to interest markets and how disruption becomes an investable theme. Impeachment The impeachment progress this week in the US House of Representatives pretty much made the stock market yawn. What might seem on the surface like it should be market-moving…