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This podcast covers all topics related to Investing with Glenn Leest. Glenn Leest is a senior investment advisor with WT Wealth Management based out of Flagstaff Arizona. He has been in the investing industry for almost 10 years. Glenn interviews a variety of professionals, including those in real estate, stocks, digital assets, taxes, estate planning, life insurance, CEOs, and investing experts. Glenn's goal is to help you become a better, more intelligent investor.
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Ever wondered why the latest must-have toy can send parents into a frenzy, or why the price of your groceries seems to keep climbing? We promise you'll gain a deep understanding of these economic mysteries in our latest episode featuring Glenn Least of WT Wealth Management. Together, we unravel how the simple laws of supply and demand have shaped u…
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Is America's financial future in jeopardy? Join us as we tackle the critical issues surrounding the skyrocketing national debt and the controversial economic policies driving it. This episode promises to unravel the complex interplay between traditional economic theories and modern monetary theory, shedding light on the implications of GDP, inflati…
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Embark on a journey into the financial and technological future as Glenn Least from WT Wealth Management joins us to dissect the AI revolution's impact on everything from NVIDIA's soaring stock to our very way of life. You'll be privy to our enlightening banter about the rise of large language models like ChatGPT, deep machine learning's infiltrati…
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Prepare to fortify your financial know-how as Glenn Lee from WT Wealth Management joins us to dissect the complex organism that is the US banking system. This episode promises to not only reveal how banks truly work but also demystify the pivotal concept of fractional reserve banking, where banks hold only a fraction of your deposits. We scrutinize…
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Unlock the secrets to a prosperous financial future with the assistance of Glenn Leest from WT Wealth Management, who's here to guide you through the building blocks of savvy investing. Eager to understand how compound interest can work wonders for your wallet? Glenn unpacks the mesmerizing power of starting your investment journey early, illustrat…
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Join us, Glenn Leest and Jeff Oravits, as we chat with Casey Dubravcic in this compelling episode of Intelligent Investing with Glenn Leest. We delve into a topic of utmost importance: the profound significance of investing in your mental health. Our discussion centers on the idea that your mental well-being is not just a part of your life – it's y…
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In this episode, Glenn Leest takes you on a personal journey through his career and shares how he became a senior investment advisor. But this episode isn't just a tale of personal growth; it's a roadmap for anyone looking to navigate the world of investing. So, whether you're a financial novice or a seasoned pro, tune in to discover how Glenn got …
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In this episode, join Glenn Leest as we continue to delve into the fascinating and rapidly evolving landscape of Artificial Intelligence (AI) across various industries. We discuss the positive and negative implications of AI and the importance of responsible AI development. This episode isn't just for tech aficionados or finance professionals; it's…
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In this episode, join Glenn Leest as we delve into the fascinating and rapidly evolving landscape of Artificial Intelligence (AI) across various industries. We discuss the basic functions of AI as well as the positive and negative implications. We also discuss the importance of responsible AI development. This episode isn't just for tech aficionado…
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The Origins of ESG What is PRI: · Principles for Responsible Investment (PRI) is a set of six principles that provide guidance to investors on how to incorporate environmental, social, and governance (ESG) factors into their investment decisions. The PRI was founded in 2006 by a group of investors, and it now has over 4,000 signatories, which repre…
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What is ESG? Environmental: This includes factors such as a company's impact on the environment, its use of natural resources, and its emissions of greenhouse gases. Social: This includes factors such as a company's labor practices, its treatment of employees, and its impact on the community. Governance: This includes factors such as a company's co…
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Gold and Silver and Lithium Gold, its been around forever and we used to tie our currency to it. What role does it play in our lives today and in our portfolios? · Gold is one of the most valuable and sought-after metals in the world and has been used for thousands of years as a currency, a symbol of wealth, and in jewelry and decorative arts. · Th…
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Commodities – Oil and Natural Gas 1) This episode is all about commodities, why did you choose to cover this topic? And what are you hoping the listeners get out of it? · Commodities should have a part in every investor’s portfolio, so it is important to understand what they are, how they work, and the differences between them. 2) So, what are comm…
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The Federal Reserve in More Detail 1. We have covered the federal reserve in previous episodes, why are you doing another episode on it? a. The Federal Reserve has been more prominent in the daily lives of Americans over the past 3 years. b. The policies they set are impacting all Americans, so understanding its function will help us be well inform…
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The US Banking System Part 1 1. Why are you doing an episode on the banking system? o With the recent failure of SVB and other banks, educating my clients and others about how our banking system works will help us be better investors. o The more you understand about our monetary, the more you will be able to understand what is happening with our mo…
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Unhealthy and healthy Expectations if you work with an Advisor Part 2 of 2 Lets pick up from last week and review why discussing unhealthy expectations of your advisor will help you be a happier and more successful investor. Unhealthy Expectation #1: My advisor or any advisor is out there to get me or to rip me off. Unhealthy Expectation #2: If I l…
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Unhealthy and healthy Expectations if you work with an Advisor Part 1 of 2 Glenn, you have been doing this for over a decade, I am sure you have had a lot of great people you have worked with, but I would also imagine you have worked with people who are difficult or have unhealthy expectations. Why are you wanting to do this series on having reason…
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In this episode Glenn explores tips to being a Successful Investor in a Down Market The Do's and Do Not's Part 2 Glenn unpacks concerns and how he walks clients through these concerns. He also explores the truth and the misconceptions about each. 1) Should I move everything to cash? 2) I only want to invest when stocks are going up 3) Why is my por…
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In this episode Glenn explores tips to being a Successful Investor in a Down Market The Do's and Do Not's Part 1 of 4 Glenn unpacks concerns and how he walks clients through these concerns. He also explores the truth and the misconceptions about each. 1) Glenn I am sure you have been a lot of calls recently about what to do in a down market. What t…
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In this episode Jesse Saul and Glenn Leest discuss what it takes to build a small business. Investing in Your Own Small Business The thrill of being a business owner Challenges of being a small business owner in Flagstaff Retaining employees while competing against rising cost Working on your business vs working in your business The importance of h…
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In this episode Jesse Saul and Glenn Leest discuss what it takes to build a small business. The one thing small business owners wish they knew before they became an owner Investing in People The challenges behind growing a business The importance of building a strong team The most rewarding thing of being a small business owner Glenn Leest Senior I…
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In this episode Bill Baker and Glenn Leest discuss year end tax planning for Small Business owner and Self Employed Individuals. Why it is important to have a plan for your taxes come the end of the year Why having your investment advisor and Tax Person on the same page or Team can benefit you The most under utilized investment tool The most under …
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In this episode Bill Baker and Glenn Leest discuss year end tax planning for Small Business owner and Self Employed Individuals. •Enrolled Agent Vs Certified Public Accountant •Why having your investment advisor and Tax Person on the same page or Team can benefit you •Why a Solo 401k plan is a great tool for Self Employed or owner only companies • …
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In this episode Glenn Leest interviews Ben Jacobsen of IDX digital assets. We talk about cryptocurrencies and the current state they are in. We also discuss: •What is Bitcoin? •What is the Block Chain? •More information and thoughts surrounding the FTX bankruptcy •Applications thatthese technologies have today and what could they look like in the f…
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Investing in your physical and mental health part 2 of 2 In this episode Glenn Leest and Jeff Oravitz talk with Glenn's guest Casey Dubravcic about investing in your mental health. Casey is a Psychiatric Mental Health Nurse Practitioner (PMHNP). In this Episode we discuss: •Why is investing in your mental health crucial to your career development •…
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In this episode Glenn Leest and Jeff Oravitz talk with Glenn's guest Casey Dubravcic about investing in your mental health. Casey is a Psychiatric Mental Health Nurse Practitioner (PMHNP). In this Episode we discuss: · Which areas of your life can be impacted when your mental health is struggling · Nationwide mental health stats in America and idea…
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In this episode Glenn talk about some of the reasons he got into the industry as well as the thing he enjoys most about this line of work. Helping Clients reach their goals Time Flexibility Creative control on Marketing Monetary Rewards Interacting with lots of different people Being to use my brains and not my bronze Building Relationships Glenn L…
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In this Episode Glenn Leest talks about the challenges of being a financial advisor. Why this industry has over a 90% wash out rate within the first 5 years. Some of the challenges include: 1. Rejection Rate, why your going to hear a whole lot 2. Number of people you need to talk to 3. Marketing yourself and company effectively 4. Being able to exp…
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In this episode, Glenn breaks down the procedure that occurs when transferring a client's investments over to the beneficiary as well as what happens to the estate when they pass away. The process that happens when transferring investments over to a beneficiary The process that happens when transferring investments over to the spouse How this impac…
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In this episode Glenn Leest gives an account of almost dying due to a severe bacterial and viral infection about 2 weeks ago. Glenn spent 4 days in the ICU at FMC and was out of the office for almost 2 weeks. What caused the infection and why was it so dangerous. My airway swelling almost completely shut My experience at FMC and why I am thankful t…
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In this episode Glenn Leest and Cody Harmon (Glenn's Adviser Assistant) talk about what it like to be a financial adviser. Is what Cody is learning in his financial degree applicable to the everyday work as an investment adviser? What are the exciting parts of this job? What are things that were explained in School about being an Adviser? What are …
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In This episode I talk with Wendy Thompson of Absolute Tax & Financial Solutions. Part 2 of 2 We discuss: •Deadlines for setting up employer sponsored retirement plans •Depreciation or mileage for work vehicles? •Why credits are better than deductions •Should your company be a sole proprietor, LLC, C-Corp or S-Corp? •Employee Retention Tax Credit A…
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In This episode I talk with Wendy Thompson of Absolute Tax & Financial Solutions. We discuss: •Important year end items that Business owners need to thing about •Deduction vs Credit – Which one is better? •Should your company be a sole proprietor, LLC, C-Corp or S-Corp? •What are some of the differences between the tax structures and how does it im…
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Glenn’s First house renovation project updates. Where are we at in the process and what does the next 3-4 months look like? What is a renovation loan? What resources have been helpful for me during this process? How to pencil out if the project will be successful or not. What things are out of our control and what things can we control in a project…
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In this episode Glenn Leest talks about the importance of emotional intelligence in the workplace. Enjoy! Emotional Intelligence Emotional intelligence is defined as the ability to understand and manage your own emotions, as well as recognize and influence the emotions of those around you. The term was first coined in 1990 by researchers John Mayer…
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In this episode Bill Baker and Glenn Leest discuss tax subsidies, credits, deductions and how policy shapes behavior. •How the Earned Income Tax Credit has impacted our culture •How college Tax Credits in the late 90’s combined with changes to the student loan program led to a proliferation of college enrollments •If you want less or something, tax…
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In this mini episode I give a quick market update on upcoming events and how they may effect the stock market, real estate market and the economy. Mid-Term Elections Federal Reserve Pace for raising interest rates Holiday spending Domestic Energy policies Glenn Leest Senior Investment Advisor WT Wealth Management 928-225-2474 Thanks for joining us …
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In this episode I talk with Pam Sculthorp of Bodybliss. Pam bought this business about 6 years ago and has been actively trying to grow and refine it. We talk about her experiences as a small business owner and her successes and challenges. This is a great episode for those wanting to know and learn more about what it is like running and managing a…
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This episode was recorded with Jeff Oravits and has some of the same content from “Intelligent Investing - Taxes - Their origin and misconceptions with Bill Baker of Granite Mountain Accounting” To start this series off we will look at: How Taxes came to be in the United States Where the power to tax comes from in the United States Who determines t…
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In this episode I ask Mike Casey a local CPA some of the most commonly asked tax questions. How can I reduce me tax bill? Retirement account contributions Health Savings Accounts Flexible Spending Accounts What kinds of deductions do I qualify for? (Individuals) What are the differences between marginal and effective tax rates? Which is better; a t…
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In this episode Glenn Leest talks about investing in people, Leadership 101 and the importance of building a world class team. Part 2 Doug Sweet joins us for this multi part series. Doug Sweet has extensive experience in leadership via his days in the military, the corporate world and ministry. Do you know your team and does your team know you? Wha…
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In this Episode Jacob Biliack (Of WT Wealth Management) and Glenn Leest discuss managing emotions during this challenging stock market. What things have been helpful when talking with clients to help them stay the course and be successful over the long haul? Why is having an emergency fund critical to your investing success Why is having the right …
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In this episode Glenn Leest talks with Bill Baker of Granite Mountain Accounting about taxes. To start this series off we will look at: How Taxes came to be in the United States Where the power to tax comes from in the United States Who determines tax changes in our country? If you want to propose changes our tax laws, who do you need to contact to…
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In this episode I talk about the first rental property the I (My wife and I) bought and the journey thus far. How I found the house, the buying process, renovations and more. I give an in depth account of how we were able to purchase the home and where we are at 30 days into the projection. Where to start? Creating a vision for the home Mapping out…
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In this episode Glenn Leest talks about investing in people, Leadership 101 and the importance of building a world class team. Doug Sweet joins us for this multi part series. Doug Sweet has extensive experience in leadership via his days in the military, the corporate world and ministry. We discuss the importance of strong leadership in any organiz…
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In today's episode Glenn covers baby steps 5,6, & 7 of the Financial Peace University. How to navigate which college savings plan to use. Why paying off your house early is a great idea. Why building wealth and being generous is enjoyable. Step 5: Save for College Funds By this step, you've paid off all debts (except the house) and started saving f…
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In today's episode Glenn covers the first 4 baby steps in the Dave Ramsey Financial Peace University. Glenn gives practical application as to how you can apply these steps according to the FPU principles. Dave Ramsey’s 7 Baby Steps: Baby Step 1: Save $1,000 in an emergency fund Baby Step 2: Pay off all debt (except your mortgage) using the debt sno…
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In this episode Glenn Leest has Amy Hammond who is an insurance specialist. We look at Cyber Security, Home Owners and Umbrella insurance. (Part 2) What are the basics of these insurances and what are things we need to pay attention to. Amy Hammond VIP Insurance Phone 480-696-6438 Thanks for joining us on Intelligent Investing with Glenn Leest! You…
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Intelligent Investing 10.07.22 with Glenn Leest. Myth or Fact: Can the Stock Market Go to Zero? Gold or Stocks for long term growth? Offensive or Defense or both? Life Insurance Changes to our client investments: Inverse ETF's Commodities Rotating from Growth to Value stocks Increasing cash positions Market direction for the next 12-18 Months Mid-T…
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In this bonus episode, Glenn shares his wild experience of owning and selling over 100,000 books before he was in the investment industry. This was Glenn and Breanna Leest's first business venture together as a married couple in late 2010. Where did Glenn buy 100,000 Books? Where did he store them? How did he sell all those books? Why did he decide…
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