Shows
Intelligent Investing with Glenn LeestIntelligent Investing, Glenn Leest, Understanding Supply and Demand and Their Impact on Daily LifeEver 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 unforgettable phenomena like the Tickle Me Elmo and Beanie Babies crazes. Plus, we'll explore the pandemic-induced supply chain disruptions, and why learning practical trades might just be your best bet in a world increasingly dominated by automation and AI.
2024-09-2424 minIntelligent Investing with Glenn LeestIntelligent Investing, Glenn Leest, Navigating America's Debt Crisis and Protecting Your WealthIs 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, inflation, and the U.S. dollar's status as the world's reserve currency. We don't shy away from critiquing the current administration’s fiscal strategies, especially in light of the startling fact that 40% of all circulated money was printed during the pandemic. These revelations could have significant consequences for the future st...
2024-09-2421 minIntelligent Investing with Glenn LeestIntelligent Investing with Glenn Leest: AI Revolution and Its Market Implications Amidst Election Year PoliticsEmbark 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 infiltration into industries, and the profound effects these advancements could have on your job, your creativity, and even your family time. We're not just analysts with charts; we're soothsayers at the cutting edge, forecasting how today's tech marvels might shape our tomorrows.
2024-04-0324 minIntelligent Investing with Glenn LeestIntelligent Investing with Glenn Leest: Unveiling the Intricacies of the US Banking System and the Rise of Digital CurrenciesPrepare 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 the double-edged sword of this system, exploring both its role as an economic catalyst and its inherent risks as recent banking events have shown. As interest rates climb, we'll help you grasp the repercussions on the investments that are the bedrock...
2024-03-0825 minIntelligent Investing with Glenn LeestBuilding a Solid Financial Foundation with Insights from Glenn LeestUnlock 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, illustrating the stark differences outcomes based on when and how much you begin with. He also demystifies the allure of being part of colossal companies like Amazon and provides down-to-earth advice for burgeoning investors and parents alike. Embrace the philosophy of patient, long-term investment tactics, and...
2024-01-2621 minIntelligent Investing with Glenn LeestIntelligent Investing #78 Glenn Leest, Investing in your Mental Health with Casey DubravcicJoin 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 your greatest asset. The episode features expert insights, personal stories, and practical advice on nurturing and enhancing your mental well-being. We delve into mindfulness practices, stress management, and strategies for maintaining a positive outlook, emphasizing that investing in your...
2023-11-0224 minIntelligent Investing with Glenn LeestIntelligent Investing #77 Glenn Leest, How Glenn became an Financial Advisor & How to be an Intelligent InvestorIn 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 to where he is today and why the path to becoming an intelligent investor is so important for your financial future. Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for n...
2023-10-0916 minIntelligent Investing with Glenn LeestIntelligent Investing #76 Glenn Leest, Evolution of artificial IntelligenceIn 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 a conversation for everyone intrigued by the ever-widening reach of AI across industries. Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and you...
2023-10-0922 minIntelligent Investing with Glenn LeestIntelligent Investing #75 Glenn Leest, The Basics of Artificial Intelligence 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 aficionados or finance professionals; it's a conversation for everyone intrigued by the ever-widening reach of AI across industries. Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appr...
2023-10-0931 minIntelligent Investing with Glenn LeestIntelligent Investing #74 Glenn Leest, The Origins of ESGThe 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 represent trillions of dollars in assets. The Principles for Responsible Investment (PRI) has played a significant factor in the development of ESG in the following ways:· Setting standards and guideline...
2023-10-0940 minIntelligent Investing with Glenn LeestIntelligent Investing #73 Glenn Leest, What is ESG?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 corporate governance structure, its executive compensation, and its transparency.How is ESG Measured? Climate change: This is one of the most important ESG factors, as it has the potential to have a significant impact o...
2023-10-0617 minIntelligent Investing with Glenn LeestIntelligent Investing #72 Glenn Leest, The Basics of Commodities Part 2Gold 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.· The use of gold has evolved over time, from its use as a currency and a symbol of wealth to its use in electronics, dentistry, and medical d...
2023-05-0624 minIntelligent Investing with Glenn LeestIntelligent Investing #71 Glenn Leest, The Basics of Commodities Part 1Commodities – Oil and Natural Gas1) 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 commodities and what are some that people are familiar with?OilNatural GasGoldSilverLithiumWheatSugarSoyTimberSteel · Commodities are raw materials or primary agricultural products that can be bought and sold in the marketpla...
2023-04-2925 minIntelligent Investing with Glenn LeestIntelligent Investing #71 Glenn Leest, The Federal ReserveThe Federal Reserve in More Detail1. 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 informed. An informed investor is usually a successful investor. 2. What is the Federal Reserve?a. The Federal Reserve System, also known as the "Fed"...
2023-04-2225 minIntelligent Investing with Glenn LeestIntelligent Investing #70 Glenn Leest, The US Banking System Part 1The US Banking System Part 11. 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 money and why it is happening. 2. What is the US Banking System? o The banking system is a network of...
2023-04-1825 minIntelligent Investing with Glenn LeestIntelligent Investing #69 Glenn Leest, Unhealthy and Healthy Expectations if you work with an Advisor Part 2 of 2Unhealthy 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 leave working with my advisor in a way that is rude or unprofessional, they should just deal with it. “It only business” “Don’t take it personally.”...
2023-03-1425 minIntelligent Investing with Glenn LeestIntelligent Investing #68 Glenn Leest, Unhealthy and Healthy Expectations if you work with an Advisor Part 1 of 2Unhealthy and healthy Expectations if you work with an Advisor Part 1 of 2Glenn, 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 reasonable expectations when working with an investment professional such as yourself?So, lets talk about some of the expectations that clients have had for you that maybe weren’t reasonable and what wo...
2023-03-1426 minIntelligent Investing with Glenn LeestIntelligent Investing #67 Glenn's Tips to being a Successful Investor in a Down Market The Do's and Do Nots Part 2 of 4In this episode Glenn explores tips to being a Successful Investor in a Down Market The Do's and Do Not's Part 2Glenn 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 up3) Why is my portfolio down? Isn't there something you can do to make it so it never has a temporary draw down4) I don't want to pay for investment management if m...
2023-02-1325 minIntelligent Investing with Glenn LeestIntelligent Investing #66 Glenn's Tips to being a Successful Investor in a Down Market The Do's and Do Nots Part 1 of 4 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 4Glenn 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 types of concerns have you been seeing lately?2) Should I move everything to cash?3) I only want to invest when stocks are going up4) Why is...
2023-02-0624 minIntelligent Investing with Glenn LeestIntelligent investing- Investing in Your own Small Buisness with Dr. Jesse Saul Part 2 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 having a vision The challenges of working with people Glenn’s favorite part about being a business owner Glenn Leest Senior Investment Adviser WT Wealth Management 928-225-2474 Office 813 North Beaver Street, Flagstaff, AZ...
2023-01-0725 minIntelligent Investing with Glenn LeestIntelligent investing- Investing in Your own Small Buisness with Dr. Jesse Saul 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 businessThe importance of building a strong team The most rewarding thing of being a small business owner Glenn Leest Senior Investment Adviser WT Wealth Management 928-225-2474 Office 813 North Beaver Street, Flagstaff, AZ 86001 Aspen Veterinary Clinic 7861 US-89, Flagstaff, AZ 86004928-526-2423info@aspenvetflagstaff.comThanks for jo...
2022-12-3123 minIntelligent Investing with Glenn LeestIntelligent Investing - Year End Tax Planning with Bill Baker Part 2 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 utilized tax benefit What are the deadlines for tax benefit contributions?The concerns for the 87,000 new IRS agents Glenn Leest Senior Investment Adviser WT Wealth Management 928-225-2474...
2022-12-2125 minIntelligent Investing with Glenn LeestIntelligent Investing - Year End Tax Planning with Bill BakerIn 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 • Scenarios of how the solo 401k can help. Real life examples •Differences between a solo 401k and a full 401k •AZ Tax Credits – Why this is a fantastic tool that you should be doing or...
2022-12-1725 minIntelligent Investing with Glenn LeestIntelligent Investing #65 with Ben Jacobsen of IDX Digital Assets - FTX bankruptcy details, present uses of these techonologies, future of cryptocurrencyIn 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 future•Overall thoughts about the digital assets spaceGlenn LeestSenior Investment AdvisorWT Wealth Management(928) 225-2474 OfficeINTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COMThanks for joining us on Intellig...
2022-12-1033 minIntelligent Investing with Glenn LeestIntelligent Investing #64 - Investing in your Mental Health with Casey Dubravcic Part 2 of 2Investing in your physical and mental health part 2 of 2In 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•What benefits has Casey seen with the medical interventions he is providing for clients. •Trauma, why is this something we need to discuss? •Doesn’t time heal all wounds? •If something traumatic happened to us growing up, d...
2022-12-1024 minIntelligent Investing with Glenn LeestIntelligent Investing #63 - Investing in your Mental Health with Casey Dubravcic part 1 of 2In 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 ideas of why it is a growing problem in Adults, Children, and teenagers· How Casey’s career went from being an ICU Nurse to now owning his clinic· Why investing in your mental health may be more significant than y...
2022-12-0324 minIntelligent Investing with Glenn LeestIntelligent Investing # 62 - Glenn's Favorite Part of Being a Financial AdviserIn 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 goalsTime FlexibilityCreative control on MarketingMonetary RewardsInteracting with lots of different peopleBeing to use my brains and not my bronzeBuilding RelationshipsGlenn LeestSenior Investment AdviserWT Wealth Management928-225-2474 OfficeINTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COMThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We...
2022-11-3026 minIntelligent Investing with Glenn LeestIntelligent Investing #61 - Challeges of being a financial adviser. Why this industry is one of the most difficult to succeed inIn 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 lot2. Number of people you need to talk to3. Marketing yourself and company effectively4. Being able to explain complicated financial subjects in an understandable manner5. Asking for people’s business6. The financial strain of the first few years. Its hard to survive when you make little to no money in the first c...
2022-11-3019 minIntelligent Investing with Glenn LeestIntelligent Investing #60 - Glenn Leest, What happens to a client's investments when they pass away?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 beneficiaryThe process that happens when transferring investments over to the spouse How this impacts the estate Does the will take precedence over the beneficiary? Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us a...
2022-11-2820 minIntelligent Investing with Glenn LeestGlenn's Near Death Experience From The Other WeekIn 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 shutMy experience at FMC and why I am thankful to all who helped administer care at the hospital. The entire team there was nothing short of amazing when it came to my care. My daughter drew a picture thanking everyone for taking care of h...
2022-11-2636 minIntelligent Investing with Glenn LeestIntelligent Investing #59 - Cody Harmon and Glenn Leest, what is it like to be a financial advisorIn 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 the most important areas of focus in being a financial Adviser?Marketing, Communication and relationship building. Why these three areas are of utmost importance to success in the industry.Thanks for joining us...
2022-11-2526 minIntelligent Investing with Glenn LeestGlenn’s First house renovation project updates 11.22.22Glenn’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 like this? Glenn LeestSenior Investment Adviser928-225-2474 OfficeINTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COM...
2022-11-2219 minIntelligent Investing with Glenn LeestIntelligent Investing #55 - Emotional Intelligence - 11.21.22 - Why understanding your Emotions is crucial to your successIn 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 and Peter Salovey, but was later popularized by psychologist Daniel Goleman Emotional Intelligence in Leadership 1. Self-awareness2. Self-regulation3. Motivation4. Empathy5. Social Skillshttps...
2022-11-2117 minIntelligent Investing with Glenn LeestIntelligent Investing #54 - Taxes with Bill BakerIn 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 it more•If you want more of something, tax it less•Have municipal subsidies to attract businesses been beneficial?•What are the pros and cons of offering tax subsidies and incentives to corporations?•How are businesse...
2022-11-0524 minIntelligent Investing with Glenn LeestMarket Update 10.31.2022 with Glenn LeestIn 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 ElectionsFederal Reserve Pace for raising interest ratesHoliday spendingDomestic Energy policies Glenn LeestSenior Investment AdvisorWT Wealth Management928-225-2474Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. C...
2022-10-3117 minIntelligent Investing with Glenn LeestIntelligent Investing #53 - Pam Sculthorp of BodyblissIn 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 small business. Pam and I discuss:Challenges with supply chain disruptionsFinding the right people to hire for her business in a small communityCreating a culture of excellence within her organizationHow to retain g...
2022-10-3151 minIntelligent Investing with Glenn LeestIntelligent Investing #52 - Taxes with Bill BakerThis 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 StatesWhere the power to tax comes from in the United StatesWho determines tax changes in our country?If you want to propose changes our tax laws, who do you need to contact to communicate is a progressive tax system?Why is this setup not effici...
2022-10-2925 minIntelligent Investing with Glenn LeestIntelligent Investing #51 - Commonly Asked Tax Questions with Mike CaseyIn 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 contributionsHealth Savings AccountsFlexible Spending AccountsWhat kinds of deductions do I qualify for? (Individuals)What are the differences between marginal and effective tax rates?Which is better; a tax credit or a tax deduction?Should I itemize or claim a standard deduction?What are some of the new tax law changes in 2022 and 2023? Glenn Leest Senior Investment Adviser WT Wealth Management Office (928) 225-2474Email: INTELLIGENTINVESTING@WTW...
2022-10-2845 minIntelligent Investing with Glenn LeestIntelligent Investing #50 - Investing in People & Leadership 101 Part 2In this episode Glenn Leest talks about investing in people, Leadership 101 and the importance of building a world class team. Part 2Doug 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?What is extreme ownership and how does that apply to leadership?Glenn and Doug’s top qualities of a strong leaderWhy having patience and giving yourself time before making decisions can help you avoid emotional responsesWhy being int...
2022-10-2225 minIntelligent Investing with Glenn LeestIntelligent Investing - Bonus Episode with Jacob Biliack Investment Adviser with WT Wealth ManagementIn 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 successWhy is having the right time horizon important when looking at your investment portfolioWhat are some practical tips to help you be a disciplined investorJacob and Glenn's market outlook over the next year and beyondWill raising interests rates negative impact consumer spending this holiday season?G...
2022-10-2119 minIntelligent Investing with Glenn LeestIntelligent Investing - Taxes - Their origin and misconceptions with Bill Baker of Granite Mountain AccountingIn 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 StatesWhere the power to tax comes from in the United StatesWho determines tax changes in our country?If you want to propose changes our tax laws, who do you need to contact to communicateWhat is a progressive tax system?Why is this setup not efficient for maximum economic productivityCommon Misconceptions about our tax systemGlenn LeestSenior Investment AdviserWT Wealth...
2022-10-2040 minIntelligent Investing with Glenn LeestGlenn's First Rental House Renovation - 30 Days into the project (Bonus Episode)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 homeMapping out the floor plan and considerationsTrying to understand what did I buy and what issues am I finding.Plumbing issuesDrywall and Fixture RemovalSupplies need to start doing the demolitionG...
2022-10-1933 minIntelligent Investing with Glenn LeestIntelligent Investing #49 - Investing in People & Leadership 101 Part 1In 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 organizationWhat makes a good leader?Why having the right leader can make or break an organizationHow to build a team and why that is critical for successWhy having dissension among leadership can fracture an entire organizationSome of Doug's F...
2022-10-1625 minIntelligent Investing with Glenn LeestIntelligent Investing 10.11.22 - Financial Peace University- Baby Steps 5-7 Dave RamseyIn 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 for retirement. Next, it's time to save for your children’s college expenses (that is, if they pass Algebra II and Chemistry). We recommend 529 college savings plans or ESAs (Education Savings Accounts).
2022-10-1321 minIntelligent Investing with Glenn LeestIntelligent Investing 10.10.22 - Financial Peace University- Baby Steps 1-4 Dave RamseyIn 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 fundBaby Step 2: Pay off all debt (except your mortgage) using the debt snowball methodBaby Step 3: Save 3-6 months of expenses in an emergency fundBaby Step 4: Invest 15% of your household income for retirementhttps://www.ramseysolutions.com/dave-ramsey-7-baby-steps
2022-10-1139 minIntelligent Investing with Glenn LeestIntelligent Investing #48- Playing A Good Defense with Insurance Guest Amy Hammond II 10.08.22 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 HammondVIP Insurance Phone 480-696-6438 Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with...
2022-10-0825 minIntelligent Investing with Glenn LeestIntelligent Investing 10.07.22 - Myth or Fact - Can the Stock Market Go to Zero? Gold or Stocks for long term growth? Offensive or Defense or both?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 InsuranceChanges to our client investments:Inverse ETF'sCommoditiesRotating from Growth to Value stocksIncreasing cash positionsMarket direction for the next 12-18 MonthsMid-Term ElectionsInflationInterest RateGlobal ConflictThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an...
2022-10-0848 minIntelligent Investing with Glenn LeestIntelligent Investing - Glenn bought 100,000 used books in 2010 - My Summertime Books an adventure in online book salesIn 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 to sell books while being a paramedic?What did Glenn learn about business during this 4 year venture?What does 100,000 books look like and why didn't Glenn open a brick and mortal...
2022-10-0529 minIntelligent Investing with Glenn LeestGlenn's Roomate Experiences and Property Management StoriesIn this Episode Glenn talks about being a property manager, subletting and finding good tenants/roommates.Glenn talks in detail about some of his bad roommate experiences and how it shaped the way he conduced business. Why setting the right expectations is so importantHow to set expectationsHow to attract the right type of tenant/roommateWhy you shouldn't assume andWhy you should communicate expectationsHow to create the right culture in your household-Glenn LeestThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world o...
2022-10-0524 minIntelligent Investing with Glenn LeestThings I wish I knew when I was Younger - Bonus Episode with Glenn LeestIn today's episode, Glenn reflects on things he would have done differently. Financially, what would Glenn have done differently if he could go back and do it over. Glenn shares his thoughts on what he wish he knew when he was younger and how a few changes would have made a big impact.Things Glenn would Change?Not get into debtSave moreStart InvestingBeen more persistent with his life goals and not giving up when things got challengingKnow how to better manage relationshipsThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to...
2022-10-0431 minIntelligent Investing with Glenn LeestBillie McGraw and Glenn Leest - Intelligent Investing 10.03.22 - Why having a Skilled Realtor in your corner will make all the difference In this Episode we talk with Billie Mcgraw a local Realtor about why it is so important to have a realtor you can trustNational Stats on For Sale By Owner Versus listing with a Realtor Why having the right Real Estate Agent will net you more money and save you stressRealtor's do so much more for you than you might expect. What Billie does behind the scenes to help you be successful in buying or selling your homeWhy all offers may not be the same even if they all are at the same price. Why the...
2022-10-0434 minIntelligent Investing with Glenn LeestIntelligent Investing #47 - Playing Good Defense with Insurance Guest Amy Hammond I 09.29.22In this episode Glenn Leest has Amy Hammond who is an insurance specialist. We look at Auto & Health insurance.What are the basics of these insurances and what are things we need to pay attention to.Amy HammondVIP Insurance Phone 480-696-6438Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:G...
2022-10-0123 minIntelligent Investing with Glenn Leest09.30.2022 Commodities, & Rising Interest Rates - Market UpdatesIn this episode Glenn Leest covers the rising commodities costs, the impact of higher interest rates and what investors can do during these difficult times.Glenn LeestSenior Investment AdvisorThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment AdvisorWT Wealth ManagementOffice Phone: (928) 225...
2022-10-0131 minIntelligent Investing with Glenn LeestSpecial Market Update 09.27.22 #46 - Changes we have made to Client Portfolios with WTWM in September 2022What changes have we made to our client portfolios in the last 3 weeks? Listen in for a market update of what we have done to be more defensive and opportunistic in our client portfolios.Glenn LeestSenior Investment AdvisorWT Wealth ManagementThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn...
2022-09-2808 minIntelligent Investing with Glenn LeestIntelligent Investing #45 - Bonus Episode with Glenn Leest - Dave Ramsey FPU basicsIn this episode Glenn Covers the first 6 baby steps of the Dave Ramsey Financial Peace University.Additionally Glenn talks about the impact that FPU has had in his own financial life and why he believes everyone can benefit from the wisdom of this program.Dave Ramsey's 7 Budgeting Baby StepsBABY STEP 1 – Save $1,000 to start an emergency fundBABY STEP 2 – Pay off all debt using the debt snowball methodBABY STEP 3 – Save 3 to 6 months of expenses for emergenciesBABY STEP 4 – Invest 15% of your hou...
2022-09-2646 minIntelligent Investing with Glenn LeestIntelligent Investing #44 - Bonus Episode with Erin Lockward Life insurance Expert - Indexed Universal Life Insurance Part 2In this episode, Erin Lockward and I look into more detail Indexed Universal Life Insurance. How do these policies work?What are the positives and negatives of IUL Policies?Real Life Applications of IUL'sThings to know about IUL and who they are not a good fit for.Glenn Leest928-225-2474intelligentinvesting@wtwealthmanagement.comThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us a...
2022-09-1339 minIntelligent Investing with Glenn LeestIntelligent Investing #42 - Bonus Episode with Billie McGraw - Investment Properties 09.12.22In this Episode we talk with Billie Mcgraw a local Realtor about investment properties. Things to consider, how to get started and how to manage risk.How to get qualified for an investment propertyShort term rental and long term rental differencesHow to operate your rental like a business and removing emotion from the equationPros and Cons of each rental typeBillie McgrawBillie@billiemcgraw.com928-699-4513Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex...
2022-09-1336 minIntelligent Investing with Glenn LeestIntelligent Investing #41 - Bonus Episode with Billie McGraw - First Time Home Buyers 09.02.22Glenn Leest with WT Wealth ManagementBillie Mcgraw 928-699-4513Billie@billiemcgraw.com In this Episode we talk about being a first time home buyer. Why owning real estate is a great asset and why you should strive to be a real estate owner if your aren't already. This is the first episode is on first time home ownership.The next part in the series investment properties.-GlennThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex wor...
2022-09-0333 minIntelligent Investing with Glenn LeestIntelligent Investing #40 9.02.22 - Glenns Financial Success Advice 3 of 3Glenn Secrets to Financial Success Part 3 of 31) Before we talk about traditional investments, are there areas we should focus and invest in?Our Physical HealthRelationshipsSkills and AbilitiesGiving BackHobbies and extracurricular activitiesOur life goals (What have you always wanted to do or see?)Education2) How you evaluate risk and why is never taking a risk the biggest risk of all when it comes to financial success?3) Accountability – Why do you believe that having someone to be accountable to is crucial when it comes to financial success?4) ...
2022-08-2720 minIntelligent Investing with Glenn LeestIntelligent Investing #39 08.27.22 - Glenns Financial Success Advice 2 of 3Glenn Secrets to Financial Success Part 2 of 31) How important is having a budget? Why is this a crucial part of financial success?2) How should we view debt? Is there such a thing as good debt and bad debt?3) Which bad debts should we pay off first?4) Saving – Where should we start?5) Why should be excited about saving each month?6) Should we focus on enjoying today or should we postpone enjoyment for the future?7) When should we start investing? And why is it vital we be good savers befor...
2022-08-2621 minIntelligent Investing with Glenn LeestIntelligent Investing Bonus Episode - Investing in our Health with Aaron HammondThanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment AdvisorWT Wealth ManagementOffice Phone: (928) 225-2474 OfficeEmail: intelligentinvesting@wtwealthmanagement.com Website: https://www.wtwealthmanagement.com/team/glenn-leestInstagram: https://www.instagram.com/intelligentinvestingwithglenn/Facebook: https://www.facebook.com/GlennLeestIntelligentInvesting/YouTube: https://youtube...
2022-08-1928 minIntelligent Investing with Glenn LeestIntelligent Investing #38 08.12.22 - Glenns Financial Success Advice 1 of 3Glenn’s Finance 101 – Financial Success AdviceSection 1 – Goals, Visions & Reflection1. Goals - Why is it important to have a clear goal(s) when it comes to your financial life? 2. Vision – What do you mean by having a vision? Is that like a vision statement, but for your financial life?3. Where do you start? Retirement? College Savings for Kids? Paying off Debt? 4. Following up with the previous question, how do your prioritize these goals? If I came in and sat down to talk with you a...
2022-08-1520 minIntelligent Investing with Glenn LeestBonus Episode 08.05.22 - Glenn Leest and Shane TherrienGlenn Leest talks with Shane Therrien about Real Estate, Digital Assets and artificial intelligenceShane Therrien is an author, husband, entrepreneur, leader in business, Real estate enthusiast, Cryptocurrency student and long time friend to Glenn Leest.Topics:Glenn and Shane talk about the rapidly changing real estate market in both Flagstaff and Phoenix Arizona.Discussion of the future of digital assets, their applications, downside and potential.Will artificial intelligence disrupt our society? For better or for worse?How will our society cope if 10-15% of the work force is replaced with automation and what...
2022-08-1544 minIntelligent Investing with Glenn LeestBonus Episode 08.08.22 - Glenn Leest and Dave Johnson (President of WT Wealth Management)In this bonus episode I interview Dave Johnson of WT Wealth Management. Dave Johnson is the President and Chief Compliance Officer of WT Wealth Management.Dave oversees over 7 resorts and properties of Western Trust in the United States and Canada.Glenn and Dave discuss:· Travel trends post pandemic· New challenges within the labor market and how it has affected their industry· Canada and United States tourism; has there been any trends or travel differences between the two countries?· How WT Wealth Management came to be and some of the exciting...
2022-08-1144 minIntelligent Investing with Glenn LeestBonus episode - Behind the Scenes with IDX Digital AssetsListen to our bonus episode where we talk behind the scenes with IDX Digital Assets. Ben McMillian - Chief Investment Officer of IDXBen Jacobson - Managing partner of IDXGlenn Leest - Senior Investment Adviser with WT Wealth Management Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment Ad...
2022-08-0632 minIntelligent Investing with Glenn LeestIntelligent Investing #37 - Bitcoin 101 with IDX part 2 Ben McMillian - Chief Investment Officer of IDXBen Jacobson - Managing partner of IDXGlenn Leest - Senior Investment Adviser with WT Wealth ManagementIn this episode we cover:What is the future of Block Chain?What applications does this technology have?What are some concerns about Cryptocurrency and how to navigate?Things to consider and educate ourselves about before diving into this space.Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and b...
2022-08-0522 minIntelligent Investing with Glenn LeestIntelligent Investing #36 - Bitcoin 101 with IDX part 1Ben McMillian - Chief Investment Officer of IDXBen Jacobson - Managing partner of IDXGlenn Leest - Senior Investment Adviser with WT Wealth ManagementIn this episode we cover:What is Bitcoin?When did it start?What is the Block Chain?How does the Block Chain work and what are some ways it is used now?Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust...
2022-08-0120 minIntelligent Investing with Glenn LeestIntelligent Investing #35 - Inflation, Government Regulations, Taxes and their affect on free marketsII 35 - Inflation, Government Regulations, Taxes and their affect on free marketsThis week we continue from last week and explore how Government regulation, subsidies, taxes and other incentives affect the free markets.What impact does government subsidies have on different industries?How does government regulation impact sectors of the free market? Do they help? Do they hinder?The impact of corporate taxes on industry. Glenn's perspective on this issue may surprise you.Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating...
2022-07-2321 minIntelligent Investing with Glenn LeestIntelligent Investing #34- Supply/Demand, Origins of Inflation - Economic PrinciplesII34 - Supply/Demand, Origins of Inflation - Economic PrinciplesSupply and DemandWhat is Supply and Demand at its most basic levelsupply and demand, in economics, relationship between the quantity of a commodity that producers wish to sell at various prices and the quantity that consumers wish to buy. It is the main model of price determination used in economic theory. The price of a commodity is determined by the interaction of supply and demand in a market. The resulting price is referred to as the equilibrium price and represents an agreement between...
2022-07-1921 minIntelligent Investing with Glenn LeestIntelligent Investing #33 - Commonly asked investing questions Part 2 Commonly asked investing questions Part 2 Glenn Leest - Senior Investment AdvisorCody Harmon - Advisor AssistantJeff Oravitz - Host 1. What are some common types of investments? 2. The secret to making money in stocks? 3. What is dollar-cost averaging? 4. Invest for the long term? Why does this matter? 5. Why is diversification and strategic asset allocation so important? Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your...
2022-07-0921 minIntelligent Investing with Glenn LeestBonus Episode - Glenn Leest and John Heilner Behind the ScenesIn this bonus episode our listeners will get a chance to be a fly on the wall for some of our internal weekly investing discussions. Unscripted and authentic discussions from two professionals with over 50 years combined investing experience. (06.23.22)Glenn Leest (Senior Investment Advisor) and John Heilner (Chief Investment Officer) discuss: 1) Their thoughts on the markets2) Discounted stocks3) Talking with Clients and the struggles of the current market environment4) Interest Rates and the Fed5) Ways to take advantage of the current market sell off6) How we remain positive in light of th...
2022-07-0235 minIntelligent Investing with Glenn LeestIntelligent Investing #32 - Commonly asked investing questions Part 1Commonly asked investing questions Part 1 Glenn Leest - Senior Investment AdvisorCody Harmon - Advisor AssistantJeff Oravitz - Host 1. What is the difference between saving and investing? 2. Why should I invest? 3. When should I invest? 4. How do I invest? 5. How much should I invest? Tune in next week for the 2nd half of Commonly asked Investing Questions (Episode 33) Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We apprecia...
2022-07-0221 minIntelligent Investing with Glenn LeestIntelligent Investing #31 - The Federal Reserve Part 2The Federal Reserve Part 2Glenn Leest - Senior Investment Adviser at WT Wealth Management John Heilner - Chief Investment Officer at WT Wealth Management1) What are some ways the Federal reserve can affect unemployment and inflation through monetary policy? Overnight Fed Funds RateThis is the rate the Federal Reserve charges to lend money to the government and banks overnightOvernight rates are the rates at which banks lend funds to each other at the end of the day in the overnight market.The goal of these lending activities is t...
2022-06-2420 minIntelligent Investing with Glenn LeestIntelligent Investing #29 - Inflation, PPI & Defensive namesIntelligent Investing #29 - Inflation, PPI & Defensive namesGlenn Leest - Senior Investment AdvisorCody Harmon - Advisor AssistantJeff Oravitz - Host1) Inflation – Why is this the #1 economic issue we are facing today?a. Higher costs effect everyone. Period.b. Those most effected are who are on fixed income and in the lower economic brackets and or third world nations.c. Need to stop printing money and have more responsible fiscal policiesd. Genie is out of the bottle, now we must work through the inflationary environment.
2022-06-1120 minIntelligent Investing with Glenn LeestIntelligent Investing #28 - Commodities, Rising Interest Rates and Alternative Investment OptionsIntelligent Investing #28 - Commodities, Rising Interest Rates and Alternative Investment Options Glenn Leest - Senior Investment AdvisorCody Harmon - Advisor Assistant1) 2022 has been a tough year for a lot of areas in our world. Has there been any sectors that have done well in 2022, and if so, what are they? (Sector Analysis)a. Oil, Commodities, Pharma 2) What is WTWM doing in their portfolios to get exposure to the above sectors? a. (Mckesson, Mondolez, Coke, UNH, Southern Company, McDonalds) 3) Are there...
2022-06-0121 minIntelligent Investing with Glenn LeestIntelligent Investing #27- Indexed Universal Life InsuranceIn this episode Glenn Leest and Erin Lockward cover Indexed Universal Life Insurance products.Indexed Universal LifeWho is this policy a good fit for?· Can be used for those who want whole life insurance but also desires safe money management· Those who want a tax-free income stream in retirement· Can consistently fund for the first few years of the policy· Those who want growth on their money but don’t want to own stocks directly· Want downside protection with upside potential· Can be used by t...
2022-05-2521 minIntelligent Investing with Glenn LeestIntelligent Investing #26 - Cash Value Life Insurance (Whole Life)In this episode Glenn Leest and Erin Lockward cover the basics of Cash Value (Whole Life) Insurance products.Whole/Cash Value Life Insurance Policies1. Life Insurance Coverage for entire lifeo Life Insurance coverage lasts for whole lifeo Premiums are higher to start, but don’t increase over timeo Don’t have to re qualify o Health can decline, but premiums don’t change.o Term Coverage – Have to re qualify at the end of each term period o ...
2022-05-2321 minIntelligent Investing with Glenn LeestInvesting 101 Series - Part 4In this episode Glenn covers fees, investment styles and the fiduciary standard.Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment AdvisorWT Wealth ManagementOffice Phone: (928) 225-2474 OfficeEmail: intelligentinvesting@wtwealthmanagement.com Website: https://www.wtwealthmanagement.com/team/glenn-leestInstagram: https://www.instagram.com/intelligentinvestingwithglenn/...
2022-05-0620 minIntelligent Investing with Glenn LeestInvesting 101 Series - Part 3In this episode Glenn covers risk vs reward, investing time horizons, risk profiles of different investments and how to determine what is the right amount of risk. Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment AdvisorWT Wealth ManagementOffice Phone: (928) 225-2474 OfficeEmail: intelligentinvesting@wtwealthmanagement.com W...
2022-05-0620 minIntelligent Investing with Glenn LeestInvesting 101 Series - Part 2Investing 101 Series - Part 2In this episode Glenn Leest continues to explain investing terminology and also explores some other investing concepts.Let’s review some investing terminology:f. What are CD’S?g. What is a cryptocurrency?h. What are commodities?i. What about real Assets?How should an investor go about determining what percentage of their portfolio should be in each of the above-mentioned investments?What does risk mean and in relation to Investing? What is a good starting point for determining how much risk an investor should hav...
2022-04-2320 minIntelligent Investing with Glenn LeestInvesting 101 Series - Part 1Investing 101 Series – Episode 1 Glenn Leest covers the basics of Investing in this episode. He covers some investing terminology and the importance of learning more about investing. Where is a good place to start the investing conversation? Why is educating ourselves on investing so important? When is a good time to get started investing for those who are not already?Let’s review some investing terminology:a. What is a Stock?b. What is a Mutual Fund?c. What is a Bond?d. What is a REIT?e. What is an ETF?Th...
2022-04-1621 minIntelligent Investing with Glenn LeestInvesting In People and Investing PerspectivesIn this episode Glenn Leest covers some of his best investments (People), the challenges/rewards of doing so and overall investing perspectives. Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment AdvisorWT Wealth ManagementOffice Phone: (928) 225-2474 OfficeEmail: intelligentinvesting@wtwealthmanagement.com Website: https://www.wtwealthmanagement.com/t...
2022-04-0921 minIntelligent Investing with Glenn LeestStaying Ahead of Inflation & Market TrendsIn this episode, Glenn Leest will be covering how to stay ahead of inflation and how the stock market has performed since 2008.Staying Ahead of InflationWhat are some investment vehicles that can help you stay ahead of inflation?1) Stocks2) Real Estate3) Commodities4) Cryptocurrencies (For those who have the risk appetite)How volatile is the stock market? How has it performed in relation to all of the major world events that have happened since 2008?How often does the stock market produce a positive return?
2022-04-0321 minIntelligent Investing with Glenn LeestLife Insurance Series - Part 1This is a first in a multi part series exploring life insurance and the role it plays in our financial lives. Glenn Leest and Erin Lockward team up to cover the basics of life insurance in this episode. What are the types of Life InsuranceImportant things to consider when looking at life insurance.How much coverage do you need?How long should you have coverage?Things you wish you knew about Life Insurance 5 or 10 years agoThanks for joining us on Intelligent Investing with Glenn Leest! Your...
2022-04-0221 minIntelligent Investing with Glenn LeestDifferent types of retirement plans and how Glenn navigates policital questions in his practiceIn this episode Glenn Leest covers the different types of retirement plans and how they work. He will also cover how he navigates political questions in his practice and even some of his best investments over the years. Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future. Connect with Us:Glenn LeestSenior Investment AdvisorWT Wealth ManagementO...
2022-03-2621 min