Intelligent Investing with Glenn Leest

In 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 markets 2) Discounted stoc...

The Federal Reserve Part 2 Glenn Leest - Senior Investment Adviser at WT Wealth Management John Heilner - Chief Investment Officer at WT Wealth Management 1)     What are some ways the Federal reserve can affect unemployment and inflation through monetary policy?  Overnight Fed Funds Rate This is the rate the Federal Reserve charges to lend money to the government and banks overnight Overnight rat...

The Federal Reserve Part 1 1)     Let’s talk about the federal reserve. What is it, why was it created and what purpose does it seek to accomplish?   2)     When was the reserve was it created and why? Banks needed a source of emergency reserves to prevent the panics and resulting runs from driving them out of business. A particularly severe panic in 1907 resulted in bank runs that wreaked havoc o...

Intelligent Investing #29 - Inflation, PPI & Defensive names Glenn Leest - Senior Investment Advisor Cody Harmon - Advisor Assistant Jeff Oravitz - Host 1)     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. ...

Intelligent Investing #28 - Commodities, Rising Interest Rates and Alternative Investment Options  Glenn Leest - Senior Investment Advisor Cody Harmon - Advisor  Assistant 1)     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 doin...

In this episode Glenn Leest and Erin Lockward cover Indexed Universal Life Insurance products. Indexed Universal Life Who 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...

In this episode Glenn Leest and Erin Lockward cover the basics of Cash Value (Whole Life) Insurance products. Whole/Cash Value Life Insurance Policies 1.      Life Insurance Coverage for entire life o   Life Insurance coverage lasts for whole life o   Premiums are higher to start, but don’t increase over time o   Don’t have to re qualify  o   Health can decline, but premiums don’t change. o   Term...

In 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 financi...

In 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 Leest Senior Investment Advisor WT Wealth Manageme...

Investing 101 Series - Part 2 In 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...

Investing 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 investi...

In 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...

In 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 Inflation What are some investment vehicles that can help you stay ahead of inflation? 1) Stocks 2) Real Estate 3) Commodities 4) Cryptocurrencies (For those who have the risk appetite) How volatile is the stock market?   How has it performed in relation...

This 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 Insurance Important 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 Li...

In this episode Glenn explores the importance of investing in ourselves. Why soft skills are so important, working with family and overall business wisdom.  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 futur...

In 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...

In this episode we will cover Industries that Glenn thinks are poised for Growth and Glenn's thoughts on the real estate market. Also we will look at Glenn's game plan for navigating the 2022 year in the markets 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...

In this episode, Glenn Leest explores what he believes are some important investing behaviors and also covers some of his favorite companies/technologies. 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....

In this episode Glenn will cover the market volatility in 2022 and how he believe you can best position yourself to be successful during tough market conditions.  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...

In this episode Glenn Leest will cover some investing mistakes he has seen people make and also will cover those claims that sound too good to be true. 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. Co...

In this episode, Glenn Leest will cover some areas he believes will help investors stay ahead of rising inflation. Also he will cover why money in the bank may not be the best long term investment. Why does Glenn refer to too much money in the bank as going broke safely? Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance a...

In this episode Glenn Leest explores portfolio allocations, and his thoughts on bond yields moving forward. 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 Leest Senior Investment...

In this episode Glenn Leest will cover some investing ideas for small business owners, ESG Funds and some new areas of interest for his Investment Research Division.  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 finan...

In this episode Glenn Leest will cover the basics of what is a CD and a Money market. We will also cover what are your options for those retirement plans that you had from an old employer.  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 commi...

In this episode Glenn Leest will cover the Robinhood stock trading app. What does it do, what we should know about it and is it truly free trading. Why Glenn thinks that commission free trading may not be all its cracked up to be.  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...