Intelligent Investing with Glenn Leest

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 ideas of why it is a growing probl...

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 Leest Senior Investment Adviser WT Wealth Managem...

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 explain complicated financial...

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 impacts the estate  Does the will take precedenc...

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 to all who helped administer care at the hospital....

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 the most important areas of focus in being a...

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 little about Absolute Tax & Financial So...

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 impact your taxes •Setting up Employer Sponsor...

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 like this?   Glenn Leest Senior Investment Adv...

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 and Peter Salovey, but was later...

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 it more •If you want more of something, tax it l...

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 on Intelligent Investing with Glenn Leest! Your g...

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 small business.  Pam and I discuss: Challenges wi...

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 tax changes in our country? If you want to prop...

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 tax credit or a tax deduction? Should I itemize or...

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? What is extreme ownership and how does that apply to...

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 time horizon important when looking at your inves...

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 communicate What is a progressive tax system? Why...

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 the floor plan and considerations Trying to unde...

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 organization What makes a good leader? Why having the ri...

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 for retirement. Next, it's time...

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 snowball method Baby Step 3: Save 3-6 months o...

 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! Your go-to source for navigating the complex worl...

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-Term Elections Inflation Interest Rate Glob...

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 to sell books while being a paramedic? What...