Intelligent Investing with Glenn Leest

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 unforgettable phenomena like the Tickle Me Elm...

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, inflation, and the U.S. dollar's status as the...

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 infiltration into industries, and the pr...

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 the double-edged sword of this system, exploring...

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, illustrating the stark differences outcomes based on w...

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 your greatest asset.   The episode features e...

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 to where he is today and why the pa...

 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 co...

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 a conversation for everyone intrigued...

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 represent trillions of dollars in assets.   Th...

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 e...

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. ·         The use of gold has evolved over t...

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 commodities and what are some that peopl...

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 informed. An informed investor is usuall...

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 money and why it is happening.   2.      Wh...

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 leave working with my advisor in a way that is ru...

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 reasonable expectations when working with an investment...

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 portfolio down? Isn't there something...

 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 types of concerns have you been seeing...

  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...

 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 Investment Adviser   WT Wealth Management  ...

 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...

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  • Scenarios of how the solo 401k can help. R...

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 future •Overall thoughts about the digital assets...

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 •What benefits has Casey seen with the medica...