Intelligent Investing with Glenn Leest

In 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 important How to set expectations How to attract the right type of tenant/roommate Why you shouldn't assume and Why you should commun...

In 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 debt Save more Start Investing Been more persistent with his life go...

 In this Episode we talk with Billie Mcgraw a local Realtor about why it is so important to have a realtor you can trust National 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 stress Realtor's do so much more for you than you might expect.  What Billie does behind the scenes to help you be successful in bu...

In 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 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 world of finance and becoming an intell...

In 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 Leest Senior Investment Advisor 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...

In this episode I interview Gina Darlington who has extensive experience with rental properties, house flips, renovations, long term rentals and home buying through the auction process.  We share stories of doing house flips, finding cash to buy homes and whether or not to do local or out of state real estate deals.  We talk about buying mobile homes, stick built homes, apartment complex and even...

What 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 Leest Senior Investment Advisor 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 intelligen...

In 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 Steps BABY STEP 1 – Save $1,000 to start an emergency fund BABY STEP 2 – Pay off all debt using the debt s...

In 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's Things to know about IUL and who they are not a good fit for. Glenn Leest 928-225-2474 intelligentinvesting@wtwealthmanagement.com Thanks for joining us on Intelligent Investing with Glen...

In this episode I have Mike Casey a local CPA speak about his experience in both working for and with the IRS. What divisions did he work in? What were some of the most common tax problems that small businesses faced? What are the 87,000 new tax agents tasked with doing? What is the role and function of the IRS and why does it matter? All this and more in this episode. Mike Casey West Christensen...

In 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 property Short term rental and long term rental differences How to operate your rental like a business and removing emotion from the equation Pros and Cons of each rental type Billie Mcgraw Billie@billiemcgraw....

Glenn Leest with WT Wealth Management Billie Mcgraw  928-699-4513 Billie@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. -Glenn Thanks fo...

Glenn Secrets to Financial Success Part 3 of 3 1)      Before we talk about traditional investments, are there areas we should focus and invest in? Our Physical Health Relationships Skills and Abilities Giving Back Hobbies and extracurricular activities Our life goals (What have you always wanted to do or see?) Education 2)      How you evaluate risk and why is never taking a risk the biggest risk...

Glenn Secrets to Financial Success Part 2 of 3 1)     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...

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 Management Office Phone: (928) 225-2474 Office Email: intelligentinvesting@wtwealthmanage...

Glenn’s Finance 101 –  Financial Success Advice Section 1 – Goals, Visions & Reflection 1.      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.     ...

Glenn Leest talks with Shane Therrien about Real Estate, Digital Assets and artificial intelligence Shane 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 di...

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...

Listen to our bonus episode where we talk behind the scenes with IDX Digital Assets.  Ben McMillian - Chief Investment Officer of IDX Ben Jacobson - Managing partner of IDX Glenn 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 inves...

 Ben McMillian - Chief Investment Officer of IDX Ben Jacobson - Managing partner of IDX Glenn Leest - Senior Investment Adviser with WT Wealth Management In 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 spac...

Ben McMillian - Chief Investment Officer of IDX Ben Jacobson - Managing partner of IDX Glenn Leest - Senior Investment Adviser with WT Wealth Management In 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 navi...

II 35 - Inflation, Government Regulations, Taxes and their affect on free markets This 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 c...

II34 - Supply/Demand, Origins of Inflation - Economic Principles Supply and Demand What is Supply and Demand at its most basic level supply 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...

 Commonly asked investing questions Part 2  Glenn Leest - Senior Investment Advisor Cody Harmon - Advisor Assistant Jeff 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 join...

Commonly asked investing questions Part 1  Glenn Leest - Senior Investment Advisor Cody Harmon - Advisor Assistant Jeff 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...