80 episodes

This podcast covers all topics related to Investing with Glenn Leest.Glenn Leest is a senior investment adviser with WT Wealth Management based out of Flagstaff Arizona. He has been in the investing industry for almost 10 years. He likes to interview guests from a multitude of backgrounds including real estate, equities, digital assets, tax professionals, estate planning attorneys, life insurance specialists, CEO's of companies and those who with wisdom in the investing world. Glenn's goal is to help you become a better, more intelligent investor.

Intelligent Investing with Glenn Leest Glenn Leest

    • Education

This podcast covers all topics related to Investing with Glenn Leest.Glenn Leest is a senior investment adviser with WT Wealth Management based out of Flagstaff Arizona. He has been in the investing industry for almost 10 years. He likes to interview guests from a multitude of backgrounds including real estate, equities, digital assets, tax professionals, estate planning attorneys, life insurance specialists, CEO's of companies and those who with wisdom in the investing world. Glenn's goal is to help you become a better, more intelligent investor.

    Intelligent Investing #63 - Investing in your Mental Health with Casey Dubravcic

    Intelligent Investing #63 - Investing in your Mental Health with Casey Dubravcic

    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 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 you might think
    ·        What prompted Glenn to start investing in his own mental health and the positive impact its has had on his career, relationships, health and over perspective in life
    ·        Some of the services that Casey’s clinic offers and why they can greatly speed up the healing process for certain mental health concerns

    Casey and Jill Dubravcic have a clinic specializes in helping Depression, OCD, Substance Abuse, Anxiety, PTSD, Bipolar and Chronic Pain treatment through medically assisted Ketamine infusions.  You can learn more about the services Casey offers and learn more about some of the new and exciting developments in the mental health field.


     Casey Dubravcic - Psychiatric Mental Health Nurse Practitioner (PMHNP)
    https://revitalizeketamine.com/
    https://revitalizeketamine.com/about/
    https://revitalizeketamine.com/contact-us/
    1800 South Milton Road, Suite 26, Flagstaff, AZ, 86001
    Office Number for the clinic: (928) 440-8762
     
     
     
    Glenn Leest
    Senior Investment Advisor
    WT Wealth Management
    (928) 225-2474 Office
    INTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COM

    • 24 min
    Intelligent Investing # 62 - Glenn's Favorite Part of Being a Financial Adviser

    Intelligent Investing # 62 - Glenn's Favorite Part of Being a Financial Adviser

    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 goalsTime  FlexibilityCreative control on MarketingMonetary RewardsInteracting with lots of different peopleBeing to use my brains and not my bronzeBuilding RelationshipsGlenn Leest
    Senior Investment Adviser
    WT Wealth Management
    928-225-2474 Office
    INTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COM

    • 26 min
    Intelligent Investing #61 - Challeges of being a financial adviser. Why this industry is one of the most difficult to succeed in

    Intelligent Investing #61 - Challeges of being a financial adviser. Why this industry is one of the most difficult to succeed in

    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 subjects in an understandable manner
    5.       Asking for people’s business
    6.       The financial strain of the first few years. Its hard to survive when you make little to no money in the first couple of years
     
    Glenn Leest
    Senior Investment Adviser
    WT Wealth Management
    Office 928-225-2474
    INTELLIGENTINVESTING@WTWEALTHMANAGEMENT.COM

    • 19 min
    Intelligent Investing #60 - Glenn Leest, What happens to a client's investments when they pass away?

    Intelligent 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? 

    • 20 min
    Glenn's Near Death Experience From The Other Week

    Glenn's Near Death Experience From The Other Week

    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 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 her Daddy.Why this near death experience helped me shift my perspective on the things that matters most in life.Cody and I also talk about interest rates and their impact on home buyersWhy our high cost of energy is compounding our inflation issues.We also talk about how policies affect the economyFlagstaff minimum wage is going to $16.80 in Jan of 2023. What impact will higher wages have on our community, cost of living and food prices?Glenn Leest
    Senior Investment Adviser
    928-225-2474 Office
    GLEEST@WTWEALTHMANAGEMENT.COM

    • 36 min
    Intelligent Investing #59 - Cody Harmon and Glenn Leest, what is it like to be a financial advisor

    Intelligent Investing #59 - Cody Harmon and Glenn Leest, what is it like to be a financial advisor

    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 financial Adviser?Marketing, Communication and relationship building. Why these three areas are of utmost importance to success in the industry.

    • 26 min

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