Wes Young - Podcast Details

Shows

From Busy to Rich E179 — Tech-Powered Planning: Mind Vault MethodNobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked. In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable. You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting del...

2026-02-1826 min

From Busy To Rich E178 – Revolutionizing Your Health Journey with Dr. LamanskyIn this episode of “From Busy to Rich,” host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers. In today’s episode we will cover: Intersection of health, wellness, and entrepreneurship Transition from traditional medicine to preventive, data-driven health approaches Importance of personalized health strategies over conventional medical practices Time management and its impact on health and productivity Strategies for optimizing health for high-performing individuals Role of light e...

2026-02-1044 min

From Busy to Rich E178 — Revolutionizing Your Health Journey with Dr. LamanskyIn this episode of "From Busy to Rich," host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers. In today’s episode we will cover: Intersection of health, wellness, and entrepreneurship Transition from traditional medicine to preventive, data-driven health approaches Importance of personalized health strategies over conventional medical practices Time management and its impact on health and productivity Strategies for optimizing health for high-performing individuals Role of lig...

2026-02-1044 min

From Busy to Rich E177 — The New Client Experience: Direction - Tax Intelligence IntegrationNobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence. You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or bec...

2026-02-0326 min

From Busy To Rich E177 – The New Client Experience: Direction – Tax Intelligence IntegrationNobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence. You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or bec...

2026-02-0326 min

From Busy to Rich E176 — "Know Yourself”: Interview with Michael Scovel Part 2In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the "working genius" framework, leadership styles, and the balance between energizing ("get to") and necessary ("have to") tasks. In today’s episode we will cover: Self-awareness in professional roles. The concept of "working genius" and its impact. Differentiating between energizing tasks ("get to" tasks) and obligatory tasks ("have to" tasks). Leadership styles in financial ser...

2026-01-2721 min

From Busy To Rich E176 — “Know Yourself”: Interview with Michael Scovel Part 2In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the “working genius” framework, leadership styles, and the balance between energizing (“get to”) and necessary (“have to”) tasks. In today’s episode we will cover: Self-awareness in professional roles. The concept of “working genius” and its impact. Differentiating between energizing tasks (“get to” tasks) and obligatory tasks (“have to” tasks). Leadership styles in financial services: developers, recruiters, and pioneers. The significance of open communication between l...

2026-01-2721 min

From Busy to Rich E175 — The New Client Experience: Unlocking Generational PotentialWhat happens when business partners don’t plan for the unexpected? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow. Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pa...

2026-01-2023 min

From Busy To Rich E175 – The New Client Experience: Unlocking Generational PotentialWhat happens when business partners don’t plan for the unexpected? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow. Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pa...

2026-01-2023 min

From Busy To Rich E174 — Standing Out in the Crowd, With Michael Scovel Part 1In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced with humility—is crucial. In today’s episode we will cover: Strategies for preparing for meetings, including research. Handling unexpected situations during client interactions. Parallels between job interviews and client interviews in business. Importa...

2026-01-1344 min

From Busy to Rich E174 — Standing Out in the Crowd, With Michael Scovel Part 1In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced with humility—is crucial. In today’s episode we will cover: Strategies for preparing for meetings, including research. Handling unexpected situations during client interactions. Parallels between job interviews and client interviews in business. Impo...

2026-01-1344 min

From Busy to Rich E173 — The New Client Experience: Direction - Unleashing Human PotentialWhat happens after the estate plan is written? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage. Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team’s meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate dec...

2026-01-0629 min

From Busy To Rich E173 – The New Client Experience: Direction – Unleashing Human PotentialWhat happens after the estate plan is written? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage. Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team’s meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate dec...

2026-01-0629 min

From Busy To Rich E172 – The First Steps to Becoming a Better LeaderIn this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship. Listeners are also invited to access free resources from Steve’s institute. In today’s episode we will cover: Understanding unique strengths and weaknesses through archetypes Leadership levels and their significance in personal gro...

2025-12-3040 min

From Busy to Rich E172 — The First Steps to Becoming a Better LeaderIn this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship. Listeners are also invited to access free resources from Steve’s institute. In today’s episode we will cover: Understanding unique strengths and weaknesses through archetypes Leadership levels and their significance in personal...

2025-12-3040 min

From Busy To Rich E171- The New Client Experience: Direction – Increasing Family Bank VelocityWhat’s next after a client says “yes” to working with you? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload. What to expect: How to keep clients focused without overwhelming them The role of recurring meetings and strategy summaries Navigating fixed vs. variable assets in volatile markets Building client confidence through discipl...

2025-12-2327 min

From Busy to Rich E171 — The New Client Experience: Direction - Increasing Family Bank VelocityWhat’s next after a client says “yes” to working with you? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload. What to expect: How to keep clients focused without overwhelming them The role of recurring meetings and strategy summaries Navigating fixed vs. variable assets in volatile markets Building client confidence through discipline and simplic...

2025-12-2327 min

From Busy to Rich E170 — From NBA to Motivational Speaker Hall of Fame, with Walter BondIn this episode of "From Busy to Rich," host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the "peak performance code" through mindset, vision, and value creation. He urges financial advisors to shift from transactional work to building authentic relationships and becoming authorities in their field. Walter also highlights the power of networking, continuous learning, and breaking limiting mental loops to achieve breakthrough success in business and life. In today’s episode we...

2025-12-1634 min

From Busy To Rich E170 — From NBA to Motivational Speaker Hall of Fame, with Walter BondIn this episode of “From Busy to Rich,” host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the “peak performance code” through mindset, vision, and value creation. He urges financial advisors to shift from transactional work to building authentic relationships and becoming authorities in their field. Walter also highlights the power of networking, continuous learning, and breaking limiting mental loops to achieve breakthrough success in business and life. In today’s episode we will co...

2025-12-1634 min

From Busy to Rich E169 — The New Client Experience: ExpectationWhat makes a client stay, year after year? In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one. From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family legacies, Justin and Wes walk through how to deliver a transformational planning experience before the ink...

2025-12-0931 min

From Busy To Rich E169 – The New Client Experience: ExpectationWhat makes a client stay, year after year? In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one. From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family legacies, Justin and Wes walk through how to deliver a transformational planning experience before the ink...

2025-12-0931 min

From Busy To Rich E168 – From Average to Exceptional: Redefining Your Path in Financial AdvisoryIn this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes explains his coaching methods for new advisors, including self-review and recorded practice. In today’s episode we will cover: Sten’s journey into the financial advisory business and his initial challenges. The importance of self-awareness in personal and professi...

2025-12-0233 min

From Busy to Rich E168 — From Average to Exceptional: Redefining Your Path in Financial AdvisoryIn this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes explains his coaching methods for new advisors, including self-review and recorded practice. In today’s episode we will cover: Sten’s journey into the financial advisory business and his initial challenges. The importance of self-awareness in personal and professi...

2025-12-0233 min

From Busy to Rich E167 — The New Client Experience: LocationWhen you're lost, the first thing you look for is a red dot on a map that says: “You are here.” In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial meetings into transformational ones. They break down how to replace clunky fact-finding with engaging conversation, using psychology, clear language, and a four-part framework: welcome, common ground, healthy tension, and next steps. Whether you’re brand new to planning or a seasoned ad...

2025-11-2529 min

From Busy To Rich E167 – The New Client Experience: LocationWhen you’re lost, the first thing you look for is a red dot on a map that says: “You are here.” In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial meetings into transformational ones. They break down how to replace clunky fact-finding with engaging conversation, using psychology, clear language, and a four-part framework: welcome, common ground, healthy tension, and next steps. Whether you’re brand new to planning or a seasoned ad...

2025-11-2500 min

From Busy to Rich E166 — The Greatest Lessons in LeadershipIn this episode of "From Busy to Rich," host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and adapting to industry changes. The conversation also delves into personal stories of resilience, including his father’s recovery from a life-threatening illness. In today’s episode we will cover: Leadership and business decisions made during challenging times. Personal growth and resilience in the face of adversity. The importance of investing in oneself and others. Lessons learned from the bankruptcy and closure of Blockbuster stores...

2025-11-1836 min

From Busy To Rich E166 – The Greatest Lessons in LeadershipIn this episode of “From Busy to Rich,” host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and adapting to industry changes. The conversation also delves into personal stories of resilience, including his father’s recovery from a life-threatening illness. In today’s episode we will cover: Leadership and business decisions made during challenging times. Personal growth and resilience in the face of adversity. The importance of investing in oneself and others. Lessons learned from the bankruptcy and closure of Blockbuster stores. Fin...

2025-11-1836 min

From Busy to Rich E165 – The 4-Step Framework to Make Innovation StickSometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm. In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas inside your advisory business. It’s not about abandoning tradition or chasing the next shiny object; it’s about putting structure around innovation so your best ideas actually create results. By tuning in, you’ll gain insight into: The 4 distin...

2025-11-1127 min

From Busy To Rich E165 – The 4-Step Framework to Make Innovation StickSometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm. In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas inside your advisory business. It’s not about abandoning tradition or chasing the next shiny object; it’s about putting structure around innovation so your best ideas actually create results. By tuning in, you’ll gain insight into: The 4 distin...

2025-11-1127 min

From Busy to Rich E164 – From Side Hustle to Scaled Simplicity: Building Systems that ServeIn this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the "DoorDash for lawn care." The discussion covers the value of domain expertise, learning from customers, continuous improvement, and building strong teams and company culture. We will cover: The necessity of validating assumptions with real users early in the product development process. The balance between working in the business and working on the business for sustainable growth. T...

2025-11-0431 min

From Busy To Rich E164 – From Side Hustle to Scaled Simplicity: Building Systems that ServeIn this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the “DoorDash for lawn care.” The discussion covers the value of domain expertise, learning from customers, continuous improvement, and building strong teams and company culture. We will cover: The necessity of validating assumptions with real users early in the product development process. The balance between working in the business and working on the business for sustainable growth. The impo...

2025-11-0431 min

From Busy to Rich E163 - Balancing Act: Being Great At Your NormalThe temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth? In this episode of From Busy To Rich, host Wes Young and co-host Justin Lakin unpack the power and danger of habit. Through the lens of a cautionary tale about Blockbuster’s downfall and Netflix’s rise, they explore why financial advisors must actively challenge their status quo to stay relevant and fulfilled. Wes offers a powerful f...

2025-10-2836 min

From Busy To Rich E163 – Balancing Act: Being Great At Your NormalThe temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth? In this episode of From Busy To Rich, host Wes Young and co-host Justin Lakin unpack the power and danger of habit. Through the lens of a cautionary tale about Blockbuster’s downfall and Netflix’s rise, they explore why financial advisors must actively challenge their status quo to stay relevant and fulfilled. Wes offers a powerful f...

2025-10-2836 min

From Busy to Rich E162 – Untapped Opportunities with Business Owner, Author, CPA Mike JesowshekIn this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax Home software, emphasizing the importance of trusted, actionable guidance. They highlight how proactive tax planning can boost client profitability and advisor differentiation. In today’s episode we will cover: The importance of tax intelligence in fina...

2025-10-2129 min

From Busy To Rich E162 – Untapped Opportunities with Business Owner, Author, CPA Mike JesowshekIn this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax Home software, emphasizing the importance of trusted, actionable guidance. They highlight how proactive tax planning can boost client profitability and advisor differentiation. In today’s episode we will cover: The importance of tax intelligence in financi...

2025-10-2129 min

From Busy to Rich E161 – Unlocking The Unlived Life Within YouMost of us live two lives: the one we live, and the one we haven’t yet unlocked. In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the "unlived life" within each of us, inspired by Steven Pressfield’s The War of Art. Through personal stories, like Wes’s journey from a Blockbuster Video employee to a successful business leader, they illustrate how embracing the gap between where we are and where we want to be can fuel growth, happiness, and impact. Listeners will learn how to: Def...

2025-10-1423 min

From Busy To Rich E161 – Unlocking The Unlived Life Within YouMost of us live two lives: the one we live, and the one we haven’t yet unlocked. In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the “unlived life” within each of us, inspired by Steven Pressfield’s The War of Art. Through personal stories, like Wes’s journey from a Blockbuster Video employee to a successful business leader, they illustrate how embracing the gap between where we are and where we want to be can fuel growth, happiness, and impact. Listeners will learn how to: Define...

2025-10-1423 min

From Busy To Rich E160 – Interview with Dennis Moseley-Williams Part 2In this episode of “From Busy to Rich,” hosts Wes Young and guest Dennis Moseley-Williams continue to discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology like AI to enhance client engagement. He offers tailored advice for advisors at different career stages, emphasizing the importance of focusing on impactful activities, delegating effectively, and aligning business actions with personal and professional goals for lasting success. In today’s episode we will cover: Lev...

2025-10-0733 min

From Busy to Rich E160 – Interview with Dennis Moseley-Williams Part 2In this episode of "From Busy to Rich," hosts Wes Young and guest Dennis Moseley-Williams continue to discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology like AI to enhance client engagement. He offers tailored advice for advisors at different career stages, emphasizing the importance of focusing on impactful activities, delegating effectively, and aligning business actions with personal and professional goals for lasting success. In today’s episode we will cover: ...

2025-10-0733 min

From Busy To Rich E159 – From Electrician to Elite Advisory PracticeWhat does it take to build a life and a practice you don’t want to retire from? In this episode of the From Busy To Rich podcast, Wes Young and co-host Justin Lakin pull back the curtain on their own journey, sharing the pivotal moments, challenges, and catalysts that shaped their holistic, fee-based financial planning firm. Wes reflects on how he transitioned from a 24-year-old in electrical contracting to founding a remote-first financial practice that helps clients align time, talent, energy, and resources with their core values. From humble beginnings to a thriving 20-person tea...

2025-10-0127 min

From Busy to Rich E159 – From Electrician to Elite Advisory PracticeWhat does it take to build a life and a practice you don’t want to retire from? In this episode of the From Busy To Rich podcast, Wes Young and co-host Justin Lakin pull back the curtain on their own journey, sharing the pivotal moments, challenges, and catalysts that shaped their holistic, fee-based financial planning firm. Wes reflects on how he transitioned from a 24-year-old in electrical contracting to founding a remote-first financial practice that helps clients align time, talent, energy, and resources with their core values. From humble beginnings to a thriving 20-person tea...

2025-10-0127 min

From Busy to Rich E144 – Balancing Act: Ambition, Contentment, and the Role of Money in Our LivesClick here to watch the video version. In this episode of the From Busy to Rich Podcast, host Wes Young takes the stage at a live recorded speaking engagement, focusing on the series "Keep the Change," which explores the role of money in living a fulfilling life. Wes shares personal anecdotes and stories, emphasizing the gap between current circumstances and future aspirations. He discusses ambition, contentment, and faith, encouraging listeners to embrace their dreams while remaining grateful for the present. The episode aims to inspire personal growth and financial wisdom. In today’s episode we wil...

2025-06-1837 min

From Busy to Rich E139 – Pressure is a Privilege Part 1Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the transformative power of mindset for financial advisors. They emphasize shifting from a mindset of obligation—"I have to do this"—to one of opportunity—"I get to do this," enhancing motivation and joy in professional life. Wes shares his routine and the importance of preparation, while Justin reflects on viewing client meetings as valuable opportunities. They discuss managing unexpected tasks, structuring work seasons, and the impact of positive narratives, ultimately encouraging advisors to find fulfill...

2025-05-1430 min

From Busy to Rich E136 – Building a Rich Business Life Part 1Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin discuss the importance of effective time management and creating a balanced vision for life and business. They emphasize the need for a clear three-year vision, which can be reverse-engineered into actionable one-year and 90-day plans. They highlight the significance of a balanced calendar that includes both work and personal life elements. Wes introduces the "Peak Performance Path" tool to help outline and achieve these visions. The episode underscores that success is not just about being busy b...

2025-04-2326 min

From Busy to Rich E133 – Navigating Client EmotionsClick here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin discuss strategies for financial advisors to manage client emotions during market cycles and uncertainty. Justin emphasizes a proactive approach, while Wes young, highlights the importance of understanding clients' unique financial stories and long-term goals. They introduce the concept of a "family bank" to balance variable and fixed assets, helping clients stay focused during downturns. They underscore the need for financial advisors to educate and remind clients of their investment philosophies to foster confidence and informed decision-making. In...

2025-04-0232 min

From Busy to Rich E130 – Wes in the Hot Seat!Click here to watch the video version. In this episode of "From Busy to Rich," Justin interviews Wes with questions that have come in from our listeners and Transform Learning Series participants. They discuss transitioning to a fee-based planning model. Wes highlights the mental barriers advisors face when moving away from commission-based structures and emphasizes the value of charging for advice independently of assets managed. He underscores the importance of a structured planning process and the role of tax strategies in financial planning. Wes also shares insights on team dynamics, hiring practices, and the significance of clear...

2025-03-1242 min

From Busy to Rich E124 – “Killing Sacred Cows 2.0” with bestselling author Garrett GundersonClick here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his journey from running a successful financial firm to blending comedy with financial education. They highlight the importance of living a fulfilling life, holistic financial planning, and the concept of a "family bank" inspired by the Rockefeller method. Garrett emphasizes the value of giving before asking for help, creating rituals and traditions within families, and leveraging whole life insurance for long-term wealth and legacy.

2025-01-2949 min

From Busy to Rich E123 – Baking a Cake or Building a Company, Recipe for Success Part 3Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin discuss strategies for financial advisors to enhance business efficiency and quality of life. They introduce the "Mind Vault Method," a technique for preparing for client meetings by recording insights and agendas in advance. This method aims to save time, ensure consistency, and reduce stress. In today’s episode we will cover: Key ingredients for business success. High-value financial planning processes and overcoming client resistance. Introduction and explanation of the "Mind Vault Method" Benefits of t...

2025-01-2223 min

From Busy to Rich E122 – Baking a Cake or Building a Company, Recipe for Success Part 2Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore key elements for achieving business success in the financial advisory sector. Building on their previous discussion, they emphasize the importance of a high-value financial planning process. Wes introduces the concept of the "unlived life," highlighting the gap between clients' current and desired lives. He outlines a structured onboarding process with phases like Location, Expectation, Direction, and Execution to guide clients effectively. The episode underscores the need for personalized financial planning to help clients overcome resistance, ac...

2025-01-1536 min

From Busy to Rich E121 – Baking a Cake or Building a Company, A Recipe for SuccessClick here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the essential ingredients for business success, focusing on vision development and execution. They draw parallels between cooking and business, emphasizing the importance of having the right strategies in place. Wes outlines a structured approach to creating a three-year, one-year, and 90-day vision, stressing the need for clear, actionable goals. In today’s episode we will cover: Importance of mastering key ingredients for business success Vision development as a critical ingredient for success Structured app...

2025-01-0829 min

From Busy to Rich E120 – Core Ingredients for TransformationClick to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the essential processes and methodologies financial advisors need to enhance their practices and client relationships. Like baking a cake,, they emphasize the importance of having the right ingredients in the right proportions. Key topics include engaging clients through compelling conversations, transforming tax discussions, ensuring profitable practice growth, and developing a clear vision. In today’s episode we will cover: Enhancing client engagement and satisfaction through defined processes Designing a high-impact client journey for better clien...

2025-01-0129 min

From Busy to Rich E119 – The Psychology of Money, with YNAB founder Jesse MechamClick here to watch video version In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome Jesse Mecham, founder of YNAB (You Need A Budget). Jesse shares his journey from aspiring accountant to financial expert and entrepreneur. He emphasizes the importance of viewing money as a tool for achieving personal goals and reducing stress. The discussion covers Jesse’s entrepreneurial experiences, the significance of aligning spending with personal values, and the concept of "giving every dollar a job." Jesse also introduces his upcoming book, which aims to reshape how people think about mon...

2024-12-2532 min

From Busy to Rich E118 – Dancing with Risk!Click here to watch the video In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the theme of risk in both business and personal contexts. They discuss risk management strategies, emphasizing the importance of grounded optimism and preparedness. They highlight tools like assessments to reduce uncertainty in hiring and business growth. Collectively, they advocate for a balanced approach to risk, combining realistic assessments with strategic planning to navigate uncertainties and achieve growth. In today’s episode we will cover: The nature and omnipresence of risk in business and pe...

2024-12-1830 min

From Busy to Rich E117– Happy Habits of High-Performance PeopleClick here to watch the video version In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the "happy habits of high-performance people.". They discuss balancing ambition with gratitude and introduce the "macronutrients of happiness": enjoyment, satisfaction, and meaning. They introduce practical strategies to integrate these elements into daily routines, aiming to transform work from a burden into a fulfilling and joyful experience. In today’s episode we will cover: Happy habits of high-performance individuals Importance of enjoyment and satisfaction in work Balancing ambition with gratitude The macronutrients of ha...

2024-12-1136 min

From Busy to Rich E116 – The Greatest Secrets to Successful Leadership and EngagementClick here to watch the video version In this episode of "From Busy to Rich," host Wes Young welcomes Pastor Rob from Shoreline Church in Austin, Texas. The discussion focuses on leadership, engagement, and building a successful organization. Pastor Rob shares insights on the church's operations, emphasizing the importance of the whole team and the journey of establishing the church from scratch. They key in on the significance of initial hires, transitioning from sole proprietorship to organizational leadership, authenticity in leadership, and empowering team members. The episode offers valuable lessons for financial advisors and leaders on fostering...

2024-12-0436 min

From Busy to Rich E115 – How to Add Massive Value to Year-End PlanningClick here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life. In today’s episode we will cover: Year-end pla...

2024-11-2719 min

From Busy to Rich E114 – Why Crisis Can Be the Perfect Starting Point For SuccessClick to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin delve into guest Leslie Danford's inspiring journey of launching her health-focused beverage company, Vitaminis, amidst a number of converging challenges. Leslie, a mother of four, shares her motivations, challenges, and lessons learned in balancing family life with entrepreneurship. The discussion highlights the importance of execution over knowledge, overcoming self-doubt, and engaging with the community. Leslie's story emphasizes perseverance, responsible growth, and the significance of taking actionable steps despite uncertainties, offering valuable insights for aspiring entrepreneurs. In t...

2024-11-2024 min

From Busy to Rich E108 – Successful Change ManagementClick here to watch the video version In this episode of "From Busy to Rich," host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new...

2024-10-0924 min

From Busy to Rich E107 – Untapped Opportunity: Tax DanceClick here to watch the video version This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial advisors' practices, improve client relationships, and increase profitability. They also provide resources like the narrative checklist and recommend tools and podcasts to help advisors deepen their tax knowledge and better serve their clients. I...

2024-10-0223 min

From Busy to Rich E106 – Developing the Mindset to Never Lose, with Special Guest!Click here to watch the video version This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome guest Whitney Jurjevich, a former Marine turned successful business owner. Whitney shares his journey, emphasizing the importance of perseverance, learning from both highs and lows, and understanding one's value. He discusses the significance of having a clear vision in business and investing in personal development. The conversation highlights the necessity of continuous learning, mentorship, and taking actionable steps to achieve success. Whitney's story serves as an inspiration for listeners to embrace their own growth journeys.

2024-09-2535 min

From Busy to Rich E92 – Unleashing Business Potential: The Transform University ProgramIn this episode of "From Busy to Rich," host Andy and Wes introduce the Transform University program, created by Wes Young. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. Wes stresses the significance of embracing change, using the Blockbuster and Netflix story as an example. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. The episode provides valuable insights for advisors aiming...

2024-06-1927 min

From Busy to Rich S14E4 – 90,000 HoursIn this episode of "From Busy to Rich", Wes Young, a church volunteer, speaks to the congregation about the significance of work and navigating the gap between our current state and our aspirations. He emphasizes that work should be meaningful and contribute to a fulfilling life. Wes discusses the importance of setting both becoming and getting goals, and encourages listeners to dream and plan their future. In today’s episode we will cover: The concept of work and the significant amount of time people spend working in their lives The gap between where people are and wh...

2024-03-2036 min

From Busy to Rich S14E3 – 90,000 Hours: Your Story with Matthew ThompsonIn this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin welcome guest Matt Thompson from Northern Ireland. Matt discusses his expertise in storytelling and its relevance to financial advisors' work. They emphasize the importance of understanding clients' personal stories to provide tailored solutions. The conversation explores the parallels between Matt's storytelling approach and the advisory process, highlighting the value of curiosity and genuine interest in others' experiences. Matt also shares his passion for preserving family legacies through various mediums, underscoring the transformative power of stories. Click here to watch video version.

2024-03-131h 00

From Busy to Rich S14E2 – 90,000 Hours: Direction Determines DestinationIn this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the importance of setting clear life goals and understanding one's current position, akin to players on a football field. They stress the need for honesty in self-assessment, establishing clear intentions, and creating milestones. The conversation also covers the value of external advice and making choices that steer towards one's life goals, underscoring the significance of intentionality and proactive decision-making in life's journey. Click here to watch video version. In today’s episode we will cover: Importance of ha...

2024-03-0622 min

From Busy to Rich S14E1 – 90,000 Hours: Principle of the PathIn this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the portion of life spent on average working. A recent study revealed that on average a person will spend 90,000 hours working. They explore the importance of principles in work and life to maximize those hours. They discuss how leveraging principles can lead to success and satisfaction, while ignoring them can have detrimental effects. They stress the need to understand these truths to make the most of the 90,000 work hours in a lifetime. The episode also emphasizes the principle of the path, setting...

2024-02-2834 min

From Busy to Rich From Pagers to Planning: Interview with Silas ParkerIn this episode of "From Busy to Rich," we welcome special guest Silas Parker, a successful financial advisor, to share his journey and insights. Host Wes Young, who has trained many advisors including Silas, leads the discussion focused on Silas's evolution in the financial industry. Wes highlights Silas's ability to reinvent himself and adapt to change, which he believes is essential for growth. Silas, based in Austin, Texas, runs a primarily remote-based financial planning practice. He discusses his team structure, his approach to client relationships, and his business's growth. They delve into Silas's background, from selling pagers to becoming...

2024-02-1434 min

From Busy to Rich By Design versus Default!In this episode of "From Busy to Rich", host Wes Young speaks at an event for entrepreneurs, focusing on the theme of living life by design rather than by default. He emphasizes the importance of bridging the gap between current circumstances and future aspirations through faith, ambition, and balance. Young encourages setting a three-year vision, breaking it down into three-month milestones, and aligning daily actions with these goals. He advocates for gratitude and intentionality, and shares a reminder of finding peace in adversity. Click here to watch video version. In today’s episode we will co...

2024-02-0727 min

From Busy to Rich S13E3 - The Productivity Paradox: Closing Time!In this episode of the "From Busy to Rich" podcast, hosts Andy and Wes Young, along with Justin, delve into the concept of "closing time," which involves ending certain activities to foster personal and professional growth. They discuss the paradox of productivity, where stopping certain tasks can lead to increased productivity and advancement. The conversation touches on the resistance to change due to fear of loss and discomfort with the familiar. They emphasize the importance of ending behaviors that no longer serve us and the need to challenge inherited processes and norms. They also explore the significance of not...

2024-01-2435 min

From Busy to Rich S13E1 – The Productivity Paradox: Budgets!In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin explore the productivity paradox in budgeting. They discuss the importance of setting boundaries and making assertive financial decisions, reframing budgeting as a positive tool that reflects one's values and aspirations. The conversation covers the challenges of predicting financial futures and the significance of grounding budgets in historical data. They emphasize budgeting as a strategic practice that can lead to financial clarity and freedom. Click here to watch video version. In today’s episode we will cover: Discussion on th...

2024-01-1031 min

From Busy to Rich S12E4 – If I wasn’t doing this, I’d Still Be Doing This – Life HacksIn this episode of "From Busy to Rich", hosts Wes Young closes out the series with a recording a talk he gave titled “Life Hacks.” He introduces the book of Proverbs as a source of wisdom for the series, emphasizing the importance of integrity in shaping one's future. Young encourages listeners to write out their life vision for three years ahead, covering professional, financial, physical, relational, and spiritual aspects. Click here to watch video version. In today’s episode we will cover: Introduction to the “Life Hacks” series Importance of integrity in guiding individuals towards th...

2024-01-0340 min

From Busy to Rich S12E2 – If I Wasn’t Doing This, I’d Still Be Doing This – Playing An Infinite Game Part 1Are you playing the right game? In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the concept of playing an infinite game in business, as explained by Simon Sinek in the book "The Infinite Game". They explore the difference between finite and infinite games, emphasizing the importance of focusing on continuous growth and adaptation in business rather than winning or losing. They also discuss the significance of having a clear "just cause" and being open to new ideas. Click here to watch video version. In today’s epi...

2023-12-2033 min

From Busy to Rich S12E1 – If I Wasn’t Doing This, I’d Still Be Doing ThisIn this episode of "From Busy to Rich", hosts Wes Young and Justin Lakin discuss the concept of creating a life and work that one never wants to retire from. Wes shares a conversation with an advisor, who at 78, continues to innovate in his organization. They discuss the importance of finding a leader and organization one admires. They also introduce a concept from David Salyers, CCCP (Competence, Capacity, Contribution, and Promotion), and emphasize the need for organizations to define success for each role. Click to watch video version. In today’s episode we will cover: ...

2023-12-1334 min

From Busy to Rich S9E3- The Journey to Fee Based Advice! “Embracing Failure on the Pathway to Success – A Chat with Tim Kennedy”Have you ever wondered what it takes to become a professional fighter, an elite soldier, or successful business owner? In this podcast episode, hosts Andy Traub, Wes Young, and Justin Lakin introduce their special guest, Tim Kennedy, highlighting his impressive accomplishments as a business owner, former special forces green beret, and UFC fighter. They discuss the concept of "normalize the new" and how Tim has embraced change and reinvented himself throughout his career. Tim shares his experiences of facing failure and transitioning to new opportunities. The conversation also touches on the importance of having a vision, surrounding oneself with...

2023-09-0648 min

From Busy to Rich S9E1- The Journey to Fee Based Advice! “Time is Capital, Spend it Wisely”In this episode of the "From Busy to Rich" podcast, Andy Traub, Wes Young and Justin Lakin discuss ways to increase profitability and quality of life for financial advisors. They focus on the quote by Richard Koch about spending time in low-quality ways and emphasize the importance of being intentional about how time is spent. They also discuss the need for financial advisors to be paid for their advice and transition to a fee-based model. They encourage advisors to invest in their own development and design their own approach to better serve clients. They also highlight the importance of...

2023-08-2330 min

From Busy to Rich S7E4- The Ultimate Inspiration is The DeadlineIn this podcast episode, Wes Young and Justin Lakin discuss finding inspiration to create with their guests, Roman Samuels and Justin Rodriguez. Roman, a musician and financial professional, and Justin, a producer and musician, have known each other for 15 years and have collaborated on music. They emphasize the importance of regular practice and being in the studio consistently, as well as the transformative power of deadlines and accountability. They share their experiences of how setting deadlines and holding themselves accountable has led to increased creativity and output. They also discuss the importance of trusting their own creative instincts and...

2023-07-2629 min

From Busy to Rich S7E2- Retiring to Something Instead of From ItIn this episode, host Andy Traub, Wes Young, and Justin Lakin discuss retirement and how to approach it in a fulfilling and purposeful way. Wes shares a story about the frustration of reaching a destination that doesn't exist, relating it to retirement as a destination. They emphasize the need to retire to something meaningful and to have a purpose in retirement. They discuss the concept of the gap, highlighting the importance of balancing motivation and avoiding burnout. They also discuss the role of financial advisors in helping clients design a future aligned with their desires. They stress the importance...

2023-07-1221 min

From Busy to Rich S6E7- Practically Pretty Part 7: “Playing Music or Making Noise”Would you describe your business as a beautiful symphony, or does it feel more like unattractive noise? The "From Busy to Rich" podcast with Wes Young and team, discusses practical aspects of running a successful business in their series "Practically Pretty Ten Truths to Make Your Business Beautiful." They emphasize the importance of providing information that can be applied practically. In this episode, they stress being organized and intentional in running a successful business, managing mental energy, having an ideal calendar and set list, and being clear in communication. Overall, they provide practical advice to help listeners increase their...

2023-06-0726 min

From Busy to Rich S6E4- Practically Pretty Part 4: “Operate with Passionate Purpose”Are you tired of just going through the motions in your business? Do you want to find deeper meaning and fulfillment in your work? In this episode of the "From Busy to Rich" podcast, Wes Young and Andy discuss the importance of operating with passionate purpose and how to find it. They emphasize the need to have a noble purpose that transcends just making money and how having a passionate purpose helps fuel excellence and beauty in their work, ultimately leading to a more fulfilling and successful career. Cody and Justin, members of Wes's team, also join the conversation...

2023-05-1732 min

From Busy to Rich S5E1- The Stories We Tell Ourselves: Part 1We are all living in a story formulated through a number of external factors that are then processed through internal filters. In this next season Andy Traub, Wes Young, and Justin Lakin will be discussing how the stories we tell ourselves ultimately impact everything we do and how we view the world around us. Join us as we take a look at not only how we are conditioned by the stories we tell ourselves, but also how we can help clients navigate their story through the words we use to wrap their stories in language. In today’s...

2023-03-2225 min

From Busy to Rich S4E5- Building an Ideal Team: “At the Core Part 2”This week we round out our season on building an ideal team by continuing on the topic of core values part 2. Wes Young and Justin Lakin dive deeper into the role that core values play while covering Wes’ third core value for his firm – Honest and Honoring. In today’s episode we will cover: Many companies claim they have core values, but typically what they're referring to are generic beliefs: having integrity, making a profit, responding to customers and so on. These values only have meaning when they're defined in terms of how people behave and are ra...

2023-03-1518 min

From Busy to Rich S4E4- Building an Ideal Team: “At the Core”At the core of any business or individual is a set of values that governs their decision making and actions. Sometimes these values are well defined with intentionality. All too often these values are a “wish list” at best of how someone or a company would like to operate, and at worst an afterthought in which it is completely subjective and typically left to the emotional state at the time a decision is being made. This week Andy Traub, Wes Young, and Justin Lakin continue our conversation on building an ideal team by focusing on the topic of core valu...

2023-03-0832 min

From Busy to Rich S4E3- Building an Ideal Team: “Impact of Proximity”This week we are privileged to have a special guest, Sten Morgan, join the group with Andy Traub, Wes Young, and Justin Lakin as we continue our conversation on building an ideal team. The specific topic we will be covering is the impact of proximity. Many people have heard that the individuals we surround ourselves with influence how we think and ultimately act, but how true is this or how deep does that influence go? If it is true, how can we be more intentional about it? We will explore these concepts and more in this episode. ...

2023-03-0130 min

From Busy to Rich S4E2- Building an Ideal Team: “Ideal Calendar”Join us for episode 2 of this series with Andy Traub, Wes Young, and Justin Lakin as we discuss some approaches on how to build an effective team as an advisor. We will be continuing the discussion around the topic by exploring the importance of an ideal calendar. In today’s episode we will cover: What does it mean to spend your time well Surviving, Stabilizing, Thriving (financial condition pyramid) How an ideal calendar impacts the capacity and durability of an ideal team Building a calendar that supports the teams ability to prepare for meetings, have the me...

2023-02-2229 min

From Busy to Rich S4E1- Building an Ideal Team: “Working Genius”Building a team is one of those critical tasks in any business, sport, or endeavor that tends to make or break the long-term growth and performance. In this series Andy Traub, Wes Young, and Justin Lakin discuss some approaches on how to build an effective team as an advisor. We will be starting the discussion around a tool to help you understand your teams’ natural gifts and proclivities to help them thrive. In today’s episode we will cover: The Working Genius assessment tool What role it can play in a growing advisory firm or any team...

2023-02-1531 min

From Busy to Rich S3E2- Fee-Based Holistic Planning: “What is it? Part 2”Join Andy Traub, Wes Young, and Justin Lakin as they take a deeper look at how we define Fee-Based Holistic Planning in the second part of “What is it?” In today’s episode we will cover: Continuing the discussion around the critical areas of focus that optimize a person's ability to increase their profitability and quality of life: Clarity regarding the story they’re in about money, Systematic (proactive) strategy sessions, Systematic (proactive) strategy management, A powerful network of help Deep dive into Systematic (proactive) strategy sessions Real financial planning is the constant alignment of the use of c...

2023-01-2527 min

From Busy to Rich S3E1- Fee-Based Holistic Planning: “What is it? Part 1”Language, as defined by the Meriam-Webster dictionary, describes how a given community structures, combines, pronounces, and uses words to be understood or communicate an idea. Given the immense number of possible variations it’s easy to see how things can get lost in translation, or how what someone meant by what they said can often be interpreted entirely differently. In this series Andy Traub, Wes Young, and Justin Lakin will take a deeper look at how we define Fee-Based Holistic Planning in this first episode of “What is it?” In today’s episode we will cover: The crit...

2023-01-1831 min

From Busy to Rich S2E7- Traveling Light Part 7: “Rest for your soul”In this last episode on Traveling Light, you’ll get to hear from Wes Young on how money can provide rest instead of stress. In today’s episode we will cover: Navigating “gaps” in your life and practice or business Don’t let your memories exceed your dreams Have a purpose bigger than your current today It’s not the load that breaks you down, it’s the way you carry it -Lou Holtz Traveling with eager anticipation Here is the link to the full video on YouTube That wraps up this series on Traveling Light. Please...

2023-01-1138 min

From Busy to Rich S2E6- Traveling Light Part 6: “Growing a business or owning a job”This episode features hosts Wes Young, Justin Lakin, and special guest Dr. John Branch. Join us as we interview Dr. Branch, a very successful business owner who has grown multiple different business ventures, around the topic of growing a business versus owning a job. In today’s episode we will cover: Introducing special guest, serial entrepreneur Dr. John Branch It’s not all cupcakes and rainbows. Living through the low points A better way of doing things What business owners are looking for in advisors On next week’s episode where will be closing out the se...

2023-01-0429 min

From Busy to Rich S2E4- Traveling Light Part 4: “Technology and Tools”On today’s show we’ll be continuing to discuss how an advisor can “travel light” with Andy Traub, Wes Young and Justin Lakin. Specifically, we will be discussing important technology and tools to help manage different aspects of business and life. In today’s episode we will cover: Automating systems and processes How to better the client experience Other specific tools and technology to help travel light Join us in the next episode where will continue the discussion on traveling light, and defining a “Building a business or owning a job.” If you want to dive deeper...

2022-12-2145 min

From Busy to Rich S2E3- Traveling Light Part 3: “Level Up”Welcome to From Busy to Rich with Wes Young. In today’s episode we’ll be sharing a video from a recent speaking engagement that Wes Young delivered that is timely for the series that we are in on “Traveling Light.” In the video Wes discusses thoughts on how we can “Level Up.” In today’s episode we will cover: Leveling up Putting to action good ideas Avoidable Regrets Rocks make better foundation than sand Join us in the next episode where will continue the discussion on traveling light, and defining a “technology and tools.” If you want to dive...

2022-12-1437 min

From Busy to Rich S2E2- Traveling Light Part 2: “Grateful Condition”Welcome to From Busy to Rich with Wes Young. In today’s episode we continue season 2 as Andy Traub interviews Wes Young and associate Justin Lakin on the topic of “Traveling Light,” as we explore what it means to have a grateful condition. In today’s episode we will cover: The difference between happiness and fulfillment The importance of building a vision Getting versus becoming goals Defining short term milestones as indicators Getting rid of “baggage” that is no longer useful Daily renewal “The reason we trade what we want ultimately for what we can have immediately is...

2022-12-0729 min

From Busy to Rich S2E1- Traveling Light Part 1: “An Exciting Vision”Welcome to From Busy to Rich with Wes Young. In today’s episode we kick off season 2 as Andy Traub interviews Wes Young and associate Justin Lakin to introduce this season’s topic of “Traveling Light.” Click to watch video version. In today’s episode we will cover: Introduction to season 2, Traveling Light What it means to be “built for beautiful” The things we “carry” and why How do we identify the things that are helpful to carry versus harmful to our success? Some practical steps to start shifting mindset “It’s not the load that breaks you d...

2022-11-3031 min

From Busy to Rich S1E5- Charging for Your Advice: “What Do You Do?” Part 2In today’s episode we’ll finish up the approach on how to answer “What do you do” in a way that causes people to lean in. This episode is hosted by Andy Traub as he interviews Wes Young, Justin Lakin, and guest Cody Moore. Watch the video version here. Today’s main points are: Understanding your atmosphere of influence Answering the question- Pick something that’s memorable and portable State the problem you solve in the form of a question Associate yourself with the solution to the problem simply and then specifically Give them a valua...

2022-10-2620 min

From Busy to Rich S1E4- Charging for Your Advice: “What Do You Do?”In today’s episode Wes kicks off the topic of Charging for Your Advice with a discussion on how to answer the age-old question, “What do you do?” As usual Andy Traub will be hosting this topic with Wes Young and Justin Lakin, but will also be joined this week by guest Cody Moore- another associate from Wes Young & Associates. Watch the video version here. Today’s main points are: Fee versus Free “A plan only has value in that it is proof the planning process has taken place. The planning process is all about thinkin...

2022-10-1921 min

From Busy to Rich S1E3- Normalize the New Part 3: Challenge your normal with newToday is the final part of Normalize the New: “Challenge your normal with new”, where Andy Traub will be rounding out this topic with Wes Young and Justin Lakin as we discuss how to practically and purposefully challenge our normal with new to create a more intentional life. Watch video version here. Today’s main points are: Big picture mindset that is critical for growth The importance of identifying examples, or models, of how to embrace and develop the new Compound effect and protecting time; you don’t achieve a large or permanent effect on your...

2022-10-1226 min

From Busy to Rich S1E2- Normalize the New Part 2: Be great at your normalOn part 2 of Normalize the New: Be great at your normal, Andy Traub, Wes Young, and Justin Lakin will continue digging into this idea that Wes posed in episode 1 of how to change our mindset by embracing new. Watch the video version here. Today we discuss: How to put in “guardrails” What it means to be great at your normal Understanding the importance of why The idea that in our effort to get the most out of life, it’s easy to live an unintentional life, and in so doing miss out on the things t...

2022-10-0532 min

From Busy to Rich S1E1- Normalize the New Part 1: What is it and why does it matter?Welcome to From Busy to Rich with Wes Young. In today’s inaugural episode AndTraub interviews Wes Young and associate Justin Lakin to introduce Season 1 of From Busy to Rich, and discuss the importance of mindset. Watch the video version here. Wes is a public speaker, author, and founder of Wes Young and Associates with over 20 years of experience in the financial industry. Over the course of this season you’ll also get a chance to hear from several of Wes’s senior associates, as well as special guests, on a number of topics designed to insp...

2022-10-0532 min

East and Wes THROWBACK: S1-E2: Why Stories?By listener request, I'm reposting this archived episode. It's a fun one to revisit, now that Reaching Sol is in fact on shelves, which at the time of this recording was only a dream. Here goes: Humans tell stories as assuredly as we plant crops and drink water. This episode—a live lecture recorded at Limestone Baptist Church, Cochran, GA—investigates the role of story in the Christian walk and in contemporary culture. Find more about Wes Young’s own stories at wesyoungwriter.com.

2022-04-2637 min

East and Wes East & Wes TrailerListen to this trailer to find out what East & Wes is all about. Subscribe where you like if you like, and thanks for listening! More info at wesyoungwriter.com.

2021-06-0302 min