From Busy to Rich

Wes Young
  • 5.0 (45)
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In an effort to get the most out of life many people often live a margin-less life, and leave many things undone. In the Busy to Rich Podcast Wes provides unique insights from over 20 years in financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.

  1. MAR 24

    E184 — The Beautiful Savage: Ambition, Gratitude, and the Resistance Between

    What if the tension you feel between ambition and contentment isn’t a problem—but a signal you’re built for more? In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to unpack the ideas behind his new book, Beautiful Savage. They explore why high performers often feel the pull toward “what’s next,” how to balance ambition with gratitude, and why the real challenge isn’t learning—it’s applying. You’ll also hear how fear shows up in the process of growth, why most people avoid making new things normal, and how to push through resistance to create a more meaningful life. If you’ve ever felt driven but conflicted, this conversation will help you reframe that tension—and use it as fuel. In This Episode We Cover: The Entrepreneur’s Paradox—and why ambition doesn’t conflict with contentment The concept of a “Beautiful Savage”: ambition, gratitude, and persistence Why most people recognize patterns—but fail to apply them The three forms of resistance that prevent growth (including fear) How to reframe fear as fuel instead of a barrier Why making “new things normal” is the key to transformation Key Takeaways Ambition isn’t the enemy of contentment—when healthy, it fuels a better life The gap between where you are and where you want to be never disappears—it evolves Most people don’t lack knowledge—they lack application Fear is inevitable, but it doesn’t have to define you The life you want is on the other side of consistently applying new patterns   Resources: Beautiful Savage by Wes Young Submit your questions here Transform Learning Series Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

    39 min

  2. MAR 17

    E183 — The Master Plan Template: How to Stop Forgetting Critical Client Details

    Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity? What if there was a way to capture all your thinking before meetings so your brain could focus on what it does best: connecting with clients and creating value? In this episode, Justin Lakin and Wes Young continue the tech-powered planning series and introduce the Master Plan Template, a framework designed to help financial advisors externalize their thinking and reduce cognitive load. They discuss the three core pillars of the master plan: optimizing family income, accelerating business value and family bank velocity, and enriching family legacy.  Wes and Justin explain how this one-page living document captures everything advisors know about their clients' stories, allowing them to prepare efficiently and show up fully present in meetings without the anxiety of forgetting critical details. They discuss: The common problem of being a "professional visitor" who has great meetings but struggles to get critical things done How cognitive load from trying to remember everything affects advisor performance and client outcomes The three pillars of the master plan: family income optimization, business value acceleration, and family legacy enrichment Why the master plan is a one-page internal tool, not a client-facing document, designed to capture context and story The Mind Vault Method of recording yourself walking through each master plan to give your future self a gift And more! Resources: Submit your questions here Getting Things Done by David Allen Download the Master Plan Template Transform Learning Series Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

    31 min

  3. MAR 11

    E182 — The Conversation is the Value with Carl Richards

    In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richardsto explore a different approach to financial advice—one centered on understanding a client’sstory rather than simply delivering solutions. Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Insteadof offering traditional financial instructions, the book is designed to spark deeper conversationsabout money, purpose, and the decisions that shape our lives. They also discuss why the pursuit of the “perfect plan” can sometimes get in the way and howadvisors create their greatest impact by asking better questions and helping clients uncoverwhat truly matters. In this episode, we cover: Why great advisors focus on their client’s story—not just their own solutions The hidden danger of chasing the perfect financial plan How simple visuals and sketches can unlock clarity for clients Why the industry needs more meaningful conversations about money Resources: Submit your questions here Transform Learning Series Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

    36 min

  4. MAR 3

    E181 — How Advisors Can Break Through Fear, Fatigue, and Ego with Matt Halloran

    Some advisors seem born with bold voices — but most are still whispering in thecorner. In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of themost uncomfortable (and essential) topics in growth: resistance. They explore whywe avoid change, why good marketing often falls flat, and what it really takes tobuild and scale your influence. This episode isn’t a pitch; it’s a call to leadership. If you’ve ever felt stuck behind thescenes in your business, this one’s for you. What to expect: Why most advisors think they’re good at marketing, but aren’t The three mindset barriers keeping you from real progress (fear, fatigue, andarrogance) The five returns on podcasting and why downloads aren’t one of them How to build a brand worth talking about (and coaching tips to get there) And more! Resources: Submit your questions here Transform Learning Series “The War of Art” by Steven Pressfield “10x Is Easier Than 2x” by Dan Sullivan & Dr. Benjamin Hardy Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website Connect with Matt Halloran: ProudMouth LinkedIn: Matt Halloran matt@proudmouth.com Calendly: Matt Halloran

    29 min

  5. FEB 24

    E180 — Legacy Letters: The Most Valuable Asset You’ll Ever Leave

    In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter. Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old—and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families. Together, Wes and Blake unpack: Why your words matter more than your wealth The difference between inheritance and heritage How to remove perfection as a barrier to meaningful impact The six essential sections of a powerful legacy letter Why advisors who facilitate deeper conversations build stronger relationships How writing a letter changes the author as much as the recipient If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value. Your clients don’t just need a distribution plan. They need clarity, love, and intentionality passed forward. Resources: The Legacy Letter Submit your questions here Transform Learning Series Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website Key Takeaways: Inheritance is what you leave to them. Heritage is what you leave in them. Clients often focus on asset transfer. But the most valuable transfer is clarity of love, values, and vision. Your kids need your words more than your wealth. A finished letter beats a perfect letter. Legacy work deepens advisor trust and makes asking for referrals irrelevant.

    36 min

  6. FEB 18

    E179 — Tech-Powered Planning: Mind Vault Method

    Nobody 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 delivers clarity, direction, and energy for both the client and the advisor. What to expect from their conversation: How to reduce prep fatigue and scale team-wide clarity Why is creative energy > administrative energy in client work The Mind Vault method step-by-step (tools, templates, timing) Advisor development strategies that deepen firm-wide bench strength Resources: Submit your podcast question here! Transform your practice! Previous Episodes of Interest: Setting Expectations: How to Define Planning ROI Early Innovation That Sticks: Our 4-Step Framework for Change Heritage vs. Inheritance: Legacy Conversations That Stick Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

    26 min
  7. E178 — Revolutionizing Your Health Journey with Dr. Lamansky

    FEB 10

    E178 — Revolutionizing Your Health Journey with Dr. Lamansky

    In 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 exposure and circadian rhythms in health Resources: Submit your podcast question here! Transform your practice! Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

    45 min

  8. FEB 3

    E177 — The New Client Experience: Direction - Tax Intelligence Integration

    Nobody 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 becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability. What to expect from their conversation: Why most advisors avoid tax planning (and how to stand out if you don’t) Tools like Holistiplan, narratives checklists, and Q4 strategy sessions Tips for integrating CPAs and navigating pushback with confidence Practical tax concepts to build referability and efficiency Resources: Submit your podcast question here! Transform your practice! Previous Episodes of Interest: Setting Expectations: How to Define Planning ROI Early Heritage vs. Inheritance: Legacy Conversations That Stick Making a Family Bank Work for Real Life Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

    27 min
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5
out of 5
45 Ratings

About

In an effort to get the most out of life many people often live a margin-less life, and leave many things undone. In the Busy to Rich Podcast Wes provides unique insights from over 20 years in financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.

Information

  • Creator
    Wes Young
  • Years Active
    2022 - 2026
  • Episodes
    183
  • Rating
    Clean
  • Copyright
    © 2026 WesYoungLive.com
  • Show Website
    From Busy to Rich

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