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. 4D AGO

    E188 - Are You Drifting… or Designing Your Life?

    In this episode of From Busy to Rich, Wes sits down with Braden Dragoo for a powerful conversation on growth, identity, and what it really means to live a meaningful life. Braden shares his journey from humble beginnings to becoming a high-performing advisor—while staying grounded in something deeper than success: love. This conversation challenges how you think about success, fulfillment, and the life you’re building. In This Episode We Cover: Why personal growth is the most important investment you can make The hidden danger of drifting through life without intention How scarcity shows up in your decisions and relationships Why letting go often creates more opportunity than holding on Explore Wes’s book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

    36 min

  2. APR 16

    E187 - AI Isn’t Replacing Advisors—But Advisors Using It Will

    In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI. Not the hype. Not the fear.What’s actually happening inside real practices—and what it means for your future. The reality? Advisors aren’t being replaced by AI…They’re being replaced by advisors who know how to use it. Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality. They also break down: How AI is shifting client expectations Why resisting change is more dangerous than getting it wrong The real risk: identity, not technology How to use AI without becoming overly reliant on it A simple way to start using AI this week If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore. Explore the book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

    29 min

  3. APR 16

    E186 - The Biggest Planning Opportunity of the Year

    Most advisors think about taxes for six weeks a year — and that habit may be costing their clients (and their business) more than anything else. In this episode of From Busy to Rich, Justin and Wes break down why proactive tax planning is one of the most overlooked — yet most powerful — ways to differentiate your practice, increase client retention, and create meaningful value. In This Episode, We Cover: Why most CPAs focus on preparation, not planning How proactive tax planning creates massive client loyalty Simple tax strategies advisors can begin using immediately Why fear keeps advisors from stepping into tax conversations The one action you should take this week to get started If you want to differentiate your firm, deepen client relationships, and help clients keep more of what they earn — this episode is a must-listen. Explore the book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

    23 min

  4. APR 16

    E185 -A Beautiful Savage: Building a Life You Don’t Want to Retire From

    In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to continue the conversation around Beautiful Savage—this time exploring the story behind the framework. They discuss why the book is structured as both a narrative and a practical guide, how mentors and relationships shaped Wes’s journey, and why curiosity is one of the most important traits for sustained growth. You’ll also hear how success can quietly create blind spots, and why using 90-day cycles is one of the most effective ways to turn ideas into action. If you want to keep growing—even when things are already going well—this episode will challenge how you think. In This Episode, We Cover: Why Beautiful Savage is structured as both a story and a framework The role of mentors, “who not how,” and learning from others The danger of success-induced blindness and how it shows up Why curiosity is a key guardrail against arrogance How to stay a learner—even when you’re already successful Why 90-day cycles are critical for real growth and execution Explore the book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

    34 min

  5. 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

  6. 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

  7. 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

  8. 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
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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
    187
  • Rating
    Explicit
  • Copyright
    © 2026 WesYoungLive.com
  • Show Website
    From Busy to Rich

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