From Busy to Rich

Click 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 th...

Click 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...

Click 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 betw...

Click 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, an...

Click 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...

Click 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 entre...

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...

Click 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 tran...

Click 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....

Click 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,...

Click 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 d...

Click here to watch the video version This week we thought we would revisit an old episode reflecting on the question “what is real financial planning?” In this podcast episode, Wes and   Justin   welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance...

Click here to watch the video version. In this episode of "From Busy to Rich," join hosts Wes and Justin as they continue to explore the concept of peak performance teams. They discuss three essential traits: Empower, Transform, and Persist. Empowerment involves creating an uplifting atmosphere where team members take ownership. Transformation focuses on continuous improvement and embracing change...

Click here to watch the video version. In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient co...

Click to watch the video version In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and pract...

Click here to watch the video version In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance...

Click 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...

Click 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...

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...

Click here to watch the video version This episode of "From Busy to Rich," Wes, Sten, and Andy delve into the evolving dynamics between financial advisors and wholesalers. They initiate the conversation by reflecting on their changing perspective on these relationships. They discuss the nature of influence in business, emphasizing the importance of wholesalers understanding advisors' challenges be...

Click here to watch the video version This episode of "From Busy to Rich," released on September 11, 2024, marks the 23rd anniversary of the terrorist attacks on 9/11/2001. We take a moment of remembrance for the nearly 3,000 lives lost and the bravery of first responders. The preparation for today’s episode highlighted the challenge of having difficult conversations. Hosts Wes and Justin discuss...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin continue their discussion on defining the "game" one wants to play in life and business. They stress the importance of consciously choosing priorities and strategies that align with one's values. Wes introduces the use of new tools to streamline processes, saving time and improving the quality of cl...

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes and Justin explore the concept of defining the "game" professionals want to play in their careers and lives. They emphasize the importance of clarity in setting personal and professional goals and creating a vision that inspires and motivates. Wes discusses the significance of understanding one's priorities and...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin welcome Jon Acuff, an author and speaker, to discuss insights from his latest book. They emphasize the importance of reflecting on past successes to inform future goals. Jon introduces practical strategies like breaking down goals into manageable steps and the "rearview mirror exercise" to foster gr...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Andy interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community enga...