There’s a lot of noise around AI right now.

Some people think it’s overhyped.
Others think it’s the end of everything.

But the truth sits somewhere in the middle—and it’s a lot more practical than most people realize.

In this episode of From Busy to Rich, we’re not talking about what AI could do....

Most advisors think about taxes for about six weeks a year.

Then they forget about them for the other 46.

And that habit may be costing their clients — and their business — more than almost anything else.

The Overlooked Opportunity

For many clients, taxes are one of their largest annual expenses...

At the beginning of any journey, growth feels natural.

You’re learning.
You’re experimenting.
You’re open.

Everything is new, and because of that, everything is possible.

But something changes over time.

As you gain experience—and especially as you gain success—it becomes easier to rely on what’s ...

What if the feeling that something more is possible in your life isn’t a flaw—but a feature?

That’s the idea at the center of this conversation with Wes Young. And it starts with something most driven people experience, but rarely talk about openly: the tension between ambition and contentment.

At...

The Professional Visitor Problem

Have you ever walked out of what felt like a great client meeting only to realize hours later that you forgot to discuss a critical tax strategy that could have saved them thousands? You are not alone. Many financial advisors struggle with this exact problem, and it...

Financial advisors spend years mastering the technical side of their profession. They learn tax strategies, portfolio construction, estate planning, retirement projections, and risk management.

But the real work of advising often has very little to do with spreadsheets.

In a recent conversation wi...

Marketing isn’t about making noise. It’s about making momentum.

And for most advisors, what stands in the way isn’t a lack of tools or time. It’s resistance.

Whether it shows up as fear of change, burnout, or ego, resistance is the silent saboteur of growth. In your client relationships, your busi...

Your Kids Need Your Words More Than Your Wealth

What if the most valuable thing you leave your children isn’t money—but your words? This
conversation is less about financial strategy and more about something far more foundational:
the words we leave behind.

Wes sits down with Blake Brewer, founder o...

If you’ve ever prepared for a week full of client meetings, you know how quickly details blur together. By Thursday, it’s tough to remember what was discussed on Monday. That’s the problem Wes Young and Justin Lakin set out to solve with the Mind Vault Method.

This simple, repeatable system helps f...

Why Most Advisors Avoid Tax Strategy, And Why You Shouldn’t

Tax planning often gets shoved into the “too hard” pile. For many advisors, it feels risky, overly technical, or simply outside their scope. But in the latest episode of From Busy to Rich, Justin Lakin and Wes Young argue that tax intellig...

Estate planning isn’t just about documents and heirs. For business owners, it’s about ensuring that your company—and your relationships—can survive the unexpected.

In the latest episode of From Busy to Rich, Justin Lakin and Wes Young take us inside a type of conversation many advisors skip: what h...

Most estate plans focus on documents, beneficiaries, and distributions. These elements matter, but they do not fully address what families hope will endure across generations. When advisors shift the conversation from what clients are passing down to how they want it to shape future decisions, the p...