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From Busy to Rich

From Busy to Rich

Hosted by: Wes Young

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...

Episodes

S3E3- Fee-Based Holistic Planning: “What is it? Part 3”

Season #3

To this point in the season Andy, Wes, and Justin have walked through the aspects of Fee Based Holistic Planning regarding the initial approach and how to navigate specific strategy sessions. In this episode the group...
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S3E2- Fee-Based Holistic Planning: “What is it? Part 2”

Season #3

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...
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S3E1- Fee-Based Holistic Planning: “What is it? Part 1”

Season #3

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...
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S2E7- Traveling Light Part 7: “Rest for your soul”

Season #2

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...
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S2E6- Traveling Light Part 6: “Growing a business or owning a job”

Season #2

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...
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S2E5- Traveling Light Part 5: “Building a business or owning a job”

Season #2

For today’s episode we are joined by special guest Barry Cox as we continue on with our season of traveling light. Andy, Wes, and Justin will be discussing and asking questions around the idea of building a business...
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S2E4- Traveling Light Part 4: “Technology and Tools”

Season #2

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...
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S2E3- Traveling Light Part 3: “Level Up”

Season #2

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...
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S2E2- Traveling Light Part 2: “Grateful Condition”

Season #2

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...
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S2E1- Traveling Light Part 1: “An Exciting Vision”

Season #2

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.” In today’s...
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S1E9- Charging for Your Advice: “You’ve been paid, now what?”

Season #1

In today’s episode Andy, Wesley Young, Justin Lakin, and special guest Cody Moore close out the topic Charging for Your Advice with a discussion on delivering services to clients as “You’ve been paid, so now...
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S1E8- Charging for Your Advice: Strategy Session 2- “I would like to pay your fee!”

Season #1

In today’s episode Andy, Wesley Young, and Cody Moore continuing the topic Charging for Your Advice with a discussion on the second strategy session getting clients to see the value you can offer and say, “I would...
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