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Episodes
S5E2- The Stories We Tell Ourselves: Part 2
Andy, Wes, and Justin continue this week on this idea around the stories we tell ourselves. This week we will specifically dive into the stories we tell ourselves about money.
In today’s episode we will cover:
How...
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S5E1- The Stories We Tell Ourselves: Part 1
We are all living in a story formulated through a number of external factors that are then processed through internal filters. In this next season Andy Traub, Wes Young, and Justin Lakin will be discussing how the...
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S4E5- Building an Ideal Team: “At the Core Part 2”
This week we round out our season on building an ideal team by continuing on the topic of core values part 2. Wes Young and Justin Lakin dive deeper into the role that core values play while covering Wes’ third core...
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S4E4- Building an Ideal Team: “At the Core”
At the core of any business or individual is a set of values that governs their decision making and actions. Sometimes these values are well defined with intentionality. All too often these values are a “wish list” at...
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S4E3- Building an Ideal Team: “Impact of Proximity”
This week we are privileged to have a special guest, Sten Morgan, join the group with Andy Traub, Wes Young, and Justin Lakin as we continue our conversation on building an ideal team. The specific topic we will be...
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S4E2- Building an Ideal Team: “Ideal Calendar”
Join us for episode 2 of this series with Andy Traub, Wes Young, and Justin Lakin as we discuss some approaches on how to build an effective team as an advisor. We will be continuing the discussion around the topic by...
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S4E1- Building an Ideal Team: “Working Genius”
Building a team is one of those critical tasks in any business, sport, or endeavor that tends to make or break the long-term growth and performance. In this series Andy Traub, Wes Young, and Justin Lakin discuss some...
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S3E4- Fee-Based Holistic Planning: “What is it? Part 4”
In the final episode on Fee-Based Holistic Planning “What is it?”, Andy, Wes, and Justin close out the discussion on the fourth critical area of focus– a powerful network of help.Â
In today’s episode we will...
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S3E3- Fee-Based Holistic Planning: “What is it? Part 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”
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”
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”
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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