E 192 – Stop Waiting for Permission with Jon Acuff

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with bestselling author Jon Acuff for a conversation on procrastination, growth, permission, and how to stop holding yourself back from the life you actually want.

Jon breaks down why procrastination isn’t a willpower problem (it’s a permission problem) and how the stories we tell ourselves quietly shape our future.

This episode is packed with practical frameworks, mindset shifts, and powerful questions that will help you move from hesitation to action.

In This Episode We Cover

  • Why procrastination is often a form of self-protection
  • The hidden permission issues around money, success, and growth
  • How to “make tomorrow easy today”
  • The difference between dreamers, planners, hustlers, and analysts
  • Why desire, not discipline, is what creates lasting change

Explore Wes’s book: Beautiful Savage

Explore Jon’s book: Procrastination Proof: Never Get Stuck Again

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E 191 – How to Talk So People Will Listen with Dr. Randy Marshall

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with mentor, speaker, and communication expert Dr. Randy Marshall for a powerful conversation on what it really means to connect with people.

Randy shares lessons from decades of leadership, teaching, ministry, and business—including why the best communicators aren’t necessarily the smartest people in the room, but the clearest and most authentic.

Together, they unpack the three questions every audience is asking, the role emotion plays in communication, and why stories, simplicity, and genuine care matter more than polished presentations.

Explore Wes’s book: Beautiful Savage

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E 190-Are You a Financial Advisor… or a Curator of Life?

~ FromBusyToRich

What if your role as a financial advisor isn’t to help people retire—but to help them build a life they never want to retire from?

In this episode, Wes and Justin unpack The Curator’s Creed, a framework designed to shift advisors from transactional conversations to transformational ones.

They walk through the three-part process—Curate, Illuminate, Ignite—and show how better questions, deeper clarity, and intentional design can change everything about how you serve clients.

If you want to create more meaningful conversations, more energized clients, and a more fulfilling practice… this is where it starts.

In This Episode We Cover

  • Why advisors should think like curators—not product providers
  • The framework: Curate → Illuminate → Ignite
  • How to shift conversations from money to meaning
  • Why clarity creates energy—and drives action
  • The key focus areas: income, business value, capital alignment, and family legacy

Download the Curator’s Creed: https://www.wesyounglive.com/curatorscreed 

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E 189- Value, Leverage, and the Power of One Life with Caleb Guilliams

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with Caleb Guilliams—entrepreneur, founder of Better Wealth, and one of the most forward-thinking voices in the insurance space.

Caleb shares his journey from a small-town upbringing to building a nationwide business—and the mindset shifts that made it possible.

They explore what it means to live intentionally, why most advisors struggle to grow, and how understanding value and leverage can completely change your business.

This conversation goes beyond strategy and into the deeper question:
 Are you building a business… or building a life that actually matters?

Sign up for the Life Insurance Summit Event here:  https://lifeinsurancesummit.com/

Explore Wes’s book: Beautiful Savage

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E 188- Are You Drifting… or Designing Your Life?

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with Braden Draggoo 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

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E 187- AI Isn’t Replacing Advisors—But Advisors Using It Will

~ FromBusyToRich

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.

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E 186- The Biggest Planning Opportunity of the Year

~ FromBusyToRich

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

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

~ FromBusyToRich

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

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E184-The Beautiful Savage: Ambition, Gratitude, and the Resistance Between

~ FromBusyToRich

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 

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E183-The Master Plan Template: How to Stop Forgetting Critical Client Details

~ FromBusyToRich

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!

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