Tag: 90 Day Action Plan

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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E162 – Untapped Opportunities with Business Owner, Author, CPA Mike Jesowshek

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax Home software, emphasizing the importance of trusted, actionable guidance. They highlight how proactive tax planning can boost client profitability and advisor differentiation.

In today’s episode we will cover:

  • The importance of tax intelligence in financial planning.
  • The gap between tax preparation and proactive tax planning.
  • The role of financial advisors in enhancing client profitability through tax strategies.
  • The distinction between core and advanced tax strategies.
  • Strategies for maximizing deductions and reducing taxable income.
  • Resources available for financial advisors to improve their tax knowledge.

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E161 – Unlocking The Unlived Life Within You

~ From Busy To Rich

Most of us live two lives: the one we live, and the one we haven’t yet unlocked.

In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the “unlived life” within each of us, inspired by Steven Pressfield’s The War of Art. 

Through personal stories, like Wes’s journey from a Blockbuster Video employee to a successful business leader, they illustrate how embracing the gap between where we are and where we want to be can fuel growth, happiness, and impact.

Listeners will learn how to:

  • Define a “rich life” that you don’t want to retire from
  • Use gratitude and ambition as dual fuel for purpose-driven progress
  • Create a 90-day action plan that aligns with your long-term goals
  • Guide clients in meaningful conversations about their life’s vision
  • And more!

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