Tag: Entrepreneur

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

Connect with us:

Connect with us:

Submit a Podcast Question here!

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E175 – The New Client Experience: Unlocking Generational Potential

~ From Busy To Rich

What happens when business partners don’t plan for the unexpected?

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow.

Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pass down values, expectations, and vision, creating not just an inheritance but a living heritage.

What to expect from their conversation:

  • How to structure a business-focused estate planning conversation
  • Common planning gaps that lead to family conflict or business strain
  • Buy-sell agreements, key person insurance, and optional property agreements
  • How to turn business planning into a tool for heritage and leadership

Resources:

Previous Episodes of Interest: 

  • The New Client Experience: Location 
  • The New Client Experience: Expectation 
  • The New Client Experience: Direction – Increasing Family Bank Velocity
  • The New Client Experience: Direction – Unleashing Human Potential

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More