From Busy to Rich

From Busy to Rich

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From Busy to Rich episodes

  • S14E1 – 90,000 Hours: Principle of the Path

    In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the portion of life spent on average working. A recent study revealed that on average a person will spend 90,000 hours working. They explore the importance of principles in work and life to maximize those hours. They discuss how leveraging principles can lead to success and satisfaction, while ignoring them can have detrimental effects. They stress the need to understand these truths to make the most of the 90,000 work hours in a lifetime. The episode also emphasizes the principle of the path, setting clear directions, and aligning actions with one's vision.

    Click here to watch video version.

    In today’s episode we will cover:

    • Discussion about the concept of spending 90,000 hours working or engaged in work over a lifetime
    • Examples of principles in various aspects of life, such as gravity
    • Highlighting the importance of recognizing and leveraging principles for greater satisfaction and impact in work and life
    • Discussing the principle of the path and its significance in determining one's destination in life
    • Emphasizing the importance of setting a clear direction for the future and aligning actions with that vision
    • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

      35 min
    • The Difference Between Hiring and Recruiting

      In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin, explore the nuances between hiring and recruiting. They discuss Seth Godin's perspective on the subject, emphasizing that recruiting is a deliberate and slow process that involves creating a job so compelling that it persuades someone to leave their current position. The conversation highlights the need to create a narrative that attracts the right people. They encourage listeners to be intentional and clear in their approach to building a team, and to view the process as an invitation to join an exciting story rather than just a job offer.

      Click here to watch video version.

      In today’s episode we will cover:

      • Difference between hiring and recruiting
      • Importance of creating a compelling story to attract the right people
      • Recruiting as a slower and more thoughtful process compared to hiring
      • Clarity in the vision and values of the organization
      • Creating a work environment where people feel fulfilled and satisfied
      • Understanding and meeting the needs of potential team members and clients
      • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

        26 min
      • From Pagers to Planning: Interview with Silas Parker

        In this episode of "From Busy to Rich," we welcome special guest Silas Parker, a successful financial advisor, to share his journey and insights. Host Wes Young, who has trained many advisors including Silas, leads the discussion focused on Silas's evolution in the financial industry. Wes highlights Silas's ability to reinvent himself and adapt to change, which he believes is essential for growth. Silas, based in Austin, Texas, runs a primarily remote-based financial planning practice. He discusses his team structure, his approach to client relationships, and his business's growth. They delve into Silas's background, from selling pagers to becoming a top advisor, and the pivotal moments and decisions that shaped his career. He emphasizes the importance of mentorship, embracing fear, and the willingness to make significant changes to achieve a better future.

        Click here to watch video version.

        In today’s episode we will cover:

        • Special Guest Introduction
        • Discussion on Silas’ journey and evolution in the financial services industry
        • Team structure and growth plans
        • Embracing fear and taking risks in business
        • The concept of “10x” thinking, and the importance of constant reinvention
        •  We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

          35 min
        • By Design versus Default!

          In this episode of "From Busy to Rich", host Wes Young speaks at an event for entrepreneurs, focusing on the theme of living life by design rather than by default. He emphasizes the importance of bridging the gap between current circumstances and future aspirations through faith, ambition, and balance. Young encourages setting a three-year vision, breaking it down into three-month milestones, and aligning daily actions with these goals. He advocates for gratitude and intentionality, and shares a reminder of finding peace in adversity.

          Click here to watch video version.

          In today’s episode we will cover:

          • Navigating the gap between current circumstances and future aspirations
          • Living life by design rather than by default
          • Finding balance and peace in the pursuit of improvement
          • Setting long-term goals and breaking them down into actionable steps
          • Embracing faith, ambition, and gratitude in daily life
          • The power of gratitude in shifting perspective and energy
          • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

            27 min
          • Transform Learning Series Episode 1 – What is it?

            This is a special episode of the "From Busy to Rich" podcast, where host Andy, Wes, and Justin discuss the “Transform University" learning series for financial advisors. They explore how the series helps advisors achieve a higher quality of life and increased profitability, not just for themselves but also for their clients. Wes delves into the mindset and practical tools necessary for advisors to progress, including a transformative mindset, organizational structure, team development, and technology utilization. The series, which includes live sessions and in-person workshops, is designed to help advisors execute more effectively in all areas of planning.

            Click to watch video version.

            In today’s episode we will cover:

            • Importance of optimizing organization and structure capabilities for financial advisors
            • Effective execution in areas such as estate planning and team development
            • Engaging clients in advanced estate planning conversations and providing new narratives
            • Equipping financial advisors with tools to understand and make necessary changes for growth
            • Significance of team awareness and development, technology tips and tricks
            • Importance of having a healthy off-season and game season within a financial advisory team
            • Practicality and mindset required for success, tools and strategies needed to achieve goals
            • Structure of the "Transform" series, and benefits of attending live remote sessions and in-person component at the end of the series
            •  We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

              29 min
            • S13E3 - The Productivity Paradox: Closing Time!

              In this episode of the "From Busy to Rich" podcast, hosts Andy and Wes Young, along with Justin, delve into the concept of "closing time," which involves ending certain activities to foster personal and professional growth. They discuss the paradox of productivity, where stopping certain tasks can lead to increased productivity and advancement. The conversation touches on the resistance to change due to fear of loss and discomfort with the familiar. They emphasize the importance of ending behaviors that no longer serve us and the need to challenge inherited processes and norms. They also explore the significance of not negotiating with oneself and the impact of administrative support on productivity. If you’re ready to replace unproductive habits with positive ones to lead a richer life then this one is for you!

              Click here to watch video version.

              In today’s episode we will cover:

              • The Concept of "closing time" and the importance of stopping certain activities for personal and professional growth
              • Shifting mindset and focusing on value
              • Delegating administrative tasks for increased productivity
              • Questioning the effectiveness of being busy and working hard for personal and professional growth
              • Concerns and fear of change preventing necessary adjustments
              •  We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. You can also click here to receive a free downloadable copy of Wes’ ideal calendar.

                Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

                36 min
              • S13E2 – The Productivity Paradox: Calendarizing!

                In this episode of the From Busy to Rich podcast, hosts Andy and Wes, along with co-host Justin, dive into the practice of "calendarizing" for effective time management. Wes advocates for scheduling critical tasks to ensure they align with long-term goals, emphasizing the importance of setting boundaries and making positive declarations. The discussion covers practical applications like meal planning and exercise, the benefits of block scheduling for work tasks, and the necessity of budgeting time and energy, especially for client meetings. Andy shares his own strategy for productive work. They emphasize that calendarizing is a key to productivity and work-life balance.

                Click to watch video version.

                In today’s episode we will cover:

                • The concept of “calendarizing”
                • Importance of aligning daily activities with long-term goals
                • Block scheduling
                • Setting boundaries
                • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. You can also click here to receive a free downloadable copy of Wes’ ideal calendar.

                  Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

                  23 min
                • S13E1 – The Productivity Paradox: Budgets!

                  In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin explore the productivity paradox in budgeting. They discuss the importance of setting boundaries and making assertive financial decisions, reframing budgeting as a positive tool that reflects one's values and aspirations. The conversation covers the challenges of predicting financial futures and the significance of grounding budgets in historical data. They emphasize budgeting as a strategic practice that can lead to financial clarity and freedom.

                  Click here to watch video version.

                  In today’s episode we will cover:

                  • Discussion on the productivity paradox and its importance in financial planning
                  • Emphasis on the significance of boundaries and assertions in budgeting
                  • Reframing budgeting as a tool for expressing values and aspirations
                  • Challenges and resistance associated with budgeting
                  • Importance of understanding one's current financial position and making grounded assessments for the future
                  • Trade-offs of budgeting and the concentration and decision-making involved
                  • Importance of setting clear boundaries to achieve financial goals
                  • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

                    32 min
                  • S12E4 – If I wasn’t doing this, I’d Still Be Doing This – Life Hacks

                    In this episode of "From Busy to Rich", hosts Wes Young closes out the series with a recording a talk he gave titled “Life Hacks.” He introduces the book of Proverbs as a source of wisdom for the series, emphasizing the importance of integrity in shaping one's future. Young encourages listeners to write out their life vision for three years ahead, covering professional, financial, physical, relational, and spiritual aspects.

                    Click here to watch video version.

                    In today’s episode we will cover:

                    • Introduction to the “Life Hacks” series
                    • Importance of integrity in guiding individuals towards their preferred future
                    • Discovering truths for a better life
                    • Encouragement to gain understanding and clarity to prioritize opportunities and future possibilities
                    • Individual hacks in professional, financial, physical, relational, and spiritual aspects
                    • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

                      41 min
                    • S12E3 – If I wasn’t doing this, I’d Still Be Doing This – Playing An Infinite Game Part 2

                      In this episode of the "From Busy to Rich" podcast, host Andy, Wes, and Justin continue discussing the concept of playing an infinite game in the financial advisory industry. They emphasize the importance of transformation, adaptability, and focusing on long-term goals. They highlight the need for a flexible playbook that can cater to unexpected changes and different clients' needs. They encourage listeners to adopt an infinite game mindset.

                      Click here to watch video version.

                      In today’s episode we will cover:

                      • The difference between finite games and infinite games
                      • Importance of having a flexible playbook
                      • Need for transformation
                      • Importance of focusing on long-term goals rather than short term transactions 
                      • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

                        25 min

                      About From Busy to Rich

                      From the publisher's feed

                      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…

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