From Busy to Rich

Explore the book: Beautiful Savage

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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.

Explore the book: Beautiful Savage

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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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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.

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In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richards
to explore a different approach to financial advice—one centered on understanding a client’s
story rather than simply delivering solutions.

Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Instead
of offering traditional financial instructions, the book is designed to spark deeper conversations
about money, purpose, and the decisions that shape our lives.

They also discuss why the pursuit of the “perfect plan” can sometimes get in the way and how
advisors create their greatest impact by asking better questions and helping clients uncover
what truly matters.

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Some advisors seem born with bold voices — but most are still whispering in the
corner.

In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-
founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of the
most uncomfortable (and essential) topics in growth: resistance. They explore why
we avoid change, why good marketing often falls flat, and what it really takes to
build and scale your influence.

This episode isn’t a pitch; it’s a call to leadership. If you’ve ever felt stuck behind the
scenes in your business, this one’s for you.

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In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter.

Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old—and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families.

Together, Wes and Blake unpack:

If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value.

Your clients don’t just need a distribution plan.

They need clarity, love, and intentionality passed forward.

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Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked. 

In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable.

You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting delivers clarity, direction, and energy for both the client and the advisor.

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In this episode of "From Busy to Rich," host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers. 

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Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.

You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability.

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Transform your practice!

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