From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

September 10, 2025E156 – Mindset Mastery: Empower Your Thoughts and Interactions
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes and Andy explore the crucial role of mental management in daily life. They discuss the importance of controlling our reactions to prevent external factors, like rudeness or bad news, from disrupting our mental state. They cover strategies for dealing with workplace negativity, advocating for open communication and boundary setting.
In today’s episode we will cover:
Importance of managing thoughts and interactions within our minds
Self-awareness and emotional intelligence in managing responses to external triggers
Fostering open communication and setting boundaries to prevent negativity in team dynamic
Practical strategies for maintaining a positive and productive mental state in various interactions and environments
Have a question for us to answer on the podcast? Let us know here!
Check out additional resources at www.wesyounglive.com.
Transform Learning Series - click here for information on how to sign up.
20 min
September 03, 2025E155 – Is Financial Health a Journey or a Destination?
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes and Justin explore financial health as an ongoing journey, not a fixed destination. They challenge the belief that more money alone brings peace, emphasizing holistic well-being—balancing finances, relationships, health, and personal fulfillment. They offer actionable strategies for building discipline, reflecting on past achievements, and creating a richer, more balanced life beyond just accumulating wealth.
In today’s episode we will cover:
Common misconceptions about financial security.
The importance of financial discipline and coaching clients to maintain it.
A holistic approach to wealth that encompasses family, relationships, and personal fulfillment.
"Five types of wealth" and the risks of neglecting non-financial aspects of life.
Have a question for us to answer on the podcast? Let us know here!
Check out additional resources at www.wesyounglive.com.
Transform Learning Series - click here for information on how to sign up.
26 min
August 27, 2025E154 – Interview with Special Guest Alicia Byers
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes and Justin interview business strategist Alicia Byers. Alicia shares practical strategies for financial advisors to authentically grow their businesses by enhancing client experiences, leveraging personal strengths, and building supportive teams.
In today’s episode we will cover:
Common challenges faced by financial advisors, including dissatisfaction with current business models.
The significance of creating memorable client experiences.
The process of mapping out the client journey to identify gaps in service.
Techniques for implementing sustainable changes in business practices.
The value of leveraging natural strengths and building supportive teams.
Resources and support available for financial advisors to enhance their practices.
Have a question for us to answer on the podcast? Let us know here!
Check out additional resources at www.wesyounglive.com.
Transform Learning Series - click here for information on how to sign up.
Want to hear more from Alicia? Check out below for ways to follow or get in touch!
Email Alicia at [email protected]
Schedule directly with her here: https://calendly.com/byersstrategygroup/new-meeting
Catch her podcast, The Uncommon Advisor here: https://podcasts.apple.com/us/podcast/the-uncommon-advisor/id1833056217
25 min
August 20, 2025E153 – Interview with CEO Texas Roadhouse, Jerry Morgan
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes and Justin interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community engagement.
In today’s episode we will cover:
Jerry Morgan's 27-year journey from managing partner to CEO.
The culture and values that define Texas Roadhouse.
Leadership principles and philosophy emphasized by Jerry Morgan.
The importance of maintaining high standards in service and food quality.
The balance between innovation and staying true to core offerings.
Creating a positive work environment for employees.
Lessons on mastering fundamentals and fostering collaboration in business.
Have a question for us to answer on the podcast? Let us know here!
Check out additional resources at www.wesyounglive.com.
Transform Learning Series - click here for information on how to sign up.
25 min
August 13, 2025E152 – Navigating Change
Click here to watch the video version
For today’s episode of "From Busy to Rich," we reached back into the archive to revisit the timely conversation where host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new and experienced advisors.
In today’s episode we will cover:
The role of lifelong learning and continuing education in professional development.
Effective communication strategies for engaging with clients.
Strategies for embracing and managing change within an organization.
The importance of having a clear vision for guiding organizational change.
Tools and methods for assessing and improving organizational practices.
We hope you enjoy this episode, and we would love to hear your feedback by having you leave 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 Learning Series - click here for information on how to sign up.
25 min
August 06, 2025E151 – Heritage versus Inheritance
Click here to watch the video version.
In this episode of the "From Busy to Rich" podcast, hosts Wesley Young and Justin Lakin explore the crucial difference between inheritance (tangible assets) and heritage (values, wisdom, and traditions) in financial planning. Using examples like the Vanderbilts and Rockefellers, they highlight how intentional heritage planning sustains wealth across generations. The discussion covers creating family constitutions, overcoming resistance to change, and embracing fear as a catalyst for growth. Listeners are encouraged to help clients build lasting legacies by integrating strategic asset management with purposeful family culture and values, ensuring both financial and personal prosperity for future generations.
In today’s episode we will cover:
Distinction between inheritance (tangible assets) and heritage (intangible values).
Importance of heritage planning alongside inheritance planning.
Historical examples of wealth preservation: Vanderbilt vs. Rockefeller families.
The role of family constitutions in defining values and governance.
The impact of fear on personal growth and legacy building.
Mindset types: grounded optimists, grounded pessimists, and ungrounded
Resistance to change and the importance of innovation in wealth stewardship.
The significance of storytelling in connecting generations to their heritage.
Family Constitution Examples
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
33 min
July 30, 2025E150 – From Selling Stuff to Building Stories: A New Approach to Financial Advising
Click here to watch the video version.
In this episode of the "From Busy to Rich" podcast, we travel back to a dynamic conversation where hosts Andy and Wes discuss the importance of focusing on the client's story rather than just selling products or strategies in financial advising. They explain that successful advisors engage with clients on a deeper level, beyond just selling products or strategies. They also discuss the importance of technology in financial planning and the concept of "mature simplicity" in financial advising.
In today’s episode we will cover:
How to focus on the client’s story
How to understand and engage with the client’s story
Practical examples and the benefits of using this different approach to financial advising
The different stages that advisors progress through in financial planning
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
37 min
July 23, 2025E149 – Finding Energy and Excitement: The Key to Career Growth
Click here to watch the video version.
In this episode of the "From Busy to Rich" podcast, Andy, Wes, and special guest Dave Podell discuss the importance of growth, specialization, and taking risks in business. Dave shares insights into his company's focus on large deductible tax strategies and the journey of continuous evolution in their field. The trio emphasizes the value of overcoming fear, trying new things, and the role of coaching in navigating uncharted territories. They highlight how specialization can lead to a broader market reach and the significance of engaging in high-energy activities that indicate potential growth areas.
In today’s episode we will cover:
Dave's company's specialization in large deductible tax strategies for business owners
The importance of continuous evolution and adaptation in business
The significance of trying new things and taking risks
The role of coaching and seeking guidance in navigating new territories
The impact of specialization on attracting referrals and expanding the marketplace
Comparing specialization to that of a brain surgeon
Finding energy in one's work and identifying high-energy activities for career decisions
Visit Zocks to learn more!
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
41 min
July 16, 2025E148 – How Can AI Transform Financial Advisory Practices for the Better?
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Mark Gilbert, CEO and co-founder of Zocks, an AI startup transforming financial advisory work. Mark shares how Zocks streamlines client data capture, automates notetaking, and simplifies form filling, freeing advisors from administrative tasks. The conversation explores the challenges of adopting new technology, the importance of customizing workflows, and how AI tools like Zocks empower advisors to focus on client relationships and business growth.
In today’s episode we will cover:
Introduction of Zocks, an AI startup focused on enhancing financial advisory practices.
Importance of capturing and analyzing client data to improve client interactions.
Challenges and opportunities in adopting new technology within financial advisory practices.
The role of AI in automating administrative tasks like notetaking and form filling.
The significance of "champions" in technology adoption within advisory teams.
Practical advice for getting started with AI tools like Zocks, including onboarding and customization.
The broad applicability of AI tools across different meeting formats and advisor career stages.
Visit Zocks to learn more!
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
32 min
July 09, 2025E147 – From Stuck to Unstoppable: Embracing Change in Your Business
Click here to watch video version.
In this episode of "From Busy to Rich," we dove back into the archives where hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mentorship and seizing opportunities. He discusses the challenges entrepreneurs face when they hit a plateau and the need for adaptability and strategic hiring. They encourage listeners to embrace new ideas, trust their teams, and design a life aligned with their values and passions.
In today’s episode we will cover:
Theme of Being "First"
Mentorship Importance
Navigating Business Plateaus
Strategies for helping business owners assess priorities and identify growth areas.
Insights on taking calculated risks and the importance of trusting instincts in business decisions.
Creating a Meaningful Life
Legacy and Business Representation
Team Dynamics and Trust
Adaptability and Strategic Hiring
We hope you enjoy this episode, and we would love to hear your feedback by having you leave 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 Learning Series - click here for information on how to sign up.
If you’re interested in learning more about Dev Warren and what his team does you can find out more on his website https://ascendantadvisory.com/, or you can email him directly at [email protected].
Here is a link to the book by Jamie Kern “Worthy” https://worthybook.com/.
48 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…