From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

July 02, 2025E146 – Killing Sacred Cows with Garrett Gunderson
Click here to watch the video version.
In this episode of "From Busy to Rich," we revisit the conversation hosts Wes Young and Justin Lakin had with Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his journey from running a successful financial firm to blending comedy with financial education. They highlight the importance of living a fulfilling life, holistic financial planning, and the concept of a "family bank" inspired by the Rockefeller method. Garrett emphasizes the value of giving before asking for help, creating rituals and traditions within families, and leveraging whole life insurance for long-term wealth and legacy.
In today’s episode we will cover:
Transition from managing a financial firm to pursuing a passion for educating others and for comedy.
Importance of living a fulfilling life and finding purpose.
The role of humor in enhancing learning and retention in finance.
Concept of the "family bank" and its significance in wealth preservation.
Overview of the Rockefeller method for maintaining family wealth across generations.
Importance of storytelling and rituals in family legacy and values.
Practical applications of financial strategies for seizing opportunities.
Encouragement to focus on giving and creating value in relationships.
For the chance to receive a free copy of one of Garrett’s books see details below:
The first 5 people to leave a podcast review on Apply or Spotify and email a screenshot will receive a copy of Killing Sacred Cows 2.0
Anyone who leaves a review of Killing Sacred Cows 2.0 on the internet and sends Garrett a DM or email with the screen and subject “Wesley Licensing” will receive 3 free audio book version of Garrett’s other best selling works
All transform learning series participants who enroll in the January 2025 class will receive a free copy of the book.
Garrett.live
Garrett’s Instagram
Garrett’s Website
Email: [email protected]
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.
50 min
June 25, 2025E145 – Killing Giants!
Click here to watch the video version.
In this episode of the From Busy to Rich Podcast, hosts Wes Young, Justin Lakin, and guest Mike Scovel discuss the concept of "beautiful savages"—ambitious, grateful individuals who persistently overcome obstacles. They explore the personal "giants" that hinder growth, such as the need to feel good, look good, or remain undisturbed, especially in the financial advisory field. They emphasize self-awareness, the value of supportive communities, and the importance of stepping out of comfort zones to achieve meaningful success and personal transformation.
In today’s episode we will cover:
Concept of "beautiful savages" and its significance
Identification of personal "giants" that hinder growth
The impact of the "need to feel good" on decision-making
The influence of the "need to look good" and fear of judgment
Importance of self-awareness in recognizing personal obstacles
Engaging with like-minded individuals for support and accountability
The dangers of the "remain undisturbed" mentality in career stagnation
The role of discomfort in achieving personal and professional growth
Checkout 52 Truths Here!
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. 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
June 18, 2025E144 – Balancing Act: Ambition, Contentment, and the Role of Money in Our Lives
Click here to watch the video version.
In this episode of the From Busy to Rich Podcast, host Wes Young takes the stage at a live recorded speaking engagement, focusing on the series "Keep the Change," which explores the role of money in living a fulfilling life. Wes shares personal anecdotes and stories, emphasizing the gap between current circumstances and future aspirations. He discusses ambition, contentment, and faith, encouraging listeners to embrace their dreams while remaining grateful for the present. The episode aims to inspire personal growth and financial wisdom.
In today’s episode we will cover:
The role of money in achieving a fulfilling life.
The relationship between ambition, contentment, and personal growth.
The importance of faith and envisioning a better future.
Components of happiness: enjoyment, satisfaction, and meaning.
The significance of personal experiences and reflections on past achievements.
The impact of community support and faith in navigating life's challenges.
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. 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.
38 min
June 11, 2025E143 – The Evolution of Financial Advisory
Click here to watch the video version.
In this episode of "From Busy to Rich," join us as we share a previous highlight where host Wes interviews Gordon Parker, a financial advisor with over 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics.
In today’s episode we will cover:
Team structure and dynamics in financial advisory practices
Building strong client relationships
Evolutions in the advisory industry
Challenges faced by financial advisors when starting their careers
Navigating growth and change within a financial advisory practice
Flexibility in business operations and client interactions
Focus on ideal clients while managing a broader client base
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. 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.
32 min
June 04, 2025E142 – Being a Beautiful Savage
Click here to watch the video version.
In this episode of "From Busy to Rich," Wes and Justin explore the concept of being a "beautiful savage," a blend of ambition and gratitude. They discuss how to navigate the gap between current circumstances and future aspirations, emphasizing the importance of maintaining a big vision while appreciating the present. Key themes include the power of choice, the journey towards goals, and the role of gratitude in achieving fulfillment. They encourage listeners to embrace challenges with resilience and a positive outlook, fostering personal and professional growth through a balanced mindset.

In today’s episode we will cover:
Concept of being a "beautiful savage" as a blend of ambition and gratitude
Components of happiness: enjoyment, satisfaction, and meaning
Role of gratitude in enhancing life experiences and overall fulfillment
The power of choice and personal empowerment in shaping one's life
Embracing challenges as opportunities for growth and resilience
The significance of intentionality in designing a fulfilling life

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.
26 min
May 28, 2025E141 – How Can Advisors Achieve Transformational Growth in Business?
Click here to watch the video version.
In this episode of "From Busy to Rich," Wes introduces his Transform Learning Series program created for advisors. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. He stresses the significance of embracing change. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities.
In today’s episode we will cover:
Introduction to Transform University program
Purpose and mindset for transformational growth in business
Importance of increasing profitability and quality of life for advisors and clients
Embracing change and not defending existing habits
Overcoming barriers to change
Tangible benefits of the Transform University program
Creating an annual engagement process for clients
Making asking for referrals irrelevant
Seizing new areas of opportunity, such as income tax
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.
28 min
May 21, 2025E140 – Pressure is a Privilege Part 2
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue part 2 of the topic of "pressure is a privilege," offering strategies for financial advisors to grow beyond product sales and asset management. They emphasize creating a fulfilling life and understanding happiness, drawing on insights from Arthur Brooks' work. They focus on the key themes of reframing personal narratives, identifying activities that contribute to a "rich life," and understanding happiness as enjoyment, satisfaction, and meaning.
In today’s episode we will cover:
Insights from Arthur Brooks on the components of happiness: enjoyment, satisfaction, and meaning
The role of satisfaction in achieving long-term goals through overcoming challenges
Distinction between satisfactory and unsatisfactory suffering in personal and professional contexts
Practical advice for financial advisors on scheduling meetings and taking action
Emphasis on the significance of client interactions and making a positive impact
Availability of resources for professional development and skill enhancement
Click here to access the TTT tool!
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.
19 min
May 14, 2025E139 – Pressure is a Privilege Part 1
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the transformative power of mindset for financial advisors. They emphasize shifting from a mindset of obligation—"I have to do this"—to one of opportunity—"I get to do this," enhancing motivation and joy in professional life. Wes shares his routine and the importance of preparation, while Justin reflects on viewing client meetings as valuable opportunities. They discuss managing unexpected tasks, structuring work seasons, and the impact of positive narratives, ultimately encouraging advisors to find fulfillment and success in their careers.
In today’s episode we will cover:
Importance of mindset and narrative in the daily lives of financial advisors
Impact of morning routines on daily productivity and mindset
Role of preparation in reducing stress and enhancing fulfillment
Influence of personal narratives on task perception and motivation
Strategies for managing busy schedules and client meetings
Concept of "one-off" tasks and their effect on workflow
Importance of emotional awareness and self-assessment in task management
Benefits of having a structured work year with defined seasons for tasks
Click here to access the TTT tool!
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.
31 min
May 07, 2025E138 – How Can You Take Control of Your Mindset and Reactions?
Click here to watch the video version
In this episode of "From Busy to Rich," we revisit the conversation host Andy and Wes had on 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. The conversation covers strategies for dealing with workplace negativity, advocating for open communication and boundary setting. Additionally, they highlight self-awareness, emotional intelligence, and personal accountability as key to maintaining a positive internal dialogue and overall mental well-being.
In today’s episode we will cover:
Importance of managing thoughts and interactions within our minds
Gandhi's quote "I will not let anyone walk through my mind with their dirty feet"
Importance of self-awareness and emotional intelligence in managing responses to external triggers
Handling negative attitudes and complaints within the workplace
Fostering open communication and setting boundaries to prevent negativity in team dynamic
Significance of self-reflection and personal accountability in managing mindset
Impact of own thoughts and behaviors on mental well-being
Practical strategies for maintaining a positive and productive mental state in various interactions and environments
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.
20 min
April 30, 2025E137 – Building a Rich Business Life Part 2
Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue to explore strategies for financial advisors to build a successful and fulfilling practice. They emphasize the importance of effective time management, clear goal-setting, and structured planning to boost productivity and profitability. Key topics include the significance of intentional meetings, understanding economic drivers, prioritizing quality client interactions, and maintaining a balanced schedule. They also highlight the value of team collaboration, measuring success through lead indicators, and setting boundaries to ensure personal well-being.

In today’s episode we will cover:
Structured planning methods.
Implementation of time blocking to enhance productivity and maintain focus.
Streamlining team communication.
Setting clear boundaries with clients regarding availability and response times.
Role of project management in maintaining organization and accountability.
Emphasis on continuous improvement and regular assessment of processes.
Balancing work and personal life through designated free days and structured schedules.

Access the TTT Tool Here!

Access the Peak Performance Path Tool Here!

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

About From Busy to Rich

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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…