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?

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Explore Wes’s book: Beautiful Savage

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In this episode of From Busy to Rich, Wes sits down with Braden Draggoo for a powerful conversation on growth, identity, and what it really means to live a meaningful life.

Braden shares his journey from humble beginnings to becoming a high-performing advisor—while staying grounded in something deeper than success: love.

This conversation challenges how you think about success, fulfillment, and the life you’re building.

In This Episode We Cover

• Why personal growth is the most important investment you can make
• The hidden danger of drifting through life without intention
• How scarcity shows up in your decisions and relationships
• Why letting go often creates more opportunity than holding on

Explore Wes’s book: Beautiful Savage

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In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI.

Not the hype. Not the fear.
What’s actually happening inside real practices—and what it means for your future.

The reality? Advisors aren’t being replaced by AI…
They’re being replaced by advisors who know how to use it.

Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality.

They also break down:

• How AI is shifting client expectations
• Why resisting change is more dangerous than getting it wrong
• The real risk: identity, not technology
• How to use AI without becoming overly reliant on it
• A simple way to start using AI this week

If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore.

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Most advisors think about taxes for six weeks a year — and that habit may be costing their clients (and their business) more than anything else.

In this episode of From Busy to Rich, Justin and Wes break down why proactive tax planning is one of the most overlooked — yet most powerful — ways to differentiate your practice, increase client retention, and create meaningful value.

In This Episode, We Cover:

• Why most CPAs focus on preparation, not planning
• How proactive tax planning creates massive client loyalty
• Simple tax strategies advisors can begin using immediately
• Why fear keeps advisors from stepping into tax conversations
• The one action you should take this week to get started

If you want to differentiate your firm, deepen client relationships, and help clients keep more of what they earn — this episode is a must-listen.

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.

• Why Beautiful Savage is structured as both a story and a framework
• The role of mentors, “who not how,” and learning from others
• The danger of success-induced blindness and how it shows up
• Why curiosity is a key guardrail against arrogance
• How to stay a learner—even when you’re already successful
• Why 90-day cycles are critical for real growth and execution

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.

They discuss:

• The common problem of being a “professional visitor” who has great meetings but struggles to get critical things done
• How cognitive load from trying to remember everything affects advisor performance and client outcomes
• The three pillars of the master plan: family income optimization, business value acceleration, and family legacy enrichment
• Why the master plan is a one-page internal tool, not a client-facing document, designed to capture context and story
• The Mind Vault Method of recording yourself walking through each master plan to give your future self a gift
• And more!

Resources:

• Submit your podcast question here!
• Download the Master Plan Template here!
• Getting Things Done by David Allen

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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.

In this episode, we cover:

• Why great advisors focus on their client’s story—not just their own solutions
  
• The hidden danger of chasing the perfect financial plan
  
• How simple visuals and sketches can unlock clarity for clients
  
• Why the industry needs more meaningful conversations about money

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