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From Busy To Rich
เข้าร่วมเมื่อ 12 พ.ค. 2023
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 financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.
E119 – The Psychology of Money, with YNAB founder Jesse Mecham
In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome Jesse Mecham, founder of YNAB (You Need A Budget). Jesse shares his journey from aspiring accountant to financial expert and entrepreneur. He emphasizes the importance of viewing money as a tool for achieving personal goals and reducing stress. The discussion covers Jesse’s entrepreneurial experiences, the significance of aligning spending with personal values, and the concept of "giving every dollar a job." Jesse also introduces his upcoming book, which aims to reshape how people think about money, advocating for financial awareness and self-care.
In today’s episode we will cover:
Jesse Mecham's personal journey from aspiring accountant to financial entrepreneur
The founding and evolution of YNAB (You Need A Budget)
Understanding the true purpose of money as a tool for achieving goals
The concept of "giving every dollar a job" in budgeting
The significance of aligning financial decisions with personal values
The role of financial advisors in supporting clients' financial journeys
The impact of awareness on financial management and decision-making
Emphasizing self-care and stress reduction through financial control
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!
www.wesyounglive.com/submit-podcast-question
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 University series.
www.wesyounglive.com/transform-learning-series
We highly encourage you to follow Jesse’s journey and learn more by visiting his site below and checking out the great resources he has available.
YNAB website
www.ynab.com/author/jesse-mecham
The YNAB Podcast
podcasts.apple.com/us/podcast/the-ynab-podcast/id477248343
In today’s episode we will cover:
Jesse Mecham's personal journey from aspiring accountant to financial entrepreneur
The founding and evolution of YNAB (You Need A Budget)
Understanding the true purpose of money as a tool for achieving goals
The concept of "giving every dollar a job" in budgeting
The significance of aligning financial decisions with personal values
The role of financial advisors in supporting clients' financial journeys
The impact of awareness on financial management and decision-making
Emphasizing self-care and stress reduction through financial control
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!
www.wesyounglive.com/submit-podcast-question
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 University series.
www.wesyounglive.com/transform-learning-series
We highly encourage you to follow Jesse’s journey and learn more by visiting his site below and checking out the great resources he has available.
YNAB website
www.ynab.com/author/jesse-mecham
The YNAB Podcast
podcasts.apple.com/us/podcast/the-ynab-podcast/id477248343
มุมมอง: 43
วีดีโอ
E118 - Dancing with Risk!
มุมมอง 8วันที่ผ่านมา
In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the theme of risk in both business and personal contexts. They discuss risk management strategies, emphasizing the importance of grounded optimism and preparedness. They highlight tools like assessments to reduce uncertainty in hiring and business growth. Collectively, they advocate for a balanced approach to risk,...
E117- Happy Habits of High-Performance People
มุมมอง 3814 วันที่ผ่านมา
In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the "happy habits of high-performance people.". They discuss balancing ambition with gratitude and introduce the "macronutrients of happiness": enjoyment, satisfaction, and meaning. They introduce practical strategies to integrate these elements into daily routines, aiming to transform work from a burden into a ful...
E116 - The Greatest Secrets to Successful Leadership and Engagement
มุมมอง 1521 วันที่ผ่านมา
In this episode of "From Busy to Rich," host Wes Young welcomes Pastor Rob from Shoreline Church in Austin, Texas. The discussion focuses on leadership, engagement, and building a successful organization. Pastor Rob shares insights on the church's operations, emphasizing the importance of the whole team and the journey of establishing the church from scratch. They key in on the significance of ...
E115 - How to Add Massive Value to Year-End Planning
มุมมอง 23หลายเดือนก่อน
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advis...
E114 - Why Crisis Can Be the Perfect Starting Point For Success
มุมมอง 20หลายเดือนก่อน
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin delve into guest Leslie Danford's inspiring journey of launching her health-focused beverage company, Vitaminis, amidst a number of converging challenges. Leslie, a mother of four, shares her motivations, challenges, and lessons learned in balancing family life with entrepreneurship. The discussion highlights the importanc...
E113 - The Ultimate Guide to Real Financial Planning with Carl Richards
มุมมอง 21หลายเดือนก่อน
This week we thought we would revisit an old episode reflecting on the question “what is real financial planning?” In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in fin...
E112 - The Dance of Peak Performance Teams Part 3
มุมมอง 6หลายเดือนก่อน
In this episode of "From Busy to Rich," join hosts Wes and Justin as they continue to explore the concept of peak performance teams. They discuss three essential traits: Empower, Transform, and Persist. Empowerment involves creating an uplifting atmosphere where team members take ownership. Transformation focuses on continuous improvement and embracing change. Persistence, or "savage persistenc...
E111 - The Dance of Peak Performance Teams Part 2
มุมมอง 92 หลายเดือนก่อน
In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient collaboration. Wes highlights the need...
E110 - The Dance of Peak Performance Teams
มุมมอง 42 หลายเดือนก่อน
In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and practical strategies for enhancing ...
E109 - The Best Strategies for Building a Thriving Financial Advisory Practice
มุมมอง 202 หลายเดือนก่อน
In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 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. T...
E108 - Successful Change Management
มุมมอง 202 หลายเดือนก่อน
In this episode of "From Busy to Rich," 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 signifi...
E107 - Untapped Opportunity: Tax Dance
มุมมอง 122 หลายเดือนก่อน
This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial adviso...
E106 - Developing the Mindset to Never Lose, with Special Guest!
มุมมอง 303 หลายเดือนก่อน
This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome guest Whitney Jurjevich, a former Marine turned successful business owner. Whitney shares his journey, emphasizing the importance of perseverance, learning from both highs and lows, and understanding one's value. He discusses the significance of having a clear vision in business and investing in personal development. ...
E105 - From Resistance to Relationship: Evolving the Advisor-Wholesaler Dynamic
มุมมอง 113 หลายเดือนก่อน
This episode of "From Busy to Rich," Wes, Sten, and Andy delve into the evolving dynamics between financial advisors and wholesalers. They initiate the conversation by reflecting on their changing perspective on these relationships. They discuss the nature of influence in business, emphasizing the importance of wholesalers understanding advisors' challenges before pitching products. Sten, share...
E103 - Let the Games Begin Part 2! Time to Shed Some Weight
มุมมอง 73 หลายเดือนก่อน
E103 - Let the Games Begin Part 2! Time to Shed Some Weight
E102 - Let the Games Begin! What Game do You Want to Play?
มุมมอง 134 หลายเดือนก่อน
E102 - Let the Games Begin! What Game do You Want to Play?
E101 - “All It Takes Is A Goal” With Best Selling Author Jon Acuff
มุมมอง 144 หลายเดือนก่อน
E101 - “All It Takes Is A Goal” With Best Selling Author Jon Acuff
E100 - Recipes for Success with Jerry Morgan, CEO Texas Roadhouse
มุมมอง 634 หลายเดือนก่อน
E100 - Recipes for Success with Jerry Morgan, CEO Texas Roadhouse
E99 - You’re Not Crazy, You’re Just First! Part 2
มุมมอง 294 หลายเดือนก่อน
E99 - You’re Not Crazy, You’re Just First! Part 2
E98 - You’re Not Crazy, You’re Just First!
มุมมอง 835 หลายเดือนก่อน
E98 - You’re Not Crazy, You’re Just First!
E97 - Your next 10x Jump: Bicycles and Bamboo
มุมมอง 105 หลายเดือนก่อน
E97 - Your next 10x Jump: Bicycles and Bamboo
S16E2 - Random Thoughts on Leadership: Run Towards What you Want!
มุมมอง 185 หลายเดือนก่อน
S16E2 - Random Thoughts on Leadership: Run Towards What you Want!
S16E1 - Random Thoughts on Leadership: Default Settings
มุมมอง 76 หลายเดือนก่อน
S16E1 - Random Thoughts on Leadership: Default Settings
E92 - Unleashing Business Potential: The Transform University Program
มุมมอง 166 หลายเดือนก่อน
E92 - Unleashing Business Potential: The Transform University Program
S15E3 - Influence: Negotiating the Benefit of the Doubt Part 3
มุมมอง 146 หลายเดือนก่อน
S15E3 - Influence: Negotiating the Benefit of the Doubt Part 3
S15E2 - Influence: Negotiating the Benefit of the Doubt Part 2
มุมมอง 96 หลายเดือนก่อน
S15E2 - Influence: Negotiating the Benefit of the Doubt Part 2