"In Your Business" with Michael Sayre. A Production of CUI Wealth Management
Michael Sayre
5.0from 5 ratings
- 19
- Episodes
- 5
- Ratings
- 2020
- First episode
About "In Your Business" with Michael Sayre. A Production of CUI Wealth Management
Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance licensed in UT, CA (License 0K85251), CO, MI. Registered in UT, CA, CO, MI, NY, WY, TN. This communication is strictly intended for individuals residing in the states of (Utah, Colorado, California, Michigan, New York, and Wyoming). No offers may be made or accepted from any resident outside the specific states referenced. www.cuiwealth.com
- Publisher
- Michael Sayre
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 10 Apr 2020
- Latest episode
- 21 Mar 2025
Latest episodes
19 episodes in the feed.
21 Mar 2025
Building a Financial Foundation: Budgeting Essentials
Summary This podcast delves into budgeting and financial management essentials, emphasizing the importance of establishing a solid financial foundation. It covers the significance of budgeting as a tool for empowerment, setting and prioritizing financial goals, tracking income and expenses, creating personalized budgets, and managing irregular income and debt. The discussion concludes with a reminder that effective budgeting can lead to significant financial improvements over time. Learn More...
14 Mar 2025
Unlocking Financial Wisdom from Big Corporations
Michael Sayre explores the principles of corporate finance and how they can be applied to personal finance. He discusses the importance of understanding financial statements such as balance sheets, income statements, and cash flow statements. Sayre emphasizes actionable strategies for individuals to improve their financial health, including building an emergency fund, optimizing cash flow, and balancing short-term and long-term financial goals. The conversation highlights lessons learned from...
13 Feb 2025
Mastering Personal Finance: Cognitive Biases
Summary In this episode, Michael Sayre, a financial advisor at CUI Wealth Management, discusses the importance of personal finance and the fundamental principles that can help individuals make better financial decisions. He emphasizes the significance of understanding behavioral finance and the cognitive biases that can lead to poor investment choices. The conversation covers biases such as loss aversion, anchoring, and the winner's curse, providing insights into how these psychological facto...
5 Mar 2024
Mastering the Power of Distribution Channels
Overview In this episode of the In Your Business podcast, Michael Sayre from CUI Wealth Management invites Matt R. Vance (https://url.emailprotection.link/?bQs7ryUjB9-LBKNr7uPKETNw-_8hhSIi2BflUXYxq_bFjYG1jl93JUhvhPHnKlN3-fYf4RMnFi1j0g4NTbKsdqc2-3DnhrYpD2NcwYPAmbiYi1qphFBVd2SB9QzzxQb9v), company culture and reputation management expert, to discuss the power of distribution channels in business communication. Matt is the CEO of Mobrium (https://url.emailprotection.link/?bY8YEtHB4cJ0WzH26uOnMbNkYkruIjnS68n85b99_Y05b_MXm1Bh7VS7siA0QJq-ajMp0qJtn5ZuP2BvhFfo3og~~), the platform helping HR leaders strengthen employer reputation across sites like Glassdoor, Indeed, Comparably and more. He is also the author of the award-winning book The Review Cycle (https://url.emailprotection.link/?bJ-dwWnUgqH9nPOKGILHrfUgMdv0St3GO4YB1R-mfQ6TRnnU-TQkuLuiDiF0Qtz9q0xppfh_tBPNbgblamppLvMASvlEQZaHmqeuirr5xKjkI1eBA2symdsiVugTQGWSC94QW0k9r1vdsgglV13X3hz9wrhI8VeehgW2KKu7ifvQ~), and Co-Host of The Culture Profit (https://url.emailprotection.link/?bHaTyRWz7VkxoGg52T0JjIGcVj2NKcz72eNaAYaLgF8hCd-060gfbJxAcwnGviUVH8NpOKILfF1n3vH2SDGzk0A~~) podcast. They explore the significance of online reviews and user-generated content as word-of-mouth distribution channels. Matt shares insights from his experience in managing reputations for various organizations and explains how reviews tell a story at scale, building trust in the social proof provided by the online community. They also discuss the importance of optimizing feedback loops for generating more sales, attracting job applicants, and driving business growth. Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
27 Feb 2024
What is the 4% Rule in Retirement Account Distributions?
Welcome back to the In Your Business podcast, your go-to podcast for leadership, business, and finance, hosted by Michael Sayre and produced by CUI Wealth Management. In this episode, Michael addresses a common and critical question that everyone wants to know - how much can one withdraw from their investment accounts without running out of money in retirement? With the average American living to age 77 and the average retirement age being 61, Michael emphasizes the importance of addressing this topic and looking beyond social security as a funding option. He also highlights the standard rule of thumb for taking money out of retirement accounts, the 4% rule, and cautions against following dangerous advice from unlicensed financial entertainers. Tune in to this insightful episode to gain a better understanding of retirement planning and financial management. Resources Podcast Landing Page: https://www.cuiwealth.com/what-is-the-4-rule-in-retirement-account-distributions (https://www.cuiwealth.com/what-is-the-4-rule-in-retirement-account-distributions) #401k #HR #entrepreneurship #startingabusiness #retirementplanning Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
20 Feb 2024
Toxic Cognitive Biases
In this episode of the In Your Business podcast, host Michael Sayre discusses toxic behavioral financial tendencies that can impact your 401(k) savings and investment strategies. He starts with defining behavioral finance and how it combines cognitive psychology and economics to understand why individual investors don't always make the best decisions or rational choices. Michael talks about two common behavioral financial fallacies: herd mentality and anchoring bias. He explains how these tendencies can lead to poor investment decisions and offers strategies to navigate them. If you're a business owner, business leader, executive entrepreneur, or HR manager, this podcast is for you. Tune in to learn how to navigate behavioral finance and make better financial decisions for your company. Don't forget to like, share, and subscribe to the podcast to support the show. Podcast Landing Page: https://www.cuiwealth.com/podcast-14-toxic-behavioral-finance-tendencies (https://www.cuiwealth.com/podcast-14-toxic-behavioral-finance-tendencies) 8 Toxic Behavioral Finance Tendencies Blog Post: https://www.cuiwealth.com/blog/8-behavioral-finance-tendencies (https://www.cuiwealth.com/blog/8-behavioral-finance-tendencies) SHRM CE Event: https://www.cuiwealth.com/events (https://www.cuiwealth.com/events) #401k #HR #entrepreneurship #startingabusiness #retirementplanning Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
25 Jan 2024
Lessons I've Learned from Starting a Business
Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
18 Jan 2024
Setting Goals Is Part of Financial Planning
Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
10 Oct 2020
Corporate Karma - An Interview with Jordan Boogaard #howcanihelpyou
Intro Jordan Boogaard has been in the payroll and hr industry for years. You may be familiar with his #howcanIhelp mentality. In this episode, he shares his wisdom in serving. He talks about real-life experiences that teach us hard work. These lessons teach us how to both motivate and have compassion for our employees. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Jordan Boogaard and Eddy HR are not affiliated with Woodbury Financial Services, Inc or CUI Wealth Management. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
21 Sept 2020
Unique Value in a Financial Wellness Program
Overview What makes your business unique? That's an easy one. Why should employees work for you? That's another softball pitch. How are your benefits and retirement plan tailored towards your unique employee demographics and needs? That one is not as easy to answer. A financial wellness program can help you visualize and plan for your employee's unique financial needs. Disclosures Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Information provided is not intended to be tax or legal advice. All information provided is based on our best research. Bibliography Anderson, B. (2019, March 8). Panic Attack: Worker Financial Stress Costs Employers $500 Billion Annually. Retrieved from 401k Specialist: https://401kspecialistmag.com/panic-attack-worker-financial-stress-costs-employers-500-billion-annually/ CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
20 Jul 2020
The Impact Health has on Wealth
Overview After stepping on the scale and being shocked by my own COVID19 weight gain, I decided to do some research. I sifted through numerous articles and medical journals to finds where health and wealth meet. This podcast doesn't give scenarios or impacts, but it does show how health can have a real impact on wealth. The impacts of health and wealth go beyond the simple savings of medical costs. Disclosures Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Information provided is not intended to be tax or legal advice. All information provided is based on our best research. Bibliography Johns Hopkins Bloomberg School of Public Health. (2017, September 26). Weight Loss For Adults at Any Age Leads to Cost Savings, Study Suggests. Retrieved from jhsph.edu: https://www.jhsph.edu/news/news-releases/2017/weight-loss-for-adults-at-any-age-leads-to-cost--savings-study-suggests.html#:~:text=If%20the%20same%20person%20were,save%20an%20average%20of%20%2418%2C262. Journal of the American Heart Association. (2016, September 7). Economic Impact of Moderate‐Vigorous Physical Activity Among Those With and Without Established Cardiovascular Disease: 2012 Medical Expenditure Panel Survey. Retrieved from ahajournals.org: https://www.ahajournals.org/doi/full/10.1161/JAHA.116.003614 The National Bureau of Economic Research. (2017, October). https://www.nber.org/papers/w23963. Retrieved from nber.org: https://www.nber.org/papers/w23963.pdf BlueCross BlueShield. (2019, November 6). The Economic Consequences of Millennial Health. Retrieved from https://www.bcbs.com/: https://www.bcbs.com/the-health-of-america/reports/how-millennials-current-and-future-health-could-affect-our-economy?utm_source=linked_in&utm_medium=social&utm_campaign=hoa_q419&utm_term=national&utm_content=moody%27s_report_3 CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
11 Jun 2020
Building a Strengths-Based Workforce- An Interview with Joe Cooper and Cory Rich from EvolvHR
Overview: We've all heard that opposites attract. This is just as applicable to business as anything else. As you listen to this interview, it's clear to see that Cory Rich and Joe Cooper have different personalities. They wouldn't have it any other way. The two of them are the founders of EvolvHR. Their goal and passion are to see workforces utilize each other's differences to strengthen the company as a whole. I hope this gets you thinking about your company role and how you can better manage and recruit based on personality strengths. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Jor Cooper, Cory Rich, and EvolvHR are not affiliated with Woodbury Financial Services, Inc or CUI Wealth Management. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
27 May 2020
The Power of Customer Experience, Empathy, and Honest Communication- An Interview with Gavin Johnson
Overview: Gavin Johnson is the VP of Revenue with Seek. He has experience in HRIS systems and systems strategies in general. Gavin shares his thoughts on customer experience and how it relates to personal branding and employee relationships. He shares the power of seeking understanding and empathy as well as general communication. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Gavin Johnson and Seek are not affiliated with Woodbury Financial Services, Inc or CUI Wealth Management. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
21 May 2020
Trust Your Employees, Be Yourself, and Enjoy Life - An Interview with Justin Severson from Paylocity
Overview: In this interview, Justin reminds us of the importance of being yourself, enjoying life, and putting trust in your employees. Justin is known for his Sour Chatter interviews (https://www.youtube.com/channel/UC52rKA3Us5FjAlO3XkBvNxw (https://www.youtube.com/channel/UC52rKA3Us5FjAlO3XkBvNxw)). Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Justin Severson and Paylocity are not affiliated with Woodbury Financial Services, Inc or CUI Wealth Management. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
13 May 2020
How Employee Experience Impacts the Bottom-Line - An Interview with Christine Wzorek from White Label Advisors
Overview: In this interview with Christine Wzorek from White Label Advisors (https://www.whitelabeladvisors.com/ (https://www.whitelabeladvisors.com/)) we discussed the importance of employee experience and its connection to the bottom-line. She shares her experiences training for and competing in Ironman competitions and the correlation it has to business and HR management. She shares some inspiring insights and real-world business wisdom. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Jared Olsen and Motivosity are not affiliated with Woodbury Financial Services, Inc or CUI Wealth Management. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
5 May 2020
How to Cultivate a Professional Network - An Interview with Jared Olsen from Motivosity
Introduction: Jared Olsen is known for authenticity in his networking. Over the years he has started many creative networking events to help people make connections while being themselves. In this Interview with Michael Sayre, Jared shares his insights in establishing a professional network. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Jared Olsen and Motivosity are not affiliated with Woodbury Financial Services, Inc or CUI Wealth Management. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
29 Apr 2020
The FFCRA Act for Small and Mid-Sized Businesses - An Interview with Sidney Bruce- Head of Customer Success + HR at Everee
Overview I have known Sidney Bruce for several years. She's currently the Head of Customer Success + HR at Everee. In this interview, we go over the practical application of the FFCRA. With so much COVID-19 information out there, we try to cut through the fluff and get to the heart of the FFCRA. We have also included a link the calculator Everee has put together. FFCRA Calculator: https://everee.com/blog/ffcra-leave-eligibility-calculator/ (https://everee.com/blog/ffcra-leave-eligibility-calculator/) Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Insurance licensed in UT, CA (License #0K85251), CO, MI. Registered in UT, CA, CO, MI, NY, WY, TN. This communication is strictly intended for individuals residing in the states of (Utah, Colorado, California, Michigan, New York, and Wyoming). No offers may be made or accepted from any resident outside the specific states referenced. CUI Wealth Management | CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 | www.cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
22 Apr 2020
3 Things Every Business Should Talk to Their Lawyer About- Interview with Josh Green from Green Legal Group
Introduction: Josh Green has been offering his legal services for the last 10 years. He has seen a lot when it comes to business. In this episode, Josh talks about three of the most common issues he comes across with business owners. There is a lot that goes into starting a business. A lot of issues can be mitigated long before they become potential problems with the right planning. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Josh Green and Green Legal Group are not affiliated with Woodbury Financial Services, Inc. CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
10 Apr 2020
Helping Your Business Live to Fight Another Day - Interview with Stephen Brown from Ledger Gurus
Overview: In this episode, Stephen Brown of Ledger Gurus goes through the common struggles business owners are going through during the COVID-19 Pandemic. Among other things, he talks about the types of business loans that are available for businesses and some strategies companies should consider. It takes a lot of grit to start a business. Now is the time for business owners and leaders to tap into the grit that has brought them to this point. If businesses are strategic during this pandemic, there are still opportunities to come out of this stronger. Disclosures: Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Stephen Brown and Ledger Gurus are not affiliated with Woodbury Financial Services, Inc. CUI Wealth Management 7730 S Union Park Ave. Suite 250, Midvale UT 84047 www.cuiwealth.com Michael Sayre: michael@cuiwealth.com Disclosures Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. Contact Information Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 Phone: 801-505-0548 Social Links Website: https://www.cuiwealth.com/ (https://www.cuiwealth.com/) Facebook: https://www.facebook.com/CUIWealth (https://www.facebook.com/CUIWealth) LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ (https://www.linkedin.com/company/cui-wealth-management/) X: https://twitter.com/CuiWealth (https://twitter.com/CuiWealth) YouTube: https://www.youtube.com/... (https://www.youtube.com/channel/UC9Q8C7_DHfg44jEkZR4FpyA?view_as=subscriber)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 3 ratings
- Spotify
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 26 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 29
- Social presence
- 0
- YouTube
- 0
- Engagement
- 60
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