16 afleveringen

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

"In Your Business" with Michael Sayre. A Production of CUI Wealth Management Michael Sayre

    • Zaken en persoonlijke financiën

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

    Mastering the Power of Distribution Channels

    Mastering the Power of Distribution Channels

    OverviewIn this episode of the In Your Business podcast, Michael Sayre from CUI Wealth Management invites Matt R. Vance, company culture and reputation management expert, to discuss the power of distribution channels in business communication. Matt is the CEO of Mobrium, 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, and Co-Host of The Culture Profit podc...

    • 19 min.
    What is the 4% Rule in Retirement Account Distributions?

    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 t...

    • 12 min.
    Toxic Cognitive Biases

    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 thes...

    • 15 min.
    Lessons I've Learned from Starting a Business

    Lessons I've Learned from Starting a Business

    DisclosuresSecurities 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, ...

    • 26 min.
    Setting Goals Is Part of Financial Planning

    Setting Goals Is Part of Financial Planning

    DisclosuresSecurities 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, ...

    • 7 min.
    Corporate Karma - An Interview with Jordan Boogaard #howcanihelpyou

    Corporate Karma - An Interview with Jordan Boogaard #howcanihelpyou

    IntroJordan 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 Inv...

    • 15 min.

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