16 episodes
"In Your Business" with Michael Sayre. A Production of CUI Wealth Management Michael Sayre
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5.0 • 2 Ratings
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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 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.www.cuiwealth.com
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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, 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 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/ Facebook: https://www.facebook.com/CUIWealth LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ X: https://twitter.com/CuiWealth YouTube: https://www.youtube.com/... -
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#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/ Facebook: https://www.facebook.com/CUIWealth LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ X: https://twitter.com/CuiWealth YouTube: https://www.youtube.com/... -
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-tendencies8 Toxic Behavioral Finance Tendencies Blog Post: https://www.cuiwealth.com/blog/8-behavioral-finance-tendenciesSHRM CE Event: 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/ Facebook: https://www.facebook.com/CUIWealth LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ X: https://twitter.com/CuiWealth YouTube: https://www.youtube.com/... -
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/ Facebook: https://www.facebook.com/CUIWealth LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ X: https://twitter.com/CuiWealth YouTube: https://www.youtube.com/... -
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/ Facebook: https://www.facebook.com/CUIWealth LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ X: https://twitter.com/CuiWealth YouTube: https://www.youtube.com/... -
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/ Facebook: https://www.facebook.com/CUIWealth LinkedIn: https://www.linkedin.com/company/cui-wealth-management/ X: https://twitter.com/CuiWealth YouTube: https://www.youtube.com/...