"In Your Business" with Michael Sayre. A Production of CUI Wealth Management Tue, 07 Apr 2026 02:54:52 -0400 https://www.buzzsprout.com/976303 en-us © 2026 "In Your Business" with Michael Sayre. A Production of CUI Wealth Management yes f69d9f4b-caa4-5e29-9e73-51e663ba017e Michael Sayre episodic false 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

]]> Buzzsprout (https://www.buzzsprout.com) Michael Sayre https://storage.buzzsprout.com/h7c3jhcjetnub14tesu70li17ll1?.jpg "In Your Business" with Michael Sayre. A Production of CUI Wealth Management Building a Financial Foundation: Budgeting Essentials 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: www.cuiwealth.com

Takeaways
Managing finances is like survival on a desert island.

  • Budgeting connects spending to financial goals.
  • Budgeting is often seen as restrictive but is empowering.
  • Short-term goals are stepping stones to long-term aspirations.
  • SMART goals are essential for financial planning.
  • Prioritize financial goals based on urgency and importance.
  • Break down long-term goals into manageable steps.
  • Regularly review and adjust financial goals as needed.
  • Track income and expenses to understand spending patterns.
  • Create a budget that reflects personal needs and priorities.

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

]]> 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: www.cuiwealth.com

Takeaways
Managing finances is like survival on a desert island.

  • Budgeting connects spending to financial goals.
  • Budgeting is often seen as restrictive but is empowering.
  • Short-term goals are stepping stones to long-term aspirations.
  • SMART goals are essential for financial planning.
  • Prioritize financial goals based on urgency and importance.
  • Break down long-term goals into manageable steps.
  • Regularly review and adjust financial goals as needed.
  • Track income and expenses to understand spending patterns.
  • Create a budget that reflects personal needs and priorities.

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

]]> Michael Sayre Buzzsprout-16829330 Fri, 21 Mar 2025 05:00:00 -0600 1234 budgeting, financial management, financial goals, income tracking, debt management, personal finance, budgeting strategies, financial planning, savings 12 full false Unlocking Financial Wisdom from Big Corporations 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 successful corporations and how these can inspire better personal financial management.

Learn more at 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

]]> 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 successful corporations and how these can inspire better personal financial management.

Learn more at 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

]]> Michael Sayre Buzzsprout-16751492 Fri, 14 Mar 2025 05:00:00 -0600 956 corporate finance, personal finance, financial statements, balance sheet, income statement, cash flow statement, financial strategies, budgeting, net worth, emergency fund 11 full false Mastering Personal Finance: Cognitive Biases 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 factors influence financial behavior. 

Contact Information 

 Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 
 Phone: 801-505-0548
 Learn More: ⁠⁠www.cuiwealth.com⁠

Disclosures 
Securities and investment advisory services are offered through Osaic Wealth, a member of FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. 

Takeaways
 The average American spends a significant portion of their life working.
 Understanding personal finance is crucial for making informed decisions.
 Small changes in financial habits can lead to significant results over time.
 Behavioral finance combines psychology and economics to explain financial decisions.

 Loss aversion can prevent individuals from making beneficial investments.
 Anchoring bias affects how we perceive value in financial decisions.
 Herding behavior can lead to market bubbles and crashes.
 Mental accounting can distort our perception of financial information.
 Hindsight bias can lead to overconfidence in financial judgments.
 Recognizing cognitive biases is the first step toward better financial decision-making.

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

]]> 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 factors influence financial behavior. 

Contact Information 

 Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047 
 Phone: 801-505-0548
 Learn More: ⁠⁠www.cuiwealth.com⁠

Disclosures 
Securities and investment advisory services are offered through Osaic Wealth, a member of FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. 

Takeaways
 The average American spends a significant portion of their life working.
 Understanding personal finance is crucial for making informed decisions.
 Small changes in financial habits can lead to significant results over time.
 Behavioral finance combines psychology and economics to explain financial decisions.

 Loss aversion can prevent individuals from making beneficial investments.
 Anchoring bias affects how we perceive value in financial decisions.
 Herding behavior can lead to market bubbles and crashes.
 Mental accounting can distort our perception of financial information.
 Hindsight bias can lead to overconfidence in financial judgments.
 Recognizing cognitive biases is the first step toward better financial decision-making.

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

]]> https://www.cuiwealth.com/introduction-to-behavioral-finance Michael Sayre Buzzsprout-16628403 Thu, 13 Feb 2025 05:00:00 -0700 684 personal finance, behavioral finance, cognitive biases, investing, financial decisions, wealth management, financial literacy, money management, retirement planning, asset protection full false Mastering the Power of Distribution Channels 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

]]> 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

]]> Michael Sayre Buzzsprout-14532515 Tue, 05 Mar 2024 06:00:00 -0700 1187 16 full false 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 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

#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

]]> 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

#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

]]> https://www.cuiwealth.com/what-is-the-4-rule-in-retirement-account-distributions Michael Sayre Buzzsprout-14513972 Tue, 27 Feb 2024 07:00:00 -0700 723 401(k), Investing, Financial Planning, Retirement Planning, Financial Advising, Leadership, Entrepreneurship 1 15 full false 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 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.

#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

]]> 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.

#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

]]> https://www.cuiwealth.com/podcast-14-toxic-behavioral-finance-tendencies Michael Sayre Buzzsprout-14475952 Tue, 20 Feb 2024 06:00:00 -0700 910 Behavioral Finance, Investing, Retirement Planning, Financial Planning, Entrepreneurship 14 full false Lessons I've Learned from Starting a Business 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

]]> 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

]]> Michael Sayre Buzzsprout-14314063 Thu, 25 Jan 2024 05:00:00 -0700 1561 full false Setting Goals Is Part of Financial Planning 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

]]> 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

]]> Michael Sayre Buzzsprout-8279177 Thu, 18 Jan 2024 05:00:00 -0700 469 full false Corporate Karma - An Interview with Jordan Boogaard #howcanihelpyou 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

]]> 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

]]> Michael Sayre/ Jordan Boogaard Buzzsprout-5830570 Sat, 10 Oct 2020 10:00:00 -0600 941 How Can I Help, CUI Wealth Management, HR, Leadership, Business Management 1 11 full false Unique Value in a Financial Wellness Program 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

]]> 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

]]> https://www.cuiwm.com/unique-value-in-a-financial-wellness-program Michael Sayre Buzzsprout-5479063 Mon, 21 Sep 2020 07:00:00 -0600 640 401k, Employee Benefits, Retirement Plans, CUI Wealth Management 1 10 full false The Impact Health has on Wealth 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

]]> 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

]]> https://www.cuiwm.com/the-impact-health-has-on-wealth Michael Sayre Buzzsprout-4498283 Mon, 20 Jul 2020 10:00:00 -0600 601 Health, Wealth, Retirement, Goals 1 9 full false Building a Strengths-Based Workforce- An Interview with Joe Cooper and Cory Rich from EvolvHR 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

]]> 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

]]> https://www.cuiwm.com/lets-stop-cloning-our-workforce-an-interview-with-joe-cooper-and-cory-rich-from-evolvhr Michael Sayre, Cory Rich, Joe Cooper Buzzsprout-4127228 Wed, 10 Jun 2020 21:00:00 -0600 1807 HR, Business Management, Personalities, Hiring, Business 1 8 full false The Power of Customer Experience, Empathy, and Honest Communication- An Interview with Gavin Johnson 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

]]> 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

]]> https://www.cuiwm.com/the-power-of-customer-experience-empathy-and-honest-communication-an-interview-with-gavin-johnson Michael Sayre/ Gavin Johnson Buzzsprout-3930659 Tue, 26 May 2020 21:00:00 -0600 1628 Customer Experience, Business Management, Communication, HR 1 7 full false Trust Your Employees, Be Yourself, and Enjoy Life - An Interview with Justin Severson from Paylocity 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).

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

]]> 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).

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

]]> Michael Sayre Buzzsprout-3851306 Wed, 20 May 2020 18:00:00 -0600 815 1 6 full false How Employee Experience Impacts the Bottom-Line - An Interview with Christine Wzorek from White Label Advisors 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/) 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

]]> Overview:
In this interview with Christine Wzorek from White Label Advisors (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

]]> https://www.cuiwm.com/how-employee-experience-impacts-the-bottom-line-an-interview-with-christine-wzorek-from-white-label-advisors Michael Sayre/ Christine Wzorek Buzzsprout-3588481 Wed, 13 May 2020 12:00:00 -0600 2022 CUI Wealth Management, HR, Human Resources, Employee Experience 1 5 full false How to Cultivate a Professional Network - An Interview with Jared Olsen from Motivosity 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

]]> 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

]]> https://www.cuiwm.com/how-to-cultivate-a-professional-network-an-interview-with-jared-olsen-from-motivosity Michael Sayre/Jared Olsen Buzzsprout-3490426 Tue, 05 May 2020 09:00:00 -0600 844 Professional Networking, Business Networking, CUI Wealth Management 1 4 full false The FFCRA Act for Small and Mid-Sized Businesses - An Interview with Sidney Bruce- Head of Customer Success + HR at Everee 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/


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

]]> 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/


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

]]> https://www.cuiwm.com/the-ffcra-act-for-small-and-mid-sized-businesses-an-interview-with-sidney-bruce-head-of-customer-success-hr-at-everee Michael Sayre/Sidney Bruce Buzzsprout-3385999 Wed, 29 Apr 2020 07:00:00 -0600 1078 FFCRA, Everee, CUI Wealth Management 1 3 full false 3 Things Every Business Should Talk to Their Lawyer About- Interview with Josh Green from Green Legal Group 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

]]> 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

]]> https://www.cuiwm.com/3-things-every-business-should-talk-to-their-lawyer-about-interview-with-josh-green-from-green-legal-group Michael Sayre/Josh Green Buzzsprout-3270817 Wed, 22 Apr 2020 08:00:00 -0600 1747 CUI Wealth Management, Small Business, Contracts 1 2 full false Helping Your Business Live to Fight Another Day - Interview with Stephen Brown from Ledger Gurus 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

]]> 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

]]> https://www.cuiwm.com/live-to-fight-another-day-helping-businesses-stay-afloat-during-covid19-pandemic Michael Sayre Buzzsprout-3294085 Fri, 10 Apr 2020 17:00:00 -0600 1592 COVID19, PPP Loan, Small Business 1 1 full false