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 lic ...
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Mastering the Power of Distribution Channels
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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 l…
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What is the 4% Rule in Retirement Account Distributions?
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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 i…
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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 decisio…
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Lessons I've Learned from Starting a Business
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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 strictl…
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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 strictl…
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Corporate Karma - An Interview with Jordan Boogaard #howcanihelpyou
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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…
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Unique Value in a Financial Wellness Program
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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 un…
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The Impact Health has on Wealth
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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 we…
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Building a Strengths-Based Workforce- An Interview with Joe Cooper and Cory Rich from EvolvHR
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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 utili…
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The Power of Customer Experience, Empathy, and Honest Communication- An Interview with Gavin Johnson
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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: Plea…
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Trust Your Employees, Be Yourself, and Enjoy Life - An Interview with Justin Severson from Paylocity
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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 endorseme…
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How Employee Experience Impacts the Bottom-Line - An Interview with Christine Wzorek from White Label Advisors
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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…
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How to Cultivate a Professional Network - An Interview with Jared Olsen from Motivosity
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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 poli…
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The FFCRA Act for Small and Mid-Sized Businesses - An Interview with Sidney Bruce- Head of Customer Success + HR at Everee
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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 ha…
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3 Things Every Business Should Talk to Their Lawyer About- Interview with Josh Green from Green Legal Group
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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 potentia…
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Helping Your Business Live to Fight Another Day - Interview with Stephen Brown from Ledger Gurus
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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 …
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