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

IntroJordan Boogaard has been in the payroll and hr industry for years. You may be familiar with his #howcanIhelp mentality. In this episode, he shares his wisdom in serving. He talks about real-life experiences that teach us hard work. These lessons teach us how to both motivate and have compassion for our employees.Disclosures:Please note that the current regulatory policy does not allow me to receive or give endorsements. This interview is not an endorsement.   Securities and 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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

OverviewWhat 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. DisclosuresSecurities 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.BibliographyAnderson, 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/

OverviewAfter 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.  DisclosuresSecurities 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.BibliographyJohns 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.116.003614The National Bureau of Economic Research. (2017, October). https://www.nber.org/papers/w23963. Retrieved from nber.org: https://www.nber.org/papers/w23963.pdfBlueCross 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

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

OverviewI 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 | 5965 S 900 E, Suite 150, Salt Lake City, UT 84121| P: 801-505-0548 | www.cuiwm.com

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com

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 5965 S 900 E, Suite 150, Salt Lake City, UT 84121 www.cuiwm.comMichael Sayre: michael@cuiwealth.com