Leveraging Benefits as an Employee Retention Strategy with Courtenay Shipley

Boss Your Business - The Podcast

Welcome to another enlightening episode of Boss Your Business! Today, we're diving deep into the world of retirement planning with our special guest, Courtenay Shipley.

In this episode, Courtenay sheds light on the different types of retirement plans suitable for businesses of all sizes, from simple IRAs to robust 401Ks, and explains why financial freedom and future income streams are crucial for entrepreneurs. She also breaks down how small businesses can start incorporating employee benefits without feeling overwhelmed by costs and complexities.

Courtenay Shipley is the founder and Chief Planologist of Retirement Planology, a consulting and registered investment advisory firm for corporate-sponsored retirement plans. With a wealth of experience in the retirement plan industry, Courtenay not only offers her clients expertise in investment analysis, plan design, and employee education, but also helps them leverage their employee benefits in a way that supports their own business goals.

Don't miss this episode filled with practical advice, engaging discussions, and inspiring future goals—especially if you're a small business owner looking to retain top talent and plan for a secure financial future.

Connect with Courtenay: https://thepodwizegroup.notion.site/Courtenay-Shipley-Employee-Retirement-Planning-Consultant-Founder-RetirementPlanology-5cbef72d512f43ca853477164c5266a8?pvs=4

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🌟Meet Courtenay Shipley

Website: https://www.retirementplanology.com/

LinkedIn: https://www.linkedin.com/in/cshipley/

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🌟Connect with Yvi

https://instagram.com/askyvi
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🏆 Highlights 🏆

00:00 | Introduction

04:36 | How to weigh compensation options for growth.

10:49 | Strategies for choosing the right retirement plan.

14:56 | Steps to create strategies for long-term fulfillment.

18:20 | How tax incentives can help your business.

19:17 | Best practices for retirement savings.

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