426. Retirement Planning w/ Courtenay Shipley

Would you rather read the transcript? Click here. We have to take care of many things as small business owners. One of those things is retirement planning. For better or worse, you are in charge of your own retirement once you move into private practice. And if you have employees, you’re also in charge of THEIR retirement options. Sound like a lot of pressure? Today’s guest, Courtenay Shipley, is here to demystify retirement planning for those of us in private practice. These are just a few things that we discuss: * The benefits of offering retirement options for your employees * Different options depending on your stage of practice development * All the professionals who can help you with retirement options * How retirement options are a DEI issue Cool Things Mentioned * The Testing Psychologist mastermind groups and business consulting * www.retirementplanology.com/learnmore Featured Resource I am honored to partner with two AMAZING companies to help improve your testing practice! PAR is a long-time supporter of the Testing Psychologist podcast, and I will continue to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com. TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing The Testing Psychologist podcast is approved for CEU’s! I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! About Courtenay Shipley 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. She has worked with qualified retirement plans, developed strategies for third-party administrators, and conducted over 10,000 educational meetings. Courtenay holds various designations including Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. She is also the esteemed president of the Retirement Advisor Council, and her outstanding contributions have earned her accolades such as Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor. Get in Touch * Website: www.retirementplanology.