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Listen "Courtenay Shipley, Maximizing Your Financial Benefits Plan"
Episode Synopsis
Episode 20, Courtenay Shipley Joins Us to Talk All About Maximizing Your Financial Benefits Plan
10/4/2022
Noted in Podcast:
HR HOTSAUCE “Favorite song to bring you out of a funk playlist” – Ben has added: Diggin’ On James Brown – Tower of Power
Honorable Mention: Hot Chili – Steve Miller Band
SEP IRA - IRS.gov
Smorrebrod, The Best Danish Sandwich!
The War on Drugs (Band)
What Courtenay is listening to
Choiceology Podcast
You Need a Budget (YNAB) with Jesse Mecham
David Gray
Kurt Vile
Our Guest, Courtenay Shipley
Courtenay Shipley is Chief Planologist of Retirement Planology, which is a niche firm dedicated to helping employers design, manage, and oversee their employee retirement plan. Most of the time that’s a 401(k). She’s been doing this very nerdy thing for over 20 years and their firm has been recognized by Financial Times as a Top 401k advisor, and Courtenay as a top women advisor by the National Association of Plan Advisors. She’s also the upcoming president of the national group the Retirement Advisor Council and has lots of letters after her name that indicate she’s good at passing nerdy retirement plan tests.
Email Address: [email protected]
LinkedIn: Courtenay Shipley
Planology
Twitter: Planology
Our Sponsor: People Element
Understand, engage, inspire, and retain your people like never before. People Element's employee experience and engagement solution delivers powerful intelligence, giving you the confidence to act.
www.peopleelement.com
LinkedIn: People Element
Twitter: @People_Element
Find Us:
On Twitter: @AllAboutHRPod, @TomsEngagingHR
Spotify: Spotify: All About HR Podcast
Apple Podcast: All About HR on Apple Podcasts
10/4/2022
Noted in Podcast:
HR HOTSAUCE “Favorite song to bring you out of a funk playlist” – Ben has added: Diggin’ On James Brown – Tower of Power
Honorable Mention: Hot Chili – Steve Miller Band
SEP IRA - IRS.gov
Smorrebrod, The Best Danish Sandwich!
The War on Drugs (Band)
What Courtenay is listening to
Choiceology Podcast
You Need a Budget (YNAB) with Jesse Mecham
David Gray
Kurt Vile
Our Guest, Courtenay Shipley
Courtenay Shipley is Chief Planologist of Retirement Planology, which is a niche firm dedicated to helping employers design, manage, and oversee their employee retirement plan. Most of the time that’s a 401(k). She’s been doing this very nerdy thing for over 20 years and their firm has been recognized by Financial Times as a Top 401k advisor, and Courtenay as a top women advisor by the National Association of Plan Advisors. She’s also the upcoming president of the national group the Retirement Advisor Council and has lots of letters after her name that indicate she’s good at passing nerdy retirement plan tests.
Email Address: [email protected]
LinkedIn: Courtenay Shipley
Planology
Twitter: Planology
Our Sponsor: People Element
Understand, engage, inspire, and retain your people like never before. People Element's employee experience and engagement solution delivers powerful intelligence, giving you the confidence to act.
www.peopleelement.com
LinkedIn: People Element
Twitter: @People_Element
Find Us:
On Twitter: @AllAboutHRPod, @TomsEngagingHR
Spotify: Spotify: All About HR Podcast
Apple Podcast: All About HR on Apple Podcasts
In God we trust