Are your employees’ financial futures secure? If not, here’s what might be missing from your business game plan.

In this episode of The Liquid Lunch Project Podcast, we sit down with Courtenay Shipley, founder of Retirement Planology. She’s not just redefining how businesses handle retirement; she’s making it accessible, understandable, and essential for companies looking to retain talent and provide meaningful benefits. Courtenay breaks down how strategic retirement planning impacts recruitment, retention, and a company’s bottom line—all while making the topic engaging and digestible.

Episode Highlights:

Why retirement planning is essential for employee retention and business success
“Retirement Planology” – what it means and why branding matters
Creative benefits that go beyond traditional retirement plans
The reality of Social Security and why it’s not enough
Options for different business sizes: Solo 401(k)s, Simple IRAs, and more
How Courtenay pivoted from a music major to a top expert in retirement planning

Want to keep your top talent happy and loyal? Learn how strategic retirement planning can be a game-changer for your business.

Favorite Quote:

“Social security - I also call it social insecurity - is usually between 20 to 40 percent of somebody's working income…That's a really good, solid basis. But we need to build on top of it.”

Connect with Courtenay:

http://www.linkedin.com/in/cshipley

https://www.retirementplanology.com/learnmore

Stay Connected:

Connect with Matt and Luigi on Instagram:

@matthew.r.meehan

@luigi_rosabianca

@theLiquidLunchProject

@ShieldAdvisoryGroup

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www.theliquidlunchproject.com

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Planning for Tomorrow: Making Retirement Benefits Work for You