426. Retirement Planning w/ Courtenay Shipley

Dr. Jeremy Sharp Podcast Leave a Comment

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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

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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

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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