EA588: Courtenay Shipley - Retirement Planning Options for Small Firm Architects

from EntreArchitect Podcast with Mark R. LePage

Retirement Planning Options for Small Firm ArchitectsRetirement planning can be a daunting task for small firm architects balancing business operations and team management. In this episode, Mark interviews Courtenay Shipley, founder of Retirement Planology, to discuss how thoughtful retirement strategies can empower architects and their teams to achieve financial wellness.Courtenay brings her expertise in fiduciary responsibility, investment analysis, and participant education to the conversation, sharing practical insights into the retirement options available for small businesses. With a passion for making financial planning accessible, she explains how retirement plans can attract and retain talent, improve employee satisfaction, and support long-term business success.Through real-world examples and clear guidance, Courtenay emphasizes the importance of understanding your options and partnering with experts to navigate the complexities of retirement planning. Whether you're looking to enhance your firm's offerings or prioritize your financial future, this episode provides the tools and inspiration you need to take the next step.This week at EntreArchitect Podcast, Retirement Planning Options for Small Firm Architects with Courtenay Shipley.Learn more about Courtenay online at Retirement Planalogy, and find her on LinkedIn.Please visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:NCARB PodcastTo Build is Human

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This episode is 35 minutes long.

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This episode was published on November 22, 2024.

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