Episode Details

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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

• The Testing Psychologist mastermind groups and business consulting
• www.retirementplanology.com/learnmore

Featured Resource

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About Courtenay Shipley

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