EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom

Ad Read: a business with very consistent cash flow where it's obvious that they're making money and, you know, are probably in that point where they're trying to attract the good talent and keep people around. And so those two components right there typically mean, yeah, it's time for some sort of benefits. If it's not health insurance and everything else, or if that's already taken care of, what's the next step? And we tend to be the next step down the road is the retirement plan side. You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets of success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com. The proven system to grow your bookkeeping business. Welcome back to the Successful Bookkeeper Podcast. I'm your host, Michael Palmer, and today's show is going to be a good one. Our guest is the founder and chief planologist of Retirement Planology. Did I get that right? I hope so. You totally did. Yeah. She has a consulting and registered investment advisory firm for corporate-sponsored retirement plans. Courtney Shipley, welcome to the show. Thank you so much for having me. I'm excited to be here. Well, it's great to have you. And now we're going to get into this a bit, and I'd love to hear your career journey and to help us understand what planologist really is. I think it's the first time I've heard that. It sounds interesting, but Courtney, tell us a little bit about you, your career journey leading up to this point.

Sure. Well, my background's a little different. I was a music major in college, and when I graduated, I needed a job, and I did not want to move back in with my parents. So I found myself selling insurance and also retirement plans. And I really liked the retirement plan side of things. The insurance, maybe not as much. So I found a way to continue my career, first working for a brokerage firm and then off to a small third-party administrator, a large, you know, Fortune 1000 record keeper. So I've just been on that side of the business pretty much my entire career. So yeah, it's super fun to help people save for retirement. I know it sounds lame, but it really is. I would think the people that want to have a good retirement, probably it sounds pretty exciting. And I would imagine it crosses our listeners' minds time to time. So, What is having a