Retirement Planning Options for Small Firm Architects

Retirement 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.

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Mentioned in this episode:

Context & Clarity

Gabl CES

Spaces