Episode 8

full
Published on:

12th Jan 2021

Navigating the Retirement Maze with Courtenay Shipley, President of Retirement Planology

Chief Planologist, Courtenay Shipley, has a diverse background in the retirement plan industry providing a unique foundation for her clients in the areas of fiduciary responsibility, investment analysis, and participant education. During her career she has provided institutional investment consulting to qualified retirement plans, developed business strategy for a boutique third party administrator and recordkeeper, conducted over 9,000 education meetings to groups and individual employees, and served the nonprofit market.

Courtenay is a graduate of Vanderbilt University, and is licensed as an investment advisor representative (Series 66). She holds the Accredited Investment Fiduciary™ (AIF®) designation through the Center for Fiduciary Studies, the Chartered Retirement Plan Specialist (CRPS) designation from the American College of Financial Planning, the Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors, and the Certified Health Savings Advisor (CHSA) designation. Since 2015 she has been featured in the Financial Times Top 401 Retirement Plan Advisors annual list, named a Top Women Advisor All-Star by the National Association of Plan Advisors (2015, 2017-2019), and named a 2018 NAPA Young Gun: Top 75 under 40.

Highlights of the episode

  • Top money mistakes for employers and employees
  • What does a financial wellness program consist of?
  • What do employees want in a retirement program?
  • Indexed funds vs actively managed funds
  • Tesla, Bitcoin, and the outlook for ‘hot’ stocks
  • Fintech—where is it at and where is it going?
  • Financial Resources for companies and employees

Get in touch with Courtenay:

Retirement Planology on LinkedIn

Courtenay’s LinkedIn


Resources mentioned on episode:

Mr Money Mustache

Mad Fientist- The path to Financial Independence

Financial Mentor

YouNeedABudget

The value of investments may go down as well as up and investors may not get back the full amount invested. Views contained herein are not to be taken as advice or a recommendation to buy or sell any security. The podcast does not contain sufficient information to make an informed investment decision and should not be relied upon for making investment decisions. Any forecasts, figures, opinions, investment techniques or strategies set out are for informational purposes only, based on assumptions and current market conditions, and are subject to change without prior notice. All information herein is assumed to be accurate at the time of production. 

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About the Podcast

The NoVA Business Podcast
A series of interviews with Northern Virginia's most influential business leaders.
The NoVA Business podcast is a stream of interviews with NoVA's leading entrepreneurs, business owners, and executives.

Northern Virginia is America’s best-known secret. With Ranking #1 in the nation for workforce and education and #3 for business friendliness, NoVA is a hotspot for the world’s top talent and entrepreneurs. There's no question why companies like Amazon and Capital One call NoVA home for their headquarters.

On this podcast, we will share the inspiring stories of leaders who are shaping the community around us. Listen to the challenges they have overcome, the lessons learned, and the vision they have moving forward. Get ready for a series of epic conversations!

The NoVA Business Podcast is sponsored by The Business Benefits Group.

About your hosts

Jessica Du Bois

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Jessica Du Bois is a consultant and advisor for employee benefits, working with dozens of companies in the D.C. region. Creating The NoVA Business Podcast became one of Jessica's goals after working with many of the incredible business leaders in Northern Virginia.

The podcast is a collection of stories that tell us the trials and successes that have formed the community around us. No gimmicks. No paid interviews. Just real-life storytelling of the friends and leaders that inspire you.

When Jessica isn't interviewing for the podcast or advising on benefits, you can find her coaching boxing classes or training for her next half marathon.

Derek Winn

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As a corporate health care strategist, Derek has had the unique opportunity to partner with hundreds of leading and admired businesses across Northern Virginia. Given his role, he has been able to witness and support businesses during the best of times as well as the worst of times.

These stories are the fuel for the Northern Virginia Business Podcast - the only podcast focused exclusively on the founders, leaders, and heroes in our own backyard of Northern Virginia.

These stories are intended to captivate and inspire those who continue to shape the landscape of Northern Virginia.

While he spends the majority of his time working in Fairfax, he has the most fun at home in Warrenton with his family.