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

“A lot of people say, ‘Oh retirement, that’s for old
people. I don’t need to be thinking about that now.’ But it is
just good cash flow management. It's good financial planning. To
be thinking not only about what I am spending my money on today
as a business owner but also what does this look like in 5, 10,
20 years.”
-Courtenay Shipley


As bookkeepers, it is our job to help others understand how the
flow of money works in and around their business. A critical yet
often overlooked part of that, is how we plan for the future.
It’s easy to get excited by success, so much so that we don’t
feel the need to save for a rainy day. This is true for our
clients too. They’ve worked so hard. They want to enjoy the
profits of their labour.


When planning for the future, it’s hard to ignore the glaring
warnings of our own mortality. This is perhaps why we take the
first most accessible retirement plan we find, and let it tick
over in the background. 


But saving doesn’t have to be from a place of fear in what the
future holds, you can create a plan that celebrates your success
and keeps you solvent long after you’ve stopped working. 


Courtenay Shipley, founder of Retirement Planology is this
episode’s featured guest. She has spent her career helping
businesses navigate the retirement landscape in a way that aligns
with their values, saves time and makes their money work harder.
In this episode, Courtenay and Michael discuss all things
retirement, from finding the right plan to essential resources
for success.


If you are finding yourself in a place of success but aren’t sure
how to provide yourself and your employees with a plan for the
future then this is the episode for you!


During this interview, you'll learn...



The value of building long-term financial
freedom


How to effectively plan for the future


The importance of sticking to the plan



To find out more about Courtenay, click here.


Connect with with her on LinkedIn.


Time Stamps
 
01:46 - Courtenay discusses her career journey 
05:28 - Planning for the future
08:54 - Finding the right fit
13:47 - Sticking to the plan
16:34 - The essentials of a great retirement plan
18:06 - Building your financial freedom
23:23 - Resources that can help you
25:50 - Getting integrated 
28:35 - Learning more from Courtenay 


This episode is brought to you by our great friends
at Payworks!


If you're looking for a reliable and affordable payroll
platform for your business, look no further!


To learn more, visit Payworks.ca TODAY!