“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!

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

The Successful Bookkeeper Podcast