Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD #1148 - Mastering Fiduciary Responsibility and Innovative Retirement Planning with Courtenay Shipley
In this insightful episode, Courtenay Shipley, founder of Retirement Planology, delves into the complexities of fiduciary responsibility and how businesses can leverage retirement plans to retain top talent. Discover the latest innovations in retirement planning, the evolving landscape of 401k plans, and strategies for fostering employee financial wellness. Courtenay also explores the importance of diversity, equity, and inclusion in retirement planning and how businesses can attract and engage the next generation of talent through creative plan designs.
Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence.
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