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The Liquid Lunch Project
Planning for Tomorrow: Making Retirement Benefits Work for You
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Planning for Tomorrow: Making Retirement Benefits Work for You

The Liquid Lunch Project Podcast | Episode 186

Are your employees’ financial futures secure? If not, here’s what might be missing from your business game plan.

In this episode of The Liquid Lunch Project Podcast, we sit down with Courtenay Shipley, founder of Retirement Planology. She’s not just redefining how businesses handle retirement; she’s making it accessible, understandable, and essential for companies looking to retain talent and provide meaningful benefits. Courtenay breaks down how strategic retirement planning impacts recruitment, retention, and a company’s bottom line—all while making the topic engaging and digestible.

Episode Highlights:

  • Why retirement planning is essential for employee retention and business success

  • “Retirement Planology” – what it means and why branding matters

  • Creative benefits that go beyond traditional retirement plans

  • The reality of Social Security and why it’s not enough

  • Options for different business sizes: Solo 401(k)s, Simple IRAs, and more

  • How Courtenay pivoted from a music major to a top expert in retirement planning

Want to keep your top talent happy and loyal? Learn how strategic retirement planning can be a game-changer for your business. 


Favorite Quote:

“Social security - I also call it social insecurity - is usually between 20 to 40 percent of somebody's working income…That's a really good, solid basis. But we need to build on top of it.”

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The Weekly
The Liquid Lunch Project
After decades of experience on Wall Street, in finance and building teams of all sizes in multiple industries, Matthew Meehan and Luigi Rosabianca have a world-class understanding of what it takes to scale (and fund) a successful business. They are here to share a No-BS approach to what is involved in growing an empire.
A note before you go any further: This show is only for those who want to grow.
Every episode of this podcast is going to lay out actionable advice for business owners and entrepreneurs who want to grow their business. We have fun here - but the fact remains that everything you want is on the other side of something difficult. This show will help you get to that other side.