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June 6, 2024 36 mins
Now, more than ever, talent retention efforts are essential, and one way to make employees feel rewarded and appreciated for their work is by offering a solid benefits package that supports their total well-being. That’s why we’re diving into a nerdy yet fascinating chat with my guest, Courtenay Shipley, the mastermind behind Retirement Planology to talk about how to realistically offer retirement benefits (and peace of mind) to your team! Key Takeaways Get Going: Courtenay offers milestones for when and how to get started with your Employee Benefit Programs. Relevance Rocks: Spice up your benefits with apps, employee assistance programs, or year-round education to keep your team engaged. Walk in Their Shoes: Understand the "what's in it for me" (WIIFM) mindset of your employees to communicate benefits effectively. Repeat for Success: Consistent messaging is key - keep reinforcing those benefits to ensure your team is in the know and on board. Interested in learning more specifics about retirement planning and employee wellness? You should be! Tune in on your favorite listening app, on the website, or watch it on YouTube! About Courtenay Shipley Courtenay Shipley is the founder and Chief Planologist of Retirement Planology, a consulting and registered investment advisory firm for corporate-sponsored retirement plans. With a wealth of experience in the retirement plan industry, Courtenay not only offers her clients expertise in investment analysis, plan design, and employee education but also helps them leverage their employee benefits in a way that supports their own business goals. Connect with Courtenay  Personal LinkedIn: www.linkedin.com/in/cshipley Business LinkedIn: www.linkedin.com/company/retirement-planology-inc Website: www.retirementplanology.com/ Email: cshipley@retirementplanology.com Book a Call: www.retirementplanology.com/learnmore Sponsored By Magic Mind contains a magical combination of 12 active ingredients scientifically designed to improve energy, focus, and mood while decreasing stress — all things that, combined, improve your productivity. It is safe and effective, utilizing the mood-boosting power of things like Turmeric, the long-lasting energy effects of Matcha green tea, as well as other ingredients. Unlike many energy drinks, Magic Mind’s benefits don’t come from excessive amounts of stimulating compounds such as caffeine and has no withdrawal symptoms should you decide to stop consuming it. As a neurodivergent baddie, Magic Mind is in Amber’s non-pharmaceutical toolkit for managing her ADD. Ready to try it for yourself? Head on over to https://www.magicmind.com/bombshell Don’t forget to use the code BOMBSHELL20 for 20% off a one-time purchase or 56% when you sign up for a subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
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