Episode 19, Courtenay Shipley Joins Us to Talk All About Maximizing Your Financial Benefits Plan  10/4/2022  Noted in Podcast:  HR HOTSAUCE “Favorite song to bring you out of a funk playlist” – Ben has added: Diggin’ On James Brown – Tower of Power  Honorable Mention: Hot Chili – Steve Miller Band  SEP IRA - IRS.gov  Smorrebrod, The Best Danish Sandwich!  The War on Drugs (Band)  What Courtenay is listening to  Choiceology Podcast   You Need a Budget (YNAB) with Jesse Mecham  David Gray  Kurt Vile  Our Guest, Courtenay Shipley  Courtenay Shipley is Chief Planologist of Retirement Planology, which is a niche firm dedicated to helping employers design, manage, and oversee their employee retirement plan. Most of the time that’s a 401(k). She’s been doing this very nerdy thing for over 20 years and their firm has been recognized by Financial Times as a Top 401k advisor, and Courtenay as a top women advisor by the National Association of Plan Advisors. She’s also the upcoming president of the national group the Retirement Advisor Council and has lots of letters after her name that indicate she’s good at passing nerdy retirement plan tests.  Email Address: [email protected]    LinkedIn: Courtenay Shipley  Planology  Twitter: Planology  Our Sponsor: People Element    Understand, engage, inspire, and retain your people like never before.  People Element's employee experience and engagement solution delivers powerful intelligence, giving you the confidence to act.   www.peopleelement.com   LinkedIn: People Element   Twitter: @People_Element   Find Us:   On Twitter: @AllAboutHRPod, @TomsEngagingHR  Spotify: Spotify: All About HR Podcast  Apple Podcast: All About HR on Apple Podcasts