The Role of Retirement Plans in Estate Planning

Buried in Work Podcast

Imagine this, you've spent years building your career, but when it comes to planning for the future, you’re not sure if you’re truly prepared. That's where retirement planning comes in, not just as a financial safety net but as a crucial part of your estate planning. Most of us assume we have plenty of time to think about our 401k or beneficiary designations, but how many of us actually revisit these critical decisions when life changes happen?

In this episode of the Buried in Work podcast, host Adam Zuckerman interviews Courtenay Shipley, the founder and planologist at Retirement Planology, to discuss how retirement plans play a crucial role in estate planning. With over 20 years of experience in the retirement planning industry, Courtenay shares her expertise on crafting retirement plans that not only benefit employees but also contribute to a smoother estate transition.

Show Links

• To discover more about Retirement Planology: Visit her Website
• Connect with Courtenay Shipley on LinkedIn
• Visit Buried in Work for more episodes and resources.
• Use code BIWPodcast for 10% off products at Buried in Work.

Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.