Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I’m a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business! 

In this must-listen episode, I, Susanne Mariga, joined by the brilliant 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 – discuss the importance of being a steadfast investor and the intricacies of setting up retirement plans for your company. 🔍 Key insights you'll gain from our discussion: - Why "now is not the good time to invest" is just a myth. - The significance of starting your retirement savings early. - How offering a retirement plan can make your small business stand out. - Strategies for tailoring a retirement plan to your business's unique needs. - Understanding the tax credits available when you start a new retirement plan. - Avoiding common pitfalls in company retirement plans.

 To learn more about Courtenay and the services she provides, visit her website at  https://www.retirementplanology.com/

Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.  

If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business! 

DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.