Physician Family Financial Advisors
Demystifying Defined Benefit Plans with Courtenay Shipley

Demystifying Defined Benefit Plans with Courtenay Shipley

benefit plan defined benefit plan financial advisor investing physician physician family advisors physician financial planning Mar 06, 2024

If something seems too good to be true, it probably is (not?)

When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a pipe dream.

Before you write this retirement savings tool off, think of it like this: If something seems too good to be true, it probably is for most.

But if you are a high earning physician this tax savings dream could become a reality.

In today’s episode, Nate interviews guest Courtenay Shipley, the founder of Retirement Planology, to better understand Defined Benefit Plans and if they are right for you.


To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at



Write to us at [email protected].


Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Smart Financial Advice for
Busy Physician Moms and Dads

Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899

©2009-2024, Physician Family Financial Advisors Inc.

Be certain.™