Shannon Lee Simmons

speaker

1,028 appearances 1 recordings 1 series first heard Jun 2026 last heard 25 Jun

Shannon Lee Simmons’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Rational Reminder Podcast · Shannon Lee Simmons: How To Stop Feeling Broke | #415 · 25 Jun 2026 podcast

Okay, we can't both win.

So what can we do?

Do we do a trip every couple of years and then save into the house fund here and extend that?

Do we do this?

Do we do that?

What's the balance between both of them and like mapping that out together?

This is the kind of work that is really in the weeds with clients for sure, but is...

so deeply impactful.

And it does impact the overall portfolio because how they spend money is going to impact how much they can save for retirement as well.

Really getting in the weeds with them, I think is quite important.

And that's when you become that trusted ally too, where you're like, I actually am helping.

It's not just about returns.

I see this too.

I'm sure you do as well.

It comes in various ways.

There's some that are dramatic.

There are some that it's about a variable mortgage in 2020.

There's varying degrees of regret and around it and the blame.

I think number one, the reason I care or the reason we should all care if we hear something

regretful words around decisions is that often if you feel like something financially didn't work out and it's your fault, you feel like you don't trust yourself to make financial decisions in the future.

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