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

Appearances

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I would even argue that retiring can be a bit of a long, slow decision crisis because the emotional stakes are high and the financial stakes are high.
So I find a lot of my retirement planning meetings that I'm having with people who are retiring within or they want to retire within three to five years.
It has the same playbook.
It may not be an emergency, but it has the same high stakes feeling.
And there's a lot of anxiety that can be quelled in that meeting as well.
I get a smattering of those big dramatic things, but I would also say in a positive way, like buying your first home.
I don't get as many of those as I'm aging, but I used to.
My clients are aging with me like a fine wine.
I used to get a lot of those.
And I would say buying your first home is also a decision crisis.
There's huge financial stakes and huge emotional stakes with a ton of uncertainty.
I think it depends on the crisis.
If it's an emergency, like something's actually happened, I get emails at like three in the morning.
So that might be like the critical illness ones.
That might be like the separation, divorce ones.
That might be like the, I got fired ones.
Those are not necessarily the fun ones.
Those are the ones where I'm glad that I'm here to help, but that's not a fun one to financial plan.
We're in a sort of damage control mode.
I do something called like micro timelines.
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