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 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

And that really comes back to all that planning that we can help people make and navigate with them so that they can look back proud, even if the outcome is not ideal.

I use financial planning as my wizarding wand.

So I have to call it my own bias here.

I think someone that's coming to see me and paying money out of pocket is probably not going to make a abrupt, deep emotional decision because that person's already decided to seek advice and pay for it, right?

So I probably have a slew of people, like a sampling of the population who is feeling emotional, but knows they shouldn't make a decision right now.

The people that I have met over the years who made the decisions that they regret, they didn't come see me.

They made those decisions in the moment and they didn't seek help.

They just were overwhelmed.

I think it would be something like

I would hope that everyone would seek out their financial advisor in those moments of crisis that they don't make decisions like that.

But you're probably, if you have somebody who's already reaching out, you're already in a position to support them because they already know.

So I think it's just more a broader conversation around if something's happened and it's going to impact your long-term finances in a big way, get support, get support, call your financial advisor, call a fee-only financial planner, call somebody.

Don't just do brash decisions when the stakes are high.

Like we're not talking about ordering a pizza.

We're talking about big decisions.

I think everyone needs to get some financial support that isn't necessarily a chatbot.

This is something that's so interesting for me.

I've worked with lots of clients over the year, getting them ready for retirement.

And they're like a team, you know, everyone's rowing the boat together.

We got a plan.

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