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

In the last five to seven years, just before the pandemic, I started to see that the new thing as my clients, as I'm aging, they're aging, retired.

And then they come in for their checkups with me, or they reach out because something's gone awry.

Being more this emotional part of it, you can see a little bit of it in the financial planning meeting just before they retire.

where they are not on the same page all of a sudden.

So that can happen in two ways.

So they might have had the same dreams for their housing, how they wanted to plan for the kids' school, how they wanted to work, what they wanted to do, and they've never had to come to blows where they thought they had it.

Then they get to retirement and turning off the income tap, massive, scary thing, right?

Like if you spent a lifetime building

Now, all of a sudden you stop building and now you have to use those assets.

People have different responses to that, very much so.

And so I've really seen that some people are like, great, time to party.

Like, let's go.

We have a plan.

We got our money.

It's all working.

Our planner said it was fine.

Let's do this.

And the other person is crippled with fear and cannot enjoy it.

I don't know, you know, you hear the news and it's like, I don't know, there's a war right now.

I don't know, we shouldn't do that.

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