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

This is interesting because I'm the only or advice only.

So I'm often like Gandalf and I'm like, go.

And then I send someone else into Mordor.

I don't go with them.

They have to do it.

So I make these amazing to-do lists for people that's like next week, next month, three, like all that kind of stuff.

And it's like a checklist.

And I think that's also, it takes this massive problem and it deduces it down into like very manageable steps where you're like, oh, oh, that's easy to do.

I can implement that.

So those two pieces I think are like the most important parts of financial plan.

That's interesting.

I think the long-term big retirement plan, if you're retiring in five years, you need to be updating and meeting a lot leading up to it.

But I think if you're between 45 to 60 and you're not retiring anytime soon, that plan would hold

I think you should update it every like five years just to make sure things are still like where they are.

That doesn't mean you don't talk to someone in those five years.

But I mean, the actual act of revisiting the cash flow projections, if nothing monumental in your life has changed, then nothing's going to really be different about the assumptions you're making, right?

If everything's going along.

But I do think that meetings about smaller, more focused stuff, if we use our car analogy, like what am I going to do in Nova Scotia?

Like that kind of thing, I think is really important.

And I think

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