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

I have a weird lens on it because I don't have assets under management.

So I tend to hear from people when they need me versus like a super proactive where I'm like, I have to reach out and be like, this is happening in your portfolio.

But I often will follow up with people on their action items and say like, hey, did you do that?

Or like, has that happened yet?

This kind of thing.

When something monumental changes, they should be reaching out immediately, I think.

So if anything changes, that long-term plan and inheritance, or there's been...

a job disruption and savings are disrupted, that's when I think we need to revisit the plan.

Yeah, I do.

I think that the more complicated things get, the more frequently, more high touch you would be with somebody because there's just going to be more things that come up.

So every tax season is going to be a thing.

And especially if your asset's under management, oh my goodness, there's going to be so much more stuff going on with a non-registered or a holdco or something like that.

So I think that that's a much more complicated situation that you'd have a lot more contact with.

Asset center management has more contact, just period, full stop.

And then I also think even in my world, the more complicated someone is, whether it's emotionally complicated or there's something going on in the financial planning realm complicated, I definitely see more high touch.

Mine tends to go like this with people.

So there's a frenzy of activity around something and then it dies down.

And then there's a frenzy of activity around something and then it dies down again.

And I would say the busiest, most frequently I meet with people is the three years leading up to retirement.

We're besties because there's so many pieces going on.

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