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

And then also the year or two into it.

So there's like a five year period where it's like a lot of handholding.

Yeah, I don't think it's for everybody.

I think everybody in the world should have a fee-only or an advice-only financial plan at least once in their life, at least once just to make sure that you're on track.

And that's not compared to AUM.

If you're a DIY person, I think that you should at least have one advice-only plan that you're kind of working off.

And if you're comparing it to working with an advisor that has AUM,

I think that's a nice sleep at night factor.

They'd be like, oh, my people said the exact same thing.

Like, great.

Because there's a lot of questions around the bias sometimes, right?

With AUM, when people reach out to me, they, I love my advisor.

I just want to make sure, you know what I mean?

I just want to make sure that we're all on the same page.

That can be a one-time thing for everybody.

But an ongoing relationship with a fee-only or an advice-only financial planner combined with either robo-advising or DIY, which is the typical mashup for a long ongoing relationship,

I don't think it's for everyone.

And I think it's dictated by the service level that they want with their investments.

So for example, if you have somebody who has high complex investment needs, they might not want to be DIYing a hold coat.

They might not want to do that.

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