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

I often see the journey as maybe you DIY and robo.

And then when you get us to a certain point, you decide at that point if you still want to do that or if you want to go into the sort of assets under management because now you qualify for it.

It's a journey and you don't have to choose one for life.

With the ongoing, like, Shannon's my girl for life.

Yeah, they're probably DIYing it.

But I have people who have an advisor.

They are in the traditional financial advisor model, but they are not high net worth and they do not have a dedicated relationship where they feel very cared for.

So they see that as like the person they send money to that their brother knew because they only have a few hundred thousand dollars.

I don't mean that to be so glib.

I just mean they don't qualify for the a hundred thousand.

So I have a lot of that.

So, so many people that still work with an advisor, but they see me consistently.

That's because they don't feel like they're getting this advice.

They don't feel like they're getting the planning and everything.

They are aware that firms that do more tailored financial planning and all those services exist, but they do not qualify for them yet.

So I am doing that for them in their 40s and 50s and into 60.

And then I'm like, hey, are you ready at this point?

And I think that what we might see in the next generations coming up is like a big shift

from people who have done DIY or robo their whole life, getting up to 60 and wanting that real handholding.

And now they qualify and they come from that service that they were never able to get to before.

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