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
1 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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It's the question.
Both, but mostly index funds.
So I usually help to really promote the idea, like if you're going to DIY, like have an anchor portfolio of like boring, well-diversified, low-fee ETFs.
And then if you want to have your fund side account, go get it.
Here, do this.
Don't do it with more than this much money, basically.
Here it is.
Hive it off.
And that works really well for people because they feel like I haven't just made it all boring and not exciting, but at the same time promoting that here's the anchor piece and here's that side piece.
But yeah, I would say ETFs and especially with all-in-one ETFs, it's really made it so easy.
the human emotional impact of it and the curation of conversation.
The AI is going to feed off of the data that you give it, but it may not ask some of the hidden questions that we were talking about.
I think that it may not be able to like,
read the room.
And when you're really doing deep financial planning work with people and not just spitting out cashflow projections, that's been possible for years.
Cashflow projections spat out by the internet has been around for years.
Now it's just in a nicer package, right?
So you don't have to be as much of a financial nerd to know how to access those things.
I think that there's still an aspect of the emotional connection with people that will be there.
So here's how I think it will impact me, if not already, is maybe the frequency in which I see clients would go down.
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