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

So for example, somebody might still come to me for the big plan

And they might still reach out to me and they're in a crisis and they might still reach out when something big has happened.

But on the, should I go variable?

Should I do this?

Can I afford the lease on the car?

Like maybe those things will go down.

And as a fee-only advisor, that's billable time.

As an asset center management, everybody's like, phew, thank God.

As a fee-only person, that's billable time.

That's going to go down.

So I could see that happening.

But I also think in the same way that I believe that there's something for everyone.

I'm not sure that people who would wanna use a chatbot for financial planning, wherever the people that might've come and paid me big money for a financial plan, I think that there is an appeal to working with financial planner as a service level that will still appeal

to people who have complicated, complex needs, both emotionally and financially, in the same way that assets under management didn't die just because robo-advisors existed, right?

There's still an appetite for it.

And now we just have people that can slot themselves in somewhere accordingly.

There were so many people when the TDE series came out and everyone was like, when that all started,

There were so many people who didn't want to DIY, but they just were so sick of how expensive the MERS were.

And then they feel like they got forced into this place because there wasn't another service model that could support.

And now we're just seeing the dawn of all kinds of different service models.

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