Podcast appearances and mentions of shannon lee simmons

Managing money is always challenging, and it's even trickier when you're a teenager. In her new book Making Bank, Money Skills for Real Life, certified financial planner Shannon Lee Simmons offers advice for teens: from budgeting and saving for things you enjoy, to dealing with the constant wave of influencers trying to sell them something.

Are you worried about U.S. tariffs squeezing your retirement investments? Anxious about losing your job? Or afraid that inflation will make it harder to put food on the table? With economic uncertainty fuelling fears of recession, Matt Galloway puts your financial questions to economist Armine Yalnizyan and certified financial planner Shannon Lee Simmons.

We're joined by Shannon Lee Simmons — award-winning Certified Financial Planner, speaker, bestselling author, Chartered Investment Manager, founder of the New School of Finance, and personal finance writer for The Globe and Mail and CBC Radio's Metro Morning money columnist. Her new book, Making Bank, is written specifically for teens and covers everything from managing money earned through part-time jobs and allowances to saving, spending, and even investing. Shannon also dives into the topics today's teens are genuinely curious about — like crypto, stock memes, online sports betting, and how to afford their Sephora hauls. Whether you're a parent of a teen or just want to better understand how this next generation is thinking about money, this conversation is full of practical insight and useful takeaways. For more on Shannon follow her @shanleesimmons.This podcast is presented by The Common Parent. The all-in-one parenting resource you need to for your teens & tweens. We've uncovered every parenting issue, so you don't have too.Join now for only $6.99 / month & get access to our monthly fireside chats where you can ask us anything! www.thecommonparent.comFollow @thecommonparent on Instagram: https://www.instagram.com/thecommonparent/Join 45,000 parents reading The Cap every week; covering the latest stories in parenting news. https://thecap.beehiiv.com/ Hosted on Acast. See acast.com/privacy for more information.

We're joined by Shannon Lee Simmons — award-winning Certified Financial Planner, speaker, bestselling author, Chartered Investment Manager, founder of the New School of Finance, and personal finance writer for The Globe and Mail and CBC Radio's Metro Morning money columnist. Her new book, Making Bank, is written specifically for teens and covers everything from managing money earned through part-time jobs and allowances to saving, spending, and even investing. Shannon also dives into the topics today's teens are genuinely curious about — like crypto, stock memes, online sports betting, and how to afford their Sephora hauls. Whether you're a parent of a teen or just want to better understand how this next generation is thinking about money, this conversation is full of practical insight and useful takeaways. For more on Shannon follow her @shanleesimmons.This podcast is presented by The Common Parent. The all-in-one parenting resource you need to for your teens & tweens. We've uncovered every parenting issue, so you don't have too.Join now for only $6.99 / month & get access to our monthly fireside chats where you can ask us anything! www.thecommonparent.comFollow @thecommonparent on Instagram: https://www.instagram.com/thecommonparent/Join 45,000 parents reading The Cap every week; covering the latest stories in parenting news. https://thecap.beehiiv.com/ Hosted on Acast. See acast.com/privacy for more information.

When looking for financial advice, viewers of this program might want to turn to this familiar face. Shannon Lee Simmons is a financial planner and founder of the New School of Finance, and in her latest book "Making Bank: Money Skills for Real Life," she gives younger readers some key insights into how they should manage their money.See omnystudio.com/listener for privacy information.

We talk a lot about teaching people how to get a handle on their money and one person has written a book specifically targeting teens. Shannon Lee Simmons, certified financial planner, chartered investment manager, life coach and author, joins us to take us through her latest book called Making Bank. Connect on Instagram with Shannon and the New School of Finance.

A personal finance book for teenagers. Shannon Lee Simmons, certified financial planner, chartered investment manager, life coach and author, takes us through Making Bank: Money Skills for Real Life.  Then, the financial cost of ignoring burnout. Olga Morawcynski, founder of Heal-3 and a mental wellbeing advocate, tells us about her journey.  And, how joint business ownership can complicate a divorce. Laura Paris, family lawyer with Shulman & Partners, takes us through the process.  Plus, we speak with Juan Sebastian D'Achiardi, of TransUnion Canada, about its TruVision Trended Risk Score. To find out more about the guests check out: Shannon Lee Simmons: Shanno Lee Simmons(IG) | New School of Finance(IG) Juan Sebastian D'Achiardi: LinkedIn | Instagram Heal-3: heal-3.com | LinkedIn Olga Morawcynski: LinkedIn Laura Paris: shulman.ca | Instagram | X/Twitter | Facebook Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

March 22nd 2025 - Shannon Lee Simmons on new book Making Bank Money Skills for real life by VOCM

Host Marianne Wisenthal talks to financial expert Shannon Lee Simmons about her latest book, Making Bank: Money Skills for Real Life, designed to help tweens and teens develop smart money habits. Shannon shares why financial literacy is crucial for young people, how parents can support them, and practical steps to build confidence with money early on.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our podcast is changing names. To stay tapped into the stories the GTA is talking about, follow This is Toronto. Sanjay Ruparelia, associate professor in Politics and Administration at Toronto Metropolitan University, breaks down a recent skirmish outside a Hindu temple in Brampton. And personal finance expert Shannon Lee Simmons makes the argument for starting your holiday shopping now, even if it feels way too early.

Shannon Lee Simmons is an award winning Certified Financial Planner, speaker, bestselling author, Chartered Investment Manager and founder of the New School of Finance. She is a personal finance writer for the Globe and Mail as well as CBC Radio's Metro Morning money columnist and was a financial expert on The Marilyn Denis Show. Shannon's latest book “No-Regret Decisions” is a decision crisis playbook that will help you to make sound choices when the emotional and financial stakes are high. From the initial shock of Panic Mode to the insecurity of the Messy Middle, and finally, the acceptance of Your New Normal, Shannon Lee Simmons will teach you how to approach your decision crisis methodically, step by step.  In my interview with Shannon, we discuss: Creating a budget that works The Beyoncé Factor Saving money with the rising cost of living Making no regret financial decisions, including buying a home

Ignoring problems, as we all know, does not make them go away. That's painfully true when it comes to money matters, where making bad choices can be very costly. Shannon Lee Simmons is a certified financial planner. She founded the New School of Finance and writes books that tackle the everyday challenges people face managing their money. Her new book is: "No-Regret Decisions: Making Good Choices During Difficult Times."See omnystudio.com/listener for privacy information.

Mo' money more problems; no money more problems.We all have a relationship with money; we spend money, owe money, save money, throw big piles of money in your bathtub, and swim in it? (sounds like a thousand paper cuts to me). Whatever your deal is with money, Shannon Lee Simmons, founder of the New School of Finance has the secrets figured out. She's a Certified Financial Planner, Chartered Investment Manager, and *drum roll please* a life coach!Today in this long awaited convo, she answers some big questions like how to get out of a financial rut, totally turn things around, or make really big emotional decisions around money…and do all of this with no regrets. You'll learn that Shannon's philosophy around money has one surprising special ingredient, hope. Small acts of hope indicate work toward a future in which you have reached and are continuing to reach those important goals in life. And I know some of you will be stoked to find out, Shannon's first step to saving cash isn't nixing takeout or your beloved morning coffee run. Your money is well... yours, and you should enjoy it. The key is knowing how much you CAN spend on the things you enjoy.Money goals are a lot like fitness goals; it takes grit, ditching the all or nothing mindset, and small, sustainable actions over time. You gotta listen to the full pod to really get the scope of Shannon's advice—stay to the end for resources for my fellow Canadians. All national and international listeners alike can access Shannon's books and courses too!What's Inside:Find total clarity and create a long term plan for your money.Can you actually manifest money? Do you need to give up take out and morning coffee runs to be financially savvy?How little acts of hope make the biggest financial impacts.How to find the balance of spending and saving.The secret to making emotional finance decisions with no regrets. We hit on a lot of hot points, I know many can relate to. What stuck out the most for you? Ever made a good financial decision with a bad outcome? Do you regret it…after listening, why or why not?  Let me know on Insta!Mentioned In This Episode:Shannon Lee SimmonsBuy the books — Shannon Lee SimmonsNew School of FinanceFit Feels Good (@oonaghduncan) on Instagraminfo@fitfeelsgood.com 

Financial planner Shannon Lee Simmons provides insight into how to prepare for a recession from a personal finance perspective.See omnystudio.com/listener for privacy information.

Canadians are more in debt than ever before but we rarely talk about it openly. Shame, embarrassment and despair can make it too scary to look at. On this episode, a millennial opens up about how she's fallen into a spiral of debt that overwhelms her and makes it difficult for her to map an escape route. Then, Shannon Lee Simmons, author of "Living Debt-Free" and founder of the New School of Finance, shares some tips on how to practically and philosophically tackle debt while making necessary space to enjoy your life as you do it. This episode was produced by Ghada Alsharif, Julia De Laurentiis Johnston, Sean Pattendon, Kevin Sexton and Andrea Varsany. What you would like to hear on Toronto Star podcasts? Let us know in this survey and you can enter to win a $100 gift card.

The Big Story has been telling the stories that matter to Canadians for over five years, and through all of our coverage, one thing has become abundantly clear: A growing percent of the population can't afford to live basic, comfortable lives — and they want answers. In Frequency's newest show, In This Economy?! Jordan attempts to get to the bottom of how we got to this point, and share tips for how to achieve your goals despite living in a time of extreme economic uncertainty. Enjoy!------------------------------------------------------Mo feels guilty spending money on social events like concerts, restaurant outings and shopping trips. But they are tired of missing memorable moments with friends. Jordan interviews personal finance expert, Shannon Lee Simmons, to determine if there's a way to have fun without ditching your financial goals or racking up credit card debt.Do you have a money problem? Call us and leave a message at 416-935-5935. Or email us at hello@itepod.ca. You can also find us on Instagram and TikTok @InThisEconomyPod. Don't forget to leave a call-back number, so we can get in touch. 

Mo feels guilty spending money on social events like concerts, restaurant outings and shopping trips. But they are tired of missing memorable moments with friends. Jordan interviews personal finance expert, Shannon Lee Simmons, to determine if there's a way to have fun without ditching your financial goals or racking up credit card debt.Do you have a money problem? Call us and leave a message at 416-935-5935. Or email us at hello@itepod.ca. You can also find us on Instagram and TikTok @InThisEconomyPod. Don't forget to leave a call-back number, so we can get in touch. 

Curious about making the right choices in challenging times? Shannon Lee Simmons, a seasoned Certified Financial Planner (CFP), bestselling author, and founder of the New School of Finance™, joins us to explore her latest book, No-Regret Decisions. Introducing a universal decision-making framework applicable to most scenarios, Shannon emphasizes that setbacks don't define your decision-making ability—they're opportunities for growth.  Listen in to hear about her three-phase approach: first, avoiding impulsive panic decisions; second, navigating the messy middle phase of decision-making; and finally, adapting to your "next normal" post-decision. You will learn how to craft micro-timelines for clarity and embrace evolving core values. Unlock the secrets of effective decision-making and pave the way for future success! "No matter what decision someone is trying to make in their life, the actual framework to make that decision is the same.” - Shannon Lee Simmons This Week on Young Money: The three phases of big decision-making. How to create micro-timelines and what this entails. The benefit of knowing your core values. How to decide what information actually matters. How to set yourself up for future success. Key takeaways: Don't be afraid of taking risks. Be okay with things not working out. Create micro-timelines. Focus on the now. Don't make panic-based decisions. Be mindful of where you get your information. Connect with Shannon Lee Simmons: LinkedIn Website Twitter Instagram New School of Finance LinkedIn New School of Finance Twitter New School of Finance Instagram No-Regret Decisions by Shannon Lee Simmons Resources Mentioned: EP045 Stop Feeling Broke with Shannon Lee Simmons EP066 Living Debt-Free with Shannon Lee Simmons Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week's episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don't forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.

This week's episode features Shannon Lee Simmons. Shannon is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), life coach, media personality, bestselling author, and founder of the award-winning New School of Finance. She is a personal finance columnist for CBC's Metro Morning and a guest expert on The Marilyn Denis Show, in addition to being a frequent contributor for the Globe and Mail. She joined us today to talk about her book ‘No-Regret Decisions: Making Good Choices During Difficult Times'.Shannon defines the term ‘decision crisis, which she included in her book. We further dive into how hard it is to get back to normal when your life suddenly changes. With the routine you had before the decisions, it's going to be like settling in a foreign country. But with careful steps, you can slowly fit into a normal lifestyle. In this part, we dive into the things people can do to get their lives back on track.So, whether you're navigating a bidding war, making a life-altering decision, or simply seeking guidance on finding financial peace, this episode is packed with valuable advice and practical strategies. Join us as we unlock the secrets to mindful decision-making and reclaiming control over our financial journeys. Let's dive into The Growth Guide with Shannon Lee Simmons.[02.43] Decision crisis – Starting the conversation, Shannon defines decision crisis.[10.02] Getting back to normal – It's hard to get back to normal when your life suddenly changes. We go through Shannon's lists and routine for getting back to normal.[21.21] Circle of care – We talk about the importance of sharing with people who have gone through the same difficulties as you.[31.24] Core values – You are going to enjoy your daily life if the decisions you make are based on your core values.[36.17] Options and outcomes - A solid action with a predictable outcome in the short run can change the course of how things are going to play out for you.[45.45] Panic-based decisions - We discuss how people come to regret panic-based decisions years later.[51.33] Next normal – You can't undo the decisions you've made in the past. But you can make peace with the things that didn't work out.[01.02.32] No-Regret Decisions – Shannon shares the importance of her book for people who are going through transitions in life and for people who like to understand and be ready to go through a transition.ResourcesConnect with Shannon Lee SimmonsWebsite - shannonleesimmons.com/ Twitter - https://twitter.com/shanleesimmonsInstagram - instagram.com/shanleesimmons/ Book by Shannon Lee SimmonsNo-Regret Decisions: Making Good Choices During Difficult TimesBook by Katherine MayWintering: The Power of Rest and Retreat in Difficult Times

July 13, 2023 / Mom &… Podcast Episode 127 / Guest: Shannon Lee Simmons Subscribe and Review wherever you listen to podcasts! Show Summary: A life coach and a financial expert walk into a bar… uh, a podcast. But wait! They're the same person! Shannon Lee Simmons is the founder of The New School of... The post No Regret Decisions: Making Good Choices During Difficult Times appeared first on Mom And Podcast.

In this interview with Shannon Lee Simmons we chat about how important it is to align money decisions with your personal values. We talked about how personal finance is not just about numbers, but about understanding  goals and using that clarity to guide your decisions. 

Life is full of making tough decisions but that doesn't mean they're any easier to make. That's why I'm so happy to have a return guest on the show to talk about her new book, No-Regret Decisions: Making Good Choices During Difficult Times. Shannon Lee Simmons is back on the show to share how we can all tackle life's big decisions without regret.   Shannon is an award-winning Certified Financial Planner, speaker, Chartered Investment Manager, author, and founder of the New School of Finance. No-Regret Decisions: Making Good Choices During Difficult Times is her third book after, Worry-Free Money and Living Debt-Free.  In this episode, Shannon shares the missing piece when making tough decisions and why we must stop focusing on the outcomes when making no-regret-based decisions. Shannon also shares her go-to strategies found in her new book that outline how to make decisions that are right for you and your life. For full episode show notes visit: https://jessicamoorhouse.com/368

A new report calls for a publicly funded insurance system for long-term care. Canadians would pay into the system during their working lives, and access that safety net in retirement. We talk to Shannon Lee Simmons, a certified financial planner and the founder of the New School of Finance; Dr. Samir Sinha, one of the authors of the study and director of geriatrics at Sinai Health and the University Health Network in Toronto; and Réjean Hébert, a professor in the School of Public Health at the University of Montreal and the health minister of Quebec from 2012 to 2014.

At some point in our lives, we'll all be faced with a tough decision we didn't see coming. In most caregiving situations, people enter the caregiving role with love and passion. Then pretty soon, they begin to see some of the bigger implications, such as how finances are a big factor in the choices that affect the care recipient OR the caregiver themself. In today's episode, we chat with Shannon Lee Simmons, a Certified Financial Planner and the author of a new book “No Regret Decisions: Making Good Choices During Difficult Times”, to tackle some of the anxiety and emotional stress for caregivers that come with making important financial decisions. And answer the question, how do we make good decisions during difficult times? Resources:  Shannon Lee Simmon's new book: “No-Regret Decisions: Making Good Choices During Difficult Times” - https://bookshop.org/p/books/no-regret-decisions-making-difficult-decisions-in-difficult-times-shannon-lee-simmons/15788581?ean=9781443463454 Connect with Shannon - https://shannonleesimmons.com/ FCBC Overview of Financial General Resources, Tax Benefits and Credits for Caregivers - https://www.familycaregiversbc.ca/wp-content/uploads/2022/02/Guide-to-Financial-Assistance-for-Caregivers.pdf Involuntary Separation Article - https://www.familycaregiversbc.ca/wp-content/uploads/2020/02/Involuntary-Separation.pdf Government of Canada Benefits Finder - https://srv138.services.gc.ca/daf/q?id=37d7bcd6-f3f3-492b-ac3e-b869d7fb005c&goctemplateculture=en-ca Family Caregivers of BC Caregiver Support Line: 1-877-520-3267 (Mon-Fri 8:30am-4pm PT)  Canada Revenue Agency General Enquiries Line: 1-800-959-8281 (Mon-Fri 8 am- 8pm and Saturday 9am-5pm)  Connect With Us! To read a full transcript of each episode, visit the Family Caregivers of BC website https://www.familycaregiversbc.ca/podcast Visit us at our office: #6 – 3318 Oak Street, Victoria, BC V8X 1R1 Hours are Monday through Friday, 8:30 am and 4:00 pm   Telephone: (250) 384-0408 Toll-Free Line Within BC: 1-877-520-3267 Fax: (250) 361-2660 Email: info@familycaregiversbc.ca   Facebook https://www.facebook.com/FamilyCaregiversBC/ Instagram https://www.instagram.com/familycaregiversofbc/ LinkedIn https://www.linkedin.com/company/18122187 Twitter https://twitter.com/caringbc   Thank you! BC Ministry of Health - Patients as Partners Initiative - https://www2.gov.bc.ca/gov/content/health/about-bc-s-health-care-system/partners/patients Organized Sound Productions - https://www.organizedsound.ca/

Ignoring problems, as we all know, does not make them go away. That's painfully true when it comes to money matters, where making bad choices can be very costly. Shannon Lee Simmons is a certified financial planner. She founded the New School of Finance and writes books that tackle the everyday challenges people face managing their money. Her new book is: "No-Regret Decisions: Making Good Choices During Difficult Times."See omnystudio.com/listener for privacy information.

Financial planner Shannon Lee Simmons provides insight into how to prepare for a recession from a personal finance perspective.See omnystudio.com/listener for privacy information.

Making good financial decisions can be tough especially when you're in a panic. Shannon Lee Simmons, Certified Financial Planner, joins us to share tips from her book No Regret Decisions: Making Good Choices During Difficult Times. You can connect with Shannon on Instagram or with New School of Finance on Instagram.

Making good financial decisions can be tough especially when you're in a panic. Certified Financial Planner Shannon Lee Simmons shares tips from her book No Regret Decisions: Making Good Choices During Difficult Times. And, the rise of sports-betting. Economics professor Moshe Lander tells us about the risks for your bank account. Then, mindlessly making a purchase. Certified Financial Planner Jackie Porter talks about unconscious spending habits and how to curb them. And, the science of willpower.  Romana King, senior finance editor at Finder, takes us behind the research.  Plus, Tina Lorenz, “the Renegade Boomer”, tells us about the Anti-Retirement movement. To find out more about the guests check out: Shannon Lee Simmons: Instagram New School of Finance: Instagram Moshe Lander: Instagram | Twitter Jackie Porter: ca | LinkedIn | Instagram Romano King: com/ca Tina Lorenz: com | therenegadeboomer.com| Instagram | LinkedIn | Facebook | YouTube Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

How do you untangle your money when you've tried and failed before?  When you can't figure out what's going where and so many things are out of your control?In this episode of Sara makes Sense, I talk about how to talk about your money, including specific steps to take to figure out what's going where, how to control what you can and how to work with the things you can't.I use the example of Season 2 of this podcast- it didn't go the way I wanted, it felt like a public failure, and I had to decide what to do.    Similar to how many of us feel about our money situations, ignoring it, sweeping it under the rug and moving on wouldn't have had any benefits to me, given the goals that I have.  I chose to re-group and continue with the podcast.Getting control of your money includes knowing how much is coming in and when, what's scheduled to go out (this is money you've already spent) and what's left over to handle the rest of your expenses for every pay period.Managing in an environment of high inflation, economic slowdowns and job uncertainty takes planning.  It's possible and it's important.  I recommend that you include your biggest asset when you think about how to manage the 'uncontrollables': your earning potential.  Including your earning potential in your financial discussions is important when you're looking at the big-picture of what's possible.  It can help you regain control.A few links for the benefits of telling your story, or witnessing:https://news.berkeley.edu/berkeley_blog/the-science-of-the-story/   A long read, but hang in there; the section titled "How stories bring people together" gets into why telling our money stories is beneficial to us and others.https://www.psychologytoday.com/ca/blog/the-web-violence/201309/resilience-and-4-benefits-sharing-your-story  The 3rd point here, Re-Affirming your Values is important.  In the day-to-day busy-ness, we can lose sight of what we value and where we're spending our money.  Re-focusing through telling our money story can motivate change.2 books by Shannon Lee Simmons contain great stories about how Shannon works with her clients and how to manage your money with less stressWorry-Free Money Living Debt FreeYou can find Shannon's books in a variety of places- choose your favourite purchasing method!

Death of a partner, job-loss, divorce, pandemic. At one point or another, each of us will be faced with some kind of unexpected life crisis. Financial planner and life coach Shannon Lee Simmons shares techniques that can help us make sound choices when emotional and financial stakes are high.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 14th - CFP Shannon Lee Simmons - No-Regret Decisions: Making Good Choices During Difficult Times by VOCM

School is back and COVID is still with us. Family doctor Rose Zacharias - who also heads the Ontario Medical Association - has some advice on how to keep your kids healthy this school year; Coping with costs can be a challenge for college and university students. Certified financial planner Shannon Lee Simmons has some tips; It was the final day for the Canadian Canoe Museum in Peterborough before reopening at their new home next summer. Museum director Carolyn Hyslop tells us more. Infectious disease epidemiologist Colin Furness proposes we take a new approach to ensure that more kids aged 5 to 11 get vaccinated against COVID.

Today we're bringing you an episode of Stress Test, a Globe and Mail podcast about personal finance, hosted by Rob Carrick and Roma Luciw.We're talking retirement – why it's changing, and how to plan for it. We hear from Vicky (25), Irina (34) and Brent (36), who each have different visions of retirement and what they're doing – or not doing – to plan for it right now. Plus, Rob speaks with Shannon Lee Simmons, a Toronto-based certified financial planner whose core clients are millennials and Gen Z, about shifting views of retirement and how you can best prepare.

New census data show more Canadians living with roommates into their 30s and 40s, unable to afford a place of their own. We talk to renters Aaron Ottho and Maggie Cameron, real estate agent Lesli Gaynor, and financial experts Armine Yalnizyan and Shannon Lee Simmons.

For our last episode of this season, we're talking retirement – why it's changing, and how to plan for it. We hear from Vicky (25), Irina (34) and Brent (36), who each have different visions of retirement and what they're doing – or not doing – to plan for it right now. Plus, Rob speaks with Shannon Lee Simmons, a Toronto-based certified financial planner whose core clients are millennials and Gen Z, about shifting views of retirement and how you can best prepare. 

In this episode Vanessa brings on her accountant and financial advisor Shannon Lee Simmons from New School of Finance for a vulnerable and personal discussion about how she is healing her relationship with money and finances. They discuss how to navigate stressful, or difficult financial times, the most common financial trends that have been present over 2019-2021, how to begin changing your financial situation in a way that is manageable and empowering, and how to spend and save while honouring "high emotional return on investments" with an "anti-budget". Vanessa shares a bit about her process as a young entrepreneur and what it was like filing for a consumer proposal and how that helped her become more aware and conscious of her money patterns, blocks, and stories around money and how working with a financial advisor like Shannon (who is also a life coach) was, and continues to be incredibly supportive as she rebuilds wealth. This episode is full of Shannon's invaluable money management tips and gives you a break down of her two books Living Debt-Free and Worry-Free Money. IG @newschooloffinance @shanleesimmons Episode produced by Ryan Thompson --- Send in a voice message: https://anchor.fm/allthatheals/message

Guests: Shannon Lee Simmons, founder of New School of Finance, and Bridget Casey, founder of Money After Graduation It's not how much you invest. It is when you start investing. For many, understanding the difference and making the choice to invest even a small amount when you are young comes down financial literacy. Shannon Lee Simmons, founder of New School of Finance, and Bridget Casey, founder of Money After Graduation, have made careers out of communicating why young people need to start investing early. Host Tim Nash talks to both of them on episode six of “Responsible Investing for a Sustainable Economy.”

Leah Dies from Holland Landing, just south of Barrie is one f the authors of a new book that is available online that deals with some of the hardships of infertility: "Where's Helen? Real and Raw Infertility Journeys" ; The cost of housing continues to climb out of reach for many. Could a solution to this crisis be something called a community land trust? Suzanne Martineau recently made a presentation to town council in Gravenhurst on the concept; Our Queen's Park correspondent Mike Crawley discusses internal information that reveals that the provincial government is going to fall short of its goals to reduce greenhouse gas emissions; The Black Friday and holiday sales have begun. Financial planner Shannon Lee Simmons has some advice on how to stay on budget; Coyotes are becoming a more familiar sight even in suburban and urban areas. We find out more from their behaviour from Dennis Murray is the Canada Research Chair in Integrative Wildlife Conservation at Trent University in Peterborough; Earlier this week Ontario Northland had a test run from from Union Station in Toronto to North Bay. Paul Kelly, the Mayor of Gravenhurst was along for the ride. He explains why the service would be welcomed by his community; Bath and body retailer Lush Cosmetics is has announced it will no longer be on various major social media platforms. Marketing expert Sam Fiorella offers his perspective on the company's decision; We meet Synthia Kiss, a drag queen, originally from Peterborough, who appeared on the second season of Canada's Drag Race.

La pobreza no es mental, pero sentirnos constantemente así puede llevarnos a estar realmente sin dinero. La idea de gastar menos de lo que se gana es hasta cierto punto obvia, hacer un presupuesto y seguirlo es realmente complicado, la vida no se cansa de lanzar sus inconvenientes uno tras otro y tener dinero se vuelve una tarea aparentemente imposible. En este episodio veremos 5 pasos para crear un mejor presupuesto. Abordamos enseñanzas del libro: Worry-Free Money de Shannon Lee Simmons. --- Support this podcast: https://anchor.fm/abraham-kuri-cruz/support

Do you feel guilt and shame about your finances? Shannon Lee Simmons says that this is a common struggle for many of her clients. The financial planner explains why social media plays into our feelings of inadequacy, and how we can all improve our relationship with our money. See omnystudio.com/listener for privacy information.

Shannon Lee Simmons, certified financial planner and author of Worry-Free Money and founder of the New School of Finance, joins us to talk about the options you to get out of debt. Find out more at shannonleesimmons.com and connect on with Shannon on Instagram. Connect with the New School of Finance on Instagram.

What to do when you've hit the end of the debt road. Shannon Lee Simmons, certified financial planner and author, takes us through what's next when you feel like you've exhausted all your options.  Then, giving your kids a chunk of their inheritance while you're still alive. Moira Somers, a behavioural finance psychologist, tells us about the pros and cons. And, a new self-help portal for vulnerable Canadians called Trove. Prosper Canada's Elizabeth Mulholland tells us how it works. Plus, a soundtrack where you can hear our economic recovery from the pandemic. Matt Houghton from Interac tells us about the Sound of Spending. And, a personal finance app called Hardbacon with CEO Julien Brault. To find out more about the guests check out: Moira Somers: com | Twitter Julien Brault: ca | Twitter | Instagram | Facebook Shannon Lee Simmons: com | Instagram New School of Finance: Instagram Liz Mulholland: com | Twitter | Facebook | LinkedIn Matt Houghton: ca | Twitter Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

While we tend to be very good at noticing our failures, keeping track of all your victories is a much better idea - even the little victories. This episode begins with an explanation of why those little victories can propel you into big ones and why keeping a list is such a great idea. http://www.lifehack.org/398112/science-explains-how-writing-down-tinyachievements-every-day-changes-our-brains You are surrounded by colors, shapes, objects, nature and light. All of those things have an effect on you. They impact your productivity, your mood and how you view the world as well as how you relate to other people. Ingrid Fetell Lee is an expert on how design affects your health and well-being and is author of the book Joyful: The Surprising Power of Ordinary Things to Create Extraordinary Happiness (https://amzn.to/2M7N3pa). What she has to say will change the way you view the world around you. It is common for parents to mix up the names of their children and call them by the wrong name. Interestingly though, you never call your kids by your cat's name. So why not? Parents obviously know the difference between their own kids. Listen and discover why the mix up is so common. (http://www.dailymail.co.uk/sciencetech/article-3594971/Do-mix-people-s-names-Don-tworry-not-going-senile-merely-filing-error-brain.html) Getting into debt is easy. It is getting OUT of debt that's so hard. If you have more debt than you wish you had, you'll want to hear Shannon Lee Simmons. She is a certified financial planner and author of the book Living Debt Free: The No Shame No Blame Guide to Getting Rid of Your Debt (https://amzn.to/2EzNa6N). Shannon joins me to explain the best and fastest way to get out of debt and still live your life. PLEASE SUPPORT OUR SPONSORS! We really enjoy The Jordan Harbinger Show and we think you will as well! There's just SO much here. Check out https://jordanharbinger.com/start for some episode recommendations, OR search for The Jordan Harbinger Show on Apple Podcasts, Spotify or wherever you listen to podcasts.  Save time, money, and stress with Firstleaf – the wine club designed with you in mind! Join today and you'll get 6 bottles of wine for $29.95 and free shipping! Just go to https://tryfirstleaf.com/SOMETHING Get 10% off on the purchase of Magnesium Breakthrough from BiOptimizers by visiting https://magbreakthrough.com/something Go to https://RockAuto.com right now and see all the parts available for your car or truck. Write SOMETHING in their “How did you hear about us?” box so they know we sent you! https://www.geico.com Bundle your policies and save! It's Geico easy! Search for Home. Made., an original podcast by Rocket Mortgage that explores the meaning of home and what it can teach us about ourselves and others.  Learn about investment products and more at https://Investor.gov, your unbiased resource for valuable investment information, tools and tips. Before You Invest, https://Investor.gov. Visit https://www.remymartin.com/en-us/ to learn more about their exceptional spirits! Visit https://ferguson.com for the best in all of your plumping supply needs! Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Carmen and Jordan meet with Shannon Lee Simmons, Certified Financial Planner, Chartered Investment Manager, and founder of The New School of Finance. Shannon is widely recognized as a trailblazer in the Canadian financial planning industry and has published two bestselling books, Worry-Free Money and Living Debt-Free.⁣ In this episode, ⁣Shannon shares her fun and fresh perspective when it comes to budgeting for your first home or investment property. She also talks listeners through some of the top debt mistakes Canadians are making and how to overcome these obstacles, along with how to fast-track for retirement using real estate investing strategies. ⁣⁣What's more, this is an extended version of our episode, so check out the full episode to hear why Carmen and Jordan are so passionate about financial literacy and planning for your future! Episode Highlights:   ·   Shannon's background ·   Strategies and tips for buying a first property ·   First time home buyers and RRSPs ·   Affordability criteria ·   Debt myths, mistakes, and recommendations ·   Investment strategies for retirement ·   The importance of financial planning   Quotes:    “You pay for my brain, nothing else.”   “I like to use the term ‘cash flow plan'.”   “It's definitely something you want to make sure you're getting customized advice for.”   “Those fixed expenses are really important to keep at 55% or lower.”   “I think patience is the real lesson here.”   “I feel like you need a team…it's like a trifecta of awesome.”   “It's so much easier to stay at zero when you're at zero.”   “You can't live in a stock.”   “We've helped people change their lives so many times.”   “That income that is coming from that rental property is mimicking a pension for you.”   “Have a plan!”   “A lot of times people are scared that they're not going to be able to reach where their goals are, so it's easier to ignore it.”   “I actually think financial planning is a form of self-care because at 3 a.m. you don't have to worry.”   “I'm basically just nosy – that's why I got into this business…I'm fun at parties.”     Links:   30 Minutes to Wealth homepage: https://www.30minutestowealth.com/

It’s no secret that a major perk to working in development is the salary. Developers are often paid higher than the average salary, and as you move up in a company, you can see significant growth in your income. We all know financial literacy is often skipped in early education, which is why this week we’re talking all things financial planning with our special guest, Shannon Lee Simmons, to teach you what you need to know about managing your finances as a high earner. Show Notes [0:41] Tell us about yourself and what you do [02:00] Where to find a financial advisor? [03:48] What does it mean to be a high earner? [06:47] One of the biggest questions I see asked is whether you should save your money or pay off your debt first. How do you decide what to do with your money? [10:57] What benchmarks exist for net worth? Should we care? Where should you keep your money? How much should be kept in cash vs. investments? [19:14] How should you balance your lifestyle with wealth building? How do you recommend avoiding lifestyle creep but on the flip side, how do you make sure you’re allowing yourself to enjoy your money while also saving for the future? [23:09] We have an international audience so without getting too specific about different types of retirement accounts, what general advice can you give to those looking to save for retirement? When is the right time to see a financial advisor [28:27] What are your thoughts of the FIRE movement? [32:28] What are options and restricted stock units/RSUs? When should I consider taking equity for a lower salary? [36:04] Do you have any thoughts/ advice to any of these Wall Street Bets people investing in GME stocks? What tools do you recommend to people to help manage their finances? [41:42] Shoutouts [44:29] Where can our listeners find you on the internet? Resources New School of Finance - https://newschooloffinance.com Worry-Free Money - https://www.amazon.com/dp/B07169VZRM Financial Starter Kit - https://www.amazon.com/dp/B08B2LQ98X Transcript https://github.com/ladybug-podcast/ladybug-website/blob/master/transcripts/66-personal-finance.md

How to Lower Stress and Improve Confidence about Money in 2021

How to Lower Stress and Improve Confidence about Money in 2021

Ask and you shall receive! Having a guest on to talk about starting a family and what to do with your finances has been a popular request from listeners, so I’m excited to finally share this episode! I of course thought of having Shannon Lee Simmons on the show to talk about this. Not only is she an amazing guest (listen to her on episode 151 and episode 184), she’s also a mom and offers baby-proofing your finances services as part of her financial planning firm – The New School of Finance. Shannon mentions in this episode that as a financial planner, she works will people all the time who come to her worried that they have to achieve a certain amount of wealth before they can start a family. But the truth is, people all around the world have kids in different circumstances, and they make it work with little or a lot! It’s all about your expectations and figuring out how to balance them with your income. Moreover, you don’t need to buy all the things! Although having kids can be expensive, there are a number of ways you can save money and make it work within the constraints of your income. It may mean cutting some expenses, or putting a pause on some future plans. But people do it all the time, and so can you. For full episode show notes visit https://jessicamoorhouse.com/247

The president of the Ontario Medical Association, Dr. Samantha Hill discusses the shift to telemedicine driven by the pandemic and how it has proven to be surprisingly efficient and reliable; Even thought the CERB will end soon, most of the recipients will be eligible for continuing assistance. Shannon Lee Simmons, a certified financial planner, author and founder of the New School of Finance, explains; Getting kids to school on the bus continues to be a problem for some communities. We hear from Cobourg mother, Renee Mercier-Mintz and Joel Sloggett, the Chief Administrative Officer of the Student Transportation Services of Central Ontario; We meet the new interim host of Ontario Morning, Julianne Hazlewood; Why do wasps become such a problem this time of year? Graham Thompson, a professor of Behavioural Genetics and Sociobiology at Western University, explains.

Doug Hoyes explains why even with high debt and high pandemic-related unemployment bankruptcy filings continue to drop, and he gives his predictions for the next few months, and then, given the stress caused by the COVID-19 lock down, we rebroadcast our conversation with Shannon Lee Simmons, author of Living Debt-Free: The No-Shame, No-Blame Guide to Getting Rid of Your Debt about how negative feelings towards debt can create more debt and strategies that can put you in the right direction when dealing with your debt.

Special Episode COVID-19 Weekly Update #17 This week on the Dear Rubi podcast Rubina and Beau are joined by special guest Shannon Lee-Simmons. Shannon is the founder of the New School of Finance and author of 'Worry-Free Money' and 'Living Debt-Free.' This episode focuses on parenting in a pandemic and the effect it has had on working mothers. Mom of two herself, Shannon weighs in on how she has been running her company during this time. Also on Dear Rubi, the big business stories making news this week and how they affect your pocketbook.   For Shannon's full personal finance story, check out episode 28 of Beau's podcast The Personal Finance Show from 2018:  https://www.thepersonalfinanceshow.com/e/shannon-lee-simmons/

Even before the pandemic, debt was a huge problem for Canadians. Between massive mortgages, student loans, lines of credit and credit cards, a lot of us are struggling to pay what we owe and stressed about it. In this episode, Rob and Roma explore our strange relationship with debt and the factors that contribute to it. We hear from a millennial saddled by her debts, and her journey to find a way out. Plus, Roma speaks to Shannon Lee Simmons, a financial planner about tangible steps to manage debt .

Alexandra Dagg, Airbnb Canada's director of public policy, explains the homesharing company's recent decision to provide low-cost or no-cost places to sleep for healthcare workers on the front lines of the fight against COVID-19; Metro Morning's money columnist Shannon Lee Simmons breaks down the benefits package recently announced by the Federal government, meant to help Canadians financially burdened by the COVID-19 pandemic; Doctor Chethan Sathya, a surgeon at Cohen Children's Medical Center in New York City, explains why he's concerned about the city's ability to handle the coronavirus, in what is becoming the epicentre for the disease.

Shannon Lee Simmons is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), media personality, financial expert and founder of the New School of Finance – Canada's first online personal finance school. She is widely recognized as a trailblazer in the Canadian financial planning industry and an expert in Millennial personal finances. She was named one of Canada's Top 30 Under 30 and she recently won the 2014 Notable Award for Best In Finance.

Let's face it – finances are CONFUSING. Yet, we engage with them on a daily basis and they often act as a source of stress for many. But rest assured, you will be feeling empowered and excited to get on top of your finances after hearing from Shannon Lee Simmons. Shannon is a Certified Financial Planner, Chartered Investment Manager, Life Coach, Speaker and Founder of the award-winning New School of Finance. She was named one of Canada's “30 Under 30” and won the Notable Award for Best in Finance. She's a personal finance columnist for The Globe and Mail and is hte personal finance expert expert on CBC's On The Money and CBC Toronto's Metro Morning.  In this episode we discuss: The financial pressure of keeping up in the age of social media How financial worries and debt hurt our psychological well-being  Getting on top of your finances and how it can benefit your whole life  What not to do: budgeting by categories (social, clothes, food) “Real selfies” Money: does it buy happiness? Manifesting money and adopting an abundant mindset 3 Things to do TODAY to get on top of your finances THANKS TO OUR SHOW SPONSOR, Sproos. Save 15% off of your next order of Sproos' Collagen Bars using "sproosrachel15" at check out over on sprooslife.comJOIN OUR ONLINE PRIVATE COMMUNITYConnect with a community of like-minded cup-filling humans in the Fill Your Cup Podcast Community. Join here for free!   RESOURCES: Shannon Lee Simmons / New School Of Finance Website Facebook Twitter Instagram LinkedIn Worry Free Money: The Guilt-Free Approach To Managing Your Money and Your Life Living Debt Free: The No-Shame, No-Blame Guide To Getting Rid Of Your Debt

The parties, the presents, the partridge in a pear tree! There are a lot of things to spend money on around the holidays and it all adds up, quick. Shannon Lee Simmons is a financial planner, business owner and mother of two (including a newborn, who she brought to the studio to record this episode!!) so she knows a few things about juggling life, including how to balance the books! She’s on this episode to help you know your limit and spend within it.

Today's podcast is a list of the top 20 business books, in my humble opinion. Whether you're currently an employee, running your own business, or have creative pursuits on the side, you'll find these books contain the missing pieces to getting down to it and doing your best work. I've broken it down into four categories: productivity, mindset, money and creativity, and I've kept it short and sweet so you can get on with your day.  BUSINESS BOOKS IN THIS EPISODE: The 4 Hour Workweek by Timothy Ferriss [ 1:21 ] Digital Minimalism: Choosing a Focused Life in a Noisy World by Cal Newport [ 2:10 ] The 5 Second Rule by Mel Robbins [ 3:13 ] Thrive: The Third Metric to Redefining Success and Creating a Life of Well-Being, Wisdom, and Wonder by Arianna Huffington [ 4:28 ] Thriving in a 24/7 World by Peter Jensen [ 5:26 ] Essentialism: The Disciplined Pursuit of Less by Greg McKeown [ 6:29 ] Deep Work: Rules for Focused Success in a Distracted World by Cal Newport [ 7:49 ] Careergasm: Find Your Way to Feel Good Work by Sarah Vermunt [ 9:06 ] Tribe of Mentors by Timothy Ferriss [ 10:05 ] You Are a Badass by Jen Sincero [ 11:10 ]  The Fire Starter Sessions by Danielle LaPorte [ 12:10 ] Get Rich, Lucky Bitch! by Denise Duffield-Thomas [ 13:19 ]  You are a Badass at Making Money by Jen Sincero [ 14:22 ] Love Your Live, Not Theirs by Rachel Cruze [ 14:55 ] Living Debt-Free by Shannon Lee Simmons [ 15:54 ] Think & Grow Rich by Napoleon Hill [ 16:49 ] Big Magic: Creative Living Beyond Fear by Elizabeth Gilbert [ 17:51 ] The War of Art by Steven Pressfield [ 18:57 ] Ignore Everybody And 39 Other Keys to Creativity by Hugh MacLeod [ 19:43 ] Bird by Bird by Anne Lamott [ 20:11 ]   Quotable: There's pretty amazing magic that you can find in non-fiction.  ========== Connect with Kattie: Online: www.kattiethorndyke.com Instagram: @kattiethorndyke LinkedIn: @kattiethorndyke

On this edition of Slumber Party your host and resident sleep expert Amanda Jewson is talking all things Money with author, financial advisor and creator of the New School of Finance Shannon Lee Simmons. When it comes to welcoming a new member into your family, impulse buys can be tricky to navigate, let alone knowing what you'll actually need!NewSchoolOfFinance.com

On this edition of Slumber Party your host and resident sleep expert Amanda Jewson is talking all things Money with author, financial advisor and creator of the New School of Finance Shannon Lee Simmons. When it comes to welcoming a new member into your family, impulse buys can be tricky to navigate, let alone knowing what you'll actually need!NewSchoolOfFinance.com

In over 20 years of helping Canadians eliminate their debt, I've yet to hear a single client say they chose to have debt problems. Debt accumulates over time and then it becomes an even bigger problem when you lose your job, become ill or get divorced. But for many of my clients, despite knowing that the cause of their money troubles was beyond their control, they still blamed themselves for their financial woes.  So, how does one overcome self-blame to achieve debt relief? On today’s special rebroadcast episode we talk with Shannon Lee Simmons, author of Living Debt-Free: The No-Shame, No-Blame Guide to Getting Rid of Your Debt about how negative feelings towards debt can create more debt and strategies that can put you in the right direction when dealing with your debt.

For many brands, selling a product or service can be purely transactional and straightforward – but it doesn't have to be. When it comes to strategy for retention and new business leads, it's important to keep brand tone and personality in mind. Using humour and enthusiasm has proven to be a good strategy for this episode's guest – Shannon Lee Simmons. As a personal finance expert and co-founder of The New School of Finance, an advice-only financial practice, Shannon has used humour, enthusiasm and even real-life experiences to make the complex information of financial planning more digestible. Her team's approach eventually led to the business growing from one employee to eight since 2012. Tune in for her insights into how she's developed a personality for The New School of Finance and how brands should leverage their own personality to attract new audiences.

While you are likely very good at noticing when you fail in life, keeping track of all the little victories is a much better activity. I begin this episode by explaining why those little victories can propel into big ones and why keeping a list is such a great idea. http://www.lifehack.org/398112/science-explains-how-writing-down-tinyachievements-every-day-changes-our-brainsYou are surrounded by colors, shapes, objects, nature and light. And all of those things have an effect on you. They impact your mood, your productivity and how you view the world and your fellow humans. Ingrid Fetell Lee is an expert on how design affects your health and well-being and is author of the book Joyful: The Surprising Power of Ordinary Things to Create Extraordinary Happiness (https://amzn.to/2M7N3pa). What she has to say will change the way you view the world around you.It is pretty common for parents to mix up the names of their children and call them by the wrong name. Interestingly though, you never call your kids by your cat’s name. So why does this happen? Parents obviously know the difference between their own kids. Listen and discover why the mix up is so common. (http://www.dailymail.co.uk/sciencetech/article-3594971/Do-mix-people-s-names-Don-tworry-not-going-senile-merely-filing-error-brain.html)Getting into debt is really easy – but getting out of debt is a whole other story. If you have more debt than you wish you had, you’ll want to hear Shannon Lee Simmons. She is a certified financial planner and author of the book Living Debt Free: The No Shame No Blame Guide to Getting Rid of Your Debt (https://amzn.to/2EzNa6N). Shannon joins me to explain the best and fastest way to get out of debt and still live your life. This Week’s Sponsors-Ancestry.For 20% off your Ancestry DNA kit, go to www.Ancestry.com/something-Omax Health. For 20% off your on OMAX CryoFreeze or any purchase sitewide go to www.OmaxHealth.com and use the promo code: something-Purple. To get a free pillow with your mattress purchase text the word “Something” to 79-79-79.-Capital One. What’s in your wallet? www.CapitalOne.com

This week on the podcast we're talking with Shannon Lee Simmons about creating a shame-free, blame-free debt repayment plan so we can all live debt free. Something's gotta go. We fell in love with our pale aqua, retro, little car. But after answering our life planning questions we realized she wasn't our thing anymore. It was a tough decision but we are not looking back. Well, maybe a few more drives through the English countryside this spring. Check out the show notes for pictures! This week is a bit of a related podcast to our show from last week, which was all about my student debt and the lessons we learned in paying it off. We talked about our experience, but it's really just one viewpoint. So, I figured it was a good idea to have someone with more debt experience on the show. Debt is one of the big hurdles that can keep you stuck in a negative mindset and it's a real struggle for anyone to figure out how to live a great life today, while you're still paying for something that happened in the past. This week we're talking with Shannon Lee Simmons, a CFP and founder of The New School of Finance. She's the author of two books: Worry-Free Money and Living Debt Free. We wanted to have her on because her approach to debt is so realistic. She doesn't want to punish you for past mistakes and she doesn't think that you have to give up everything you love to get out of debt. Her approach is balanced and fun (kind of like her personality). In this episode, you'll hear How Shannon started her financial planning company by bartering her services with over 300 women. How to stop the shame spiral that comes with debt The major reasons that land people into debt and it's really not what we think. Why sometimes paying off your zero interest debt first, rather than the high-interest debt, may actually be a good idea. How you can pay off your debt without taking extreme measures depriving yourself of the things you love. It's ok to live your life while still paying off debt. Check out the show notes for pictures and links! http://theworthproject.co/2019/04/29/a-shame-free-bla…approach-to-debt/  You can find Shannon Lee Simmons at The New School of Finance http://www.shannonleesimmons.com/

This is the second of a two-part series Money Matters, which takes a look at some of the financial implications of raising kids today. In this episode I've again got two very insightful guests. You may have caught my guest Shannon Lee Simmons' on CBC's Metro Morning, the Marilyn Dennis Show or seen her column in the Toronto Star. Shannon is a certified financial planner and founder of The New School of Finance, as well as the author of two best-selling books, Worry-Free Money and Living Debt-Free. I also get to chat with Doretta Thompson, who's the head of financial literacy for the Chartered Professional Accountants of Canada. Doretta has a lot of great insights into how Canadians stack up in financial literacy, where we can improve, where we can access free resources and how to get started with turning around a difficult financial situation. This episode is full of straight talk on family finances, as is the first in this series, episode 229. Show Notes  Love our work? Please check out our Patreon Campaign! Become a patron of the show for as little as $1 per month

We talk love and money! Join my guests negotiation expert Fotini Iconomopoulos and author Shannon Lee Simmons, author of “Living Debt-Free: The No-Shame, No-Blame Guide to Getting Rid of Your Debt”. We discuss having a secret stash of money, what to do when the person you love has lots of debt, and more! Email us at singlegirlproblemspodcast@gmail.com

In over 20 years helping Canadians eliminate their debt, I've yet to hear a single client say they chose to have debt problems. Debt accumulates over time and then it becomes an even bigger problem when you lose your job, become ill or get divorced. But for many of my clients, despite knowing that the cause of their money troubles was beyond their control, they still blamed themselves for their financial woes.  So, how does one overcome self-blame to achieve debt relief? Today we talk with Shannon Lee Simmons, author of Living Debt-Free: The No-Shame, No-Blame Guide to Getting Rid of Your Debt about how negative feelings towards debt can create more debt and strategies that can put you in the right direction when dealing with your debt.

I’ve got another repeat guest on the show, who first appeared on the Mo’ Money Podcast this time last year in episode 151 to promote her first book Worry-Free Money. I’m talking about the lovely Shannon Lee Simmons, and she’s back with her second book all about debt called Living Debt-Free. Since her first book was essentially the feel-good personal finance book we were all looking for, Shannon’s second book does the same thing for debt. There are so many negative emotions surrounding debt, such as shame and guilt. Debt is bad right? Well, guess what…real people have debt. And they shouldn’t feel shame or guilt for having it. Shame and guilt aren’t exactly motivators to doing anything, so why would we think making people feel bad about their debt will help them get out of it. Having a Positive Mindset for Debt Repayment Is Key Instead, Shannon shares stories and advice on how to tackle your debt by adopting a new positive mindset and asking yourself some of these helpful questions: What is your debt holding you back from in life? What kind of life could you have without this debt? What’s really important to you? What are your core life values? Having clear answers for these questions will help you stay on track to paying off your debt. Yes, strategies like the debt snowball and debt avalanche are helpful too, but from my experience and Shannon’s, people are more likely to get back into debt or stop their debt repayment plan because they lack positive reinforcement and motivation. By thinking with a more positive mindset, such as “What could I add to my life once I’m debt-free?” instead of being critical of your current situation like “You’re not as well off as your peers because of your debt,” you’ll be able to change your financial picture quicker than you ever thought possible. Not only that, you’ll be able to stay out of debt because you’ll have a clearer vision for your overall finances. Emergency Funds Are for Emergencies Recently, there was a question that popped up in my Facebook group asking whether it was a good idea to use Emergency Fund money to pay off debt. Shannon and I both agreed that Emergency Funds should be reserved for emergencies only, not debt. Lack of emergency savings is one of the main reasons people fall into debt. Something unexpected happens, like their car breaks down, they don’t have the money to pay for it, they use credit to fix their car, now their in debt and can only afford the minimum payments. To avoid this cycle, save up 3 to 6 months of your living expenses and put it in a high-interest savings account. Then don’t touch it until a real emergency happens. And once you touch it, make sure to pay that money back so it’s never empty. Shannon also suggest having two Emergency Funds. One is for real emergencies that you don’t touch unless you absolutely need to. One is more of a slush fund that you are constantly contributing to, but dipping into when you need cash for unexpected expenses (that don’t fall into the emergency category). The Only Way to Avoid Over-Spending with Your Credit Card There are only a few ways to avoid over-spending with your credit card. One way is to use debit or cash for all of your variable expenses, and just link your credit card to any of your regular fixed expenses like your cable bill, phone bill, and utilities. Or, if you do like to use your credit card for your variable spending, set its limit to the exact amount you’ve budget for variable expenses. Then, as soon as you make a purchase with your credit card, move money from your chequing account to pay off your credit card. That’s it! There really isn’t any other magic way to do it. Believe me, I’ve tried them and so has Shannon and these are the ones that work! For full episode show notes, visit https://jessicamoorhouse.com/184

In episode #14 of the MoneySaver Podcast, Ellen Roseman chats with Shannon Lee Simmons, CFP and author of Living Debt Free about how she racked up over $9000 worth of debt in a fourteen month period and how guilt, shame and regret took over because of the debt.   Questions Asked: 1:29  Tell us about the experience of being in debt and what you learned from it.   5:17  And you were worried about your now husbands reaction.  But it turned out to be ok?   7:16  How long did it take for you to raid your RSP to clear up the debt?   12:05  What made you decide to write your book and how is it different from other financial books on the market?   17:52  How long have you been a financial planner?   18:15 You've actually included some case studies in your book.    19:33  I understand that your main focus is the average, everyday Canadian.  How do you make financial planning accessible to those who may not necessarily be able to afford financial planning?   21:47  What does affordable mean in terms of your services?   26:34  Do you find that online courses work well?   32:02  What are your three best tips on money, life, and managing your money and your life.   Ellen's Tips and Tricks : What you can do when you run into problems with your new or newly purchased used car!

Shannon Lee Simmons is the Founder of the New School of Finance, an unbiased advice-only financial planning school. Shannon is a Certified Financial Planner, a Chartered Investment Manager, and a public speaker. She is the celebrated author of the national bestseller Worry-Free Money and has penned a new book called Living Debt Free: The No Shame No Blame Guide to Getting Rid of Debt. Shannon is a financial expert on The Marilyn Denis Show and a columnist for CBC’s On the Money and Metro Morning. She has a BAH in Economics and Finance from Queen’s University.   Shannon joins me today to discuss her new book, which details a practical approach to eliminate debt and work toward living debt-free. She shares the principles of her plan to help people out of debt which includes key strategies and a step-by-step approach that will help you quickly clear your debt. She also shares several vital components of financial planning including creating a ‘Debt Map’ and why ‘Debt Stacking’ is the most efficient approach to reducing debt. “Mapping out your debt is the first step to getting debt-free. After all, you can’t tackle a problem unless you know what the problem is.” - Shannon Lee Simmons This Week on Young Money:   The inspiration behind Shannon’s latest book, Living Debt-Free: The No Shame No Blame Guide to Getting Rid of Debt. Why it’s essential to recognize how and why you got into the debt loop. How reframing your debt and having a perspective switch will be motivational and help you keep going. The key strategies for dealing with debt. Why you should create a ‘Debt Map’ when multiple debts exist and how to prioritize it. How to figure out what amount of money you can realistically put towards clearing your debt. How to ensure you don’t suffer debt fatigue and why your repayments need to be palatable. What ‘Debt Stacking’ means and why it’s the fastest and most effective way to clear your debt. How consolidation and using your spare savings are two ‘Debt Slammers’ that will help reduce stress and make your debt more manageable. Why you should continue to build emergency savings and avoid becoming one of the 90% that give up on clearing their debt when a surprise financial expense occurs. The most common misconceptions that surround debt and the emotional elements to consider when creating a financial plan. Shannon Lee Simmons’ Advice for Living Debt-Free:   Create a map of your debt. Figure out the amount that you can put towards clearing your debt. Tackle one debt at a time and prioritize it with the highest interest rate. After the first debt is cleared, use those saving to clear the next debt. Consolidate your debt to the lowest interest rate. Take spare money out of your savings and use it to lower your debt. Continue to build an emergency fund. Resources Mentioned:   EP057 Bankruptcy and Consumer Proposals 101 with Doug Hoyes EP045 Stop Feeling Broke with Shannon Lee Simmons Gail Vaz Oxlade Connect with Shannon Lee Simmons:   Shannon Lee Simmons website New School of Finance Living Debt-Free: The No Shame No Blame Guide to Getting Rid of Debt by Shannon Lee Simmons Worry-Free Money: The guilt-free approach to managing your money and you life by Shannon Lee Simmons Shannon Lee Simmons on LinkedIn New School of Finance on LinkedIn Shannon Lee Simmons on Facebook New School of Finance on Facebook Shannon Lee Simmons on Twitter New School of Finance on Twitter Shannon Lee Simmons on Instagram New School of Finance on Instagram Rate, Share & Inspire Other Young Millionaires-in-the-Making   Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Visit our website to learn how easy it is to leave a review on iTunes.   Don’t forget to share your favorite episodes on social media!   Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our Linkedin Company Page, or by visiting our website.  

In this episode, I sit down with Shannon Lee Simmons, founder of The New School of Finance to discuss how we can be more intentional with the dollars that enter and exit our bank accounts. We explore key concepts from her book, Worry-Free Money, that provide permission to opt-out of our life checklists, ditch traditional budgeting and end financial drama for good.   EPISODE HIGHLIGHTS & TOPICS DISCUSSED: Shannon shares what led her to pursuing the field of finance and what inspired her method of financial planning Navigating feelings of being “broke” and our fundamental beliefs to either spend or save Letting go of the “life checklist” and how social media plays a role in our financial decisions Why traditional budgets don't work (and what to do instead!) The intricacies of financial planning for the self-employed The importance of giving our money a role (an intention) and why it's so important to honour it The concept of ‘EROI’ or emotional return on investment and “happy spending” and how this can help us follow through with our financial plans How to normalize the money conversation   SHOW NOTES & REFERENCES: Grab a copy of Shannon's book, Worry-Free Money and newest release Living Debt Free. Explore Wealthsimple "investing on auto-pilot". Get $10k managed free for a year when you open an account through this link. This episode is supported by our monthly patrons. Head to patreon.com/ideaswithintention to learn more about becoming a show supporter or show influencer!

An art museum – just like a financial advisory practice – is a place where perspective, technique and creativity are respected. And this year, we had many guests on our show that brought new perspectives and creative ideas for growing your business. To recap our 2018 episodes, Emily and Ben guide us through the three different galleries that each showcase ideas that can help you propel your practice and provide better outcomes to clients in the new year. A special thank you to all of the guests that joined us on the show this year: Mike Barry, Marc Van Bell, Lorianne Pannozzo, David Corris, Christopher Jenks, Rick Unser, Dr. Amy D'Aprix, Ben Apfel, Eric Roberge, Shannon Lee Simmons, Brenda Campbell, Jim Fisher, Linda Shick, Hyman Darling, J.D. Carlson, Melaina Vinski, Irina Pacheco, Michael Swope, Christopher Kunkle, Erik Rubingh, Daniela Mardarovici, Adam Phillips, Janelle Woodward, Sarano Kelley, Brian Doherty, Colleen Stanley, Peter Stahl, Kevin Bourke, Jon Adams, Susanna Poon and Kathleen Burns Kingsbury. Your insights and knowledge helped financial advisors across North America and beyond have better conversations and provide better outcomes. Thank you. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/the-better-conversations-collection-a-tour-of-some-of-the-best-ideas-from-2018/.

Please join Shannon Lee Simmons and I in an empowering chat about money and the emotions behind how and why we spend. She will share empowering tips, stories and relatable ideas that will have you feeling like you may finally take the front seat in your savings both with your check book and peace of mind. Please find Shannon here for more: http://shannonleesimmons.com & https://www.instagram.com/nschoolfinance

Dan and Pierre dig up some pregnancy stories and chat with the founder of The New School of Finance, (and mom) Shannon Lee Simmons, about what to expect financially when you're expecting. Recorded at Lynx Music  Engineer: TreyR of WeKr3ate Media Connect with Big Poppas on Instagram, Twitter, and via email at bigpoppaspodcast@gmail.com, and don't forget to rate and review the show when you have a moment. All Praise 2 The Moms.  

  Robert Gignac is the best-selling author of Rich is a State of Mind and an in-demand speaker at client events and financial industry seminars. He has delivered light-hearted yet powerful financial planning presentations and keynotes on stages such as the Ontario Association of School Business Officials, Sun Life Financial, and Say It With Power Presentations. He is passionate about helping his audience and clients understand the connection between personal responsibility and financial planning. Through his entertaining and informative speaking style, his goal is to inspire others to take control of their finances and create a “Richly Imagined Future.”    Robert joins me today to talk about financial planning and how to set your goals. He shares the lessons he has learned and why it is so important to start planning early and being prepared to change the plan as unexpected life-events occur. Robert also talks about his book on personal finance and sheds light on what he is doing now.    “It is great to have goals, and it’s great to have a plan, but don’t get so tied to them or make them so rigid that you are not prepared to change them.” - Robert Gignac    This Week on Young Money:  Robert’s background and the genesis of the book.  Learning lessons from other people’s mistakes.  How to live within your means while enjoying life.    Why you should take the time to build the foundation and building blocks of a financial future.    The key factors to his success and what he needed to learn himself.  The things Robert wished he knew when he was younger.  The power of delayed gratification.  How financial planning can lead to doing the things that your social circle only wish they could do.  How to plan for your future self and the importance of starting early.  Responding to things that life unexpectedly throws at you.  Why you should look at life and money from the perspective of the bigger picture.  What the concept of being rich means.  Setting a goal list and how it might evolve.  What Robert is working on now.        Key takeaways:  Pay yourself first.   Start a financial plan early - harness the power of compound interest.  Question what rich means to you.  Respond to life’s unexpected events.    Resources Mentioned:  EP012 The Financial Cost of Comparisonitis with Rachel Brownlow Lund  EP036 Kelley Keehn with 5 Ways We Sabotage Our Finances  EP045 Stop Feeling Broke with Shannon Lee Simmons      Connect with Robert Gignac:  Robert Gignac  Rich is a State of Mind  Rich is a State of Mind on Facebook  Robert Gignac on Twitter  Robert Gignac on LinkedIn      Rate, Share & Inspire Other Young Millionaires-in-the-Making     Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Don’t forget to share your favorite episodes on social media!     Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our Linkedin Company Page, or by visiting our website.

Who needs financial planning advice? Realistically, everyone, no matter their income level, can benefit from financial planning advice – so why not make financial planning more accessible, even to people who aren’t necessarily in higher income ranges? That’s what Shannon Lee Simmons set out to do. Shannon is recognized as a trailblazer in the financial planning industry. She is a Certified Financial Planner, Chartered Investment Manager, and founder of the New School of Finance. She is also an author. Her book Worry-Free Money is a national bestseller. Shannon has built her career around helping ordinary people navigate the economic climate. Listen to today’s episode to hear more about how Shannon arrived at her business model, why she believes emotions matter in financial planning, and her unique approach to referrals. Topics Discussed in This Episode: What Shannon’s firm does and who they serve What prompted Shannon to start a financial planning firm How Shannon makes her business model work Why emotions matter in financial planning How to provide financial advice that takes emotion into account How Shannon’s courses relate to her practice What the client experience looks like for Shannon’s clients Why Shannon doesn’t take referral arrangements Shannon’s thoughts on paying down debt Shannon’s upcoming book, Living Debt-free, coming out in January 2019 Upcoming projects that Shannon is excited about Shannon’s words of wisdom for financial planners who want to grow their business Links and Resources: New School of Finance Worry-free Money  Quotes from Shannon: “It’s easy for me to look back now and say “you can have it all, it’s a balance, blah, blah blah,” but I worked my butt off for a very long time working outrageous hours and evenings and doing free talks at every condo party room for a long time.” “Never take any client – anything – for granted.” “I think there’s nothing worse in the world than trying to get financial advice and then being priced away from it.” Shannon is a known financial p

Ready to add bitcoin to your ETF portfolio? Dan explains why this is probably a terrible idea. In the interview segment, Dan is joined by financial planner and author Shannon Lee Simmons to discuss her new book, Worry-Free Money. Finally, he answers a common question about dollar-cost averaging. For complete show notes on How to Make Millions in Bitcoin (Not Really), visit www.canadiancouchpotato.com/podcast.

Shannon Lee Simmons is a Certified Financial Planner, Chartered Investment Manager, and the founder of the New School of Finance, a fee-only financial planning firm for Canadian residents and small businesses to receive unbiased financial planning advice. She is the author of the national bestselling book Worry-Free Money: The guilt-free approach to managing your money and your life, and a regular contributor for multiple publications such as Globe and Mail, CBC’s On the Money, and Metro Morning. Additionally, she has been featured as a financial expert on The Marilyn Denis Show, was named one of Canada’s Top 30 Under 30 and received the Notable Award for Best in Finance.   Shannon joins me today to share strategies on how you can stop feeling broke and worry less about your personal finances. She explains how comparing yourself and your finances with others can impact your mental, emotional, and financial well-being and what it means to create a financially friendly future. She also shares realistic approaches on how you can improve your personal finances without increasing your stress, what it means to “spread the money love,” and why it’s critical to have faith in yourself and your ability to make good financial decisions.   “For absolutely everybody - regardless of what your financial situation is - there is hope. A little bit goes a long way.”  - Shannon Lee Simmons   This Week on Young Money:   How her company began and the driving force that led to her success. What inspired her to write her book? How her childhood experiences impacted her success. The impact of giving up on your financial planning and comparing yourself to others. How social media impacts your mental and emotional well-being as well as your financial fitness. What the phrase “the Beyoncé factor” means. What the “Spending Vortex” is and how it impacts your financial fitness and mindset. The “Hard Limit Strategy” approach to budgeting your personal finances. How to make your future financially friendly. Her inspiring financial role models and mentors. The importance of having faith in your ability to make good financial decisions. What it means to “spread the money love” and why it’s important to your financial success.     Shannon Lee Simmons’ Worry-Free Money Tips:   Unless you know the financial details, stop comparing yourself to others. Opt out of financial regret. Make changes: Make more money like starting a side hustle or make a plan to spend less. Have faith in yourself to make good financial decisions - be confident - you’ve got this. Remember: There is hope for improving your personal finances. Find people who can help you get your hope back.   Resources Mentioned:   Episode 012: The Financial Cost of Comparisonitis with Rachel Brownlow Lund Episode 024: Young, Fun, and Financially Free with Leanna Haakons of Black Hawk Financial Episode 035: How to Prepare for a Side Hustle with Jeet Banerjee   Connect with Shannon Lee Simmons:   Shannon Lee Simmons website Shannon Lee Simmons on LinkedIn Shannon Lee Simmons on Twitter Shannon Lee Simmons on Instagram New School of Finance New School of Finance on LinkedIn New School of Finance on Twitter New School of Finance on Instagram New School of Finance on Facebook Worry-Free Money: The guilt-free approach to managing your money and your life book     Rate, Share & Inspire Other Young Millionaires-in-the-Making   Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Don’t forget to share your favorite episodes on social media!   Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our Linkedin Company Page, or by visiting our website.  

Shannon Lee Simmons is a CFP (Certified Financial Planner), CIM (Chartered Investment Manager, media personality, and founder of the New School of Finance. As the Author of Worry-Free Money, Shannon is considered a trailblazer in the Canadian financial planning industry. Today, we discuss the financial aspect of being a PR freelancer and/or agency owner. Tune in to hear her great insights! Topics: The New School of Finance How to financially plan for running your own business Opportunities for professional development How to finance professional development Pros and cons of hourly and flat rates The importance of keeping and organizing receipts How to bill appropriately Understanding business taxes The big mistake all freelancers make This podcast is courtesy of Pitch Graphic Design, a Toronto based firm, whose goal is to provide quality graphic designs for Public Relations. If you would like to get in touch with Pitch, please fill out the contact form. Resources: New School of Finance Shannon’s Website Worry-Free Money Pitch Graphic Design on Instagram Quotes: “As a corporation, you get to choose how much money comes out of the corporation to be your personal income.” -Shannon Lee Simmons “Just making sure that you’re up-to-date on what the government allows you to write off...it can be a bit sticky.” -Shannon Lee Simmons “The lack of tracking expenses and then not having enough money put aside for taxes. It is something that can kill your business.” - Shannon Lee Simmons

http://www.alainguillot.com/sandi-martin/ Sandi Martin From Spring Financial Planning I heard from Sandi in an interview I had with Shannon Lee Simmons, Shannon recommended the podcast Because Money where Sandi is one of the participants in a roundtable. The podcast is almost like a telenovela, where the speakers present their different points of view and they are not afraid to disagree with one another. In the end, the listener gets a great learning experience from different points of view. Sandi graduated with a history major. She worked at a bookstore, and that's great because she loves reading. She went from staking books to the cash register, then to cash supervisor, and then she applied at a bank to be a teller. Most's people careers are generally not what they go to school for. Life is full of randomness. In a bank setting, it's hard to be good to your clients and also be a good employee. After eight years of working at the bank, and after building a family with 3 kids, Sandi decided to hang her own shingle. As far as credit cards in a bank, tellers are constantly offering new credit card offering. The creditcard-reward game is in the too complicated and boring Credit card rewards is an elaborated shell game. They give you enough to keep you interested, to keep you playing We are wired to be scared of the simple solutions Where the rubber mets the road is on how you spend your money and how that lings up with what's important to you We buy consumer "lifestyle" items out of shame ' I need to buy a house that looks like this because that's what successful people have, that's what my family expects of me. I would be a failure, people would know I am a failure if my car is 10 years old. ' If you have the skills to be contempt, that's way more important than making sure you are in the right investment vehicle.

http://www.alainguillot.com/jessica-moorhouse/ Jessica Moorhouse is a blogger, a podcaster, a speaker and an Accredited Financial Counselor-Canada® who shares tips on saving, budgeting & investing. But the thing that I know Jessica the most for is for bringing amazing guests to her podcast. Jessica started working at age 15, paid her university without any financial assistance. Jessica started blogging about 6 years ago, as a way to keep herself accountable for the way she was spending her money. But over time, her blog has become her career. I first heard about Jessica during my interview with Shannon Lee Simmons, episode #21. During that interview, Shannon told me that one of her favorite podcasters was Jessica Moorhouse. Jessica earned a degree on film production and her intention was to become a full-time film editor, but she graduated at the time of the recession and it was very difficult to find a job in the film industry. Eventually, Jessica found a job at a local newspaper she worked there for 3 years. During the 3 years of work at the newspaper, Jessica started to read books and blogs about finance, and she got hooked. Jessica found that a lot of personal blogs didn't relate to her. She started blogging as a one year experiment, which she extended one more year, and then another year. She became part of the blogging community and started going to blogging events. Finally, blogging became a significant part of her life. After four years, Jessica started a podcast. She noticed that none of the podcast available related to her. There were not women, millennial, talking about personal finance. If it didn't exist, she was going to create it and thus, the Mo' Money podcast was born. At that time she was working 40-50 hour at her regular job and 20 to 30 hours building the podcast and blog. Eventually, as her blog and podcast grew, she became a full-time blogger/podcaster. Our conversation drifted towards all the things that Jessica offers to her followers. Jessica write long well-researched blog posts, she invites amazing guests to her podcast, she has a YouTube channel, a book club, a Facebook group, a Meetup, and her services as an Accredited Financial Counsellor Canada®.

Justin is joined by Shannon Lee Simmons, author, financial planner and founder of The New School of Finance; freelance journalist and author Ceri Marsh; and, David Cravit, vice president, ZoomerLive and ZoomerU to discuss millennial, generation X and baby boomer’s payments needs. Ultimately, Canadians want more choice for payment options that are safe, secure, efficient and reliable. As each of the respective generations go through various life stages, respective needs and wants evolve – in some unexpected ways as well. Host: Justin Ferrabee, COO Payments Canada As Chief Operating Officer, Justin is responsible for the organization’s information technology and corporate functions, including operationalizing Payments Canada’s vision and strategic plan for payments in Canada. Read more about Justin at payments.ca. Guests: Shannon Lee Simmons, author, financial planner and founder The New School of Finance (millennial) Ceri Marsh, freelance journalist and author (generation X) David Cravit, vice president, ZoomerLive and ZoomerU (baby boomer)

http://www.alainguillot.com/shannon-lee-simmons-how-to-have-worry-free-money/ Shannon Lee Simmons is amazing. She is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), speaker, media personality, entrepreneur, personal finance expert, financial literacy advocate, and founder/owner of Toronto’s advice-only financial planning practice - New School of Finance, the educational hub for Canadians to get advice and learn about personal and small business finance. Worry-Free Money Worry Free Money Author of the book: Worry-Free Money: The guilt-free approach to managing your money and your life Shannon provides financial planning, cash management, portfolio assessment, tax planning and small business advice to professionals, small business owners, families, and retirees. Shannon was named one of Canada’s Top 30 Under 30, the 2014 Notable Award for Best In Finance and New School of Finance won the 2016 Wealth Professional Award for Digital Innovation. She appears as a financial expert in TV, and is a regular contributor for the Toronto Star'Money Makeover, Cityline tv, BBC Capital, has a monthly column for Globe and Mail and is a personal finance columnist for CBC’s On the Money and Metro Morning. Highlights from the interview Her original plan was to go into medicine because that's what people encouraged her to do, but then she took some economic and finance courses that's what she ended up doing. Found a job helping high net worth individuals with their personal finances. The discovered that people who are not wealthy, don't have lots of choices of where to get financial help. After the 2008 financial crisis, when she saw other people struggling with their personal finance, started to get the urge of helping different demographics, not just the wealthy. Quit her work on 2010 and launched a project whereas she was trading financial advice in exchange of goods and services. After a year of living on the barter system, she realized how many people needed financial advice. She launched the New School of Finance, and the business grew by word of mouth advertising. We discussed the conflict of interests faced by commission based financial advisers. Shannon believe that fee-only financial advice is the only alternative. Where there is no conflict of interest and more transparency. We discussed the high-fee mutual funds suggested by commission-based advisers vs. low-cost ETFs. We described the process of becoming a client of New School of Finance. How, though the support of her team and family, she was able to put time aside to write the book Worry-Free Money. We go through the time break down of being a mom of a little baby, being an entrepreneur and a writer. I would never expect an employee to work on the weekend, because it's not their business, it's my business.

**Shannon Lee Simmons** was searching for a way to combine her love of math with her love of people - and she's done it! As a financial planner, accountant, life coach, author, new mom and founder of The New School of Finance, she has created her dream job and proves that working in finance is more than number crunching - it's about helping people. Find out more about Shannon at **[www.newschooloffinance.com](http://www.newschooloffinance.com/),** follow her on [**Instagram**](https://www.instagram.com/shanleesimmons/) and [**Twitter**](https://twitter.com/shanleesimmons) (@shanleesimmons) and check out her book **Worry Free Money**! Email us your own career story or a career you'd like to learn more about at **clockinpodcast@gmail.com** Follow CLOCKIN' IN on: * Instagram: [**@clockininpodcast**](https://www.instagram.com/clockin_in_podcast/) * Facebook: [**Clockin' In**](https://www.facebook.com/clockininpodcast/) * Twitter: [**@clockinpodcast**](https://twitter.com/clockinpodcast) Music by HookSounds ([**http://www.hooksounds.com**](http://www.hooksounds.com))

Shannon Lee Simmons wants everyone to have access to unbiased and affordable financial advice. In late 2010, frustrated that Bay street was only interested in clients that have tons of money, she left her high paying job to start the Barter Babes project. Shannon would offer her financial services in exchange for any good or service that she needed. Over one year Shannon helped over 300 women and never once accepted cash for her services. Unable to go back to Bay street after that, Shannon realized her only option was to start the best fee-only financial planning firm in Canada. She called it the New School of Finance and she never looked back. When she's not helping people at the New School, you can find Shannon in just about every newspaper, and all over Canadian television, promoting her new book Worry-Free Money. Shannon was nice enough to host me at the New School of Finance where we talked about her personal finance journey. Shannon was also the first guest to agree to sing on the podcast! Look for that fun segment near the end of the episode. NEXT EPISODE 29 - John Kalos

This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve. When most people think of millennials, they think of digital natives who spend their money on travel and love avocado toast. But there are also a lot of misconceptions about this demographic, including how they view money. While their financial needs may differ from baby boomers, the premise is the same: How do we make sure you’re financially secure in the long run while still maintaining a lifestyle that makes you happy. In this episode, we’re joined by two advisors, Eric Roberge of Beyond Your Hammock and Shannon Lee Simmons of New School of Finance, to discuss the ways that they cater to millennials and how you can integrate this group into your client mix. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/money-mindset-advising-millennials/.

At the end of the day, money shouldn't be something you worry about, or feel guilty about, or don't even want to think about. We all deal with money. We all earn it. We all spend it. But it shouldn't be something we're ashamed of or hate talking about. Which is why I loved reading Shannon Lee Simmons' new book Worry-Free Money, which takes a unique and refreshingly positive approach to how to manage your money and feel good about it. Long description: I know I say this for almost every episode, but this seriously is one of my favourite interviews. And it could be because when I met Shannon Lee Simmons, author of Worry-Free Money and founder of The New School of Finance, for the first time, I immediately clicked with her. There aren’t too many financial planners out there who make money fun and cool, but she does and I’m so glad she was able to share her wisdom and personality on the podcast! We talk about a lot of different topics in this episode, but there are two main points that we touch on. First, that budgeting doesn’t have to be boring or restricting, especially if you try out her method of not categorizing all of your variable expenses. I know for me, that’s what I used to do, and I would always end up kicking myself for overspending on groceries one month or spending too much on eating out the next. Instead, just set aside an amount of money you can spend, and spend it until it reaches zero (and not more than that). If you do that, you’ll free yourself from the guilty of not matching your budget perfectly, but you’ll still won’t be spending more than you want. It’s simple really. So simple that I have no idea why we all over-complicate budgeting! Another big topic we tackle is the idea of comparing our financial situation to those of our peers. This is something that is absolutely normal and not something to be ashamed up. We want to keep up with our peers (who doesn’t?) and we want to do whatever it takes so we don’t fall behind. That being said, we don’t have all the information. We don’t know how much our peers earn, how much they spend, or what their net worth is. So really, we shouldn’t try to keep up with the Jones’ because we actually have no idea what’s going on with the Jones’ financials. Maybe they got a big inheritance which is why they could afford to buy a house. Maybe they are actually really frugal in their day-to-day lives which lets them afford those fancy vacations. Maybe they just have different values than us and are just really good at showing that good life on Instagram. The important thing to remember is we should put the focus back on ourselves. Are we happy with where we’re at? Are we spending on things that match our values? Are we meeting our financial goals? I probably could have talked to Shannon for another hour, but I called it at the 45-minute mark. That being said, I highly recommend her book Worry-Free Money (I seriously loved it!) and I also suggest you check out her online courses linked in the show notes. For full episode show notes, visit https://jessicamoorhouse.com/151

Do you worry about money and your future? Are you constantly blaming yourself when you work hard, but then go and splurge on something you probably didn't need? I'm sure this is everyone. And the blame game, guilty conscience is a real thing when it comes to our finances. There's the whole 'work hard, play hard' mentality; but that could be dangerous if taken literally. You may not have enough money to live in the end. Especially in a volatile economy. But it's important to also remember that if all you do your whole life is save, then you aren't really living. And that's not ideal either. That's why Shannon created The New School of Finance after leaving her corporate job. She wanted to address our money worries and provide advice and training for those who weren't really benefiting from the traditional advisor system. The New School of Finance is a pay-as-you go model, where entrepreneurs, and Canadians of all walks of life can go to get their finances in order. And what she's building is a game changer for us all! 

Managing finances is challenging at the best of times! Re-building your finances during and after separation is even tougher. Shannon Lee Simmons shares with us about the fantastic framework she's created for thinking about budgeting and making financial decision-making more effective and fun! Shannon is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), media personality, personal finance expert and founder of the New School of FinanceTM. She is also the author of Worry-Free Money: The Guilt-Free Approach to Managing Your Money and Your Life. Simmons is widely recognized as a trailblazer in the Canadian financial planning industry. She was named one of Canada’s Top 30 Under 30,  the Notable Award for Best In Finance and New School of Finance won the 2016 Wealth Professional Award for Digital Innovation. She is a regular financial expert in the media and has a monthly column for Globe and Mail and is a personal finance columnist for CBC’s On the Money and Metro Morning. Your host, Christina Vinters, is a nationally designated Chartered Mediator on a mission to inspire and facilitate healthy family transitions. She is also a gratefully non-practicing Lawyer, Author of Pathways to Amicable Divorce and the   DIY Divorce Manual, and Peacemaking Business Consultant. Guest Links: Website: http://www.shannonleesimmons.com/ Facebook: https://www.facebook.com/shannon.simmons.39 Instagram: https://www.instagram.com/shanleesimmons/ Twitter: https://twitter.com/shanleesimmons   Modern Separations Links: Website: https://www.modernseparations.com/ Facebook: https://www.facebook.com/modernseparations Instagram: https://www.instagram.com/divorcewell Twitter: https://twitter.com/cvinters LinkedIn: https://www.linkedin.com/in/cvinters/

If you’ve never met Shannon Lee Simmons before, hold onto your hat, because there’s no one else like her. Founder of The New School of Finance, and author of the book Worry Free Money, Shannon joins Sandi and Chris to talk about how her family talked about money growing up, what the birds and the bees have to do with spending decisions, and why that Ikea Story had to open the book. You - for real - do not want to miss this. 2:15 - How did Shannon grow up talking about money 10:13 - How to tell your friends you don’t want to spend $80 on dinner 14:24 - The words that matter in finance - safe and happy 20:40 - How to build habits of self reflection 32:15 - Curing the problem of financial struggle… instead of just treating it 35:10 - Professional vulnerability… how to be an expert while baring your soul. 42:31 - Letting go of past mistakes

In this week's episode Vass and Allison discuss the new Wall Street thriller “Equity.” It’s like all those other Wall Street films, but with women! In our second segment, we are joined by financial advisor Shannon Lee Simmons to talk about how the media portrays millennials in the real estate market. Why are our living situations either sensationalized or shamed? Lastly, we discuss how new technologies such as Instagram and Airbnb are spreading the same hipster aesthetic across the world with tech pro Christina Hug. Allison is reading “What is Obscenity” by Japanese manga artist Rokudenashiko. Vass is reading “Chaos Monkeys: Obscene fortune & random failure in Silicon Valley” by Antonio Garcia Martinez. TUNES: Fever Boy by Femme; Damn That Valley by U.S. Girls; and Big Boy by Charlotte Cardin.

Finances and budgeting are significant and crucial parts of running a business. I'll admit, it is not my favorite part of being a business owner – but it is too important to ignore. In today's episode, I am joined by Shannon Lee Simmons, finance, and money management coach and founder of New School of Finance based in Canada. She shares her “rags to riches” story with us, her business model, and the services and products that her company offers. We also get down to the nitty-gritty details on her personal and professional finances, discussing how much she charges for each of her products and services as well as her company's net profit last year on each of her courses and services.

In this episode of the Unleash Yourself podcast, Michael Carbone chats with Shannon Lee Simmons about how to prepare for tax season, how to track your finances, what you can and cannot expense as a sole proprietor and freelancer, and how to enjoy it! For all the show notes and links to everything Michael mentioned in this episode, check out: michaelcarbone.ca/039 Make sure you subscribe so you never miss another episode: iTunes | Stitcher