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On this episode of The Get Ready Money Podcast, I spoke with Shannon Lee Simmons—author, financial planner, and founder of The New School of Finance—about how we can bring more compassion, flexibility, and real-life perspective into the way we talk about and manage money.

Shannon shares practical insights on shifting our mindset, having healthier money conversations, and creating financial plans that reflect the way life actually unfolds—not how we think it should.

💡 Key Takeaways:

🔹 Your self-worth is more than your net worth

🔹 The optics of what you think money is and what it actually is in the context of your real life are different things.
🔹 Parents should create a safe, judgment-free space to talk about money with their kids
🔹 A good financial plan isn’t “set it and forget it”—it should evolve with your life
🔹 Financial planners and coaches can provide valuable support during life transitions
🔹 Many women are looking for planners who listen, don’t judge, and help them feel heard and empowered

Connect with Shannon Lee Simmons:

• Website (here)
• New School of Finance website (here)
• LinkedIn (here)
• Instagram (here)

Books:

• Living Debt-Free: The No-Shame, No-Blame Guide to Getting Rid of Your Debt (Amazon)
• Making Bank: Money Skills for Real Life (Bookshop)
• No-Regret Decisions: Making Good Choices During Difficult Times (Bookshop)
• Worry-Free Money: The guilt-free approach to managing your money and your life (Amazon)

Mentioned:

• The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids by John Lanza (Amazon)
• The Art of Allowance Podcast (here)

Bio:

Shannon Lee Simmons 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™. Shannon is widely recognized as a trailblazer in the Canadian financial planning industry. She is a regular contributor for the Globe and Mail and is a personal finance columnist for CBC’s Metro Morning and a financial expert on The Marilyn Denis Show.

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.