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!