In this engaging and practical conversation, Shannon Lee Simmons—Certified Financial Planner, bestselling author, and founder of the New School of Finance—shares her inspiring journey into the world of financial planning and the mission behind her innovative firm. Shannon opens up about the importance of providing fee-only, unbiased financial advice, making money management more accessible and less intimidating for everyone.

We dive into her latest passion project: financial literacy for teens. Shannon discusses the realities young people face in today’s hyper-digital world and offers compassionate, down-to-earth strategies for parents to help their kids build strong money habits early. She also introduces her new book, Making Bank—a fun, approachable guide designed to teach teens essential money skills like budgeting, saving, investing, and understanding the power of compounding. Her goal? To raise a generation of financially confident young adults.

Whether you’re a parent, educator, or someone looking to improve your own financial confidence, this episode is packed with actionable insights and inspiration.

Connect with Shannon: https://shannonleesimmons.com/ 

Shannon on Instagram:https://www.instagram.com/shanleesimmons/ 

Get Making Bank: https://www.indigo.ca/en-ca/making-bank-money-skills-for-real-life/9781443469814.html 

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