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PODCAST · 04 SEPTEMBER 2026

The Planning Gap (Podcast)

Babin Bessner Spry LLP
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The Planning Gap, with Shannon Lee Simmons. This episode focuses on the gab between having a financial plan and implementing it...

CanadaFinance and Banking
Shannon Lee Simmons
Shannon Lee Simmons
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The Planning Gap, with Shannon Lee Simmons

This episode focuses on the gab between having a financial plan and implementing it, addressing how every Canadian can get a plan that works for them.

Key topics: 

  • Why many Canadians don't have a financial plan – the gaps and challenges 
  • Psychological, affordability, and implementation barriers to planning 
  • Why budgeting and living frugally often don't work 
  • How to "pay yourself first" without traditional budgeting 
  • The impact of social media on investor spending habits 
  • Helping the financial service industry with tips and tools to getting clients to open up about sensitive financial subjects 
  • Suggestions for financial service providers on approaching younger generations of investors

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