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DZ Financial Coaching
Start Here!
Money Talks Quiz
$97 Money Strategy Session
FAQs
Blog
Media
Work With Me
1:1 Coaching
Group Coaching
The Nest Egg Playbook
Financial Wellness Workshops
take the quiz
Folder: Start Here!
Back
Money Talks Quiz
$97 Money Strategy Session
FAQs
Blog
Media
Folder: Work With Me
Back
1:1 Coaching
Group Coaching
The Nest Egg Playbook
Financial Wellness Workshops
take the quiz
Our Investing Story
Investing, Financial Planning, Retirement Dee Zimmerman 9/20/24 Investing, Financial Planning, Retirement Dee Zimmerman 9/20/24

Our Investing Story

My husband and I made some classic investing mistakes—chasing returns, lack of diversification, even swing trading. But those mistakes taught us how to build a simpler, smarter investment strategy. I’m sharing our story so you can skip the learning curve and start strong.

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Set It And Leave It
Investing, Financial Planning, Retirement Dee Zimmerman 8/17/24 Investing, Financial Planning, Retirement Dee Zimmerman 8/17/24

Set It And Leave It

Automated this post while pretending it’s summer in tennis paradise because "set it and leave it" doesn’t just apply to vacations! It’s a mindset for long-term investing too. But here’s the kicker: do you actually know what you’ve “left it” in?

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Retirement Is A Number, Not An Age
Retirement, Financial Planning, Investing Dee Zimmerman 2/7/24 Retirement, Financial Planning, Investing Dee Zimmerman 2/7/24

Retirement Is A Number, Not An Age

Retirement isn’t tied to an age and it’s tied to a number. A number that reflects your income gap, nest egg, and the life you want to live. Whether you're 45 or 65, the goal is freedom and not a finish line.

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Your Paycheck In Retirement
Retirement, Financial Planning, Income Strategy Dee Zimmerman 1/17/24 Retirement, Financial Planning, Income Strategy Dee Zimmerman 1/17/24

Your Paycheck In Retirement

Retirement means creating your own paycheck. From pensions to side hustles, knowing your income sources (and your gap) helps you transition from saving to spending…confidently.

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