Money & Relationships Blog: Dee Zimmerman
Money Dates
Money dates are not as nice as "real" dates. But they're important. And just might be essential for you. Especially if you fight about money.
It’s Your Time In The Market That Matters
Worried about market swings? Here's why time (not timing) is what builds your wealth. Learn how to stay calm, invest simply, and enjoy life now.
I Didn’t Know How To Swim!
When I was 44 I raced in a sprint triathlon. Read this story to learn about taking small, achievable steps.
Treat Yourself To My 2024 Faves! 🎁
Looking for smart gifts that actually make a difference? Here are my favorite podcasts, books, and programs from 2024 for your mind, money, and business.
Know Your Money Love
You were made for financial freedom and part of that is spending in a way that reflects what you truly love. Let’s name your Money Love so you can align your money with what matters most.
The Missing Link
You’re working hard and doing your best but without a clear financial plan, you’re stuck spinning your wheels. Let’s uncover the missing link and get you moving with clarity and confidence.
Financial Freedom is a Journey!
Financial freedom isn’t just a far-off dream…it’s something you can experience step-by-step, starting today. Let’s redefine what it means and build it together, one win at a time.
Spider Webs Are Like Marketing
Spiders are smart. So is marketing. Some tactics are designed to trap you and your wallet. Especially during the holidays. Let's shine a light on the marketing webs we fall into and how you can avoid overspending without guilt or stress.
Holiday Hangover
Overspent during the holidays? You’re not alone and it doesn’t have to be that way. Let’s talk about how to avoid the “holiday spending hangover” with a simple plan that supports your values and keeps you debt-free come January.
Life Is Expensive!
Life’s gotten more expensive but giving up isn’t the answer. If you feel stuck on the treadmill, there is a way forward. Let’s talk about how to take back control, manage what you can control, and start building the financial future you actually want.
Insurance Rates Are Out of Control!
Insurance premiums are out of control and you’re not imagining it. If you’re frustrated, you’re not alone. But don’t give up! Let’s break down why this is happening and what smart, practical things you can do to get your costs back under control.
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.
Financial Advisor vs. Financial Coach
What’s the difference between a financial advisor and a coach? It’s not always clear but knowing the distinction could save you time, money, and stress. In this post, I explain how a coach walks with you through every part of your money world, and when each role makes sense.
Is Your Spending Guilt-free?
Spending is supposed to feel good so why does it often come with guilt? In this post, I explore the 3 hidden reasons behind guilt-driven spending and how to break free with a healthy plan, mindset, and guardrails. Let’s move toward spending with more peace and less pressure.
Stepping Out Of Discouragement
Feeling discouraged about money? You’re not alone. In this post, I share how one client faced his fears through what he called “exposure therapy” and the 3 powerful steps he took to move from stuck to steady. If you need encouragement today, this one's for you.
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?
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.
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.
Know What You Spend
You can’t plan for financial freedom if you don’t know what you’re spending now. Awareness is the first step because your spending today shapes what you’re retiring to tomorrow.