PODCAST · society
Money Matters With Dee Lee
by WBZ-AM
Dee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer. 642427
Episodes
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Money Mistakes: Shopper’s Remorse
WBZ's Dee Lee discusses those items we may have bought on impulse. See omnystudio.com/listener for privacy information.
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Money Mistakes: The Expensive Wedding
WBZ's Dee Lee talks about the price of a wedding. See omnystudio.com/listener for privacy information.
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Valentine’s Day: Online Valentines Over 50
WBZ's Dee Lee outlines great dating sites to visit if you're over 50. See omnystudio.com/listener for privacy information.
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Valentine’s Day: Online Valentines
WBZ's Dee Lee talks about online dating. See omnystudio.com/listener for privacy information.
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Valentine’s Day On The Cheap: Sweet Tooth
WBZ's Dee Lee has great ideas for the Valentine with a sweet tooth. See omnystudio.com/listener for privacy information.
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Valentine’s Day On The Cheap: From The Heart
WBZ's Dee Lee says Valentine's Day gifts do not have to be fancy. See omnystudio.com/listener for privacy information.
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Valentine’s Day On The Cheap: KISS Principle
WBZ's Dee Lee talks about the price of Valentine's Day. See omnystudio.com/listener for privacy information.
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Tax Prep For Your 2017 Return: Audit Red Flags
WBZ's Dee Lee outlines red flags that could trigger an audit. See omnystudio.com/listener for privacy information.
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Tax Prep For Your 2017 Return: Taxes On Your Investments
WBZ's Dee Lee discusses capital gains, losses and dividends. See omnystudio.com/listener for privacy information.
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Tax Prep For Your 2017 Return: Education Credits & Deductions
WBZ's Dee Lee outlines the 2017 education credits and deductions. See omnystudio.com/listener for privacy information.
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Tax Prep For Your 2017 Return: Deductions & Credits
WBZ's Dee Lee outlines tax deductions and credits to help lower your income tax liability. See omnystudio.com/listener for privacy information.
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Tax Prep For Your 2017 Return: Opening The Mail
WBZ's Dee Lee says find a place to store all that incoming mail so you have it all in one place. See omnystudio.com/listener for privacy information.
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Retirement Planning Birthdays: Age 70½
WBZ's Dee Lee outlines mandatory retirement withdrawals at age 70. See omnystudio.com/listener for privacy information.
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Retirement Planning Birthdays: Age 65 & Social Security
WBZ's Dee Lee outlines your Social Security benefits and when they begin. See omnystudio.com/listener for privacy information.
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Retirement Planning Birthdays: Almost 60
WBZ's Dee Lee says you're old enough to retire at 60, but should you? See omnystudio.com/listener for privacy information.
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Retirement Planning Birthdays: Double Digits 55
WBZ's Dee Lee discusses retirement planning for age 55. See omnystudio.com/listener for privacy information.
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Retirement Planning Birthdays: Age 50
WBZ's Dee Lee outlines ways to save during key retirement birthdays. See omnystudio.com/listener for privacy information.
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Mutual Funds: When To Sell
WBZ's Dee Lee helps you decide when the right time to sell your funds is. See omnystudio.com/listener for privacy information.
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Mutual Funds: Which Fund Is Right For You?
WBZ's Dee Lee helps you choose the right mutual fund. See omnystudio.com/listener for privacy information.
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Mutual Funds: Most Of Us Have A Portfolio
WBZ's Dee Lee helps guide you to a strong portfolio. See omnystudio.com/listener for privacy information.
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Mutual Funds: Your Portfolio
WBZ's Dee Lee takes a look at your current portfolio. See omnystudio.com/listener for privacy information.
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Mutual Funds: Benchmarks
WBZ's Dee Lee shows you how to compare your funds to a benchmark. See omnystudio.com/listener for privacy information.
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Questions From Listeners: Where Can I Find A Good Financial Planner?
WBZ's Dee Lee helps you find a good financial planner. See omnystudio.com/listener for privacy information.
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Questions From Listeners: Long Term Care Insurance
WBZ's Dee Lee discusses whether long term care insurance is necessary. See omnystudio.com/listener for privacy information.
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Questions From Listeners: Withdrawing From IRA When Retired
WBZ's Dee Lee discusses your IRA withdrawal schedule once you hit age 70. See omnystudio.com/listener for privacy information.
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Questions From Listeners: Widow’s Social Security Benefits
WBZ's Dee Lee outlines how Social Security benefits are distributed in a case of death. See omnystudio.com/listener for privacy information.
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Questions From Listeners: Charity Scam?
WBZ's Dee Lee discusses how to check charities for legitimacy. See omnystudio.com/listener for privacy information.
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New Year’s Resolutions: More Money Resolutions
WBZ's Dee Lee helps you invest more and pay down debt. See omnystudio.com/listener for privacy information.
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New Year’s Resolutions: Final Wealth & Wisdom
WBZ's Dee Lee has final advice for a wealthier and wiser new year. See omnystudio.com/listener for privacy information.
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New Year’s Resolutions: Still Wealthier & Wiser
WBZ's Dee Lee discusses your emergency fund. See omnystudio.com/listener for privacy information.
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New Year’s Resolutions: Wealthier & Wiser
WBZ's Dee Lee discusses spending less and saving more. See omnystudio.com/listener for privacy information.
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New Year’s Resolutions: The Start Of The New Year
WBZ's Dee Lee discusses your resolutions for the new year and how to achieve them. See omnystudio.com/listener for privacy information.
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Year End: Back To Work
WBZ's Dee Lee suggests you check out your benefits at work. See omnystudio.com/listener for privacy information.
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Year End: Year End Gifts To Charity
WBZ's Dee Lee discusses charitable donations for 2017. See omnystudio.com/listener for privacy information.
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Year End: The Day After
WBZ's Dee Lee discusses some day-after-Christmas celebrations. See omnystudio.com/listener for privacy information.
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Year End: Last Minute Financial Moves
WBZ's Dee Lee says there's still things you can do to adjust your taxes this year. See omnystudio.com/listener for privacy information.
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Year End: Christmas Day
WBZ's Dee Lee talks about the Christmas celebration. See omnystudio.com/listener for privacy information.
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General Tipping
WBZ's Dee Lee has some extra tips on tipping. See omnystudio.com/listener for privacy information.
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Holiday Tipping For Those Who Deliver
WBZ's Dee Lee outlines tipping procedures for delivery folks. See omnystudio.com/listener for privacy information.
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More Holiday Tipping
WBZ's Dee Lee outlines more folks to tip or not tip this holiday season. See omnystudio.com/listener for privacy information.
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Who Is On Your Tipping List?
WBZ's Dee Lee helps you determine who to tip and how much to give. See omnystudio.com/listener for privacy information.
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Holiday Tipping
WBZ's Dee Lee discusses who should be tipped this holiday season. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Winter Solstice
WBZ's Dee Lee says a great gift is a winter road kit for your car. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Gift Returns
WBZ's Dee Lee discusses the holiday gift return process. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Last Minute Gift Ideas
WBZ's Dee Lee says gift cards are a good last minute gift. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Holiday Food
WBZ's Dee Lee says you can still do the holiday meal on a budget. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Regifting
WBZ's Dee Lee discusses the art of regifting. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: The Best Deals
WBZ's Dee Lee says shopping last minute may not get you the best deals these days. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Do Good By Giving
WBZ's Dee Lee discusses charitable giving. See omnystudio.com/listener for privacy information.
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Making The Holidays Happen: Holiday Scams
WBZ's Dee Lee says scammers are out in full force come the holiday season. See omnystudio.com/listener for privacy information.
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ABOUT THIS SHOW
Dee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer. 642427
HOSTED BY
WBZ-AM
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