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All Episodes

Money Matters With Dee Lee — 158 episodes · page 1 of 2

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Title
1

Money Mistakes: Shopper’s Remorse

2

Money Mistakes: The Expensive Wedding

3

Valentine’s Day: Online Valentines Over 50

4

Valentine’s Day: Online Valentines

5

Valentine’s Day On The Cheap: Sweet Tooth

6

Valentine’s Day On The Cheap: From The Heart

7

Valentine’s Day On The Cheap: KISS Principle

8

Tax Prep For Your 2017 Return: Audit Red Flags

9

Tax Prep For Your 2017 Return: Taxes On Your Investments

10

Tax Prep For Your 2017 Return: Education Credits & Deductions

11

Tax Prep For Your 2017 Return: Deductions & Credits

12

Tax Prep For Your 2017 Return: Opening The Mail

13

Retirement Planning Birthdays: Age 70½

14

Retirement Planning Birthdays: Age 65 & Social Security

15

Retirement Planning Birthdays: Almost 60

16

Retirement Planning Birthdays: Double Digits 55

17

Retirement Planning Birthdays: Age 50

18

Mutual Funds: When To Sell

19

Mutual Funds: Which Fund Is Right For You?

20

Mutual Funds: Most Of Us Have A Portfolio

21

Mutual Funds: Your Portfolio

22

Mutual Funds: Benchmarks

23

Questions From Listeners: Where Can I Find A Good Financial Planner?

24

Questions From Listeners: Long Term Care Insurance

25

Questions From Listeners: Withdrawing From IRA When Retired

26

Questions From Listeners: Widow’s Social Security Benefits

27

Questions From Listeners: Charity Scam?

28

New Year’s Resolutions: More Money Resolutions

29

New Year’s Resolutions: Final Wealth & Wisdom

30

New Year’s Resolutions: Still Wealthier & Wiser

31

New Year’s Resolutions: Wealthier & Wiser

32

New Year’s Resolutions: The Start Of The New Year

33

Year End: Back To Work

34

Year End: Year End Gifts To Charity

35

Year End: The Day After

36

Year End: Last Minute Financial Moves

37

Year End: Christmas Day

38

General Tipping

39

Holiday Tipping For Those Who Deliver

40

More Holiday Tipping

41

Who Is On Your Tipping List?

42

Holiday Tipping

43

Making The Holidays Happen: Winter Solstice

44

Making The Holidays Happen: Gift Returns

45

Making The Holidays Happen: Last Minute Gift Ideas

46

Making The Holidays Happen: Holiday Food

47

Making The Holidays Happen: Regifting

48

Making The Holidays Happen: The Best Deals

49

Making The Holidays Happen: Do Good By Giving

50

Making The Holidays Happen: Holiday Scams

51

Making The Holidays Happen: What’s In Your Wallet?

52

Making The Holidays Happen: Short Of Cash

53

Year End Tax Planning: Flexible Spending Accounts

54

Year End Tax Planning: Last Minute Stuff You Can Do

55

Year End Tax Planning: The Self-Employed

56

Year End Tax Planning: What Is On Your Tax Return?

57

Year End Tax Planning: Giving Tuesday

58

Our Families: Important Papers

59

Snow Birds: Healthcare

60

Snow Birds: Protecting Your Estate While Living In Two States

61

Snow Birds: Will Your House Have Wheels?

62

Snow Birds: One Month Or Six?

63

Snow Birds: Migration Begins

64

Even More Money Mistakes: Heard From Listeners

65

Even More Money Mistakes: Buying Expensive Stuff That Depreciates

66

Even More Money Mistakes: Dealing With Money In Your 30s

67

Even More Money Mistakes: Messing With Your Retirement Plans

68

Even More Money Mistakes: Not Checking Your Credit Report

69

More Money Mistakes: Investing: Selling Low – Buying High

70

More Money Mistakes: Beneficiary Designations Not Being Updated

71

More Money Mistakes: Using Your Retirement Plan As A Bank

72

More Money Mistakes: Thinking You Are Going To Live Forever

73

More Money Mistakes: Not Having An Emergency Fund

74

Money Mistakes: Not Enough Saved For College

75

Money Mistakes: Not Saving Enough for Retirement

76

Money Mistakes: Credit Card Debt

77

Money Mistakes: Shoppers Remorse

78

Paying For College: Other Ways To Pay For College

79

Paying For College: Using US Savings Bonds

80

Paying For College: ESAs - Coverdell Education Savings Accounts

81

Paying For College: 529 Plans

82

Paying For College: How Much Does It Cost?

83

September Brings A New Beginning: Managing Your Credit Better

84

September Brings A New Beginning: Managing Your Money Better

85

September Brings A New Beginning: Your Credit Resolutions

86

September Brings A New Beginning: Retirement Plans Resolutions

87

September Brings A New Beginning: Last Year’s Resolutions

88

Breaking Up Is Hard To Do: Don't Forget The Taxes!

89

Breaking Up Is Hard To Do: Second Or Third Go Around

90

Breaking Up Is Hard To Do: Taking Care Of The Kids

91

Breaking Up Is Hard To Do: Are You Splitting Assets Or Debt?

92

Breaking Up Is Hard To Do: Understanding Divorce

93

Catastrophe Planning: Where Is The Important Stuff?

94

Catastrophe Planning: Disability & Life Insurance

95

Catastrophe Planning: Where There’s A Will There’s A Way!

96

Catastrophe Planning: Insurance

97

Catastrophe Planning: Natural Disasters

98

Financial Roles: What You Need To Know When You’re Somebody’s Parent

99

Financial Roles: What You Need To Know When You Are Somebody’s Adult Child

100

Financial Roles: What You Need To Know When You’re Somebody’s Widow