Money Matters With Dee Lee

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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. 64…

WBZ-AM


    • Feb 18, 2018 LATEST EPISODE
    • infrequent NEW EPISODES
    • 2m AVG DURATION
    • 158 EPISODES


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    Latest episodes from Money Matters With Dee Lee

    Money Mistakes: Shopper’s Remorse

    Play Episode Listen Later Feb 18, 2018 1:39


    WBZ's Dee Lee discusses those items we may have bought on impulse.

    Money Mistakes: The Expensive Wedding

    Play Episode Listen Later Feb 18, 2018 2:01


    WBZ's Dee Lee talks about the price of a wedding.

    Valentine’s Day: Online Valentines Over 50

    Play Episode Listen Later Feb 7, 2018 1:51


    WBZ's Dee Lee outlines great dating sites to visit if you're over 50.

    Valentine’s Day: Online Valentines

    Play Episode Listen Later Feb 7, 2018 1:49


    WBZ's Dee Lee talks about online dating.

    Valentine’s Day On The Cheap: Sweet Tooth

    Play Episode Listen Later Feb 7, 2018 1:51


    WBZ's Dee Lee has great ideas for the Valentine with a sweet tooth.

    Valentine’s Day On The Cheap: From The Heart

    Play Episode Listen Later Feb 6, 2018 1:48


    WBZ's Dee Lee says Valentine's Day gifts do not have to be fancy.

    Valentine’s Day On The Cheap: KISS Principle

    Play Episode Listen Later Feb 5, 2018 1:56


    WBZ's Dee Lee talks about the price of Valentine's Day.

    Tax Prep For Your 2017 Return: Audit Red Flags

    Play Episode Listen Later Feb 5, 2018 1:58


    WBZ's Dee Lee outlines red flags that could trigger an audit.

    Tax Prep For Your 2017 Return: Taxes On Your Investments

    Play Episode Listen Later Feb 5, 2018 1:53


    WBZ's Dee Lee discusses capital gains, losses and dividends.

    Tax Prep For Your 2017 Return: Education Credits & Deductions

    Play Episode Listen Later Feb 5, 2018 1:56


    WBZ's Dee Lee outlines the 2017 education credits and deductions.

    Tax Prep For Your 2017 Return: Deductions & Credits

    Play Episode Listen Later Feb 5, 2018 1:57


    WBZ's Dee Lee outlines tax deductions and credits to help lower your income tax liability.

    Tax Prep For Your 2017 Return: Opening The Mail

    Play Episode Listen Later Feb 5, 2018 1:55


    WBZ's Dee Lee says find a place to store all that incoming mail so you have it all in one place.

    Retirement Planning Birthdays: Age 70½

    Play Episode Listen Later Jan 25, 2018 2:02


    WBZ's Dee Lee outlines mandatory retirement withdrawals at age 70.

    Retirement Planning Birthdays: Age 65 & Social Security

    Play Episode Listen Later Jan 25, 2018 1:57


    WBZ's Dee Lee outlines your Social Security benefits and when they begin.

    Retirement Planning Birthdays: Almost 60

    Play Episode Listen Later Jan 25, 2018 1:59


    WBZ's Dee Lee says you're old enough to retire at 60, but should you?

    Retirement Planning Birthdays: Double Digits 55

    Play Episode Listen Later Jan 25, 2018 1:57


    WBZ's Dee Lee discusses retirement planning for age 55.

    Retirement Planning Birthdays: Age 50

    Play Episode Listen Later Jan 25, 2018 2:00


    WBZ's Dee Lee outlines ways to save during key retirement birthdays.

    Mutual Funds: When To Sell

    Play Episode Listen Later Jan 19, 2018 2:01


    WBZ's Dee Lee helps you decide when the right time to sell your funds is.

    Mutual Funds: Which Fund Is Right For You?

    Play Episode Listen Later Jan 19, 2018 1:52


    WBZ's Dee Lee helps you choose the right mutual fund.

    Mutual Funds: Most Of Us Have A Portfolio

    Play Episode Listen Later Jan 19, 2018 2:01


    WBZ's Dee Lee helps guide you to a strong portfolio.

    Mutual Funds: Your Portfolio

    Play Episode Listen Later Jan 19, 2018 2:01


    WBZ's Dee Lee takes a look at your current portfolio.

    Mutual Funds: Benchmarks

    Play Episode Listen Later Jan 19, 2018 1:57


    WBZ's Dee Lee shows you how to compare your funds to a benchmark.

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

    Play Episode Listen Later Jan 16, 2018 1:54


    WBZ's Dee Lee helps you find a good financial planner.

    Questions From Listeners: Long Term Care Insurance

    Play Episode Listen Later Jan 16, 2018 1:57


    WBZ's Dee Lee discusses whether long term care insurance is necessary.

    Questions From Listeners: Withdrawing From IRA When Retired

    Play Episode Listen Later Jan 16, 2018 1:59


    WBZ's Dee Lee discusses your IRA withdrawal schedule once you hit age 70.

    Questions From Listeners: Widow’s Social Security Benefits

    Play Episode Listen Later Jan 16, 2018 2:00


    WBZ's Dee Lee outlines how Social Security benefits are distributed in a case of death.

    Questions From Listeners: Charity Scam?

    Play Episode Listen Later Jan 16, 2018 1:45


    WBZ's Dee Lee discusses how to check charities for legitimacy.

    New Year’s Resolutions: More Money Resolutions

    Play Episode Listen Later Jan 9, 2018 1:54


    WBZ's Dee Lee helps you invest more and pay down debt.

    New Year’s Resolutions: Final Wealth & Wisdom

    Play Episode Listen Later Jan 7, 2018 1:56


    WBZ's Dee Lee has final advice for a wealthier and wiser new year.

    New Year’s Resolutions: Still Wealthier & Wiser

    Play Episode Listen Later Jan 7, 2018 1:57


    WBZ's Dee Lee discusses your emergency fund.

    New Year’s Resolutions: Wealthier & Wiser

    Play Episode Listen Later Jan 7, 2018 1:56


    WBZ's Dee Lee discusses spending less and saving more.

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

    Play Episode Listen Later Jan 7, 2018 1:57


    WBZ's Dee Lee discusses your resolutions for the new year and how to achieve them.

    Year End: Back To Work

    Play Episode Listen Later Dec 30, 2017 1:58


    WBZ's Dee Lee suggests you check out your benefits at work.

    Year End: Year End Gifts To Charity

    Play Episode Listen Later Dec 30, 2017 2:00


    WBZ's Dee Lee discusses charitable donations for 2017.

    Year End: The Day After

    Play Episode Listen Later Dec 30, 2017 1:53


    WBZ's Dee Lee discusses some day-after-Christmas celebrations.

    Year End: Last Minute Financial Moves

    Play Episode Listen Later Dec 30, 2017 2:00


    WBZ's Dee Lee says there's still things you can do to adjust your taxes this year.

    Year End: Christmas Day

    Play Episode Listen Later Dec 30, 2017 1:58


    WBZ's Dee Lee talks about the Christmas celebration.

    General Tipping

    Play Episode Listen Later Dec 22, 2017 1:56


    WBZ's Dee Lee has some extra tips on tipping.

    Holiday Tipping For Those Who Deliver

    Play Episode Listen Later Dec 22, 2017 2:02


    WBZ's Dee Lee outlines tipping procedures for delivery folks.

    More Holiday Tipping

    Play Episode Listen Later Dec 22, 2017 1:58


    WBZ's Dee Lee outlines more folks to tip or not tip this holiday season.

    Who Is On Your Tipping List?

    Play Episode Listen Later Dec 22, 2017 1:51


    WBZ's Dee Lee helps you determine who to tip and how much to give.

    Holiday Tipping

    Play Episode Listen Later Dec 22, 2017 1:58


    WBZ's Dee Lee discusses who should be tipped this holiday season.

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