Money Matters With Dee Lee
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
Money Mistakes: Shopper’s Remorse
WBZ's Dee Lee discusses those items we may have bought on impulse.
Feb 18, 2018 • 1:39
Money Mistakes: The Expensive Wedding
WBZ's Dee Lee talks about the price of a wedding.
Feb 18, 2018 • 2:01
Valentine’s Day: Online Valentines Over 50
WBZ's Dee Lee outlines great dating sites to visit if you're over 50.
Feb 7, 2018 • 1:51
Valentine’s Day: Online Valentines
WBZ's Dee Lee talks about online dating.
Feb 7, 2018 • 1:49
Valentine’s Day On The Cheap: Sweet Tooth
WBZ's Dee Lee has great ideas for the Valentine with a sweet tooth.
Feb 7, 2018 • 1:51
Valentine’s Day On The Cheap: From The Heart
WBZ's Dee Lee says Valentine's Day gifts do not have to be fancy.
Feb 6, 2018 • 1:48
Valentine’s Day On The Cheap: KISS Principle
WBZ's Dee Lee talks about the price of Valentine's Day.
Feb 5, 2018 • 1:56
Tax Prep For Your 2017 Return: Audit Red Flags
WBZ's Dee Lee outlines red flags that could trigger an audit.
Feb 5, 2018 • 1:58
Tax Prep For Your 2017 Return: Taxes On Your Investments
WBZ's Dee Lee discusses capital gains, losses and dividends.
Feb 5, 2018 • 1:53
Tax Prep For Your 2017 Return: Education Credits & Deductions
WBZ's Dee Lee outlines the 2017 education credits and deductions.
Feb 5, 2018 • 1:56
Tax Prep For Your 2017 Return: Deductions & Credits
WBZ's Dee Lee outlines tax deductions and credits to help lower your income tax liability.
Feb 5, 2018 • 1:57
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.
Feb 5, 2018 • 1:55
Retirement Planning Birthdays: Age 70½
WBZ's Dee Lee outlines mandatory retirement withdrawals at age 70.
Jan 25, 2018 • 2:02
Retirement Planning Birthdays: Age 65 & Social Security
WBZ's Dee Lee outlines your Social Security benefits and when they begin.
Jan 25, 2018 • 1:57
Retirement Planning Birthdays: Almost 60
WBZ's Dee Lee says you're old enough to retire at 60, but should you?
Jan 25, 2018 • 1:59
Retirement Planning Birthdays: Double Digits 55
WBZ's Dee Lee discusses retirement planning for age 55.
Jan 25, 2018 • 1:57
Retirement Planning Birthdays: Age 50
WBZ's Dee Lee outlines ways to save during key retirement birthdays.
Jan 25, 2018 • 2:00
Mutual Funds: When To Sell
WBZ's Dee Lee helps you decide when the right time to sell your funds is.
Jan 19, 2018 • 2:01
Mutual Funds: Which Fund Is Right For You?
WBZ's Dee Lee helps you choose the right mutual fund.
Jan 19, 2018 • 1:52
Mutual Funds: Most Of Us Have A Portfolio
WBZ's Dee Lee helps guide you to a strong portfolio.
Jan 19, 2018 • 2:01
Mutual Funds: Your Portfolio
WBZ's Dee Lee takes a look at your current portfolio.
Jan 19, 2018 • 2:01
Mutual Funds: Benchmarks
WBZ's Dee Lee shows you how to compare your funds to a benchmark.
Jan 19, 2018 • 1:57
Questions From Listeners: Where Can I Find A Good Financial Planner?
WBZ's Dee Lee helps you find a good financial planner.
Jan 16, 2018 • 1:54
Questions From Listeners: Long Term Care Insurance
WBZ's Dee Lee discusses whether long term care insurance is necessary.
Jan 16, 2018 • 1:57
Questions From Listeners: Withdrawing From IRA When Retired
WBZ's Dee Lee discusses your IRA withdrawal schedule once you hit age 70.
Jan 16, 2018 • 1:59
Questions From Listeners: Widow’s Social Security Benefits
WBZ's Dee Lee outlines how Social Security benefits are distributed in a case of death.
Jan 16, 2018 • 2:00
Questions From Listeners: Charity Scam?
WBZ's Dee Lee discusses how to check charities for legitimacy.
Jan 16, 2018 • 1:45
New Year’s Resolutions: More Money Resolutions
WBZ's Dee Lee helps you invest more and pay down debt.
Jan 9, 2018 • 1:54
New Year’s Resolutions: Final Wealth & Wisdom
WBZ's Dee Lee has final advice for a wealthier and wiser new year.
Jan 7, 2018 • 1:56
New Year’s Resolutions: Still Wealthier & Wiser
WBZ's Dee Lee discusses your emergency fund.
Jan 7, 2018 • 1:57
New Year’s Resolutions: Wealthier & Wiser
WBZ's Dee Lee discusses spending less and saving more.
Jan 7, 2018 • 1:56
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.
Jan 7, 2018 • 1:57
Year End: Back To Work
WBZ's Dee Lee suggests you check out your benefits at work.
Dec 30, 2017 • 1:58
Year End: Year End Gifts To Charity
WBZ's Dee Lee discusses charitable donations for 2017.
Dec 30, 2017 • 2:00
Year End: The Day After
WBZ's Dee Lee discusses some day-after-Christmas celebrations.
Dec 30, 2017 • 1:53
Year End: Last Minute Financial Moves
WBZ's Dee Lee says there's still things you can do to adjust your taxes this year.
Dec 30, 2017 • 2:00
Year End: Christmas Day
WBZ's Dee Lee talks about the Christmas celebration.
Dec 30, 2017 • 1:58
General Tipping
WBZ's Dee Lee has some extra tips on tipping.
Dec 22, 2017 • 1:56
Holiday Tipping For Those Who Deliver
WBZ's Dee Lee outlines tipping procedures for delivery folks.
Dec 22, 2017 • 2:02
More Holiday Tipping
WBZ's Dee Lee outlines more folks to tip or not tip this holiday season.
Dec 22, 2017 • 1:58
Who Is On Your Tipping List?
WBZ's Dee Lee helps you determine who to tip and how much to give.
Dec 22, 2017 • 1:51
Holiday Tipping
WBZ's Dee Lee discusses who should be tipped this holiday season.
Dec 22, 2017 • 1:58
Making The Holidays Happen: Winter Solstice
WBZ's Dee Lee says a great gift is a winter road kit for your car.
Dec 17, 2017 • 1:58
Making The Holidays Happen: Gift Returns
WBZ's Dee Lee discusses the holiday gift return process.
Dec 17, 2017 • 1:59
Making The Holidays Happen: Last Minute Gift Ideas
WBZ's Dee Lee says gift cards are a good last minute gift.
Dec 17, 2017 • 1:54
Making The Holidays Happen: Holiday Food
WBZ's Dee Lee says you can still do the holiday meal on a budget.
Dec 17, 2017 • 1:59
Making The Holidays Happen: Regifting
WBZ's Dee Lee discusses the art of regifting.
Dec 17, 2017 • 1:56
Making The Holidays Happen: The Best Deals
WBZ's Dee Lee says shopping last minute may not get you the best deals these days.
Dec 13, 2017 • 1:45
Making The Holidays Happen: Do Good By Giving
WBZ's Dee Lee discusses charitable giving.
Dec 13, 2017 • 1:59
Making The Holidays Happen: Holiday Scams
WBZ's Dee Lee says scammers are out in full force come the holiday season.
Dec 8, 2017 • 1:57
Making The Holidays Happen: What’s In Your Wallet?
WBZ's Dee Lee chats about protecting your numbers.
Dec 8, 2017 • 1:53
Making The Holidays Happen: Short Of Cash
WBZ's Dee Lee discusses your holiday spending budget.
Dec 8, 2017 • 1:57
Year End Tax Planning: Flexible Spending Accounts
WBZ's Dee Lee chats about the benefits of Flexible Spending Accounts.
Dec 1, 2017 • 1:52
Year End Tax Planning: Last Minute Stuff You Can Do
WBZ's Dee Lee has advice on ways to increase your deductions.
Dec 1, 2017 • 1:57
Year End Tax Planning: The Self-Employed
WBZ's Dee Lee has tax advice for the self-employed.
Dec 1, 2017 • 1:59
Year End Tax Planning: What Is On Your Tax Return?
WBZ's Dee Lee says now is the perfect time to review your tax situation so you have an idea of what tax bracket you'll fall into.
Dec 1, 2017 • 1:57
Year End Tax Planning: Giving Tuesday
WBZ's Dee Lee talks about giving to charities for tax deductions.
Dec 1, 2017 • 1:57
Our Families: Important Papers
WBZ's Dee Lee stresses the importance of knowing where everyone's important documents and phone numbers are stored.
Dec 1, 2017 • 1:59
Holiday Gifting: A Tight Budget
WBZ's Dee Lee has some ideas for great gifts that don't break the bank!
Nov 15, 2017 • 2:00
Holiday Gifting: How To Save
WBZ's Dee Lee suggests giving gifts that create memories this holiday season.
Nov 15, 2017 • 2:00
Holiday Gifting: The Nice List
WBZ's Dee Lee pares down your holiday shopping list.
Nov 15, 2017 • 1:58
Holiday Gifting: Budgeting
WBZ's Dee Lee gets you started on your holiday gift list.
Nov 15, 2017 • 1:59
Everyone Needs A Financial Plan: Step 5 - Protecting People & Assets
WBZ's Dee Lee helps you protect your assets.
Nov 13, 2017 • 1:52
Everyone Needs A Financial Plan: Step 4 - Managing Life’s Obstacles
WBZ's Dee Lee outlines the many obstacles along your financial road of life.
Nov 13, 2017 • 2:03
Everyone Needs A Financial Plan: Step 3 - Saving & Investing
WBZ's Dee Lee discusses your investment portfolio.
Nov 13, 2017 • 2:02
Everyone Needs A Financial Plan: Step 2 - What Have You Got?
WBZ's Dee Lee outlines the importance of figuring out your cash flow for each month.
Nov 13, 2017 • 1:50
Everyone Needs A Financial Plan: Step 1 - Setting Goals
WBZ's Dee Lee says setting goals gets you started and keeps you motivated to save.
Nov 13, 2017 • 2:30
Paying For College: The Hidden Costs
WBZ's Dee Lee says college costs go beyond just tuition and room and board.
Nov 5, 2017 • 2:19
Paying For College: 529 Plans
WBZ's Dee Lee talks about your college savings plan options.
Nov 5, 2017 • 2:26
Paying For College: Who Should Pay For College?
WBZ's Dee Lee discusses financial responsibility of student and family.
Nov 5, 2017 • 2:27
Paying For College: Financial Aid
WBZ's Dee Lee discusses how to obtain financial aid.
Nov 5, 2017 • 2:26
Paying For College: Financial Aid Forms (FAFSA)
WBZ's Dee Lee helps you find help to fill out the FAFSA form.
Nov 5, 2017 • 2:01
Fraud Protection: Debt Collection
WBZ's Dee Lee outlines some fraud protection against debt collection scams.
Oct 28, 2017 • 1:55
Fraud Protection: Dealing With Scammer On The Phone
WBZ's Dee Lee has guidelines for dealing with phone scams.
Oct 27, 2017 • 1:58
Fraud Protection: Seniors Are More Vulnerable
WBZ's Dee Lee outlines why seniors are more susceptible to fraud.
Oct 27, 2017 • 1:59
Fraud Protection: Scammers On The Phone
WBZ's Dee Lee talks about how to avoid phone scams.
Oct 27, 2017 • 2:02
Fraud Protection: New Medicare Cards
WBZ's Dee Lee talks about the new Medicare cards.
Oct 27, 2017 • 1:58
National Retirement Security Week: No Plans At Work
WBZ's Dee Lee has advice for those with no pensions at work.
Oct 20, 2017 • 2:01
National Retirement Security Week: Are You Saving Enough?
WBZ's Dee Lee helps you save more for retirement.
Oct 20, 2017 • 1:49
National Retirement Security Week: The Magic Of 50
WBZ's Dee Lee talks about getting more into those retirement accounts.
Oct 20, 2017 • 1:51
National Retirement Security Week: Retirement Plan Limits
WBZ's Dee Lee discusses your retirement plan contributions.
Oct 20, 2017 • 1:54
National Retirement Security Week: Day One
WBZ's Dee Lee advises to start saving for retirement in your 20's.
Oct 20, 2017 • 1:57
Snow Birds: Healthcare
WBZ's Dee Lee has tips for proper healthcare while living in two different places in retirement.
Oct 13, 2017 • 1:53
Snow Birds: Protecting Your Estate While Living In Two States
WBZ's Dee Lee outlines living in two states makes for 2 different types of laws regarding your money.
Oct 13, 2017 • 1:58
Snow Birds: Will Your House Have Wheels?
WBZ's Dee Lee talks about responsibilities living the RV life.
Oct 13, 2017 • 1:56
Snow Birds: One Month Or Six?
WBZ's Dee Lee outlines what your financial needs are if you want to live in two homes.
Oct 13, 2017 • 1:58
Snow Birds: Migration Begins
WBZ's Dee Lee discusses what the Snow Bird migration is actually all about.
Oct 13, 2017 • 1:44
Even More Money Mistakes: Heard From Listeners
WBZ's Dee Lee shares listener money tips.
Oct 8, 2017 • 1:56
Even More Money Mistakes: Buying Expensive Stuff That Depreciates
WBZ's Dee Lee outlines a few items that depreciate right away and how you can manage them.
Oct 8, 2017 • 2:30
Even More Money Mistakes: Dealing With Money In Your 30s
WBZ's Dee Lee says there's never a time when you can be frivolous with money.
Oct 8, 2017 • 2:31
Even More Money Mistakes: Messing With Your Retirement Plans
WBZ's Dee Lee says leave those retirement accounts alone!
Oct 8, 2017 • 2:25
Even More Money Mistakes: Not Checking Your Credit Report
WBZ's Dee Lee has advice for checking your credit report regularly.
Oct 8, 2017 • 2:31
More Money Mistakes: Investing: Selling Low – Buying High
WBZ's Dee Lee says buy low and sell high.
Oct 2, 2017 • 2:00
More Money Mistakes: Beneficiary Designations Not Being Updated
WBZ's Dee Lee warns against not keeping track of your beneficiary designations.
Oct 2, 2017 • 1:54
More Money Mistakes: Using Your Retirement Plan As A Bank
WBZ's Dee Lee warns against using your retirement account as a bank account.
Oct 2, 2017 • 1:59
More Money Mistakes: Thinking You Are Going To Live Forever
WBZ's Dee Lee says it's important to have a will, especially if you have assets and children.
Oct 2, 2017 • 1:59
More Money Mistakes: Not Having An Emergency Fund
WBZ's Dee Lee shares more money saving tips with you.
Oct 2, 2017 • 1:54
Money Mistakes: Not Enough Saved For College
WBZ's Dee Lee discusses college savings.
Sep 25, 2017 • 2:28
Money Mistakes: Not Saving Enough for Retirement
WBZ's Dee Lee says start saving for retirement as soon as you land that first job.
Sep 25, 2017 • 1:58
Money Mistakes: Credit Card Debt
WBZ's Dee Lee has great tips to help you stay out of credit card debt.
Sep 25, 2017 • 1:57
Money Mistakes: Shoppers Remorse
WBZ's Dee Lee separates your wants from your needs to save you money.
Sep 25, 2017 • 1:44
Money Mistakes: The Expensive Wedding
WBZ's Dee Lee discusses wedding expense regrets.
Sep 25, 2017 • 2:03
Paying For College: Other Ways To Pay For College
WBZ's Dee Lee has a few other ideas for where cash can come from for college tuition.
Sep 18, 2017 • 1:58
Paying For College: Using US Savings Bonds
WBZ's Dee Lee talks about using US Savings Bonds to save for college.
Sep 18, 2017 • 1:59
Paying For College: ESAs - Coverdell Education Savings Accounts
WBZ's Dee Lee talks about ESAs for college savings.
Sep 18, 2017 • 1:57
Paying For College: 529 Plans
WBZ's Dee Lee helps you save for college now.
Sep 18, 2017 • 1:57
Paying For College: How Much Does It Cost?
WBZ's Dee Lee talks about the price of a college education.
Sep 18, 2017 • 1:59
September Brings A New Beginning: Managing Your Credit Better
WBZ's Dee Lee says you should probably only carry one or two credit cards for a better score.
Sep 11, 2017 • 2:01
September Brings A New Beginning: Managing Your Money Better
WBZ's Dee Lee suggests you hire a professional to handle managing large savings.
Sep 11, 2017 • 1:57
September Brings A New Beginning: Your Credit Resolutions
WBZ's Dee Lee says you should be checking your credit score every 4 months or so.
Sep 11, 2017 • 2:01
September Brings A New Beginning: Retirement Plans Resolutions
WBZ's Dee Lee says at least once a year you should do a retirement plan review.
Sep 11, 2017 • 1:59
September Brings A New Beginning: Last Year’s Resolutions
WBZ's Dee Lee chats about Fall and how it feels like a new year with the start of a new school year and season.
Sep 11, 2017 • 1:58
Breaking Up Is Hard To Do: Don't Forget The Taxes!
WBZ's Dee Lee talks about your taxes after or during a divorce.
Sep 3, 2017 • 2:00
Breaking Up Is Hard To Do: Second Or Third Go Around
WBZ's Dee Lee says more folks are living together than getting married.
Sep 3, 2017 • 1:59
Breaking Up Is Hard To Do: Taking Care Of The Kids
WBZ's Dee Lee says the kids are really the innocents in divorce.
Sep 3, 2017 • 1:57
Breaking Up Is Hard To Do: Are You Splitting Assets Or Debt?
WBZ's Dee Lee discusses divorce and debt.
Sep 3, 2017 • 1:58
Breaking Up Is Hard To Do: Understanding Divorce
WBZ's Dee Lee discusses divorce and its expense.
Sep 3, 2017 • 1:51
Catastrophe Planning: Where Is The Important Stuff?
WBZ's Dee Lee helps you plan for a quick evacuation.
Aug 28, 2017 • 1:54
Catastrophe Planning: Disability & Life Insurance
WBZ's Dee Lee outlines your options for disability and life insurance.
Aug 28, 2017 • 2:04
Catastrophe Planning: Where There’s A Will There’s A Way!
WBZ's Dee Lee emphasizes the importance of a will.
Aug 28, 2017 • 1:59
Catastrophe Planning: Insurance
WBZ's Dee Lee discusses disaster insurance.
Aug 28, 2017 • 2:36
Catastrophe Planning: Natural Disasters
WBZ's Dee Lee discusses how you can plan ahead for disasters.
Aug 28, 2017 • 2:28
Financial Roles: What You Need To Know When You’re Somebody’s Parent
WBZ's Dee Lee says kids are always watching our money moves.
Aug 21, 2017 • 2:23
Financial Roles: What You Need To Know When You Are Somebody’s Adult Child
WBZ's Dee Lee helps you chat with your parents about their money.
Aug 21, 2017 • 2:28
Financial Roles: What You Need To Know When You’re Somebody’s Widow
WBZ's Dee Lee helps you prepare financially for the death of a spouse.
Aug 21, 2017 • 2:29
Financial Roles: What You Need To Know When You’re Somebody’s Ex-Spouse
WBZ's Dee Lee outlines your financial commitment when you get divorced.
Aug 21, 2017 • 2:07
Financial Roles: What You Need To Know When You Are Somebody’s Spouse
WBZ's Dee Lee has tips for those who are married.
Aug 21, 2017 • 1:58
Over The Hill: Downsizing?
WBZ's Dee Lee has some tax tips when selling your home.
Aug 12, 2017 • 2:02
Over The Hill: Long Term Care Insurance
WBZ's Dee Lee outlines who may need long term care insurance.
Aug 12, 2017 • 2:03
Over The Hill: Where There Is A Will There Is Way!
WBZ's Dee Lee outlines good estate planning.
Aug 12, 2017 • 2:20
Over The Hill: Housing
WBZ's Dee Lee discusses your retirement housing.
Aug 12, 2017 • 2:32
Over The Hill: Do You Have Enough Money To Retire?
WBZ's Dee Lee talks about your retirement money goals.
Aug 12, 2017 • 2:23
99 Great Ways To Save From AARP: $101 to $200
WBZ's Dee Lee shares AARP's tips for saving everywhere.
Aug 7, 2017 • 2:33
99 Great Ways To Save From AARP: $201 & Up
WBZ's Dee Lee shares AARP's tips for saving everywhere.
Aug 7, 2017 • 2:30
99 Great Ways To Save From AARP: $51 to $100
WBZ's Dee Lee shares AARP's tips for saving everywhere.
Aug 7, 2017 • 2:31
99 Great Ways To Save From AARP: $11 to $50
WBZ's Dee Lee shares AARP's tips for saving everywhere.
Aug 7, 2017 • 2:24
99 Great Ways To Save From AARP: $1 to $10
WBZ's Dee Lee shares AARP's tips for saving everywhere.
Aug 7, 2017 • 2:03
Saving More II: A Staycation
WBZ's Dee Lee outlines the many things New England has to offer to save money this summer.
Jul 27, 2017 • 1:52
Saving More II: Kids' Clothing
WBZ's Dee Lee has advice for saving bucks on kid's clothing.
Jul 27, 2017 • 2:27
Saving More II: Renting Instead Of Buying
WBZ's Dee Lee says renting items may be cheaper than owning.
Jul 27, 2017 • 2:07
Saving More II: Summer Vacations
WBZ's Dee Lee helps you save this summer.
Jul 27, 2017 • 2:34
Saving More II: Other Stuff
WBZ's Dee Lee has advice for saving bucks on expensive items.
Jul 27, 2017 • 1:59
Money Matters
WBZ's Rod Fritz and Dee Lee discuss your money.
Jul 25, 2017 • 0:28
Midyear Tax Planning: Miscellaneous
WBZ's Dee Lee outlines what may or may not qualify for a tax deduction.
Jul 20, 2017 • 1:58
Midyear Tax Planning: Retirement Plan
WBZ's Dee Lee has the skinny on your retirement planning.
Jul 20, 2017 • 1:57
Midyear Tax Planning: College Grads
WBZ's Dee Lee discusses your taxes as a college grad.
Jul 20, 2017 • 2:08
Midyear Tax Planning: The Newlyweds
WBZ's Dee Lee has tax advice for newlyweds.
Jul 20, 2017 • 2:07
Midyear Tax Planning: Getting Started
WBZ's Dee Lee says getting a jump on those taxes now saves time and anguish later.
Jul 20, 2017 • 1:59
Saving More: Staying Cool For Less
Saving More: Staying Cool For Less
Jul 16, 2017 • 2:03
Saving More: Eating Out
Saving More: Eating Out
Jul 16, 2017 • 2:13
Saving More: Groceries
Saving More: Groceries
Jul 16, 2017 • 2:04
Saving More: How Much?
Saving More: How Much?
Jul 16, 2017 • 2:02
Saving More: Where To Start
Saving More: Where To Start
Jul 16, 2017 • 2:08
Insurance Basics: Policies You Probably Don’t Need
Insurance Basics: Policies You Probably Don’t Need
Jul 9, 2017 • 1:59
Insurance Basics: Long Term Care
Insurance Basics: Long Term Care
Jul 9, 2017 • 2:01
Insurance Basics: Homeowners
Insurance Basics: Homeowners
Jul 9, 2017 • 2:03
Insurance Basics: Disability
Insurance Basics: Disability
Jul 9, 2017 • 1:58