Money Matters With Dee Lee

iHeart Podcast Network

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

Location:

United States

Genres:

Arts & Culture Podcasts

Networks:

iHeart Podcast Network

Description:

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

Language:

English

Website:

https://www.iheart.com/podcast/1002-money-matters-with-28654278/

Episodes

Money Mistakes: Shopper’s Remorse

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

Duration:00:01:39

Money Mistakes: The Expensive Wedding

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

Duration:00:02:01

Valentine’s Day: Online Valentines Over 50

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

Duration:00:01:51

Valentine’s Day: Online Valentines

WBZ's Dee Lee talks about online dating.

Duration:00:01:49

Valentine’s Day On The Cheap: Sweet Tooth

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

Duration:00:01:51

Valentine’s Day On The Cheap: From The Heart

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

Duration:00:01:48

Valentine’s Day On The Cheap: KISS Principle

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

Duration:00:01:56

Tax Prep For Your 2017 Return: Audit Red Flags

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

Duration:00:01:58

Tax Prep For Your 2017 Return: Taxes On Your Investments

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

Duration:00:01:53

Tax Prep For Your 2017 Return: Education Credits & Deductions

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

Duration:00:01:56

Tax Prep For Your 2017 Return: Deductions & Credits

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

Duration:00:01:56

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.

Duration:00:01:54

Retirement Planning Birthdays: Age 70½

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

Duration:00:02:00

Retirement Planning Birthdays: Age 65 & Social Security

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

Duration:00:01:56

Retirement Planning Birthdays: Almost 60

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

Duration:00:01:58

Retirement Planning Birthdays: Double Digits 55

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

Duration:00:01:55

Retirement Planning Birthdays: Age 50

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

Duration:00:01:59

Mutual Funds: When To Sell

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

Duration:00:01:59

Mutual Funds: Which Fund Is Right For You?

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

Duration:00:01:51

Mutual Funds: Most Of Us Have A Portfolio

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

Duration:00:02:00