Podcasts Culture Money Matters With Dee Lee
Money Matters With Dee Lee

Money Matters With Dee Lee

152 episodes

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

Podcasts

Valentines Day: Online Valentines Over 50

Published: Feb. 7, 2018, 4:04 p.m.
Duration: 1 minute 51 seconds

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Valentines Day: Online Valentines

Published: Feb. 7, 2018, 4:03 p.m.
Duration: 1 minute 49 seconds

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Valentines Day On The Cheap: Sweet Tooth

Published: Feb. 7, 2018, 4:02 p.m.
Duration: 1 minute 51 seconds

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Valentines Day On The Cheap: From The Heart

Published: Feb. 6, 2018, 3:54 p.m.
Duration: 1 minute 48 seconds

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Valentines Day On The Cheap: KISS Principle

Published: Feb. 5, 2018, 4:03 p.m.
Duration: 1 minute 56 seconds

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Tax Prep For Your 2017 Return: Audit Red Flags

Published: Feb. 5, 2018, 3:20 p.m.
Duration: 1 minute 58 seconds

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Tax Prep For Your 2017 Return: Taxes On Your Investments

Published: Feb. 5, 2018, 3:19 p.m.
Duration: 1 minute 53 seconds

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Tax Prep For Your 2017 Return: Education Credits & Deductions

Published: Feb. 5, 2018, 3:19 p.m.
Duration: 1 minute 56 seconds

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Tax Prep For Your 2017 Return: Deductions & Credits

Published: Feb. 5, 2018, 3:18 p.m.
Duration: 1 minute 57 seconds

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Tax Prep For Your 2017 Return: Opening The Mail

Published: Feb. 5, 2018, 3:18 p.m.
Duration: 1 minute 55 seconds

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Retirement Planning Birthdays: Age 7012

Published: Jan. 25, 2018, 9:50 p.m.
Duration: 2 minutes 2 seconds

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Retirement Planning Birthdays: Age 65 & Social Security

Published: Jan. 25, 2018, 9:49 p.m.
Duration: 1 minute 57 seconds

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Retirement Planning Birthdays: Almost 60

Published: Jan. 25, 2018, 9:49 p.m.
Duration: 1 minute 59 seconds

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Retirement Planning Birthdays: Double Digits 55

Published: Jan. 25, 2018, 9:48 p.m.
Duration: 1 minute 57 seconds

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Retirement Planning Birthdays: Age 50

Published: Jan. 25, 2018, 9:48 p.m.
Duration: 2 minutes

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Mutual Funds: When To Sell

Published: Jan. 19, 2018, 10:12 p.m.
Duration: 2 minutes 1 second

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Mutual Funds: Which Fund Is Right For You?

Published: Jan. 19, 2018, 10:12 p.m.
Duration: 1 minute 52 seconds

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Mutual Funds: Most Of Us Have A Portfolio

Published: Jan. 19, 2018, 10:11 p.m.
Duration: 2 minutes 1 second

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Mutual Funds: Your Portfolio

Published: Jan. 19, 2018, 10:11 p.m.
Duration: 2 minutes 1 second

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Mutual Funds: Benchmarks

Published: Jan. 19, 2018, 10:08 p.m.
Duration: 1 minute 57 seconds

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

Published: Jan. 16, 2018, 11:26 p.m.
Duration: 1 minute 54 seconds

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Questions From Listeners: Long Term Care Insurance

Published: Jan. 16, 2018, 11:26 p.m.
Duration: 1 minute 57 seconds

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Questions From Listeners: Withdrawing From IRA When Retired

Published: Jan. 16, 2018, 11:25 p.m.
Duration: 1 minute 59 seconds

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Questions From Listeners: Widows Social Security Benefits

Published: Jan. 16, 2018, 11:25 p.m.
Duration: 2 minutes

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Questions From Listeners: Charity Scam?

Published: Jan. 16, 2018, 11:24 p.m.
Duration: 1 minute 45 seconds

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New Years Resolutions: More Money Resolutions

Published: Jan. 9, 2018, 2:28 p.m.
Duration: 1 minute 54 seconds

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New Years Resolutions: Final Wealth & Wisdom

Published: Jan. 7, 2018, 5:54 p.m.
Duration: 1 minute 56 seconds

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New Years Resolutions: Still Wealthier & Wiser

Published: Jan. 7, 2018, 5:54 p.m.
Duration: 1 minute 57 seconds

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New Years Resolutions: Wealthier & Wiser

Published: Jan. 7, 2018, 5:54 p.m.
Duration: 1 minute 56 seconds

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New Years Resolutions: The Start Of The New Year

Published: Jan. 7, 2018, 5:53 p.m.
Duration: 1 minute 57 seconds

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Year End: Back To Work

Published: Dec. 30, 2017, 3:41 p.m.
Duration: 1 minute 58 seconds

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Year End: Year End Gifts To Charity

Published: Dec. 30, 2017, 3:40 p.m.
Duration: 2 minutes

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Year End: The Day After

Published: Dec. 30, 2017, 3:40 p.m.
Duration: 1 minute 53 seconds

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Year End: Last Minute Financial Moves

Published: Dec. 30, 2017, 3:40 p.m.
Duration: 2 minutes

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Year End: Christmas Day

Published: Dec. 30, 2017, 3:39 p.m.
Duration: 1 minute 58 seconds

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General Tipping

Published: Dec. 22, 2017, 10:08 p.m.
Duration: 1 minute 56 seconds

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Holiday Tipping For Those Who Deliver

Published: Dec. 22, 2017, 10:07 p.m.
Duration: 2 minutes 2 seconds

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More Holiday Tipping

Published: Dec. 22, 2017, 10:07 p.m.
Duration: 1 minute 58 seconds

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Who Is On Your Tipping List?

Published: Dec. 22, 2017, 10:07 p.m.
Duration: 1 minute 51 seconds

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Holiday Tipping

Published: Dec. 22, 2017, 10:06 p.m.
Duration: 1 minute 58 seconds

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Making The Holidays Happen: Winter Solstice

Published: Dec. 17, 2017, 9:50 p.m.
Duration: 1 minute 58 seconds

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Making The Holidays Happen: Gift Returns

Published: Dec. 17, 2017, 9:50 p.m.
Duration: 1 minute 59 seconds

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Making The Holidays Happen: Last Minute Gift Ideas

Published: Dec. 17, 2017, 9:49 p.m.
Duration: 1 minute 54 seconds

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Making The Holidays Happen: Holiday Food

Published: Dec. 17, 2017, 9:49 p.m.
Duration: 1 minute 59 seconds

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Making The Holidays Happen: Regifting

Published: Dec. 17, 2017, 9:48 p.m.
Duration: 1 minute 56 seconds

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Making The Holidays Happen: The Best Deals

Published: Dec. 13, 2017, 6:34 p.m.
Duration: 1 minute 45 seconds

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Making The Holidays Happen: Do Good By Giving

Published: Dec. 13, 2017, 6:34 p.m.
Duration: 1 minute 59 seconds

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Making The Holidays Happen: Holiday Scams

Published: Dec. 8, 2017, 9:53 p.m.
Duration: 1 minute 57 seconds

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Making The Holidays Happen: Whats In Your Wallet?

Published: Dec. 8, 2017, 9:52 p.m.
Duration: 1 minute 53 seconds

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Making The Holidays Happen: Short Of Cash

Published: Dec. 8, 2017, 9:52 p.m.
Duration: 1 minute 57 seconds

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Year End Tax Planning: Flexible Spending Accounts

Published: Dec. 1, 2017, 10:56 p.m.
Duration: 1 minute 52 seconds

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Year End Tax Planning: Last Minute Stuff You Can Do

Published: Dec. 1, 2017, 6:02 p.m.
Duration: 1 minute 57 seconds

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Year End Tax Planning: The Self-Employed

Published: Dec. 1, 2017, 5:59 p.m.
Duration: 1 minute 59 seconds

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

Published: Dec. 1, 2017, 5:58 p.m.
Duration: 1 minute 57 seconds

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Year End Tax Planning: Giving Tuesday

Published: Dec. 1, 2017, 5:54 p.m.
Duration: 1 minute 57 seconds

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Our Families: Important Papers

Published: Dec. 1, 2017, 5:51 p.m.
Duration: 1 minute 59 seconds

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Holiday Gifting: A Tight Budget

Published: Nov. 15, 2017, 8:28 p.m.
Duration: 2 minutes

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Holiday Gifting: How To Save

Published: Nov. 15, 2017, 8:28 p.m.
Duration: 2 minutes

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Holiday Gifting: The Nice List

Published: Nov. 15, 2017, 8:27 p.m.
Duration: 1 minute 58 seconds

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Holiday Gifting: Budgeting

Published: Nov. 15, 2017, 8:27 p.m.
Duration: 1 minute 59 seconds

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Everyone Needs A Financial Plan: Step 5 - Protecting People & Assets

Published: Nov. 13, 2017, 2:13 p.m.
Duration: 1 minute 52 seconds

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Everyone Needs A Financial Plan: Step 4 - Managing Lifes Obstacles

Published: Nov. 13, 2017, 2:13 p.m.
Duration: 2 minutes 3 seconds

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Everyone Needs A Financial Plan: Step 3 - Saving & Investing

Published: Nov. 13, 2017, 2:13 p.m.
Duration: 2 minutes 2 seconds

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Everyone Needs A Financial Plan: Step 2 - What Have You Got?

Published: Nov. 13, 2017, 2:12 p.m.
Duration: 1 minute 50 seconds

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Everyone Needs A Financial Plan: Step 1 - Setting Goals

Published: Nov. 13, 2017, 2:12 p.m.
Duration: 2 minutes 30 seconds

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Paying For College: The Hidden Costs

Published: Nov. 5, 2017, 7:11 p.m.
Duration: 2 minutes 19 seconds

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Paying For College: Who Should Pay For College?

Published: Nov. 5, 2017, 7:11 p.m.
Duration: 2 minutes 27 seconds

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Paying For College: Financial Aid

Published: Nov. 5, 2017, 7:10 p.m.
Duration: 2 minutes 26 seconds

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Paying For College: Financial Aid Forms (FAFSA)

Published: Nov. 5, 2017, 7:10 p.m.
Duration: 2 minutes 1 second

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Fraud Protection: Debt Collection

Published: Oct. 28, 2017, 6:41 p.m.
Duration: 1 minute 55 seconds

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Fraud Protection: Dealing With Scammer On The Phone

Published: Oct. 27, 2017, 1:56 p.m.
Duration: 1 minute 58 seconds

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Fraud Protection: Seniors Are More Vulnerable

Published: Oct. 27, 2017, 1:56 p.m.
Duration: 1 minute 59 seconds

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Fraud Protection: Scammers On The Phone

Published: Oct. 27, 2017, 1:55 p.m.
Duration: 2 minutes 2 seconds

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Fraud Protection: New Medicare Cards

Published: Oct. 27, 2017, 1:55 p.m.
Duration: 1 minute 58 seconds

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National Retirement Security Week: No Plans At Work

Published: Oct. 20, 2017, 4:13 p.m.
Duration: 2 minutes 1 second

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National Retirement Security Week: Are You Saving Enough?

Published: Oct. 20, 2017, 4:12 p.m.
Duration: 1 minute 49 seconds

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National Retirement Security Week: The Magic Of 50

Published: Oct. 20, 2017, 4:12 p.m.
Duration: 1 minute 51 seconds

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National Retirement Security Week: Retirement Plan Limits

Published: Oct. 20, 2017, 4:12 p.m.
Duration: 1 minute 54 seconds

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National Retirement Security Week: Day One

Published: Oct. 20, 2017, 4:11 p.m.
Duration: 1 minute 57 seconds

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Snow Birds: Healthcare

Published: Oct. 13, 2017, 9:05 p.m.
Duration: 1 minute 53 seconds

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Snow Birds: Protecting Your Estate While Living In Two States

Published: Oct. 13, 2017, 9:05 p.m.
Duration: 1 minute 58 seconds

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Snow Birds: Will Your House Have Wheels?

Published: Oct. 13, 2017, 9:05 p.m.
Duration: 1 minute 56 seconds

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Snow Birds: One Month Or Six?

Published: Oct. 13, 2017, 9:04 p.m.
Duration: 1 minute 58 seconds

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Snow Birds: Migration Begins

Published: Oct. 13, 2017, 9:04 p.m.
Duration: 1 minute 44 seconds

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Even More Money Mistakes: Heard From Listeners

Published: Oct. 8, 2017, 2:02 p.m.
Duration: 1 minute 56 seconds

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Even More Money Mistakes: Buying Expensive Stuff That Depreciates

Published: Oct. 8, 2017, 2:02 p.m.
Duration: 2 minutes 30 seconds

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

Published: Oct. 8, 2017, 2:01 p.m.
Duration: 2 minutes 31 seconds

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Even More Money Mistakes: Messing With Your Retirement Plans

Published: Oct. 8, 2017, 2:01 p.m.
Duration: 2 minutes 25 seconds

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Even More Money Mistakes: Not Checking Your Credit Report

Published: Oct. 8, 2017, 2:01 p.m.
Duration: 2 minutes 31 seconds

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More Money Mistakes: Investing: Selling Low Buying High

Published: Oct. 2, 2017, 1:01 p.m.
Duration: 2 minutes

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More Money Mistakes: Beneficiary Designations Not Being Updated

Published: Oct. 2, 2017, 1:01 p.m.
Duration: 1 minute 54 seconds

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More Money Mistakes: Using Your Retirement Plan As A Bank

Published: Oct. 2, 2017, 12:59 p.m.
Duration: 1 minute 59 seconds

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More Money Mistakes: Thinking You Are Going To Live Forever

Published: Oct. 2, 2017, 12:59 p.m.
Duration: 1 minute 59 seconds

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More Money Mistakes: Not Having An Emergency Fund

Published: Oct. 2, 2017, 12:58 p.m.
Duration: 1 minute 54 seconds

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Money Mistakes: Not Enough Saved For College

Published: Sept. 25, 2017, 2:08 p.m.
Duration: 2 minutes 28 seconds

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Money Mistakes: Not Saving Enough for Retirement

Published: Sept. 25, 2017, 2:07 p.m.
Duration: 1 minute 58 seconds

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Money Mistakes: Credit Card Debt

Published: Sept. 25, 2017, 2:07 p.m.
Duration: 1 minute 57 seconds

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Money Mistakes: Shoppers Remorse

Published: Sept. 25, 2017, 2:07 p.m.
Duration: 1 minute 44 seconds

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Money Mistakes: The Expensive Wedding

Published: Sept. 25, 2017, 2:06 p.m.
Duration: 2 minutes 3 seconds

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Paying For College: Other Ways To Pay For College

Published: Sept. 18, 2017, 1:21 p.m.
Duration: 1 minute 58 seconds

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Paying For College: Using US Savings Bonds

Published: Sept. 18, 2017, 1:20 p.m.
Duration: 1 minute 59 seconds

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Paying For College: ESAs - Coverdell Education Savings Accounts

Published: Sept. 18, 2017, 1:20 p.m.
Duration: 1 minute 57 seconds

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Paying For College: 529 Plans

Published: Sept. 18, 2017, 1:20 p.m.
Duration: 1 minute 57 seconds

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Paying For College: How Much Does It Cost?

Published: Sept. 18, 2017, 1:19 p.m.
Duration: 1 minute 59 seconds

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September Brings A New Beginning: Managing Your Credit Better

Published: Sept. 11, 2017, 4 p.m.
Duration: 2 minutes 1 second

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September Brings A New Beginning: Managing Your Money Better

Published: Sept. 11, 2017, 3:59 p.m.
Duration: 1 minute 57 seconds

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September Brings A New Beginning: Your Credit Resolutions

Published: Sept. 11, 2017, 3:57 p.m.
Duration: 2 minutes 1 second

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September Brings A New Beginning: Retirement Plans Resolutions

Published: Sept. 11, 2017, 3:57 p.m.
Duration: 1 minute 59 seconds

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September Brings A New Beginning: Last Years Resolutions

Published: Sept. 11, 2017, 3:56 p.m.
Duration: 1 minute 58 seconds

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

Published: Sept. 3, 2017, 9:57 p.m.
Duration: 2 minutes

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

Published: Sept. 3, 2017, 9:57 p.m.
Duration: 1 minute 59 seconds

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

Published: Sept. 3, 2017, 9:57 p.m.
Duration: 1 minute 57 seconds

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

Published: Sept. 3, 2017, 9:57 p.m.
Duration: 1 minute 58 seconds

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Breaking Up Is Hard To Do: Understanding Divorce

Published: Sept. 3, 2017, 9:56 p.m.
Duration: 1 minute 51 seconds

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Catastrophe Planning: Where Is The Important Stuff?

Published: Aug. 28, 2017, 2:46 p.m.
Duration: 1 minute 54 seconds

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Catastrophe Planning: Disability & Life Insurance

Published: Aug. 28, 2017, 2:46 p.m.
Duration: 2 minutes 4 seconds

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Catastrophe Planning: Where Theres A Will Theres A Way!

Published: Aug. 28, 2017, 2:45 p.m.
Duration: 1 minute 59 seconds

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Catastrophe Planning: Insurance

Published: Aug. 28, 2017, 2:45 p.m.
Duration: 2 minutes 36 seconds

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Catastrophe Planning: Natural Disasters

Published: Aug. 28, 2017, 2:45 p.m.
Duration: 2 minutes 28 seconds

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Financial Roles: What You Need To Know When Youre Somebodys Ex-Spouse

Published: Aug. 21, 2017, 2:19 p.m.
Duration: 2 minutes 7 seconds

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Financial Roles: What You Need To Know When You Are Somebodys Spouse

Published: Aug. 21, 2017, 2:19 p.m.
Duration: 1 minute 58 seconds

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Over The Hill: Downsizing?

Published: Aug. 12, 2017, 6:24 p.m.
Duration: 2 minutes 2 seconds

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Over The Hill: Long Term Care Insurance

Published: Aug. 12, 2017, 6:23 p.m.
Duration: 2 minutes 3 seconds

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Over The Hill: Where There Is A Will There Is Way!

Published: Aug. 12, 2017, 6:23 p.m.
Duration: 2 minutes 20 seconds

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Over The Hill: Housing

Published: Aug. 12, 2017, 6:23 p.m.
Duration: 2 minutes 32 seconds

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Over The Hill: Do You Have Enough Money To Retire?

Published: Aug. 12, 2017, 6:22 p.m.
Duration: 2 minutes 23 seconds

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99 Great Ways To Save From AARP: $101 to $200

Published: Aug. 7, 2017, 4:53 p.m.
Duration: 2 minutes 33 seconds

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99 Great Ways To Save From AARP: $201 & Up

Published: Aug. 7, 2017, 4:53 p.m.
Duration: 2 minutes 30 seconds

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99 Great Ways To Save From AARP: $51 to $100

Published: Aug. 7, 2017, 4:52 p.m.
Duration: 2 minutes 31 seconds

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99 Great Ways To Save From AARP: $11 to $50

Published: Aug. 7, 2017, 4:52 p.m.
Duration: 2 minutes 24 seconds

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99 Great Ways To Save From AARP: $1 to $10

Published: Aug. 7, 2017, 4:51 p.m.
Duration: 2 minutes 3 seconds

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Saving More II: A Staycation

Published: July 27, 2017, 5:03 p.m.
Duration: 1 minute 52 seconds

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Saving More II: Kids' Clothing

Published: July 27, 2017, 5:02 p.m.
Duration: 2 minutes 27 seconds

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Saving More II: Renting Instead Of Buying

Published: July 27, 2017, 5:01 p.m.
Duration: 2 minutes 7 seconds

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Saving More II: Summer Vacations

Published: July 27, 2017, 5 p.m.
Duration: 2 minutes 34 seconds

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Saving More II: Other Stuff

Published: July 27, 2017, 4:58 p.m.
Duration: 1 minute 59 seconds

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Money Matters

Published: July 25, 2017, 4:06 p.m.
Duration: 28 seconds

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Midyear Tax Planning: Miscellaneous

Published: July 20, 2017, 12:05 p.m.
Duration: 1 minute 58 seconds

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Midyear Tax Planning: Retirement Plan

Published: July 20, 2017, 12:05 p.m.
Duration: 1 minute 57 seconds

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Midyear Tax Planning: College Grads

Published: July 20, 2017, 12:04 p.m.
Duration: 2 minutes 8 seconds

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Midyear Tax Planning: The Newlyweds

Published: July 20, 2017, 12:04 p.m.
Duration: 2 minutes 7 seconds

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Midyear Tax Planning: Getting Started

Published: July 20, 2017, 12:03 p.m.
Duration: 1 minute 59 seconds

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Saving More: Staying Cool For Less

Published: July 16, 2017, 12:37 p.m.
Duration: 2 minutes 3 seconds

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Saving More: Eating Out

Published: July 16, 2017, 12:35 p.m.
Duration: 2 minutes 13 seconds

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Saving More: Groceries

Published: July 16, 2017, 12:28 p.m.
Duration: 2 minutes 4 seconds

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Saving More: How Much?

Published: July 16, 2017, 12:25 p.m.
Duration: 2 minutes 2 seconds

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Saving More: Where To Start

Published: July 16, 2017, 12:19 p.m.
Duration: 2 minutes 8 seconds

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Insurance Basics: Policies You Probably Dont Need

Published: July 9, 2017, 10:39 p.m.
Duration: 1 minute 59 seconds

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Insurance Basics: Long Term Care

Published: July 9, 2017, 10:38 p.m.
Duration: 2 minutes 1 second

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Insurance Basics: Homeowners

Published: July 9, 2017, 10:38 p.m.
Duration: 2 minutes 3 seconds

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Insurance Basics: Disability

Published: July 9, 2017, 10:38 p.m.
Duration: 1 minute 58 seconds

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Insurance Basics: Life Insurance

Published: July 9, 2017, 10:37 p.m.
Duration: 2 minutes 2 seconds

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