Money Matters With Dee Lee
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 5:22:09
- More information
Informações:
Synopsis
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.
Episodes
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Mutual Funds: Your Portfolio
19/01/2018 Duration: 02minWBZ's Dee Lee takes a look at your current portfolio.
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Mutual Funds: Benchmarks
19/01/2018 Duration: 01minWBZ's Dee Lee shows you how to compare your funds to a benchmark.
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Questions From Listeners: Where Can I Find A Good Financial Planner?
16/01/2018 Duration: 01minWBZ's Dee Lee helps you find a good financial planner.
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Questions From Listeners: Long Term Care Insurance
16/01/2018 Duration: 01minWBZ's Dee Lee discusses whether long term care insurance is necessary.
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Questions From Listeners: Withdrawing From IRA When Retired
16/01/2018 Duration: 01minWBZ's Dee Lee discusses your IRA withdrawal schedule once you hit age 70.
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Questions From Listeners: Widow’s Social Security Benefits
16/01/2018 Duration: 02minWBZ's Dee Lee outlines how Social Security benefits are distributed in a case of death.
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Questions From Listeners: Charity Scam?
16/01/2018 Duration: 01minWBZ's Dee Lee discusses how to check charities for legitimacy.
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New Year’s Resolutions: More Money Resolutions
09/01/2018 Duration: 01minWBZ's Dee Lee helps you invest more and pay down debt.
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New Year’s Resolutions: Final Wealth & Wisdom
07/01/2018 Duration: 01minWBZ's Dee Lee has final advice for a wealthier and wiser new year.
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New Year’s Resolutions: Still Wealthier & Wiser
07/01/2018 Duration: 01minWBZ's Dee Lee discusses your emergency fund.
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New Year’s Resolutions: Wealthier & Wiser
07/01/2018 Duration: 01minWBZ's Dee Lee discusses spending less and saving more.
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New Year’s Resolutions: The Start Of The New Year
07/01/2018 Duration: 01minWBZ's Dee Lee discusses your resolutions for the new year and how to achieve them.
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Year End: Back To Work
30/12/2017 Duration: 01minWBZ's Dee Lee suggests you check out your benefits at work.
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Year End: Year End Gifts To Charity
30/12/2017 Duration: 02minWBZ's Dee Lee discusses charitable donations for 2017.
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Year End: The Day After
30/12/2017 Duration: 01minWBZ's Dee Lee discusses some day-after-Christmas celebrations.
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Year End: Last Minute Financial Moves
30/12/2017 Duration: 02minWBZ's Dee Lee says there's still things you can do to adjust your taxes this year.
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Year End: Christmas Day
30/12/2017 Duration: 01minWBZ's Dee Lee talks about the Christmas celebration.
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Holiday Tipping For Those Who Deliver
22/12/2017 Duration: 02minWBZ's Dee Lee outlines tipping procedures for delivery folks.
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More Holiday Tipping
22/12/2017 Duration: 01minWBZ's Dee Lee outlines more folks to tip or not tip this holiday season.