Sinopsis
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.
Episodios
-
National Retirement Security Week: The Magic Of 50
20/10/2017 Duración: 01minWBZ's Dee Lee talks about getting more into those retirement accounts.
-
National Retirement Security Week: Retirement Plan Limits
20/10/2017 Duración: 01minWBZ's Dee Lee discusses your retirement plan contributions.
-
National Retirement Security Week: Day One
20/10/2017 Duración: 01minWBZ's Dee Lee advises to start saving for retirement in your 20's.
-
Snow Birds: Healthcare
13/10/2017 Duración: 01minWBZ's Dee Lee has tips for proper healthcare while living in two different places in retirement.
-
Snow Birds: Protecting Your Estate While Living In Two States
13/10/2017 Duración: 01minWBZ's Dee Lee outlines living in two states makes for 2 different types of laws regarding your money.
-
Snow Birds: Will Your House Have Wheels?
13/10/2017 Duración: 01minWBZ's Dee Lee talks about responsibilities living the RV life.
-
Snow Birds: One Month Or Six?
13/10/2017 Duración: 01minWBZ's Dee Lee outlines what your financial needs are if you want to live in two homes.
-
Snow Birds: Migration Begins
13/10/2017 Duración: 01minWBZ's Dee Lee discusses what the Snow Bird migration is actually all about.
-
Even More Money Mistakes: Heard From Listeners
08/10/2017 Duración: 01minWBZ's Dee Lee shares listener money tips.
-
Even More Money Mistakes: Buying Expensive Stuff That Depreciates
08/10/2017 Duración: 02minWBZ's Dee Lee outlines a few items that depreciate right away and how you can manage them.
-
Even More Money Mistakes: Dealing With Money In Your 30s
08/10/2017 Duración: 02minWBZ's Dee Lee says there's never a time when you can be frivolous with money.
-
Even More Money Mistakes: Messing With Your Retirement Plans
08/10/2017 Duración: 02minWBZ's Dee Lee says leave those retirement accounts alone!
-
Even More Money Mistakes: Not Checking Your Credit Report
08/10/2017 Duración: 02minWBZ's Dee Lee has advice for checking your credit report regularly.
-
More Money Mistakes: Investing: Selling Low – Buying High
02/10/2017 Duración: 02minWBZ's Dee Lee says buy low and sell high.
-
More Money Mistakes: Beneficiary Designations Not Being Updated
02/10/2017 Duración: 01minWBZ's Dee Lee warns against not keeping track of your beneficiary designations.
-
More Money Mistakes: Using Your Retirement Plan As A Bank
02/10/2017 Duración: 01minWBZ's Dee Lee warns against using your retirement account as a bank account.
-
More Money Mistakes: Thinking You Are Going To Live Forever
02/10/2017 Duración: 01minWBZ's Dee Lee says it's important to have a will, especially if you have assets and children.
-
More Money Mistakes: Not Having An Emergency Fund
02/10/2017 Duración: 01minWBZ's Dee Lee shares more money saving tips with you.
-
Money Mistakes: Not Enough Saved For College
25/09/2017 Duración: 02minWBZ's Dee Lee discusses college savings.
-
Money Mistakes: Not Saving Enough for Retirement
25/09/2017 Duración: 01minWBZ's Dee Lee says start saving for retirement as soon as you land that first job.