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Description:

Financial Planner Dee Lee and WBZ NewsRadio’s Business Editor Anthony Silva provide listeners with tips on successful financial planning.

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Podcast Episode's:
Saving More II: A Staycation
<p>WBZ's Dee Lee outlines the many things New England has to offer to save money this summer.</p>
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Saving More II: Kids' Clothing
<p>WBZ's Dee Lee has advice for saving bucks on kid's clothing.</p>
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Saving More II: Renting Instead Of Buying
<p>WBZ's Dee Lee says renting items may be cheaper than owning.</p>
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Saving More II: Summer Vacations
<p>WBZ's Dee Lee helps you save this summer.</p>
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Saving More II: Other Stuff
<p>WBZ's Dee Lee has advice for saving bucks on expensive items.</p>
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Money Matters
<p>WBZ's Rod Fritz and Dee Lee discuss your money.</p>
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Midyear Tax Planning: Miscellaneous
<p>WBZ's Dee Lee outlines what may or may not qualify for a tax deduction.</p>
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Midyear Tax Planning: Retirement Plan
<p>WBZ's Dee Lee has the skinny on your retirement planning.</p>
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Midyear Tax Planning: College Grads
<p>WBZ's Dee Lee discusses your taxes as a college grad.</p>
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Midyear Tax Planning: The Newlyweds
<p>WBZ's Dee Lee has tax advice for newlyweds.</p>
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Midyear Tax Planning: Getting Started
<p>WBZ's Dee Lee says getting a jump on those taxes now saves time and anguish later.</p>
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Saving More: Staying Cool For Less
<p>WBZ's Dee Lee helps you cut that AC bill down to size.</p>
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Saving More: Eating Out
<p>WBZ's Dee Lee helps you dine out on the cheap.</p>
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Saving More: Groceries
<p>WBZ's Dee Lee helps you save more on that grocery bill.</p>
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Saving More: How Much?
<p>WBZ's Dee Lee gives you a good idea of how much money you should be saving at every age.</p>
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Saving More: Where To Start
<p>WBZ's Dee Lee helps you save more money.</p>
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Insurance Basics: Policies You Probably Don’t Need
<p>WBZ's Dee Lee outlines the policies you probably don't need.</p>
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Insurance Basics: Long Term Care
<p>WBZ's Dee Lee talks about long term care insurance.</p>
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Insurance Basics: Homeowners
<p>WBZ's Dee Lee talks about homeowners insurance.</p>
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Insurance Basics: Disability
<p>WBZ's Dee Lee talks about disability insurance. Do you need it?</p>
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Insurance Basics: Life Insurance
<p>WBZ's Dee Lee talks about life insurance.</p>
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Financial Goals For Families: And Baby Makes 3
<p>WBZ's Dee Lee says you must plan for those child rearing years.</p>
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Financial Goals For Families: Starting Off
<p>WBZ's Dee Lee says setting money goals from the beginning is important.</p>
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Financial Goals For Families: Retirees
<p>WBZ's Dee Lee discusses the retirees financial goals.</p>
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Financial Goals For Families: Single Parent With Children
<p>WBZ's Dee Lee outlines financial goals for those living as a single parent.</p>
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Financial Goals For Families: Family With Teenagers
<p>WBZ's Dee Lee outlines financial needs for those with teenagers.</p>
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Couples & Money: The Second Or Third Time Around
<p>WBZ's Dee Lee outlines the reasons why some folks never marry again.</p>
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Couples & Money: Co-Habitation
<p>WBZ's Dee Lee talks about financial guidelines for living together.</p>
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Couples & Money: Merging Households
<p>WBZ's Dee Lee chats about how to successfully merge assets when getting married.</p>
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Couples & Money: Tying The Knot Cheaply
<p>WBZ's Dee Lee discusses ways to cut costs at your wedding.</p>
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Couples & Money: Tying The Knot
<p>WBZ's Dee Lee says weddings can be expensive!</p>
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Father's Day: Where Does Dad Hang His Hat?
<p>WBZ's Dee Lee helps you settle on a home for Dad.</p>
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Father's Day: Estate Planning
<p>WBZ's Dee Lee says get Dad's affairs in order this Father's Day.</p>
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Father's Day: Long Term Care Insurance
<p>WBZ's Dee Lee discusses longterm care.</p>
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Father's Day: Reverse Mortgages
<p>WBZ's Dee Lee explains why she's not a fan of reverse mortgages.</p>
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Father's Day: Eldercare
<p>WBZ's Dee Lee helps Dad this time around with eldercare.</p>
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The Boomers’ Kids: Estate Planning
<p>WBZ's Dee Lee outlines the importance of having a plan for your estate.</p>
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The Boomers’ Kids: Starter Marriages
<p>WBZ's Dee Lee says getting married should be taken seriously as it is costly.</p>
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The Boomers’ Kids: Bank Of Mom & Dad
<p>WBZ's Dee Lee chats about lending your adult children money.</p>
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The Boomers’ Kids: Mom’s B&B
<p>WBZ's Dee Lee talks about your kids living with you.</p>
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The Boomers’ Kids: Who Are They?
<p>WBZ's Dee Lee talks about the different generations and their money sense.</p>
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Retirement Realties: Retirement Pot Holes
<p>WBZ's Dee Lee says retirement is not all sunshine and puppies.</p>
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Retirement Realties: Living Far Away In Retirement
<p>WBZ's Dee Lee outlines that retiring overseas may not be ideal for all.</p>
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Retirement Realities: Will You Have Enough Money To Retire?
<p>WBZ's Dee Lee says you need to figure out now what you will need to retire.</p>
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Retirement Realities: Dress Rehearsal
<p>WBZ's Dee Lee suggests living on your retirement salary prior to retiring to see if it's doable.</p>
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Retirement Myth #5: And We’ll Live Happily Ever After In Retirement
<p>WBZ's Dee Lee says the thought of retirement is always greater than the actual, so plan now.</p>
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Retirement Myth #4: I Am Going To Work Forever
<p>WBZ's Dee Lee says it may not be possible for you to work past retirement, so plan accordingly.</p>
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Retirement Myth #3: Social Security Will Be Enough
<p>WBZ's Dee Lee says your Social Security check isn't going to be enough alone for a comfortable retirement.</p>
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Retirement Myth #2: I Am Going To Inherit Money From Mom And Dad
<p>WBZ's Dee Lee outlines that mom and dad may not have any money left for you to inherit.</p>
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Retirement Myth #1: I Can Wait Until I'm Earning More Money To Save For Retirement
<p>WBZ's Dee Lee says it's conceivable to have $1 million dollars in your retirement account if you start saving early enough.</p>
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Small Businesses: Disaster Planning
<p>WBZ's Dee Lee helps you plan for the worst.</p>
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Small Businesses: Retirement Plans
<p>WBZ's Dee Lee offers help for small business retirement planning.</p>
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Small Businesses: Section 179 Deductions
<p>WBZ's Dee Lee outlines deductions for equipment purchases for small businesses.</p>
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Small Businesses: Schedule C - Your Tax Deductions
<p>WBZ's Dee Lee outlines certain tax deductions you're eligible for with a small business.</p>
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Small Businesses: Getting Started
<p>WBZ's Dee Lee discusses who qualifies as a small business and where to find help with them.</p>
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Mother’s Day: Protecting Mom From The Bad Guys
<p>WBZ's Dee Lee outlines different scams for mom to watch out for.</p>
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Mother’s Day: Insurance
<p>WBZ's Dee Lee outlines insurance policies mom should and shouldn't have.</p>
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Mother’s Day: Will Mom Run Out Of Money?
<p>WBZ's Dee Lee suggests you find out how much Mom really has so she can budget wisely.</p>
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Mother’s Day: The CRS Syndrome
<p>WBZ's Dee Lee explains how we become more forgetful as we age.</p>
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Mother’s Day: Your Mom
<p>WBZ's Dee Lee stresses the importance of having a financial chat with your mom.</p>
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IRAs: Getting At Your Money
<p>WBZ's Dee Lee helps you determine best time to withdraw from retirement accounts.</p>
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IRAs: Roth IRAs
<p>WBZ's Dee Lee explains the Roth IRA retirement account.</p>
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IRAs: Spousal IRAs
<p>WBZ's Dee Lee explains the Spousal IRA retirement account.</p>
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IRAs: Rollover IRAs
<p>WBZ's Dee Lee explains the Rollover IRA retirement account.</p>
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IRAs: The Traditional IRA
<p>WBZ's Dee Lee explains the Traditional IRA retirement account.</p>
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Kids & Cash: Adult Kids
<p>WBZ's Dee Lee says it's okay to lend your kids money, but draw up a contract first.</p>
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Kids & Cash: Credit Cards
<p>WBZ's Dee Lee says we live in a cashless society now so kids need to learn about credit.</p>
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Kids & Cash: Allowances
<p>WBZ's Dee Lee says an allowance is good for kids, but tie it to chores or other work around the house.</p>
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Kids & Cash: Parents, Kids & Money Survey
<p>WBZ's Dee Lee says kids need to learn how to save and spend wisely.</p>
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Kids & Cash: Lessons
<p>WBZ's Dee Lee outlines the money lessons for kids needs to start around age 4.</p>
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Credit: Debit Or Credit?
<p>WBZ's Dee Lee outlines the differences between credit and debit.</p>
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Credit: Too Much Of A Good Thing
<p>WBZ's Dee Lee discusses credit card debt.</p>
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Credit: Your Credit Score
<p>WBZ's Dee Lee discusses your credit score.</p>
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Credit: Credit Reports
<p>WBZ's Dee Lee stresses the importance of checking your credit reports.</p>
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Credit: Your Credit Card
<p>WBZ's Dee Lee says Americans sure do love their credit cards.</p>
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The Millionaire Club: Sixty-Something
<p>WBZ's Dee Lee talks about what you should be saving in your sixties to make retirement comfortable.</p>
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The Millionaire Club: Fifty-Somethings
<p>WBZ's Dee Lee talks about what you should be saving in your fifties to make a million by retirement.</p>
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The Millionaire Club: Forty-Something
<p>WBZ's Dee Lee talks about what you should be saving in your forties to make a million by retirement.</p>
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The Millionaire Club: Thirty-Something
<p>WBZ's Dee Lee talks about what you should be saving in your thirties to make a million by retirement.</p>
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The Millionaire Club: Twenty-Something
<p>WBZ's Dee Lee says you could easily have a million dollars by retirement if you start saving in your 20's.</p>
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Baby Boomers: The Pot Holes In Retirement Planning
<p>WBZ's Dee Lee discusses the withdrawal of your retirement funds.</p>
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Baby Boomers: Retire Or Rehire
<p>WBZ's Dee Lee discusses working after retirement.</p>
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Baby Boomers: The When, The What & The Where
<p>WBZ's Dee Lee talks about when you'll retire, what you'll retire to, and where you'll retire.</p>
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Baby Boomers: Retirement Income
<p>WBZ's Dee Lee discusses your retirement savings and helps you save more.</p>
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Baby Boomers: Happy Birthday!
<p>WBZ's Dee Lee says the Boomers need to check their current retirement benefits to maximize.</p>
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Preparing For Retirement: Healthcare Costs
<p>WBZ's Dee Lee outlines true costs for basic retirement.</p>
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