Dee Lee

420x316 grad lee Dee LeeDee 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. She is a member of the Financial Planning Association and served on their national Board of Directors.

Dee has penned several books, her newest; Women and Money; Your Personal Finance Guide is available at Amazon. This book gives women no-nonsense financial planning advice and discusses the financial roles women take on during their lifetimes. This book is also being used for Women and Money conferences being sponsored by state treasurers, YWCAs, and Women’s Commissions around the country.

Money, a simple title, but not a simple book. Everyone knows how important it is to make the most of their money. You try to spend wisely and save as much as you can. But to achieve true financial success you’ll have to move beyond the basics and learn about money management.

The Complete Idiot’s Guide to Retiring Early is all about catching the golden ring before age 65. So much of Dee’s time is spent advising pre-retirees that a book about retiring early seemed a natural. What you need to know to achieve that illusive dream of an early retirement is all included in the book. It’s fun and easy reading.

The Complete Idiot’s Guide to 401(k) Plans, recently updated is essential resource material for the retirement plan participant. The title here is misleading for the book was not written just for the novice investor but offers the more sophisticated reader the opportunity to learn about retirement plans as well.

Let’s Talk Money, is a book written to help the reader understand the maze of personal finance and to learn to invest the old fashion way. Dee’s books are available in bookstores or at

Dee believes in the importance of financial education. She has teamed up with state treasurer, Tim Cahill to help him educate the women of Massachusetts. Check her site ( to find a free women and money conference near you.

She has been featured in the New York Sunday Times and quoted as a resource in USA Today, Fortune, Money, Kiplinger’s Personal Finance, Fidelity Focus, Financial Planning, Smart Money, Worth, Forbes, Journal of Financial Planning, Employee Benefit News, Employee Benefit Plan Review, Fidelity’s Stages, and The Wall Street Journal. Dee spent ten years writing the Money Manager column, a personal finance column for the Boston Herald.

The Millionaire Club: Sixty-Something

Retirement is so close but you have not saved enough and you know unless you win the lottery there will never be a million dollars in your bank account. What are you going to do?

WBZ NewsRadio 1030–04/14/2017

The Millionaire Club: Fifty-Somethings

If you just celebrated your 50th birthday you don’t qualify as a Baby Boomer you belong in the Generation X demographic.

WBZ NewsRadio 1030–04/13/2017

The Millionaire Club: Forty-Something

Forty-Somethings have been hearing about retirement and they do know it is approaching like a speeding train but some have been too busy to plan and many thought they still had lots of time.

WBZ NewsRadio 1030–04/12/2017

The Millionaire Club: Thirty-Something

So how does a thirty-year-old become a millionaire? With some discipline!

WBZ NewsRadio 1030–04/11/2017

The Millionaire Club: Twenty-Something

We are going to spend the week figuring out how to have a $1 million saved by the time you retire. And we’ll do it by decades.

WBZ NewsRadio 1030–04/10/2017

401K, 401k, Retirement Plans

Baby Boomers: The Pot Holes In Retirement Planning

This is not about those potholes that send us to get our tires realigned! These are all about the misalignments in retirement planning.

WBZ NewsRadio 1030–04/07/2017

Baby Boomers: Retire Or Rehire

The average age for retirement nationwide is 63. But here in Massachusetts folks chose to work longer and retire at 65.

WBZ NewsRadio 1030–04/06/2017

Elderly, Couples, Retirement

Baby Boomers: The When, The What & The Where

When are you going to retire? What are you going to do when you retire? Where are you going to retire?

WBZ NewsRadio 1030–04/05/2017

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Baby Boomers: Retirement Income

Boomers as a group never saved like their parents and grandparents. So what is a Boomer to do?

WBZ NewsRadio 1030–04/04/2017

Baby Boomers: Happy Birthday!

Many of our listeners turn 65 today! And they will have company for 10,000 Boomers will celebrate their 65th birthday today as well.

WBZ NewsRadio 1030–04/03/2017



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