WBZ's Money Matters with Dee Lee

Thursday June 26, 2008 - Retirement Realties: Here-After-Itis

  • Highlights
  • Full Text

Play from 0:00[0:00] ..." The realities of retirement with certified financial planner -- Lee we're continuing our series looking at here after our latest. Okay definition what is here after Adidas only will become"...

Play from 0:48[0:48] ..." to review. Make the pilots and you know recycle piled Tapeh. You know it's important to be organized especially as a retiree. Because as we age we forget things but more importantly if"...

Play from 1:52[1:52] ..." your stuff. Right you don't need to beat keeper for everybody else tax returns seven years at the most bullish of committed fraud. And then keep them forever but a W twos and T reconcile him against your Social Security statement warranties for appliances you"...

Play from 0:00[0:00]" The realities of retirement with certified financial planner -- Lee we're continuing our series looking at here after our latest. Okay definition what is here after Adidas only will become susceptible to -- after I just I don't know by -- I'm always worry about the hereafter. I constantly worry about it to -- it depends on how you define in this."

Play from 0:21[0:21]" Well I want intern room and I asked myself what my hero after a are what are violent retreat from this room -- like here. As we age Anthony we have so many things on our mind we aren't overload and it happens to all of us on not the only when this happens to you. This is -- disease similar to CRS. But a little organization goes a long way to help the overload in memory just sorting the mail some days it's overwhelming -- you make -- to review. Make the pilots and you know recycle piled Tapeh. You know it's important to be organized especially as a retiree. Because as we age we forget things but more importantly if anyone ever needs to find important papers. We're aren't mountain they -- they should be organized long before you need rates -- gather all the important stuff and organize it preferably one place I know your philosophy at least give it all in one -- right exactly so. Silicon lock the door and spend two hours or three hours looking rather than going into the basement and the attic rights and and a cover its federal filing system. In -- before create -- file filing cabinet test or she boxes I don't care what it is as long as it's accessible to someone. But the insurance policies together the house stuff -- kids stuff. You may need a fireproof places will for some years -- can easily be replaced they get ruthless here. People only what you really need if you cancer growing and moved out send -- birth certificates send them communion photos I send my kids or their report cards. And just keep your stuff. Right you don't need to beat keeper for everybody else tax returns seven years at the most bullish of committed fraud. And then keep them forever but a W twos and T reconcile him against your Social Security statement warranties for appliances you no longer own -- six I have."

Play from 2:10[2:10]" Kept my first taste that's -- work at a radio station at the age of seventeen. We should frame get rid of the stuff unless you think they're going to build a museum for Europe for you sometimes you there you go okay. And check website for all these ideas wbz1030.com more tomorrow here on WBZ news radio --"

Related Episodes

Monday October 13, 2008 - Snow Birds: The Migration

audio

13 Oct 2008

Monday October 13, 2008 - Snow Birds: The Migration 

WBZ's Dee Lee talks about retirement and where you might live.

listen

[1:14]..." need to really do some serious planning if you want to be snowbird there's truly more to it. The just forwarding your mail after some homework you do. It pretty -- primary residence to be where we spend more than six months Florida Arizona Nevada Massachusetts. Where you want to vote to register your car insure your car pay state income taxes do you want to pay state income taxes. You cannot be a full time resonant in two states. You'll be a resident of one state and a visitor to the "...

[0:00]..." Here on WBZ news radio 1030 with certified financial planner Dili this week we're going to fly where the snow birds to people people want to fly away. And the migration is "...

[0:31]..." you know according to a University of Florida study almost one million snowbird flock to Florida staying five months on an average. A Massachusetts is -- has some of the largest numbers of snow birds "...

timeline

2:23

Wednesday October 1, 2008 - More Savings: Utilities

audio

1 Oct 2008

Wednesday October 1, 2008 - More Savings: Utilities 

WBZ's Dee Lee saves you more!

listen

[1:01]..." first service before you need to turn it on. Have -- chimney -- space heaters fireplace do we found in our chimney. What maybe family in exactly a bird's nest merchants so you know it easy to do. User programmable thermostat set at lower for when you're asleep and not at home. Replace weather stripping around doors and windows replaced caulking around windows in cells he you do with the new clock unseen or even I can do it now. Insulate insulate -- just don't fall through the ceiling if you're up in the attic insulating the attic or be careful when we -- doing in the honey do list for our daughter this -- around California. She was insulating Herman sealing a hurt you know and it simply because she was to save. On air conditioning next. Inflate your water heater clear spaces -- heat registers appliance and exhaust -- yes you know make sure that air conditioner is removed from the window "...

[0:00]..." On WBZ news radio 1030 with certified financial planner dealey we are looking at so many ways to save this week. If you're feeling the pinch. In -- day to day "...

timeline

2:26

Tuesday September 30, 2008 - More Savings: Coupons

audio

30 Sep 2008

Tuesday September 30, 2008 - More Savings: Coupons 

WBZ's Dee Lee has coupon clipping tips!

listen

[1:52]..." then I shop the specials of the grocery store stocked up from Poland springs water at that at three dollars and 99 cents case. Seventeen cents a bottle and we now have water is a power outage of I want to travel with water about six cases enough to get us through the fall and early winter so what's "...

[0:03]..." we're looking at this week here on WBZ news radio 1030 with certified financial planner -- becomes the coupon clipper. "...

[0:37]..." like that rates the greatest secrets of the coupon mom. By Stephanie Nielson in -- for twelve dollars and 23 cents nail on Amazon. The arrival of coupon clippers I am fascinated by her book. "...

timeline

2:29