Radio Show #114: Mother’s Day, LinkedIn tips, stock records


Want to know how to make the most of your LinkedIn profile? Guest and branding expert Jason Seiden of Ajax Workforce Marketing has come to the rescue!

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I met Jason at  LinkedIn's FinanceConnect:13 in New York, where I had to admit in front of a room of 350 people, that my LinkedIn profile was terrible! Enter Jason, who laid out three basic questions that every LinkeIn user should ask:

  1. What do you do?
  2. Who do you serve?
  3. What do you want to communicate to the people you want to attract?

Note to self: Add "Update LinkedIn profile" to the to-do list!

I bet Mark from CA and Matthew from MI have no problem with social media, but the 20-somethings needed help with their new retirement plans. We talked about contribution levels and allocation.

The bombshell of the show was that I am "the other woman" in Lyle’s life, who found us on WBAL in Baltimore, MD. Lyle has been catching up on the show by downloading older podcasts (you can do that here). Meanwhile, he and his wife are selling rental property and would like to invest the proceeds for income.

Do Roxanne and her husband need their current life insurance policies? They are in their mid-50’s and the need for coverage is diminishing with every year of saving, while Cary from MD asks about lump sum investing vs. dollar cost averaging (DCA).

According to research from Vanguard, two-thirds of the time, investing a lump sum yields better returns than putting smaller, fixed dollars to work at regular intervals. Then again, one-third of the time DCA is better, so choose carefully.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE