Doug Lynch,CFA,CFP®

641 posts

Doug Lynch,CFA,CFP®

Doug Lynch,CFA,CFP®

@DouglasMLynch

Fee-only financial advisor. CFA, CPA, CFP.

Dublin, OH Katılım Temmuz 2009
240 Takip Edilen291 Takipçiler
Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@delta obviously you don’t care about customer service as evidence by zero replies
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@Delta - I couldn't be more frustrated with your website/app. I have tried across 4 devices to book a flight and continually get an error with no explanation: We're sorry, but there was a problem processing your request. Please go back and try again. #CKO_100906
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@Delta I tried to book on three difference devices over two days. Error message every time, no explanation as to why. Incredibly frustrating to this potential customer. I tried calling but hearing the wait time, I will go w/ another airline at a less desirable time.
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Jess Bost, CFP®
Jess Bost, CFP®@lady__bost·
42yo birthdays hit different 😅
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@StojBoj I don’t like Trump one bit but leftists are jumping the shark. Here is another nazi rally using your rationale. My view is both parties deserved to lose in 2024 given the horrible candidates they offered.
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John Stoj®
John Stoj®@StojBoj·
If you’re considering voting for Trump/Vance in a week, I’d encourage you to watch the rally at MSG. Don’t just skip to Trump. We know the type of things he says to get the crowds rolling. Listen to what all of his hangers on say. Listen to the ugliness. Forget parties for a moment and listen to the racist cat calls. Listen to how anti-American it all is. The campaign that drapes itself in the flag disrespects it to the core. If you don’t like the proposed policies of a Harris administration, vote Republican down ballot. Divided government will not allow for many of her proposals to go through. Keep that in mind & think about your fellow Americans, you children or grandchildren. Do you want them to grow up in a country dominated by hate? I hope not. Oh, and I’ll link to a short documentary about the original America First rally at MSG in the 1930s. You have to know Trump & campaign were fully aware of the similarities, and embraced them instead of rejecting them.
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@MelissaJoyCFP My poor mother got a call from my Catholic grade school when I wore jeans on the day that we didn’t have to wear uniforms. I hope that doesn’t happen to you.
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〽️Melissa Joy, CFP®
〽️Melissa Joy, CFP®@MelissaJoyCFP·
The RIA conference I’m attending this week has a no denim dress code. And I know they didn’t mean jean jackets for women in the Midwest in the fall.
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@TR401 I was a 800/cross country runner. They drafted me to the4x400 relay. That was f’ing miserable to sprint for 48 miles.
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Jay Clouse
Jay Clouse@jayclouse·
I just became a dad 😊
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justincastelli
justincastelli@jus10castelli·
this afternoon I had the pleasure of leading a conversation with @danielcrosby in the @theadvisorgc about his upcoming book, The Soul Of Wealth. I didn't know it until we started but it was his first time diving into the book publicly, so it was a world premiere of sorts. I cannot recommend the book enough--I told the group I think it is a must-have for the office and one I anticipate giving away a bunch of copies. pre-order your copy and help Dr. Crosby bust through those bestseller lists this fall. amazon.com/Soul-Wealth-re…
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@lindseyyoung_qw @MegBartelt I’d agree with moderate. I’d agree with concern over them sending it. It’s a 6 vs. the 9 when clients email their tax returns with their ssn and I 😱
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Lindsey Young, CFP®
Lindsey Young, CFP®@lindseyyoung_qw·
@MegBartelt Moderately Biggie. Practically speaking, I'm not as worried about me receiving it; the problem is more the sending. If someone hacks into their email (not unheard of, given historical hacks), guess what's in the Sent Items folder... Just pray they have good password security.
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Jordan Schachtel
Jordan Schachtel@JordanSchachtel·
The patriotic UNC frat bros have now received over $100k to throw a massive rager 🇺🇸😂
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@jayclouse @DefineFinancial Agree with Taylor but might be worth a quick phone call to your bank and tell them that’s what you’re going to do and ask if there’s anything they have that can compete. They could have a 5% savings account up their sleeve that would save you some trouble.
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Jay Clouse
Jay Clouse@jayclouse·
@DefineFinancial This seems like the path! Do you have any rules for how often you transfer cash back and forth to avoid fees eating the gains?
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Jay Clouse
Jay Clouse@jayclouse·
Who do you recommend for business banking high-yield savings accounts? Is that a thing?
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@MegBartelt Churchill museum was on my list, thanks. I have a college age daughter who won’t be with me so I’ll probably skip tea.
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@MegBartelt I’m spending (probably) a week split between London and Dublin in early June. Any high conviction recommendations for London?
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Doug Lynch,CFA,CFP®
Doug Lynch,CFA,CFP®@DouglasMLynch·
@WealthKeel @acmejla @StudentLoanAdv Chad - thanks for this. I just talked to a client yesterday whose son is a new Dr. with $200k in student loans that she and her ex were going to pay off. I recommended looking into any options but we are not student loan experts.
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Chad Chubb, CFP®, TPCP®, CSLP®
Sorry brother. 😞I know that is a pain, especially with you building out the course. Plug in @StudentLoanAdv. We used to always add two for prospects who reached out but were not a good fit for us and my speaking events, but now we only plug in Student Loan Advice. Andrew is a good guy and a student loan nerd. Send me a note if you need anything. 👊
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Adam Cmejla, CFP®
Adam Cmejla, CFP®@acmejla·
Gotta love it when you find out that one of your referral partners for student loans (that also launched a low-cost/discount service RIA) actively prospects/solicits your clients that you referred over to them for student loan consults. <<keeps thinking>>"Blue ocean...blue ocean"
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Michael Antonelli
Michael Antonelli@BullandBaird·
I know I have a bunch of Miami U students / alumni who follow me so I wanted to tell you all.. My son accepted at the Farmer School of Business! Let’s gooo!! He loved the place so much, as do all of you I’m sure. @miamiuniversity @FarmerSchoolMU
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Caroline Gaynor
Caroline Gaynor@carolinebikes·
Which of these two things do you think my kid is more excited about? 1) I’m having a baby on Thursday. 2) My 5 year old is having her first sleep over on Wednesday evening with her BFF.
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