100 episodios

The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting.

AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have a deep skepticism of the traditional financial services industry. They’ll dish about the tools they use to help their clients and give you a look under the hood of how they run their modern, tech-forward wealth management firm.

Whether you've got worthless stock options or work for a company about to go public at a 10-billion dollar valuation, every Monday morning your hosts will demystify the headlines and take you through the money stuff that matters – like a diversified portfolio and getting to financial independence as fast as possible.

Warning: There may be swearing and lukewarm takes. Learn more at Brooklynfi.com/podcast and subscribe to hear new episodes Monday mornings.

The Liquidity Event Brooklyn FI

    • Economía y empresa

The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting.

AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have a deep skepticism of the traditional financial services industry. They’ll dish about the tools they use to help their clients and give you a look under the hood of how they run their modern, tech-forward wealth management firm.

Whether you've got worthless stock options or work for a company about to go public at a 10-billion dollar valuation, every Monday morning your hosts will demystify the headlines and take you through the money stuff that matters – like a diversified portfolio and getting to financial independence as fast as possible.

Warning: There may be swearing and lukewarm takes. Learn more at Brooklynfi.com/podcast and subscribe to hear new episodes Monday mornings.

    A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money

    A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money

    This week on the podcast we're joined by the incredible Charlotte Cowles, financial advice columnist for The Cut. Charlotte is known for her valuable insights on investing, saving and spending. She joins AJ on the pod to discuss the skyrocketing cost of weddings, what it's like being a financial advice columnist, why people can't follow basic financial advice, and how to avoid financial scams. Charlotte shares how the unthinkable happened to her: she fell for a financial scam. “There’s a scam out there for everyone,” she says.

    Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

    • 52 min
    Looking for a Man in Finance

    Looking for a Man in Finance

    Tune in to Episode 105, "Looking For A Man In Finance," where AJ & Shane dive into weight-loss drugs like Ozempic and tackle a listener's rent hike dilemma. Should you tough it out or find a new place when rent keeps climbing? And ladies, look no further, we found your 6 foot 5 man in finance! Blue eyes too! Get ready for a lively chat filled with relatable advice and financial tips!

    Got a question for us? Leave a voicemail and we'll answer it on the show: https://memo.fm/theliquidityevent/

    • 34 min
    Unlimited Shrimp FIRE

    Unlimited Shrimp FIRE

    AJ & Shane chat about the dream of early retirement and what it takes to get there. Plus, we're diving into the juicy news about Red Lobster's bankruptcy—what happened to everyone's favorite cheddar bay biscuit spot? And don't miss our listener question segment, where we help out with a dilemma on early exercising non-qualified stock options (NSOs). Grab your headphones and join us for a fun and informative episode packed with relatable advice and financial insights!
     
    Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/
     
    Email us with your questions at liquidityevent@brooklynfi.com

    • 34 min
    Was the 401(k) a Mistake?

    Was the 401(k) a Mistake?

    In Episode 103, we dive deep into the complexities of retirement planning, pondering the question: Was the 401(k) a misstep? Join us as we dissect the recent insights from a New York Times article and navigate the landscape of retirement savings - has this great, post-pension experiment really worked out? Plus, we tackle a listener's pressing question about IRA contributions. Tune in for a wealth of knowledge, practical tips, and our usual spicy hot takes!


    Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ 
    Email us with your questions at liquidityevent@brooklynfi.com

    • 31 min
    We're Back Witches!

    We're Back Witches!

    Shane and AJ are back! Did you miss them? We did! This time, things are different. We've still got luke warm takes on the financial markets, don't worry. But now our hosts will answer YOUR audience questions. Less news, more actionable advice. In our inaugural episode in this format, our hosts take on some questions about freelancing, getting paid in equity, and what happens when you blow off the tax deadline. It feels good to be back! 
    Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ 
    Email us with your questions at liquidityevent@brooklynfi.com

    • 35 min
    White Lines and White Lies

    White Lines and White Lies

    Welcome to the Liquidity Event! In this episode, we'll take you on a rollercoaster ride through bizarre headlines. We've got kids partying too hard at the White House, the CEOs who make hundreds of millions, and of course AI! In other news, we're excited about Honey Homes, a handyperson subscription service that is priced fairly. Oh, and did you know you can get paid to walk 10,000 steps a day?! Don't miss this one!
    Links
    A.I. could cut time spent coding by 45%. But even seasoned tech professionals will need ‘extensive’ training to harness its full power, McKinsey experts say
    Secret Service Examining How Suspected Cocaine Ended Up at the White House
    Meet the CEOs Who Pull In More Than $100 Million a Year
    Why Car Repairs Have Become So Expensive
    Khosla Ventures just doubled down on this handyman-on-demand service for homeowners
    You Can Get Paid Ten Thousand Dollars To Walk 10,000 Steps in a Day
    A couple who retired early with $4.3 million say the FIRE lifestyle is wearing thin: ‘We don’t want to just keep throwing money on the pile and keep being cheap’
     
    Leave Us a Voicemail
     
    Want to know more about working with BrooklynFI, contact us here

    • 30 min

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