100 episodes
The Liquidity Event Brooklyn FI
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- Business
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5.0 • 12 Ratings
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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.
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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 -
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 -
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 -
The 100 Things We’ve Done to Level Up Our Business (And Our Lives)
Hey losers! It's our 100th episode! Dang, I can't believe we made it this far during a liquidity event drought. Thanks for tuning in each week to hear our blatherings. On this very special 100th episode, we skip the headlines and head right to the heart of the matter. AJ and Shane are bringing you 100 things they have done to level up their business and their lives. Optimizers and optimists should pay close attention! Thanks for listening, dear listener; we love you.
Life Planning for ourselves and clients
Essentiallism
Delta lounge access
Disagree and commit
Bringing on directors to run the show
Using Fathom for rolling cash forecasts
Habit tracker app
Summer Fridays , 1/2 days and july
Always get hte cabana
Built GEM, our internal tool to plan for liquidity events
Dog walker for charlie
Work from anywhere
Core hours
The right company credit card lol
Building an enterprise intentionally
Be nice, Stay humble
Attending conferences - we stay up to date on latest policy and trends and we present and make friends
Hiring an EOS advisor
Get an awesome business partner
Leave Us a Voicemail
Want to know more about working with BrooklynFI, contact us here -
My Big Fat Greek IPO
Shane and AJ are extra silly today. Shane's in Mexico and AJ's in London! We've got lots of good stuff for you on today's show. Including but not limited to the office mandate people are getting desperate about, the founders of Bitwise misleading investors, salary transparency, and finally an IPO we're actually excited about. Founded by three friends with Greek roots, fast-casual Mediterranean restaurant chain Cava made its stunning public debut last week and investors are excited. Is this the end of the IPO ice age? We shall see.
Links
More Startups Throw in the Towel, Unable to Raise Money for Their Ideas
France's Mistral AI blows in with a $113M seed round at a $260M valuation to take on OpenAI
Founders of Collapsed Job-Training Startup Misled VCs, Investor Alleges
Return to Office Enters the Desperation Phase
A Job With a Fair Salary? What Pay Transparency Laws Are Revealing.
Crypto Gets Its Moment of Clarity, But Not the One It Wanted
Cava’s explosive IPO hints that public markets are more ready for growth stories than founders thought
Thrift store chain Savers Value Village sets terms for $300 million IPO
Welcome to White Castle. Would You Like Human Interaction With That?
Leave Us a Voicemail
Want to know more about working with BrooklynFI, contact us here -
Manic Pixie Dream IPO
Hold onto your seats for another thrilling episode of the Liquidity Event Podcast! We’ve got a pandemic move update: founders and being clawed back to SF due to the AI boom. Then we’ve got fallen crypto industry titans in Bali and how optimizers are using Notion to plan their entire lives. Some CEOs claim employees are less productive at home but we say that’s bad management. And finally, Japanese company Pixie Dust files for a very tiny IPO. Get ready to be entertained and informed on the Liquidity Event Podcast!
Links
Layoffs and AI Are Changing Tech’s Once-Invincible Job Market
Spotify Takes a Sharp Turn With Its $1 Billion Podcast Division
Americans Are Leaving Portugal as Golden Visa Honeymoon Ends
Their Crypto Company Collapsed. They Went to Bali.
Teaser’s AI dating app turns you into a chatbot
This Little-Known Pandemic-Era Tax Credit Has Become a Magnet for Fraud
American worker productivity is declining at the fastest rate in 75 years—and it could see CEOs go to war against WFH
Meet the people who use Notion to plan their whole lives
Fidelity has cut Reddit valuation by 41% since 2021 investment
Amazon in talks to offer low-cost or free mobile service to Prime customers, report says
PGA Tour agrees to merge with Saudi-backed rival LIV Golf
IPO: Pixie Dust Technologies
They Fled San Francisco. The A.I. Boom Pulled Them Back.
Why Is Everyone Watching TV With the Subtitles On?
Revenge Spending Helped Push Prices Higher. The Trend Is Turning.
France's Mistral AI blows in with a $113M seed round at a $260M valuation to take on OpenAI
Remote work taxation bill set for final votes
ChatGPT passes CPA exam on V. 4.0
Flight of Affluent Taxpayers Catches Up With New York
Want to know more about working with BrooklynFI, contact us here
Customer Reviews
Finance news without the snooze
Like listening to my two hot best friends, it’s funny and i learn about current events. Still am financially irresponsible though.
Super useful, cool, clear-headed
I’ve been following these guys (on and off) for years, and it’s one of my go-to resources for sound and super detailed information on investing, financial news, and honestly the stuff that matters. Highly rec!
The opposite of stuffy
Be careful what podcast you play after this one. It will seem boring in comparison! Full of fun and information.