13 episodes

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

    • Business
    • 5.0 • 7 Ratings

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.

    Gotta IPO Them All 

    Gotta IPO Them All 

    This week is a little heavy on the Pokemon nerd stuff because AJ and Shane think they are Team Rocket. It’s a big week for biotech IPOs and we’ve got Vita Coco and Gitlab making their public debut. Our hosts are not surprised to learn that the CEO of one of the world’s largest banks has no kind words for bitcoin. Shane leads us down a dark path to discuss shadow inflation and the mood sours even more with news that a man faked a suicide to steal Paycheck Protection Program money. AJ is tickled to learn that Prince Charles has an Aston Martin that runs on cheese and white wine. There’s no shortage of great topics in this episode folks! We end the episode with a spicy listener mail question about exercising ISOs early and filing an 83(b) election. 
    A list of recent IPOs
    Vita Coco (the coconut water company) is going public
    JP Morgan CEO thinks bitcoin is worthless
    Shadow inflation explained
    A man fakes his suicide to get some PPP money
    Prince Charles has an Aston Martin that runs on cheese and wine
    GoPuff is facing supply chain problems as they expand quickly
    Update on the big old tax bill
    1989 boring Word tutorial
    Rivian is going public, they are a Tesla competitor Want to know more about working with BrooklynFI, contact us here

    • 31 min
    Fat Bears, Orcs, and Therapy

    Fat Bears, Orcs, and Therapy

    On this week’s KILLER episode of the Liquidity Event, our hosts share some heartwarming personal details before diving into the week’s headlines about fat bears and Orcs. We saw a bevy of biotech IPOs this week and the Brooklyn Public Library is no longer charging late fees. Our hosts discuss the power of evil accountants and we learn that Peter Jackson modeled an Orc after Harvey Weinstein. Shane would like to remind you about the power of blackout curtains and AJ has a great way to spice up your Zoom meetings. 
    A list of recent IPOs Ladder raised $100m to disrupt life insurance  Credit card companies make millions off merchants  Why is it so hard to find a therapist who takes insurance The Brooklyn Public Library is no longer charging late fees  Britney Spears freed from conservatorship The best fat bears  Lousy management in the Mafia  Elijah Wood says an Orc was modeled after Harvey Weinstein  How accountants get favorable rules for their friends  Want to know more about working with BrooklynFI, contact us here

    • 30 min
    Mom's Spaghetti

    Mom's Spaghetti

    On this week’s show: Eminem is opening a restaurant in Detroit called Mom’s Spaghetti. That’s it, that’s the podcast. We also cover the First Watch IPO and WeWork’s second attempt at going public via SPAC. Shane and AJ are sick of the fear-mongering of the financial media when the market takes a tiny dip. Our hosts are also scared that Robinhood is taking its sus trading platform to college campuses. And in other bad news rents are going up 70% in New York City and if you live near a beach expect to pay through the roof for flood insurance.
    A list of recent IPOs
    Shane is reading The Courage to Be Disliked
    AJ is listening to a podcast by the guy who wrote The Psychopath Epidemic
    Eminem’s restaurant opens this week
    Great podcast on flood insurance from Planet Money
    Robinhood brings bad vibes to college campuses
    NYC rents are going up
    Flood insurance is about to get expensive
    Ozy’s bizarre phone call with investors
    Want to know more about working with BrooklynFI, contact us here

    • 30 min
    Rats!

    Rats!

    On this week’s show: Google is buying an office building and will subsequently ruin New York City (read: make it into San Francisco). The Meme Stocks are in a league of their own and Shane is mad about it. Our hosts have a lively discussion about rats and then proceed to talk about how tax rates are going up for New Yorkers. The UK is leading the charge on green investing and that’s cool because Shane’s friend is building windmills in the North Sea or some shit.
    A list of recent IPOs
    A great book about rats
    Finfluencers give bad advice on the internet and make a lot of money
    Google buys Manhattan real estate
    Tax rates are going up for New Yorkers
    The UK’s successful Green Bond initiative
    Want to know more about working with BrooklynFI, contact us here

    • 30 min
    Roomba Thinks Your Allbirds Are Shit

    Roomba Thinks Your Allbirds Are Shit

    On this week’s show: hair product company Olaplex is going public and Inuit bought Mailchimp for $12 billion dollars. Our hosts are anxious/excited about the tax law changes coming up. The scam of the week is that the capital gains tax is going up from 20% to 25%, but the changes are retroactively effective as of Monday! WTF! AJ has no kind words for Allbirds wearers and answers a listener mail question about credit cards. Shane pays tribute to comedian Norm Macdonald.
    A list of recent IPOs
    Trader Joe’s is opening in Williamsburg
    Remember 285 Kent
    Magic hair oil company Olaplex is going public
    Intuit buys Mailchimp
    Shout out to AJ’s hairdresser Nora at She Bop
    Roombas are smart enough to pick up poop
    Best alarm clock
    Want to know more about working with BrooklynFI, contact us here

    • 38 min
    Superfund my Government

    Superfund my Government

    Welp, congress is finally ready to talk about how to actually PAY for the infrastructure bill and our hosts get spicy about governments and tax policy. They are begging for estate tax reform. With Japan always on their minds, AJ and Shane discuss how Princess Mako makes a populist move. There’s also Bitcoin getting cred in El Salvador, Bill Ackman’s SPAC-tacular fail, a new type of Oreo, and some real, honest-to-god book. recommendations. 
    Notes and Links
    A list of recent IPOs The fast-mimicking diet Prolon This coffee chain’s ticker symbol is BROS Scott Galloway’s take on how the old are stealing from the young.  AJ’s Favorite Personal Finance Books: Get A Financial Life by Beth Kobliner Why Smart People Do Stupid Things With Money by Bert Whitehead Princess Mako rejects a fortune to marry a commoner (their words, not mine). Bill Ackman’s $4 billion SPAC deal is on hold.  Tax increases finally get real in congress.  Want to know more about working with BrooklynFI, contact us here

    • 39 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

eahiv ,

The opposite of stuffy

Be careful what podcast you play after this one. It will seem boring in comparison! Full of fun and information.

Lily B-D ,

Yes pls

Good finance content and witty hosts and miscellaneous enjoyable tidbits abt burritos, LOTR, and beverage choices.

DavidYarus ,

LOVE (for real)

I love how relatable, sharp, smart, FUNNY, and legit deeply informative and educational these two and the content they put out can be. So excited for future episodes and stoked about the podcast in general! Thanks for doing what y’all do! Forreal. 🙏🏼🤓📈

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