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| Episode | Date |
|---|---|
|
Rest in Peace Dolly Parton, Summer Reading, and Billionaire Philanthropy — Episode 199¾
|
Sep 10, 2026 |
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AI Compute Futures, Stripe's Singularity Announcement and Wealth Management's $3 Trillion Problem — Episode 199.5
|
Aug 27, 2026 |
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Trump Accounts, California's Wealth Tax and Do You Actually Need an LLC? — Episode 199
|
Aug 13, 2026 |
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Gambling Is Now America's Favorite Pastime, The OpenAI vs Anthropic IPO Race and AI Solopreneurs — Episode 198
|
Aug 06, 2026 |
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Flock Safety Under Fire, SpaceX's IPO Disaster and the Millennial Wealth Split — Episode 197
|
Jul 30, 2026 |
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AI Bodyguards, Childcare Deserts and Private Market FOMO — Episode 196
|
Jul 23, 2026 |
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Nepo Sandwich Babies, Billionaires Buying Sports Teams and the Pied-à-Terre Tax — Episode 195
|
Jul 16, 2026 |
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Bobby Bonilla Day, Sports Team Valuations and the Rise of Women's Sports — Episode 194
|
Jul 01, 2026 |
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SpaceX IPO Day, AI Cybersecurity Risks and When an S Corp Actually Makes Sense — Episode 193
|
Jun 25, 2026 |
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Slumlord Training Camp, AI's Two Track Labor Market and the Nest Egg Protection Act — Episode 192
|
Jun 18, 2026 |
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The Economics of Egg Freezing, Fertility's Last Taboo and Building Cofertility with Special Guest, Lauren Makler — Episode 191
|
Jun 11, 2026 |
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Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190
|
Jun 04, 2026 |
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Semi-Annual Reporting, Rent on Your Credit Score and ChatGPT's Portfolio Fail — Episode 189
|
May 14, 2026 |
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Spirit Airlines, Rising Insurance Premiums and the $165 Billion Annoyance Economy — Episode 188
|
May 07, 2026 |
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Two Americas, Financial Infidelity and SpaceX's $60 Billion Bet — Episode 187
|
Apr 30, 2026 |
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Money, Kids and Generational Wealth with Special Guest Charlotte Geletka — Episode 186
|
Apr 23, 2026 |
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Tax Day Confessions, The Upper Middle Class Trap, and the SpaceX IPO — Episode 185
|
Apr 16, 2026 |
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Episode 184: Expat Retirement Planning, Dual Citizenship Taxes, and the Babylist IPO
|
Apr 09, 2026 |
|
Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183
|
Apr 02, 2026 |
|
BuzzFeed's AI Collapse, Coinbase vs. Big Banks, and the SpaceX IPO Is Official - Episode 182
|
Mar 26, 2026 |
|
Mega IPOs, AI at Work and Why Everyone's Exhausted - Episode 181
|
Mar 19, 2026 |
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AI Replacing Advisors, 401(k) Hardship Withdrawals, & 24/7 Tokenized Stocks – Ep 180
|
Mar 12, 2026 |
|
AI Doomsday Scenarios, Power Plants in Small Towns, & The $10M Advisor Fee Debate – Ep 179
|
Mar 05, 2026 |
|
Anthropic vs The Pentagon, Boomers Control the Market, and the AI Era Debate – Ep 178
|
Feb 26, 2026 |
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SpaceX's $50B IPO, AI Salary Gaps & Trusting ChatGPT With Your Taxes? – Ep 177
|
Feb 19, 2026 |
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An IRS Agent's Side Hustle, Anthropic's $300B Tender, & Can You Afford a $1.8M Home? – Ep 176
|
Feb 12, 2026 |
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The Richest Americans Ever, SpaceX's Mega Merger, and Regret Investing Too Conservatively – Episode 175
|
Feb 05, 2026 |
|
Childcare Costs, Private Equity Ruining Everything, and When to Wake Up – Episode 174
|
Jan 29, 2026 |
|
Rebroadcast: Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
|
Jan 22, 2026 |
|
Nuclear Energy, Tax Reform, and the Med Spa Economy – Episode 172
|
Jan 15, 2026 |
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New York Data Privacy, K-Shaped Tax Cuts, All-Cash NYC Real Estate, and Annuity Myths – Episode 171
|
Jan 08, 2026 |
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New York Tax Exit Myths, OpenAI Equity Donations, and IPO Scam Warnings – Episode 170
|
Jan 01, 2026 |
|
Rebroadcast: John Owens on Year-End Equity Compensation Planning
|
Dec 25, 2025 |
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The AI Bubble Debate, SpaceX Liquidity, and Escaping High-Tax States – Episode 168
|
Dec 18, 2025 |
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Rags-to-Riches Reality, Tech Monopoly Meltdowns, and Smarter FSA Spending – Episode 167
|
Dec 11, 2025 |
|
ACA Sticker Shock, Student Loan Chaos, and AI in Space – Episode 166
|
Nov 27, 2025 |
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Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
|
Nov 20, 2025 |
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Episode 164 – 50-Year Mortgages, Housing Market Woes, and the AI Spending Bubble
|
Nov 13, 2025 |
|
NASCAR Lawsuits, Billionaire Taxes, and AI Power Plays – Episode 163
|
Nov 06, 2025 |
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Episode 162 - Gambling Governors, Poker Scams, and The Louvre Heist
|
Oct 30, 2025 |
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Episode 161 - Nobel Winners Off the Grid, Italy's Billionaire Tax Haven, and Reddit's $750K Question
|
Oct 16, 2025 |
|
Episode 159 - IPOs Are Back, Hamburger Helper Economics, and $800 Credit Cards
|
Oct 02, 2025 |
|
Future Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158
|
Sep 18, 2025 |
|
AI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157
|
Sep 04, 2025 |
|
AI, Money, and Modern Dating - Episode 156
|
Aug 28, 2025 |
|
Dial-Up, AI, and $1 Million Questions - Episode 155
|
Aug 21, 2025 |
|
Billion-Dollar Breakups, ChatGPT 5, and How to Navigate Your 401(k) - Episode 154
|
Aug 14, 2025 |
|
Sore Losers, Crypto Regulation, & Secret Code Words: Episode 153
|
Jul 24, 2025 |
|
Money Moves: Tax Breaks, Return to Office Woes & Lost Retirement Accounts
|
Jul 17, 2025 |
|
BKFi Takes On The One Big Beautiful Bill | The Liquidity Event Episode 151
|
Jul 11, 2025 |
|
How Buy Now, Pay Later Impacts Your Credit, Alternative Investments & Takeaways from the First Half of 2025
|
Jun 27, 2025 |
|
Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!
|
Jun 20, 2025 |
|
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
|
Jun 13, 2025 |
|
IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
|
Jun 06, 2025 |
|
Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen
|
May 30, 2025 |
|
Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
|
May 23, 2025 |
|
Spies in FinTech, Tax Shakedowns, & Surviving Market Storms
|
May 20, 2025 |
|
Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off
|
May 09, 2025 |
|
AJ Ayers on The Long Term Investor: Got Stock Options? Don't Miss These Year-End Moves
|
May 02, 2025 |
|
NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless
|
Apr 25, 2025 |
|
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
|
Apr 18, 2025 |
|
Tariff Chaos, Circle IPO & Angel Investing
|
Apr 11, 2025 |
|
Corporate Espionage, AI Exam Hacks & Money Questions From Reddit
|
Apr 04, 2025 |
|
Stock Market Volatility, Long-Term Investing & Dave Ramsey's "Morality"
|
Mar 21, 2025 |
|
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale
|
Mar 14, 2025 |
|
CoreWeave IPO + Real Talk on Starting a Business
|
Mar 07, 2025 |
|
The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims
|
Feb 28, 2025 |
|
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
|
Feb 21, 2025 |
|
Spotify's Soaring Stock Price & the Great Wealth Transfer
|
Feb 14, 2025 |
|
Trump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women
|
Feb 07, 2025 |
|
Deep Seek, Dropping Rents, & Gaming Credit Scores
|
Jan 31, 2025 |
|
Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
|
Jan 24, 2025 |
|
Alaska Airlines, FinTech Fails & Timing Your Exit
|
Jan 17, 2025 |
|
2025 IPO Outlook: Is the Freeze Finally Over?
|
Jan 10, 2025 |
|
Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
|
Dec 20, 2024 |
|
Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day
|
Dec 06, 2024 |
|
Year-End Tax Planning Strategies (While You Still Can!)
|
Nov 29, 2024 |
|
Delta Diamond is a Girl's Best Friend
|
Nov 22, 2024 |
|
Trump Tax Policy 2025—Fact vs Fiction
|
Nov 15, 2024 |
|
Donor Advised Funds (The Good, The Bad, & The Ugly)
|
Nov 08, 2024 |
|
Open Enrollment: Because Your Future Self Will Thank You
|
Oct 25, 2024 |
|
OpenAI News: Funding, Valuation & Tender Offer for Employees
|
Oct 11, 2024 |
|
A Beige Flag Economy? 2024 Q3 Market & Investment Commentary
|
Oct 03, 2024 |
|
Turistas Go Home: Should I Buy a Vacation Home Abroad?
|
Sep 27, 2024 |
|
Trust Me: Kids, Money & Savings Lessons from our Youth
|
Sep 20, 2024 |
|
Cash Stash: How much should you keep liquid?
|
Sep 13, 2024 |
|
IPO Roadshow Caught in the Burning Man Desert Storm
|
Sep 06, 2024 |
|
Millennial Wealth: Lost and Found!
|
Aug 30, 2024 |
|
Having the Talk with Your Parents (No, not THAT Talk)
|
Aug 23, 2024 |
|
Lifestyle Creep & What It Can Cost You
|
Aug 16, 2024 |
|
Monday's Market Madness and Why Everyone is Getting Scammed
|
Aug 09, 2024 |
|
How to Pick a Business Partner
|
Jul 26, 2024 |
|
Annuities Dummies
|
Jul 19, 2024 |
|
Summer Wedding Budget Nightmare
|
Jul 12, 2024 |
|
Gallivanting 4% Closer to Retirement
|
Jun 28, 2024 |
|
You Are Not the Beneficiary
|
Jun 21, 2024 |
|
How to Solve The Housing Crisis
|
Jun 14, 2024 |
|
A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money
|
Jun 07, 2024 |
|
Looking for a Man in Finance
|
May 31, 2024 |
|
Unlimited Shrimp FIRE
|
May 24, 2024 |
|
Was the 401(k) a Mistake?
|
May 17, 2024 |
|
We're Back Witches!
|
May 10, 2024 |
|
White Lines and White Lies
|
Jul 07, 2023 |
|
The 100 Things We've Done to Level Up Our Business (And Our Lives)
|
Jun 30, 2023 |
|
My Big Fat Greek IPO
|
Jun 23, 2023 |
|
Manic Pixie Dream IPO
|
Jun 16, 2023 |
|
How Not To Get Scammed
|
Jun 09, 2023 |
|
Golden Visas for The Golden Years
|
Jun 02, 2023 |
|
Big Tech, Big Sharks, and Big Boomer Billionaires
|
May 26, 2023 |
|
Summer John Rented a Boat
|
May 19, 2023 |
|
Episode 93: The Debt Ceiling vs. The Glass Ceiling
|
May 12, 2023 |
|
Episode 92: We have an IPO people!
|
May 05, 2023 |
|
Episode 91: Speed Dating the Banking Meltdown
|
Apr 28, 2023 |
|
The Past, Present and Future of AI
|
Apr 21, 2023 |
|
Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up
|
Apr 14, 2023 |
|
Let's Not Die Rich
|
Apr 07, 2023 |
|
A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto
|
Mar 31, 2023 |
|
Cord Spaghetti, Chat GPT4, and Big Macs
|
Mar 24, 2023 |
|
Just Don't Call it a Bailout
|
Mar 17, 2023 |
|
Longevity, Mail Fraud, and an 8 Billion Dollar IPO
|
Mar 10, 2023 |
|
Tough Tax Times Ahead for TikTok Influences
|
Mar 03, 2023 |
|
Stripe's Reluctant March Toward an IPO
|
Feb 24, 2023 |
|
Psychotropics, Small Businesses, and Supplements
|
Feb 17, 2023 |
|
Bleeding Hearts Sink All Ships
|
Feb 10, 2023 |
|
Mars for Memorial Day
|
Feb 03, 2023 |
|
ChatGPT, More Layoffs, and WALL-E
|
Jan 27, 2023 |
|
Value for Nothing
|
Jan 20, 2023 |
|
Aaand we're back!
|
Jan 13, 2023 |
|
New Year, Same Me
|
Jan 06, 2023 |
|
Don't Chase the Dragon
|
Dec 30, 2022 |
|
Trains, Space Planes, and E-Scooters
|
Dec 23, 2022 |
|
It's Always Wire Fraud or Mail Fraud
|
Dec 16, 2022 |
|
'Tis the Season to Spend Money
|
Dec 09, 2022 |
|
Alexa, Play Yourself Out
|
Dec 02, 2022 |
|
Fresa con Crema
|
Nov 25, 2022 |
|
Why FBARs Can Leave You FUBAR
|
Nov 18, 2022 |
|
Snip, Snip
|
Nov 11, 2022 |
|
The Year of the Rabbit
|
Nov 04, 2022 |
|
The One With Dr. Shots & Underwater-Stock-Options Ariel
|
Oct 28, 2022 |
|
We're Well-qualified to Represent the ESG
|
Oct 21, 2022 |
|
Rising Tides Sink all SPACS
|
Oct 14, 2022 |
|
Rick Scott Says the IRS Wants to Kill You
|
Oct 07, 2022 |
|
Just Don't Call it a Layoff
|
Sep 30, 2022 |
|
The IPO is Dead, Long Live the Faux-P-O
|
Sep 23, 2022 |
|
The Ramen Girl Goes Public
|
Sep 16, 2022 |
|
Loans of Power
|
Sep 09, 2022 |
|
Fraud it Till You Make It
|
Sep 02, 2022 |
|
Biden Cancels Student Loans and Serena Serves Up Financial Independence
|
Aug 26, 2022 |
|
The Unbearable Lightness of Being a Tech Billionaire
|
Aug 19, 2022 |
|
The Inflation Reduction Act Just Gave Me MonkeyPox
|
Aug 12, 2022 |
|
Glossier, Golf Courses, and, Generational Wealth
|
Aug 05, 2022 |
|
Keep Your Friends Close and Your Enemies Out of the Supply Chain
|
Jul 29, 2022 |
|
Time is Fun When You're Having Flies
|
Jul 22, 2022 |
|
Two Guys, a Girl and Some Financial News
|
Jul 15, 2022 |
|
Aaron Burr Sir
|
Jul 08, 2022 |
|
Small Potatoes
|
Jul 01, 2022 |
|
Boats + Capitalism = Inflation
|
Jun 24, 2022 |
|
Uncut Gems
|
Jun 17, 2022 |
|
Toilet Paper Is the Best Inflation Hedge
|
Jun 03, 2022 |
|
Talk to My Lawyer!
|
May 27, 2022 |
|
Travel Tips for the End of the World
|
May 20, 2022 |
|
Pegging the Dollar
|
May 13, 2022 |
|
Rate Hikers Guide to the Galaxy
|
May 06, 2022 |
|
Scam-a-lama-ding-dong
|
Apr 29, 2022 |
|
Happy Birthday Brooklyn FI
|
Apr 22, 2022 |
|
The Richest Man in Staten Island
|
Apr 15, 2022 |
|
Celebrity Makeover: Roth Edition
|
Apr 08, 2022 |
|
The Witch Tax
|
Apr 01, 2022 |
|
America's Got Startups
|
Mar 25, 2022 |
|
We've Solved the Housing Crisis!
|
Mar 18, 2022 |
|
Vaxxed and Taxed
|
Mar 11, 2022 |
|
Free Grandparents?
|
Mar 04, 2022 |
|
Tax Season 2022 - Stranger Than Fiction
|
Feb 25, 2022 |
|
Kanye's Candy
|
Feb 18, 2022 |
|
Casualty Insurance in Space
|
Feb 11, 2022 |
|
Taxing the Metaverse
|
Feb 04, 2022 |
|
Miss Market Frizzle
|
Jan 28, 2022 |
|
Microsoft Activates a Blizzard of Competition
|
Jan 21, 2022 |
|
Is Your Mattress Firm?
|
Jan 14, 2022 |
|
What Rhymes with Sconce?
|
Jan 07, 2022 |
|
Beefy Powerboats Going Nowhere
|
Dec 31, 2021 |
|
Enter the Oliverse
|
Dec 24, 2021 |
|
Grand Slams and Gaming Grandpas
|
Dec 17, 2021 |
|
Iron Domes and Dumb Dolphins
|
Dec 10, 2021 |
|
You Can't Lead a Dead Horse to Water
|
Dec 03, 2021 |
|
A Heartfelt Thanksgiving Special
|
Nov 26, 2021 |
|
This Episode is in Retrograde
|
Nov 22, 2021 |
|
Inflating Elon's Taxes
|
Nov 15, 2021 |
|
Rivians and Rivalries
|
Nov 08, 2021 |
|
For Whom The Wealth Tax Tolls
|
Nov 01, 2021 |
|
Meme Stonks, Dune, and The Fashionable Future of Co-working
|
Oct 25, 2021 |
|
Gotta IPO Them All
|
Oct 18, 2021 |
|
Fat Bears, Orcs, and Therapy
|
Oct 11, 2021 |
|
Mom's Spaghetti
|
Oct 04, 2021 |
|
Rats!
|
Sep 27, 2021 |
|
Roomba Thinks Your Allbirds Are Shit
|
Sep 24, 2021 |
|
Superfund my Government
|
Sep 20, 2021 |
|
Why is it Always Wire Fraud
|
Sep 13, 2021 |
|
How to Win Fans and Influence Vans
|
Sep 06, 2021 |
|
Two Billionaires, One Boat
|
Aug 30, 2021 |
|
SPACs, Burritos, and Electric Vehicles
|
Aug 23, 2021 |
|
Space Dicks and Mega Roth IRAs
|
Aug 16, 2021 |
|
Why Are We Here?
|
Aug 09, 2021 |
|
Welcome to The Liquidity Event
|
Jul 15, 2021 |