The Liquidity Event | Money and Finance with Shane and Ally Jane

By Brooklyn Fi

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Category: Investing

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Subscribers: 2
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Episodes: 204

Description

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.

Episode Date
Rest in Peace Dolly Parton, Summer Reading, and Billionaire Philanthropy — Episode 199¾
Sep 10, 2026
AI Compute Futures, Stripe's Singularity Announcement and Wealth Management's $3 Trillion Problem — Episode 199.5
Aug 27, 2026
Trump Accounts, California's Wealth Tax and Do You Actually Need an LLC? — Episode 199
Aug 13, 2026
Gambling Is Now America's Favorite Pastime, The OpenAI vs Anthropic IPO Race and AI Solopreneurs — Episode 198
Aug 06, 2026
Flock Safety Under Fire, SpaceX's IPO Disaster and the Millennial Wealth Split — Episode 197
Jul 30, 2026
AI Bodyguards, Childcare Deserts and Private Market FOMO — Episode 196
Jul 23, 2026
Nepo Sandwich Babies, Billionaires Buying Sports Teams and the Pied-à-Terre Tax — Episode 195
Jul 16, 2026
Bobby Bonilla Day, Sports Team Valuations and the Rise of Women's Sports — Episode 194
Jul 01, 2026
SpaceX IPO Day, AI Cybersecurity Risks and When an S Corp Actually Makes Sense — Episode 193
Jun 25, 2026
Slumlord Training Camp, AI's Two Track Labor Market and the Nest Egg Protection Act — Episode 192
Jun 18, 2026
The Economics of Egg Freezing, Fertility's Last Taboo and Building Cofertility with Special Guest, Lauren Makler — Episode 191
Jun 11, 2026
Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190
Jun 04, 2026
Semi-Annual Reporting, Rent on Your Credit Score and ChatGPT's Portfolio Fail — Episode 189
May 14, 2026
Spirit Airlines, Rising Insurance Premiums and the $165 Billion Annoyance Economy — Episode 188
May 07, 2026
Two Americas, Financial Infidelity and SpaceX's $60 Billion Bet — Episode 187
Apr 30, 2026
Money, Kids and Generational Wealth with Special Guest Charlotte Geletka — Episode 186
Apr 23, 2026
Tax Day Confessions, The Upper Middle Class Trap, and the SpaceX IPO — Episode 185
Apr 16, 2026
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
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
SpaceX's $50B IPO, AI Salary Gaps & Trusting ChatGPT With Your Taxes? – Ep 177
Feb 19, 2026
An IRS Agent's Side Hustle, Anthropic's $300B Tender, & Can You Afford a $1.8M Home? – Ep 176
Feb 12, 2026
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
New York Data Privacy, K-Shaped Tax Cuts, All-Cash NYC Real Estate, and Annuity Myths – Episode 171
Jan 08, 2026
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
The AI Bubble Debate, SpaceX Liquidity, and Escaping High-Tax States – Episode 168
Dec 18, 2025
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
Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
Nov 20, 2025
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
Episode 162 - Gambling Governors, Poker Scams, and The Louvre Heist
Oct 30, 2025
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