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 ...
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In this episode of The Liquidity Event, AJ and Shane tackle the realities of lifestyle creep and what it can cost you. They chat about how skyrocketing post-pandemic rent rates are squeezing wallets, dive into the story of a Japanese saver who played it safe only to face a weakening yen, and explore the phenomenon of Instagram-worthy homes.…
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Monday's Market Madness and Why Everyone is Getting Scammed
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Welcome to Episode #113 of the Liquidity Event Podcast! This week, AJ and Shane are diving into the wild world of market volatility. Is the market dipping or is something more sinister at play? Join us as we break down the latest financial news and uncover the scams that are catching everyone off guard. Leave us a voicemail and we'll answer it on t…
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Ever wondered what makes a perfect business partnership? In this episode of the Liquidity Event Podcast, AJ and Shane dive into the nitty-gritty of choosing the right business partner. From deciding ownership percentages to real-life stories that will have you both laughing and taking notes. Listen in and discover the secrets to a thriving partners…
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In this episode of the Liquidity Event Podcast, AJ and Shane tackle the story of a couple who won the Powerball but faced tragic consequences when investing their winnings with an insurance salesman. They also answer a listener's question about the financial reality of marrying your long-term partner. Don't miss this! Got questions? Leave us a voic…
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Join hosts AJ and Shane on this episode of the Liquidity Event Podcast as they tackle the financial stress of summer weddings. Discover how to manage wedding expenses without falling into debt, featuring real-life stories and expert advice. Plus, they answer a listener's question about the collapse of Synapse Bank, discussing the safety of online b…
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Join Shane and guest co-host John on the Liquidity Event Podcast as they explore the enduring 4% rule in retirement planning. They delve into its history, effectiveness, and relevance for those aiming for early retirement - along with some its pitfalls. Is it merely useful guideline or should it be part of your journey to financial independence? We…
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This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated t…
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This week on the Liquidity Event Podcast, AJ & Shane dive into the heart of the housing crisis. In this episode, they discuss the surprising ways climate change is impacting home insurance, making it harder for people to protect their properties. Whether you're a homeowner, renter, or just curious about the future of housing, this podcast is for yo…
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A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money
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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 finan…
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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 …
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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)…
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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 quest…
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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 …
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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 kn…
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The 100 Things We’ve Done to Level Up Our Business (And Our Lives)
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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 busines…
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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 frien…
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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 w…
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Get ready for a special episode of "The Liquidity Event" podcast with AJ and Brett! Join them as they share their own scam stories and explain how to protect yourself and your loved ones. From music streaming fraud to cloning voices in fake kidnappings, we've got all the scams. Discover why Googling certain words is risky, how seniors are targeted,…
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Get ready to laugh, learn, and ponder the mysteries of life on the Liquidity Event Podcast! We've got a FAFSA makeover, a new Attentive CEO, the dangers of youth social media use, and AIs doing paralegal work. On a lighter note, Shane and AJ have a lot to say about Portugal's golden visa program. Shane looks forward to welcoming you to his Algarve …
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Big Tech, Big Sharks, and Big Boomer Billionaires
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It's another episode of The Liquidity Event and AJ is back in the saddle and has a lot of catching up to do. Is trading stocks 24 hours a day a good thing? We think Robinhood's new 24/7 trading promise is bad news. We've got breaking news from the tax world too. Brace yourselves for a new IRS free e-filing system. Oh, and we have a meaty New York T…
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Get ready for an entertaining journey through the world of finance with The Liquidity Event! Join us as we sail through absurd jobs, boat rental success stories, recalled exercise bikes, VC firm squabbles, coastal city exodus, Amazon's epic MMO adventure, even a surprising Windows 11 and iOS collaboration and credit-card debt! -Don’t forget to Join…
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Episode 93: The Debt Ceiling vs. The Glass Ceiling
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Join us on the Liquidity Event Podcast for the latest business news that will make you laugh and cry and want to smack a banker. From TSMC's €10 billion chip fab plans in Germany to better IRS service and earlier debt deadlines, we cover it all. Find out why Shopify is cutting its workforce but its shares are surging, and how some TurboTax users mi…
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Get ready for the juiciest news in tech and finance on this week's episode of The Liquidity Event! We're talking about everything from JPMorgan's Silicon Valley takeover to a shocking report that companies are cheating the H-1B visa lottery. Plus, we'll dish on the gender earnings gap, inflation, and why a 37-year-old making over $200K is ready to …
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Episode 91: Speed Dating the Banking Meltdown
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Welcome to the Liquidity Event Podcast, where we cover the latest and craziest finance headlines. From Apple's AI-powered health coaching to a $3.4 billion crypto heist, we've got you covered. Join us as we discuss why more female executives don't play golf, the EPA's new rules for electric vehicles, to SeatGeek’s confidential S-1 filing. Plus, we'…
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On a special episode of the Liquidity Event, our hosts welcome Matt, a machine learning expert with a lot to say about AI. We talk language models, statistics, prompt engineers, ChatGPT, and the humanity of AI. If you’re into AI or fear your laptop is sentient, listen to this episode. Longtime listener? Complete a survey for $10! Want to know more …
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Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up
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Dive into the latest episode of the Liquidity Event Podcast, where we tackle the complexities of moving to a no-income-tax state, Amazon's rethinking of employee stock rewards, and Walmart's electrifying plan for 2030. Uncover the hidden mega yachting with Justice Clarence Thomas and the ambitious IRS hiring spree. We question Forbes' 30 under 30 j…
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It's another episode of the Liquidity Event. We've got taxes on NFTs and real-life Star Wars! Space X is trying to throw 30,000 satellites into orbit and justify their 140 billion dollar valuation. We've also got word that Apple launched its own buy now, pay later service, but don't worry, you still have plenty of other options to go into debt with…
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A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto
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Welcome to the Liquidity Event Podcast! In this episode, we'll discuss Microsoft Bing's latest shenanigans with OpenAI's DALL-E AI, turning text into images faster than you can say "Mona Lisa." We'll also dive into the latest housing market trends, where home prices have taken a tumble for the first time in 11 years. Plus, the FTC is cracking down …
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Welcome to the Liquidity Event podcast, where we dive deep into the shit you read about but are too busy to care. This week, we discuss Stripe's impressive fundraising haul and their plan to provide employee liquidity. But before we pop the champagne, let's not forget about the banking crisis deepening with Credit Suisse's merger into UBS suspended…
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Welcome to The Liquidity Event, where Biden plays Robin Hood with billionaire taxes and rich investors get a reality check. Watch Stripe's casual $6B fundraise, while Twitter chuckles over the IRS's "honor among thieves" income reporting. Witness the birth and death of a startup bank and grab tissues for the SVB soap opera with insider trading, law…
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Longevity, Mail Fraud, and an 8 Billion Dollar IPO
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Welcome to the Liquidity Event podcast! In this episode, we cover Dr. David Sinclair's consumer longevity company, Tally Health, which promises to reverse aging. The Supreme Court also ruled that bankruptcy filers can no longer avoid debt incurred by someone else's fraud - because let's face it, who doesn't love being punished for someone else's mi…
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Tough Tax Times Ahead for TikTok Influences
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On this episode of the Liquidity Event podcast, we cover Amazon's $3.49 billion deal for One Medical and why we are surprisingly excited about it. AJ asks our listeners to vote on the next book she reads, so don’t let her down. In other news, companies tested a four-day workweek and decided they don't want to stop, proving that work-life balance is…
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Welcome to the Liquidity Event podcast, where we bring you all the latest news that makes you question your life choices. Join us as we discuss Gov. DeSantis' brilliant plan to ban ESG investing in Florida, because who needs a sustainable future when you can just live in the present, right? We'll also be talking about the latest Airbnbust, where a …
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Psychotropics, Small Businesses, and Supplements
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It’s already mid-February, are you keeping up with your new year’s resolutions? Eat better? Get more exercise? Listen for some of the crazy supplements and age-defying stunts Silicon Valley's elites are playing with. Despite continued layoff across the board, our hosts are pleased to hear that JP Morgan is actually hiring small business bankers to …
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It's the big 8-0, dear listeners, and Shane and AJ are back with that sweet, sweet finance content you love! Middle managers have emerged as a top target in recent tech company downsizing, Dell has laid off 5 percent of its employee base internationally, and 517,000 new jobs were created in the U.S. in January. Next on deck is the growing antitrust…
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We've pulled Bobby out of the producer's seat and into the cohost hot seat as he joins AJ this week to discuss some big topics in tech and finance. First up is Amazon's launch of RxPass, followed in no particular order by so-called anti-Airbnb laws, SpaceX's Starship testing, Google's musical answer to the AI boom, some flippant fish taking over a …
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Welcome back, dear listeners! Your hosts AJ and Shane are here with the week's financial news. Here's what's on deck: ChatGPT parent OpenAI's valuation has nearly doubled and the company is coming for Google's lunch. Speaking of Google and lunch, we hear Larry Page and Sergey Brin were called back to HQ to help win the AI race. If you haven't seen …
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Shane and AJ are back in full force this week with post-retreat energy and real talk on crypto, ChatGPT being used by hackers to write malware, semi-sentient AI, and the inevitability of mankind's demise. You'll also hear about plagiarism and grilled cheese. Listen up and only share this episode with the coolest people you know. <3 Links Crypto Was…
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Shane and AJ have missed each other and missed our listeners even more. In this episode we'll find more awful tech layoff news, a floppy IPO from Mattress Firm, a cruise ship living update, and some insight on our upcoming BKFi retreat in beautiful sunny Los Angeles, California. Correction: there is historic flooding in Los Angeles, CA and our whol…
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It's the first episode of the year, dear listeners! AJ Ayers and guest host John Owens talk about the upcoming BKFi retreat, new year's resolutions, Binance's pending $1 billion acquisition of bankrupt crypto lender Voyager Digital, offshore (cruise ship) living, and the comprehensiveness of Secure Act 2.0. Don't miss the quick takes on the veritab…
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AJ and John close out the year with some shocking stats on IPOs, the biggest scam of 2022 (Hint: SBF), new year's financial resolutions, and much more! Links Renaissance Capital's 2022 US IPO Market Review Worst Scam of 2022: SBF + FTX How Sam Bankman-Fried swindled $8 billion in customer money, according to federal prosecutors Best last laugh: Dog…
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Guest host and software developer Matt Phair joins AJ this week to talk about e-scooter manufacturer VinFast's brand-new IPO filing, SpaceX's tender offer, ChatGPT and artificial intelligence, Amtrak's new Airo trains, and more! In podcast news, it's easier than ever to drop us a message: Record a quick question for us at memo.fm/theliquidityevent …
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It's confirmed, dear listeners: FTX is worse than Enron. Join AJ and John as they talk about the joys of watching criminals being brought to justice. They also cover topics including why you shouldn't invest your retirement funds in crypto, how joint bank accounts are basically saving relationships, and the implications of BNPL (buy now, pay later)…
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This week, we have two guest hosts covering all you need to know about fintech and holiday spending. Join BKFi Director of Financial Planning John Owens and Associate Financial Planner Kurtis Rohlf as they discuss mutual funds, office bullying, the metaverse, must-know facts about holiday spending, and Robinhood's pursuit of retirement dollars. Bun…
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Shane Mason and John Owens cover FTX updates, BlockFi's bankruptcy, subscriptions to drive your car faster, the Amazon Alexa dumpster fire, and more data for Facebook/Meta. Guard yourselves, dear listeners! Major tax-filing websites are sharing your income data with Meta, says Ars Technica. Alexa is costing Amazon wayyy more money than it's making-…
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Gobble gobble, turkey fans! It's the special Thanksgiving episode of the Liquidity Event Podcast! Join AJ and Shane as they discuss the scarce IPO market, Tinder's recession-proof service, a run-through of headline hot takes, and a moment of gratitude--which makes this the all-time sweetest podcast episode ever. Happy Thanksgiving! Links Tinder: Mo…
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Ugh, are we talking about Elon AGAIN? Well, yeah, but he's running so spectacularly wild, it reminds us of the joke about a horse wreaking havoc in a hospital. There's no protocol, so I guess we're all just watching. Blue checks backfired again with the fake Eli Lilly account Tweeting "Insulin is free," shining a big light on two things: That the p…
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Well, listeners, Elon's less than a week in and already making unpopular moves by gutting the employee base at Twitter by 50 percent, leaving 3,000 people without jobs. Lawsuits pending. Twitter's not alone in the tech recession, though. Stripe has also announced that it will lay off 14 percent of its employees, alongside a bevy of companies announ…
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The slowest IPO month in over a decade is a hot topic in today's episode, dear listeners! Followed by an update on the Hong Kong stock exchange timed well in the year of the rabbit (that was a multiplication joke) and a revelation that artificial intelligence knows how much you are willing to pay for a plane ticket before you do! Also on deck are i…
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The One With Dr. Shots & Underwater-Stock-Options Ariel
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Happy Halloween, dear finance fans! This week, we have some scary cool tech topics to discuss, starting with Amazon's frightening freefall in talent retention. The en vogue expression for when someone is fired from a company? "We call that unregretted attrition," says Amazon via leaked documents. Read: Addition by subtraction. Pro-tip, Amazon: If y…
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