The Liquidity Event

De: Brooklyn FI
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  • Resumen

  • 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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Episodios
  • Having the Talk with Your Parents (No, not THAT Talk)

    Having the Talk with Your Parents (No, not THAT Talk)
    Aug 23 2024

    In this episode of The Liquidity Event Podcast, AJ and John tackle one of life's trickiest conversations—how to talk money with aging parents. Maybe it's time to check in with your folks about their financial planning. We dive into gift taxes, picking up bills as gifts, and the subtle art of helping your parents financially without overstepping. Plus, we’re sharing real stories about estate planning, avoiding scams, and the importance of being vulnerable with loved ones.

    Looking for more tips on how to talk money with your aging parents? Check out our blog for more insights: How to Talk Money and Aging.

    Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod?
    Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/
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    42 m
  • Lifestyle Creep & What It Can Cost You

    Lifestyle Creep & What It Can Cost You
    Aug 16 2024

    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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    39 m
  • Monday's Market Madness and Why Everyone is Getting Scammed

    Monday's Market Madness and Why Everyone is Getting Scammed
    Aug 9 2024

    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 the air: https://memo.fm/theliquidityevent/

    Email us with your questions at liquidityevent@brooklynfi.com
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    38 m
Exito Profesional Economía Finanzas Personales
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