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 voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 banks and explaining how FDIC insurance works. Don't miss this episode!

Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 cover this and whether we both should start golfing more on this weeks gallivanting episode. Tune in!

Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 that form. Join us as we unpack this wild tale and share tips on keeping your estate plans up-to-date. You won't want to miss this one!

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/
Email us with your questions at liquidityevent@brooklynfi.com

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 you! Listen now to understand the challenges and potential solutions in today's real estate landscape.

Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 financial advice, and how to avoid financial scams. Charlotte shares how the unthinkable happened to her: she fell for a financial scam. “There’s a scam out there for everyone,” she says.

Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 relatable advice and financial tips!

Got a question for us? Leave a voicemail and we'll answer it on the show: https://memo.fm/theliquidityevent/