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The Liquidity Event

By: Brooklyn FI
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  • Summary

  • 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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Episodes
  • Gallivanting 4% Closer to Retirement

    Gallivanting 4% Closer to Retirement
    Jun 28 2024

    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/
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    30 mins
  • You Are Not the Beneficiary

    You Are Not the Beneficiary
    Jun 21 2024

    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
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    33 mins
  • How to Solve The Housing Crisis

    How to Solve The Housing Crisis
    Jun 14 2024

    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/
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    38 mins
Career Success Economics Personal Finance
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