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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
  • How to Pick a Business Partner

    How to Pick a Business Partner
    Jul 26 2024

    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 partnership!

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

    Annuities Dummies
    Jul 19 2024

    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/
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    36 mins
  • Summer Wedding Budget Nightmare

    Summer Wedding Budget Nightmare
    Jul 12 2024

    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/
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    39 mins
Career Success Economics Personal Finance
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