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The Liquidity Event | Money and Finance with Shane and Ally Jane

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.

info_outline Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen 05/30/2025
info_outline Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller 05/23/2025
info_outline Spies in FinTech, Tax Shakedowns, & Surviving Market Storms 05/20/2025
info_outline Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off 05/09/2025
info_outline AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves 05/02/2025
info_outline NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless 04/25/2025
info_outline 7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business 04/18/2025
info_outline Tariff Chaos, Circle IPO & Angel Investing 04/11/2025
info_outline Corporate Espionage, AI Exam Hacks & Money Questions From Reddit 04/04/2025
info_outline Stock Market Volatility, Long-Term Investing & Dave Ramsey’s “Morality” 03/21/2025
info_outline Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale 03/14/2025
info_outline CoreWeave IPO + Real Talk on Starting a Business 03/07/2025
info_outline The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims 02/28/2025
info_outline Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise 02/21/2025
info_outline Spotify's Soaring Stock Price & the Great Wealth Transfer 02/14/2025
info_outline Trump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women 02/07/2025
info_outline Deep Seek, Dropping Rents, & Gaming Credit Scores 01/31/2025
info_outline Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies 01/24/2025
info_outline Alaska Airlines, FinTech Fails & Timing Your Exit 01/17/2025
info_outline 2025 IPO Outlook: Is the Freeze Finally Over? 01/10/2025
info_outline Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale 12/20/2024
info_outline Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day 12/06/2024
info_outline Year-End Tax Planning Strategies (While You Still Can!) 11/29/2024
info_outline Delta Diamond is a Girl's Best Friend 11/22/2024
info_outline Trump Tax Policy 2025—Fact vs Fiction 11/15/2024
info_outline Donor Advised Funds (The Good, The Bad, & The Ugly) 11/08/2024
info_outline Open Enrollment: Because Your Future Self Will Thank You 10/25/2024
info_outline OpenAI News: Funding, Valuation & Tender Offer for Employees 10/11/2024
info_outline A Beige Flag Economy? 2024 Q3 Market & Investment Commentary 10/03/2024
info_outline Turistas Go Home: Should I Buy a Vacation Home Abroad? 09/27/2024
 
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