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The Liquidity Event

The Liquidity Event

De: Brooklyn FI
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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. Economía Exito Profesional Finanzas Personales
Episodios
  • Money Moves: Tax Breaks, Return to Office Woes & Lost Retirement Accounts
    Jul 17 2025

    On this episode of The Liquidity Event, AJ and Shane are finally reunited, and they cover everything from Missouri’s wild proposal to eliminate capital gains tax to why the return-to-office push might be hurting women more than expected. Plus, Greece’s crumbling infrastructure, sky-high babysitting rates, revoked science grants, and how to track down your long-lost 401(k). Oh… and of course, a little pasta talk.

    Key Timestamps:

    (00:00) Introductions

    (02:37) Where in the world has Shane been?

    (05:21) Greece's crumbling infrastructure and economy

    (09:51) AJ's childhood neighbor has a fascinating way of cooking chicken

    (11:00) A new bill in Missouri could eliminate capital gains altogether

    (16:00) Why women are struggling with returning to work in the office (hint, they're not)

    (20:37) Babysitters make HOW much money in 2025?

    (21:13) Is New York the place for you? (Go read AJ's Substack, Money Changes Everything, to get the low down)

    (24:10) Capitol Hill Science fair - Grants get revoked

    (29:05) Check the lost and found for your old 401(k)

    Want to know more about the One Big Beautiful BillTax and how it will affect you, register here for our webinar on July 23. We’ll explain everything you need to know.

    🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel

    🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com

    ✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent

    📱 Follow Brooklyn FI:

    LinkedIn: / brooklyn-fi

    Instagram: / brooklyn_f.i

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    32 m
  • BKFi Takes On The One Big Beautiful Bill | The Liquidity Event Episode 151
    Jul 11 2025

    What’s in the One Big Beautiful Bill Act — and how does it impact your taxes, family, equity comp, and retirement? In this episode of The Liquidity Event, AJ Ayers and John Owens break down the OBBB and what it means for high earners, tech professionals, parents, retirees, and everyone in between. We also chat micro-retirements, the new NYC mayor, charitable gifting changes, and yes, beavers with zoning issues.

    Key Timestamps:

    (00:00) Introductions

    (03:09) Zohran Mamdani the new mayor of NYC

    (07:30) Gen Z discovers micro-retirement and taking vacations

    (11:01) Beavers build a local dam in the Czech Republic while authorities await permit

    (12:54) One Big Beautiful Bill: What does this mean for Brooklyn Fi clients?

    (14:49) OBBB and QSBS

    (18:23) What does the OBBB have to do with parents of young children?

    (22:34) BKFi Boomers: What can the OBBB do for senior citizens

    (26:01) How to give back to those negatively affected by OBBB

    (28:03)Charitable Gifting Changes and the OBBB

    (31:09) Listener Question: How do I find the right accountant?

    If you’re still curious about the One Big Beautiful Bill and how it will affect you, register here for our webinar on July 23. We’ll explain everything you need to know.

    🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel

    🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com

    ✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent

    📱 Follow Brooklyn FI:

    LinkedIn: / brooklyn-fi

    Instagram: / brooklyn_f.i

    Más Menos
    35 m
  • How Buy Now, Pay Later Impacts Your Credit, Alternative Investments & Takeaways from the First Half of 2025
    Jun 27 2025

    John Owens CFP®, EA, ECA, CPWA® and Ed Zolotarev CPA, MST, CFP® fill in for AJ and Shane on this milestone 150th episode of The Liquidity Event.

    FICO (Fair Isaac Corporation) is finally figuring out what to do about your outstanding Klarna loans. We discuss how “buy now, pay later” services might soon impact your credit score.

    TLDR: It probably isn’t the best idea to finance your DoorDash order over 4 months.

    Plus, alternative investments are getting a lot of attention right now. Why are private equity firms suddenly sliding into your DMs? We examine the dry IPO market as one of the root causes.

    Then a Reddit question: how many kids should you have from a financial perspective?

    Finally, our biggest takeaways from the first half of 2025.

    Key Timestamps:

    • (6:25) FICO's buy now, pay later integration rollout

    • (9:30) Why financing experiences is financial quicksand

    • (12:20) Ed's Affirm baby monitor financing experiment

    • (15:56) Alternative investments moving down market

    • (19:20) Why the IPO drought is forcing PE firms to get creative

    • (24:10) Reddit question: How many kids should you have?

    • (29:25) First half of 2025 takeaways


    🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel
    🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com
    ✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent
    📱 Follow Brooklyn FI:
    LinkedIn: https://www.linkedin.com/company/brooklyn-fi/
    Instagram: https://www.instagram.com/brooklyn_f.i/

    Más Menos
    33 m
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