Shows / The Liquidity Event | Money and Finance with Shane and Ally Jane
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…
Episodes
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Anthropic's IPO, California's Billionaire Tax and Social Security's Dirty Secret — Episode 204
AJ is joined by Stu Connelly for his very first podcast appearance. They dive straight into the Anthropic public S-1, what it reveals about the company and…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Trump Accounts Get Complicated, SpaceX Lockup Updates and 351 Exchanges After the IRS Ruling — Episode 203
Shane and AJ are back, spooky season is in full swing, and AJ's book comes out in three weeks. They kick things off with a Reddit question from someone who has…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Estate Planning Gone Wrong, Anthropic's Investor Day and Rising Interest Rates — Episode 202
It's Tax Day, and AJ is joined by Senior Financial Planner Ed Zolotarev for a wide-ranging episode that covers estate planning horror stories, AI models going…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
7% Mortgages, Oura Ring Pulls Its IPO and Could AI Empty Your Bank Account? — Episode 201
Shane and AJ are back together after XYPN in San Diego, and they have a lot to catch up on before getting into the articles. There's the St. Louis gunfight…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
200 Episodes, the nScale IPO, & Oura Ring Goes Public — Episode 200
200 episodes. Shane and AJ are back together and they have a lot to catch up on. Ibiza, Future Proof, Martinis and Mortality, and a Time Magazine article about…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Rest in Peace Dolly Parton, Summer Reading, and Billionaire Philanthropy — Episode 199¾
AJ is back, and she brought senior planner Melanie Taylor along for a special episode that has absolutely nothing to do with markets, IPOs, or interest rates…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
AI Compute Futures, Stripe's Singularity Announcement and Wealth Management's $3 Trillion Problem — Episode 199.5
Shane is joined by BKFi tax manager Tiffini Parker for a jam-packed half episode covering AI compute markets, Stripe's singularity announcement, wealth…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Trump Accounts, California's Wealth Tax and Do You Actually Need an LLC? — Episode 199
Shane and Kody Sherlund are back for episode 199, one away from a big milestone, with a packed slate covering tax policy, tech layoffs, opportunity zones…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Gambling Is Now America's Favorite Pastime, The OpenAI vs Anthropic IPO Race and AI Solopreneurs — Episode 198
Shane is joined by senior financial planner Ed Zolotarev for a wide-ranging episode covering gambling, tattoos, sleep trackers, IPO races, and the golden age…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Flock Safety Under Fire, SpaceX's IPO Disaster and the Millennial Wealth Split — Episode 197
Shane is joined by Kody Sherlund for a packed episode covering surveillance cameras, rocket ships, World Cup tax bills, and why the millennial generation is…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
AI Bodyguards, Childcare Deserts and Private Market FOMO — Episode 196
Shane and Ethan are back for another week, this time with gin and tonics and World Cup jerseys. Episode 196 covers a Wall Street Journal piece on the AI…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Nepo Sandwich Babies, Billionaires Buying Sports Teams and the Pied-à-Terre Tax — Episode 195
Shane and Ethan are back, and the World Cup jerseys are out. Episode 195 covers the Jersey Mike's IPO and the Forbes disclosures revealing that family members…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Bobby Bonilla Day, Sports Team Valuations and the Rise of Women's Sports — Episode 194
Happy Bobby Bonilla Day. Every July 1st, the New York Mets pay Bobby Bonilla $1.2 million, and they will continue to do so until 2035. It is one of the most…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
SpaceX IPO Day, AI Cybersecurity Risks and When an S Corp Actually Makes Sense — Episode 193
AJ is joined by Ethan, BKFi's bookkeeper extraordinaire and tax expert, for a wide-ranging episode recorded on the actual day of the SpaceX IPO. They dig into…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Slumlord Training Camp, AI's Two Track Labor Market and the Nest Egg Protection Act — Episode 192
AJ is fresh off the best concert of her life, and Shane is headed to the World Cup, so episode 192 kicks off with appropriate energy before diving into some of…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
The Economics of Egg Freezing, Fertility's Last Taboo and Building Cofertility with Special Guest, Lauren Makler — Episode 191
AJ is joined by special guest Lauren Makler, co-founder and CEO of Cofertility, for one of the most honest and eye-opening conversations The Liquidity Event…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190
IPO season is heating up and AJ and Shane West are back after a whirlwind few weeks that included a company retreat upstate, a client event in Williamsburg…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Semi-Annual Reporting, Rent on Your Credit Score and ChatGPT's Portfolio Fail — Episode 189
AJ and Shane are back and gearing up for two weeks of back-to-back travel, a BKFi team retreat in New York and the launch of Gemifi at FPA NorCal in San…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Spirit Airlines, Rising Insurance Premiums and the $165 Billion Annoyance Economy — Episode 188
AJ is in Minneapolis keynoting at NAPFA, so Shane holds down the fort with BKFi Tax Manager, Tiffini Parker. They kick off with the official end of Spirit…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Two Americas, Financial Infidelity and SpaceX's $60 Billion Bet — Episode 187
Corporate America is printing money. Everyday Americans are paying $7 for a gallon of gas. And somehow both things are true at the same time. In Episode 187 of…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Money, Kids and Generational Wealth with Special Guest Charlotte Geletka — Episode 186
What if the most important financial conversation you ever have isn't with your advisor, it's with your kids? In Episode 186 of The Liquidity Event, AJ is…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Tax Day Confessions, The Upper Middle Class Trap, and the SpaceX IPO — Episode 185
It's Tax Day, and Shane and Kody are in their element. In Episode 185 of The Liquidity Event, they kick off with a behind-the-scenes look at what tax season…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Episode 184: Expat Retirement Planning, Dual Citizenship Taxes, and the Babylist IPO
Can you keep your 401k when you move abroad? What happens to your Roth IRA if you live in France? And is a baby registry company really worth watching as an…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183
Q1 started strong and then the final stretch changed everything. In Episode 183 of The Liquidity Event, AJ and John break down what actually happened in the…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
BuzzFeed's AI Collapse, Coinbase vs. Big Banks, and the SpaceX IPO Is Official - Episode 182
In Episode 182 of The Liquidity Event, Shane and Kody break down a week of major financial headlines that highlight just how fast markets and technology are…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Mega IPOs, AI at Work and Why Everyone's Exhausted - Episode 181
AI is everywhere right now. In IPO markets, in SaaS business models and in your day to day workflow. On this week's episode of The Liquidity Event, Shane and…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
AI Replacing Advisors, 401(k) Hardship Withdrawals, & 24/7 Tokenized Stocks – Ep 180
On this week's episode of The Liquidity Event, AJ and Shane unpack what's happening at the intersection of AI, financial advice, and investor behavior. Shane…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
AI Doomsday Scenarios, Power Plants in Small Towns, & The $10M Advisor Fee Debate – Ep 179
On this week's episode of The Liquidity Event, Shane and AJ break down the viral "Settrini Report," a fictional yet plausible AI scenario that rattled markets…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Anthropic vs The Pentagon, Boomers Control the Market, and the AI Era Debate – Ep 178
Are AI companies about to clash with the U.S. government? On this week's episode of The Liquidity Event, AJ and Shane break down rising tensions between…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
SpaceX's $50B IPO, AI Salary Gaps & Trusting ChatGPT With Your Taxes? – Ep 177
Is SpaceX about to break the IPO playbook? And what happens when AI salaries completely reshape relationship dynamics? On this week's episode of The Liquidity…
The Liquidity Event | Money and Finance with Shane and Ally JaneAn IRS Agent's Side Hustle, Anthropic's $300B Tender, & Can You Afford a $1.8M Home? – Ep 176
In Episode 176 of The Liquidity Event, Shane is joined by Brooklyn Fi Senior Financial Planner Kody Sherlund to unpack a mix of personal finance headlines and…
The Liquidity Event | Money and Finance with Shane and Ally JaneThe Richest Americans Ever, SpaceX's Mega Merger, and Regret Investing Too Conservatively – Episode 175
In this episode of The Liquidity Event, Shane is joined by John Owens to dig into wealth, concentration, and how quickly the winners in American capitalism can…
The Liquidity Event | Money and Finance with Shane and Ally JaneChildcare Costs, Private Equity Ruining Everything, and When to Wake Up – Episode 174
In this episode of The Liquidity Event, AJ is joined by Caitlin, Brooklyn Fi's Director of Financial Planning, to unpack why the math of modern life feels so…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Rebroadcast: Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
Note: This episode is a rebroadcast of Shane Mason's appearance on the Only Fee-Only podcast. This week on The Liquidity Event, we're sharing a rebroadcast of…
The Liquidity Event | Money and Finance with Shane and Ally JaneNuclear Energy, Tax Reform, and the Med Spa Economy – Episode 172
In this episode of The Liquidity Event, AJ and Shane cover a wide-ranging mix of energy policy, tax reform, tech culture, and the strange economics of looking…
The Liquidity Event | Money and Finance with Shane and Ally JaneNew York Data Privacy, K-Shaped Tax Cuts, All-Cash NYC Real Estate, and Annuity Myths – Episode 171
In this episode of The Liquidity Event, AJ and Shane kick off the new year with a wide-ranging conversation that spans data privacy, tax policy, real estate…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
New York Tax Exit Myths, OpenAI Equity Donations, and IPO Scam Warnings – Episode 170
In this episode of The Liquidity Event, AJ and Shane kick off the new year by breaking down why leaving New York to avoid taxes is far harder than many high…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Rebroadcast: John Owens on Year-End Equity Compensation Planning
Today we're sharing a special rebroadcast of John Owens's appearance on The Long Term Investor with Peter Lazaroff. In this episode, John breaks down a clear…
The Liquidity Event | Money and Finance with Shane and Ally JaneThe AI Bubble Debate, SpaceX Liquidity, and Escaping High-Tax States – Episode 168
In this episode of The Liquidity Event, AJ and Shane dig into the trillion-dollar AI ecosystem, from NVIDIA's massive market cap to the circular funding loops…
The Liquidity Event | Money and Finance with Shane and Ally JaneRags-to-Riches Reality, Tech Monopoly Meltdowns, and Smarter FSA Spending – Episode 167
In this episode of The Liquidity Event, AJ and Shane dive into billionaire wealth gaps, UK "rags to riches" stories, and what happens when fast financial…
The Liquidity Event | Money and Finance with Shane and Ally JaneACA Sticker Shock, Student Loan Chaos, and AI in Space – Episode 166
In this episode of The Liquidity Event, AJ and Shane regroup after a failed recording attempt and dive straight into Thanksgiving chaos, rising ACA premiums…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
In this episode of The Liquidity Event, AJ and Shane recap Brooklyn FI's estate planning party at Clover Club, complete with notaries, crystal balls, and…
The Liquidity Event | Money and Finance with Shane and Ally JaneEpisode 164 – 50-Year Mortgages, Housing Market Woes, and the AI Spending Bubble
In this episode of The Liquidity Event, AJ and Shane cover everything from shattered mirrors to shattered housing markets. AJ shares an update on her book…
The Liquidity Event | Money and Finance with Shane and Ally JaneNASCAR Lawsuits, Billionaire Taxes, and AI Power Plays – Episode 163
In this post–Election Week episode of The Liquidity Event, AJ and Shane dive into New York City's new mayor, former rapper Zohran Mamdani, and what his win…
The Liquidity Event | Money and Finance with Shane and Ally JaneEpisode 162 - Gambling Governors, Poker Scams, and The Louvre Heist
In this Halloween-week episode of The Liquidity Event, AJ and Shane gamble their way through Atlantic City stories, poker scandals, and billionaire luck. AJ…
The Liquidity Event | Money and Finance with Shane and Ally JaneEpisode 161 - Nobel Winners Off the Grid, Italy's Billionaire Tax Haven, and Reddit's $750K Question
In this episode of The Liquidity Event, Shane and guest host Ed Z cover everything from Nobel laureates disappearing into the woods to Italy's flat-tax…
The Liquidity Event | Money and Finance with Shane and Ally JaneEpisode 159 - IPOs Are Back, Hamburger Helper Economics, and $800 Credit Cards
In this episode of The Liquidity Event, AJ and Shane cover everything from IPOs making a comeback to Hamburger Helper as a recession indicator. They dive into…
The Liquidity Event | Money and Finance with Shane and Ally JaneFuture Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158
In this episode of The Liquidity Event, AJ and Shane return from the Future Proof Wealth Management Festival with stories of Weezer, Bush, and the perils of…
The Liquidity Event | Money and Finance with Shane and Ally JaneAI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157
In this episode of The Liquidity Event, Shane (aka Delta Juan Enjoyer) joins Ally to unpack Taylor Swift and Travis Kelsey's engagement and why it's a perfect…
The Liquidity Event | Money and Finance with Shane and Ally JaneAI, Money, and Modern Dating - Episode 156
In this episode of The Liquidity Event, AJ and Shane dive into how they're using AI in everyday life, from food tracking to coding help, before tackling bigger…
The Liquidity Event | Money and Finance with Shane and Ally JaneDial-Up, AI, and $1 Million Questions - Episode 155
In this episode of The Liquidity Event, John guest stars alongside AJ to celebrate and mourn the end of AOL dial-up after 30 years, reminiscing about AIM…
The Liquidity Event | Money and Finance with Shane and Ally JaneBillion-Dollar Breakups, ChatGPT 5, and How to Navigate Your 401(k) - Episode 154
In this episode of The Liquidity Event, Shane and Kurtis dive into the start of Tax Planning Season at BKFi, unpack Figma's billion-dollar breakup, and discuss…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Sore Losers, Crypto Regulation, & Secret Code Words: Episode 153
In this episode of The Liquidity Event, AJ and Shane reflect on their first-ever company retreat where AJ admits to being a sore loser, break down the…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Money Moves: Tax Breaks, Return to Office Woes & Lost Retirement Accounts
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…
The Liquidity Event | Money and Finance with Shane and Ally JaneBKFi Takes On The One Big Beautiful Bill | The Liquidity Event Episode 151
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…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
How Buy Now, Pay Later Impacts Your Credit, Alternative Investments & Takeaways from the First Half of 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…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!
Hear your Liquidity Event host, Ally Jane Ayers, share expert insights on budgeting, investing, and managing money on the Hello Prenup Podcast with Julia…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
In this episode, AJ and Shane break down why every VC-backed IPO in the past 12 months has been a "down round" and what that means for your equity. Then they…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen
In this episode of The Liquidity Event, hosts Shane Mason (reporting from Ireland! ) and AJ Ayers discuss the showdown between President Trump and Harvard and…