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
Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Spies in FinTech, Tax Shakedowns, & Surviving Market Storms
Welcome to Episode 146 of The Liquidity Event! This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan. To wrap…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off
Welcome to Episode 145 of The Liquidity Event! This week, AJ and Shane tackle some big topics: Are individual investors smarter than the "smart money" hedge…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
AJ Ayers on The Long Term Investor: Got Stock Options? Don't Miss These Year-End Moves
Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff's podcast, The Long-Term Investor! In this focused…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless
In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
Happy 7th Anniversary to Brooklyn Fi! 🎉 In this special episode of The Liquidity Event, Shane Mason & AJ Ayers reflect on the seven biggest lessons they've…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Tariff Chaos, Circle IPO & Angel Investing
Market shocks, crypto moves, windfalls, and punk rock? Shane Mason & AJ Ayers unpack the latest financial news and listener questions in this episode of The…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Corporate Espionage, AI Exam Hacks & Money Questions From Reddit
In this episode of The Liquidity Event, AJ and Shane dive into tech drama, AI disruption, and financial advice with a little spice. Key Timestamps: (00:00) -…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Stock Market Volatility, Long-Term Investing & Dave Ramsey's "Morality"
In this episode of The Liquidity Event, BKFi's AJ Ayers and Eduard Zolotarev tackle market volatility head-on, explore the recent Taco Bell product launch…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale
In this special episode of The Liquidity Event, BKFi leaders John and AJ interview tax attorney Christopher Karachale about Qualified Small Business Stock…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
CoreWeave IPO + Real Talk on Starting a Business
In this episode of The Liquidity Event, AJ and Shane analyze CoreWeave's transformative journey from crypto trading platform to AI infrastructure powerhouse &…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims
In this episode of The Liquidity Event: Money & Finance with AJ and Shane, we explore how demographics shape friendship networks, examine Elon Musk's…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Spotify's Soaring Stock Price & the Great Wealth Transfer
In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we discuss Spotify's soaring stock price, the reality of New York real estate's…
The Liquidity Event | Money and Finance with Shane and Ally JaneTrump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women
In this week's episode of The Liquidity Event: Money & Finance with Shane and AJ, we tackle Trump's tariffs, humanoid robots in manufacturing, and baby boomer…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Deep Seek, Dropping Rents, & Gaming Credit Scores
Join AJ Ayers, CFP®, EA, CEP, and John Owens, CFP®, EA, ECA, CPWA® as they dive into the biggest financial headlines of early 2025, from AI market shakeups to…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
In this episode of the Liquidity Event: Money and Finance with Shane and Ally Jane, we cover everything you need to know about RSUs, from basic tax…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Alaska Airlines, FinTech Fails & Timing Your Exit
In this episode, AJ & Shane discuss Alaska Airlines' ambitious challenge to Delta, financial frauds in the FinTech space, and tackle a trending Reddit question…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
2025 IPO Outlook: Is the Freeze Finally Over?
Happy 2025! Ally Jane and Shane kick off the year with a deep dive into which major private companies might finally go public. From SpaceX to Canva, we break…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
In this final episode of 2024, hosts AJ and John explore the complexities of handling sudden unexpected windfalls, major financial decisions like purchasing a…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day
In this episode of The Liquidity Event, hosts AJ and Shane discuss year-end business planning and tax optimization strategies. They break down: Essential…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Year-End Tax Planning Strategies (While You Still Can!)
In this episode of The Liquidity Event, hosts AJ and Shane tackle year-end tax planning strategies (what you can still do!). They break down: The importance of…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Delta Diamond is a Girl's Best Friend
In this episode of The Liquidity Event, hosts AJ and Shane demystify airline loyalty programs and credit card rewards. They break down: When airline status is…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Trump Tax Policy 2025—Fact vs Fiction
As the election dust settles, we're discussing what a Trump-led administration will mean for tax policy and your finances in 2025 and beyond. A lot of promises…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Donor Advised Funds (The Good, The Bad, & The Ugly)
In this episode of The Liquidity Event, hosts AJ and Shane talk donor advised funds & charitable giving. They discuss: Why Donor Advised Funds were created How…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Open Enrollment: Because Your Future Self Will Thank You
In this episode of The Liquidity Event, hosts AJ and Ed dive into the annual workplace tradition we all love to hate: Open Enrollment Season. While logging…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
OpenAI News: Funding, Valuation & Tender Offer for Employees
In Episode 122 of The Liquidity Event, Shane and AJ discuss the latest news surrounding OpenAI's funding and valuation, including a potential tender offer for…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
A Beige Flag Economy? 2024 Q3 Market & Investment Commentary
In this episode, AJ and John take a deep dive into Q3 of 2024. From major global events like the Olympics and the resolution of the Hollywood strike to big…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Turistas Go Home: Should I Buy a Vacation Home Abroad?
In this episode of The Liquidity Event, hosts Shane and AJ explore the complexities of owning a vacation home in a foreign country. While the idea of sipping…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Trust Me: Kids, Money & Savings Lessons from our Youth
Welcome to Episode 119 of The Liquidity Event! Shane and John discuss some of the big questions parents ask when it comes to finances and their children. They…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Cash Stash: How much should you keep liquid?
In Episode 118 of our podcast, AJ and Shane address three financial questions that could impact your cash flow and family dynamics: How Much Liquid Cash is…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
IPO Roadshow Caught in the Burning Man Desert Storm
IPOs, a desert storm, and the surprising intersection between Burning Man and Wall Street. This week, AJ and John break down all things IPO. Learn what to do…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Millennial Wealth: Lost and Found!
Millennials are now wealthier than previous generations were at their age—and yes, we're just as surprised as you are. In Episode 116 of The Liquidity Event…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Having the Talk with Your Parents (No, not THAT Talk)
In this episode of The Liquidity Event Podcast, AJ and John tackle one of life's trickiest conversations—how to talk money with aging parents. Maybe it's time…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Lifestyle Creep & What It Can Cost You
In this episode of The Liquidity Event, AJ and Shane tackle the realities of lifestyle creep and what it can cost you. They chat about how skyrocketing…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Monday's Market Madness and Why Everyone is Getting Scammed
Welcome to Episode #113 of the Liquidity Event Podcast! This week, AJ and Shane are diving into the wild world of market volatility. Is the market dipping or…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
How to Pick a Business Partner
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 Liquidity Event | Money and Finance with Shane and Ally Jane
Annuities Dummies
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…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Summer Wedding Budget Nightmare
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…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Gallivanting 4% Closer to Retirement
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…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
You Are Not the Beneficiary
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 Liquidity Event | Money and Finance with Shane and Ally Jane
How to Solve The Housing Crisis
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…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money
This week on the podcast we're joined by the incredible Charlotte Cowles, financial advice columnist for The Cut. Charlotte is known for her valuable insights…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Looking for a Man in Finance
Tune in to Episode 105, "Looking For A Man In Finance," where AJ & Shane dive into weight-loss drugs like Ozempic and tackle a listener's rent hike dilemma…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Unlimited Shrimp FIRE
AJ & Shane chat about the dream of early retirement and what it takes to get there. Plus, we're diving into the juicy news about Red Lobster's bankruptcy—what…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Was the 401(k) a Mistake?
In Episode 103, we dive deep into the complexities of retirement planning, pondering the question: Was the 401(k) a misstep? Join us as we dissect the recent…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
We're Back Witches!
Shane and AJ are back! Did you miss them? We did! This time, things are different. We've still got luke warm takes on the financial markets, don't worry. But…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
White Lines and White Lies
Welcome to the Liquidity Event! In this episode, we'll take you on a rollercoaster ride through bizarre headlines. We've got kids partying too hard at the…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
The 100 Things We've Done to Level Up Our Business (And Our Lives)
Hey losers! It's our 100th episode! Dang, I can't believe we made it this far during a liquidity event drought. Thanks for tuning in each week to hear our…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
My Big Fat Greek IPO
Shane and AJ are extra silly today. Shane's in Mexico and AJ's in London! We've got lots of good stuff for you on today's show. Including but not limited to…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Manic Pixie Dream IPO
Hold onto your seats for another thrilling episode of the Liquidity Event Podcast! We've got a pandemic move update: founders and being clawed back to SF due…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
How Not To Get Scammed
Get ready for a special episode of "The Liquidity Event" podcast with AJ and Brett! Join them as they share their own scam stories and explain how to protect…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Golden Visas for The Golden Years
Get ready to laugh, learn, and ponder the mysteries of life on the Liquidity Event Podcast! We've got a FAFSA makeover, a new Attentive CEO, the dangers of…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Big Tech, Big Sharks, and Big Boomer Billionaires
It's another episode of The Liquidity Event and AJ is back in the saddle and has a lot of catching up to do. Is trading stocks 24 hours a day a good thing? We…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Summer John Rented a Boat
Get ready for an entertaining journey through the world of finance with The Liquidity Event! Join us as we sail through absurd jobs, boat rental success…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Episode 93: The Debt Ceiling vs. The Glass Ceiling
Join us on the Liquidity Event Podcast for the latest business news that will make you laugh and cry and want to smack a banker. From TSMC's €10 billion chip…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Episode 92: We have an IPO people!
Get ready for the juiciest news in tech and finance on this week's episode of The Liquidity Event! We're talking about everything from JPMorgan's Silicon…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Episode 91: Speed Dating the Banking Meltdown
Welcome to the Liquidity Event Podcast, where we cover the latest and craziest finance headlines. From Apple's AI-powered health coaching to a $3.4 billion…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
The Past, Present and Future of AI
On a special episode of the Liquidity Event, our hosts welcome Matt, a machine learning expert with a lot to say about AI. We talk language models, statistics…
- The Liquidity Event | Money and Finance with Shane and Ally Jane
Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up
Dive into the latest episode of the Liquidity Event Podcast, where we tackle the complexities of moving to a no-income-tax state, Amazon's rethinking of…