Brooklyn Fi

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

Business EN ↓ 197 episodes

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...

Author

Brooklyn Fi

Category

Business

Podcast website

Brooklynfi.com

Latest episode

Jul 1, 2026

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Episodes

Golden Visas for The Golden Years 02.06.2023

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 youth social media use, and AIs doing paralegal work. On a lighter note, Shane and AJ have a lot to say about Portugal's golden visa program. Shane looks forward to welcoming you to his Algarve beach shack in 2024. Thanks for listening! Links T...

Big Tech, Big Sharks, and Big Boomer Billionaires 26.05.2023

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 think Robinhood's new 24/7 trading promise is bad news. We've got breaking news from the tax world too. Brace yourselves for a new IRS free e-filing system. Oh, and we have a meaty New York Times report on the greatest wealth transfer in his...

Summer John Rented a Boat 19.05.2023

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 stories, recalled exercise bikes, VC firm squabbles, coastal city exodus, Amazon's epic MMO adventure, even a surprising Windows 11 and iOS collaboration and credit-card debt! - Don't forget to Join us on May 31st at 5:00 PM for our can't-miss web...

Episode 93: The Debt Ceiling vs. The Glass Ceiling 12.05.2023

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 fab plans in Germany to better IRS service and earlier debt deadlines, we cover it all. Find out why Shopify is cutting its workforce but its shares are surging, and how some TurboTax users might get some cash back. We'll also discuss why you...

Episode 92: We have an IPO people! 05.05.2023

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 Valley takeover to a shocking report that companies are cheating the H-1B visa lottery. Plus, we'll dish on the gender earnings gap, inflation, and why a 37-year-old making over $200K is ready to break up with New York City. And don't miss our up...

Episode 91: Speed Dating the Banking Meltdown 28.04.2023

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 crypto heist, we've got you covered. Join us as we discuss why more female executives don't play golf, the EPA's new rules for electric vehicles, to SeatGeek's confidential S-1 filing. Plus, we'll share our thoughts on EY's plans to cut jobs an...

The Past, Present and Future of AI 21.04.2023

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, prompt engineers, ChatGPT, and the humanity of AI. If you're into AI or fear your laptop is sentient, listen to this episode. Longtime listener? Complete a survey for $10!     Want to know more about working with BrooklynFI,  contact us her...

Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up 14.04.2023

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 employee stock rewards, and Walmart's electrifying plan for 2030. Uncover the hidden mega yachting with Justice Clarence Thomas and the ambitious IRS hiring spree. We question Forbes' 30 under 30 jailbirds, the IRS's $80B tax collection overhaul,...

Let's Not Die Rich 07.04.2023

It's another episode of the Liquidity Event. We've got taxes on NFTs and real-life Star Wars! Space X is trying to throw 30,000 satellites into orbit and justify their 140 billion dollar valuation. We've also got word that Apple launched its own buy now, pay later service, but don't worry, you still have plenty of other options to go into debt with. Bad news for ChatGPT out of Italy, which banned...

A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto 31.03.2023

Welcome to the Liquidity Event Podcast! In this episode, we'll discuss Microsoft Bing's latest shenanigans with OpenAI's DALL-E AI, turning text into images faster than you can say "Mona Lisa." We'll also dive into the latest housing market trends, where home prices have taken a tumble for the first time in 11 years. Plus, the FTC is cracking down on those pesky gym and cable subscriptions that ar...

Cord Spaghetti, Chat GPT4, and Big Macs 24.03.2023

Welcome to the Liquidity Event podcast, where we dive deep into the shit you read about but are too busy to care. This week, we discuss Stripe's impressive fundraising haul and their plan to provide employee liquidity. But before we pop the champagne, let's not forget about the banking crisis deepening with Credit Suisse's merger into UBS suspended and Moody's negative outlook on the US banking sy...

Just Don't Call it a Bailout 17.03.2023

Welcome to The Liquidity Event, where Biden plays Robin Hood with billionaire taxes and rich investors get a reality check. Watch Stripe's casual $6B fundraise, while Twitter chuckles over the IRS's "honor among thieves" income reporting. Witness the birth and death of a startup bank and grab tissues for the SVB soap opera with insider trading, lawsuits, and explosive balance-sheet revelations. So...

Longevity, Mail Fraud, and an 8 Billion Dollar IPO 10.03.2023

Welcome to the Liquidity Event podcast! In this episode, we cover Dr. David Sinclair's consumer longevity company, Tally Health, which promises to reverse aging. The Supreme Court also ruled that bankruptcy filers can no longer avoid debt incurred by someone else's fraud - because let's face it, who doesn't love being punished for someone else's mistakes? On the bright side, Eli Lilly is cutting i...

Tough Tax Times Ahead for TikTok Influences 03.03.2023

On this episode of the Liquidity Event podcast, we cover Amazon's $3.49 billion deal for One Medical and why we are surprisingly excited about it. AJ asks our listeners to vote on the next book she reads, so don't let her down. In other news, companies tested a four-day workweek and decided they don't want to stop, proving that work-life balance is a myth and we just thought you should know that D...

Stripe's Reluctant March Toward an IPO 24.02.2023

Welcome to the Liquidity Event podcast, where we bring you all the latest news that makes you question your life choices. Join us as we discuss Gov. DeSantis' brilliant plan to ban ESG investing in Florida, because who needs a sustainable future when you can just live in the present, right? We'll also be talking about the latest Airbnbust, where a manager of 95 Phoenix Airbnbs was shocked that hal...

Psychotropics, Small Businesses, and Supplements 17.02.2023

It's already mid-February, are you keeping up with your new year's resolutions? Eat better? Get more exercise? Listen for some of the crazy supplements and age-defying stunts Silicon Valley's elites are playing with. Despite continued layoff across the board, our hosts are pleased to hear that JP Morgan is actually hiring small business bankers to serve the beating heart of the economy. This week...

Bleeding Hearts Sink All Ships 10.02.2023

It's the big 8-0, dear listeners, and Shane and AJ are back with that sweet, sweet finance content you love! Middle managers have emerged as a top target in recent tech company downsizing, Dell has laid off 5 percent of its employee base internationally, and 517,000 new jobs were created in the U.S. in January. Next on deck is the growing antitrust lawsuit against Google, converting NYC office bui...

Mars for Memorial Day 03.02.2023

We've pulled Bobby out of the producer's seat and into the cohost hot seat as he joins AJ this week to discuss some big topics in tech and finance. First up is Amazon's launch of RxPass, followed in no particular order by so-called anti-Airbnb laws, SpaceX's Starship testing, Google's musical answer to the AI boom, some flippant fish taking over a livestreamer's Nintendo Switch (and credit card),...

ChatGPT, More Layoffs, and WALL-E 27.01.2023

Welcome back, dear listeners! Your hosts AJ and Shane are here with the week's financial news. Here's what's on deck: ChatGPT parent OpenAI's valuation has nearly doubled and the company is coming for Google's lunch. Speaking of Google and lunch, we hear Larry Page and Sergey Brin were called back to HQ to help win the AI race. If you haven't seen WALL-E, don't listen to this episode. There's more...

Value for Nothing 20.01.2023

Shane and AJ are back in full force this week with post-retreat energy and real talk on crypto, ChatGPT being used by hackers to write malware, semi-sentient AI, and the inevitability of mankind's demise. You'll also hear about plagiarism and grilled cheese. Listen up and only share this episode with the coolest people you know.

Aaand we're back! 13.01.2023

Shane and AJ have missed each other and missed our listeners even more. In this episode we'll find more awful tech layoff news, a floppy IPO from Mattress Firm, a cruise ship living update, and some insight on our upcoming BKFi retreat in beautiful sunny Los Angeles, California. Correction: there is historic flooding in Los Angeles, CA and our whole team is soggy. Enjoy episode 76 of the Liquidity...

New Year, Same Me 06.01.2023

It's the first episode of the year, dear listeners! AJ Ayers and guest host John Owens talk about the upcoming BKFi retreat, new year's resolutions, Binance's pending $1 billion acquisition of bankrupt crypto lender Voyager Digital, offshore (cruise ship) living, and the comprehensiveness of Secure Act 2.0. Don't miss the quick takes on the veritable bounty of information coming out of that! In ot...

Don't Chase the Dragon 30.12.2022

AJ and John close out the year with some shocking stats on IPOs, the biggest scam of 2022 (Hint: SBF), new year's financial resolutions, and much more! Links Renaissance Capital's 2022 US IPO Market Review Worst Scam of 2022: SBF + FTX How Sam Bankman-Fried swindled $8 billion in customer money, according to federal prosecutors Best last laugh: Dogecoin   Want to know more about working with Brook...

Trains, Space Planes, and E-Scooters 23.12.2022

Guest host and software developer Matt Phair joins AJ this week to talk about e-scooter manufacturer VinFast's brand-new IPO filing, SpaceX's tender offer, ChatGPT and artificial intelligence, Amtrak's new Airo trains, and more! In podcast news, it's easier than ever to drop us a message: Record a quick question for us at memo.fm/theliquidityevent and you may be featured on an upcoming show. This...

It's Always Wire Fraud or Mail Fraud 16.12.2022

It's confirmed, dear listeners: FTX is worse than Enron. Join AJ and John as they talk about the joys of watching criminals being brought to justice. They also cover topics including why you shouldn't invest your retirement funds in crypto, how joint bank accounts are basically saving relationships, and the implications of BNPL (buy now, pay later). Ahh, don't ya love the smell of commercialism in...

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