The Liquidity Event

By: Brooklyn FI
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  • Summary

  • 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.
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Career Success Economics Personal Finance
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Episodes
  • Deep Seek, Dropping Rents, & Gaming Credit Scores

    Deep Seek, Dropping Rents, & Gaming Credit Scores
    Jan 31 2025

    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 real estate trends and credit score strategies. Plus, they tackle a listener question about luxury car decisions when you've "made it."

    Key Moments:
    0:36 - Welcome & 2025 check-in
    5:42 - Deep Seek's AI breakthrough and market impact
    12:01 - Making sense of market headlines and volatility
    15:06 - Credit score gaming: privilege and problems
    19:37 - Denver's rental market "plunge" explained
    22:52 - Reddit Question: $6M net worth car buying dilemma

    Watch for insights on:

    • How AI developments are affecting the market

    • Why credit score systems may need reform

    • Real estate market cycles

    • Luxury car buying vs leasing debate

    Don't forget to like, subscribe, and leave your questions in the comments! New episodes every Friday.

    #FinancialAdvice #AINews #PersonalFinance #StockMarket #TechNews #MoneyTips
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    28 mins
  • Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies

    Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
    Jan 24 2025

    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 implications to advanced strategies for managing your equity compensation.

    Key Timestamps:
    0:28 - Introduction to RSUs & today's topics
    6:38 - What makes RSUs unique among equity compensation
    9:20 - How RSUs vest & the one-year cliff explained
    12:33 - Tax implications: The crucial moment of vesting
    22:08 - Understanding RSU withholding challenges
    24:19 - Double trigger RSUs explained
    27:09 - Sell to cover strategy breakdown
    31:02 - Watch out for wash sales with RSUs
    32:39 - Blackout periods (preview for future episode)

    Connect with us: Email: liquidity@brooklyn.com

    Leave a voicemail: memo.fm/theliquidityevent/

    Don't forget to like, subscribe, and leave a review! New episodes every Friday.

    #FinancialAdvice #RSUs #StockOptions #TechNews #PersonalFinance
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    34 mins
  • Alaska Airlines, FinTech Fails & Timing Your Exit

    Alaska Airlines, FinTech Fails & Timing Your Exit
    Jan 17 2025

    In this episode, AJ & Shane discuss Alaska Airlines' ambitious challenge to Delta, financial frauds in the FinTech space, and tackle a trending Reddit question about timing your exit.

    KEY MOMENTS:
    [2:25] - AJ's Punishment Travel Story: Getting stranded in a Mississippi blizzard
    [7:20] - Alaska Airlines vs Delta: Breaking down their new international routes, premium offerings, and what it means for the airline industry's recovery
    [11:28] - Financial Fraud: How a Fidelity employee stole $750k from stock plans and why Deel's $12B platform is facing money laundering allegations
    [21:04] - The $2M Question: Should you take guaranteed money now or wait for a potentially bigger payday?
    [26:54] - Financial Advisor's Perspective: Strategies for minimizing regret in exit timing and why taking some chips off the table might be your best bet

    Connect with us: Email: liquidity@brooklyn.com

    Leave a voicemail: memo.fm/heliquidity

    Don't forget to like, subscribe, and leave a review! New episodes every Friday.

    #FinancialAdvice #StartupLife #StockOptions #TechNews #PersonalFinance
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    31 mins

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