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

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, effectiveness, and relevance for those aiming for early retirement - along with some its pitfalls. Is it merely useful guideline or should it be part of your journey to financial independence? We cover this and whether we both should start golfing more on this weeks gallivanting episode. Tune in! Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated that form. Join us as we unpack this wild tale and share tips on keeping your estate plans up-to-date. You won't want to miss this one!

Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ Email us with your questions at [email protected]

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 change is impacting home insurance, making it harder for people to protect their properties. Whether you're a homeowner, renter, or just curious about the future of housing, this podcast is for you! Listen now to understand the challenges and potential solutions in today's real estate landscape. Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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 on investing, saving and spending. She joins AJ on the pod to discuss the skyrocketing cost of weddings, what it's like being a financial advice columnist, why people can't follow basic financial advice, and how to avoid financial scams. Charlotte shares how the unthinkable happened to her: she fell for a financial scam. "There's a scam out there for everyone," she says. Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

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. Should you tough it out or find a new place when rent keeps climbing? And ladies, look no further, we found your 6 foot 5 man in finance! Blue eyes too! Get ready for a lively chat filled with relatable advice and financial tips! Got a question for us? Leave a voicemail and we'll answer it on the show: https://memo.fm/theliquidityevent/

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 insights from a New York Times article and navigate the landscape of retirement savings - has this great, post-pension experiment really worked out? Plus, we tackle a listener's pressing question about IRA contributions. Tune in for a wealth of knowledge, practical tips, and our usual spicy hot takes!

Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

Email us with your questions at [email protected]

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 now our hosts will answer YOUR audience questions. Less news, more actionable advice. In our inaugural episode in this format, our hosts take on some questions about freelancing, getting paid in equity, and what happens when you blow off the tax deadline. It feels good to be back!

Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/

Email us with your questions at [email protected]

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 White House, the CEOs who make hundreds of millions, and of course AI! In other news, we're excited about Honey Homes, a handyperson subscription service that is priced fairly. Oh, and did you know you can get paid to walk 10,000 steps a day?! Don't miss this one!

Links

• A.I. could cut time spent coding by 45%. But even seasoned tech professionals will need 'extensive' training to harness its full power, McKinsey experts say

• Secret Service Examining How Suspected Cocaine Ended Up at the White House

• Meet the CEOs Who Pull In More Than $100 Million a Year

• Why Car Repairs Have Become So Expensive

• Khosla Ventures just doubled down on this handyman-on-demand service for homeowners

• You Can Get Paid Ten Thousand Dollars To Walk 10,000 Steps in a Day

• A couple who retired early with $4.3 million say the FIRE lifestyle is wearing thin: 'We don't want to just keep throwing money on the pile and keep being cheap'

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Want to know more about working with BrooklynFI, contact us here

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 blatherings. On this very special 100th episode, we skip the headlines and head right to the heart of the matter. AJ and Shane are bringing you 100 things they have done to level up their business and their lives. Optimizers and optimists should pay close attention! Thanks for listening, dear listener; we love you.

1. Life Planning for ourselves and clients

2. Essentiallism

3. Delta lounge access

4. Disagree and commit

5. Bringing on directors to run the show

6. Using Fathom for rolling cash forecasts

7. Habit tracker app

8. Summer Fridays , 1/2 days and july

9. Always get hte cabana

10. Built GEM, our internal tool to plan for liquidity events

11. Dog walker for charlie

12. Work from anywhere

13. Core hours

14. The right company credit card lol

15. Building an enterprise intentionally

16. Be nice, Stay humble

17. Attending conferences - we stay up to date on latest policy and trends and we present and make friends

18. Hiring an EOS advisor

19. Get an awesome business partner

Leave Us a Voicemail

Want to know more about working with BrooklynFI, contact us here