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

On this week's show: Google is buying an office building and will subsequently ruin New York City (read: make it into San Francisco). The Meme Stocks are in a league of their own and Shane is mad about it. Our hosts have a lively discussion about rats and then proceed to talk about how tax rates are going up for New Yorkers. The UK is leading the charge on green investing and that's cool because Shane's friend is building windmills in the North Sea or some shit.

• A list of recent IPOs

• A great book about rats

• Finfluencers give bad advice on the internet and make a lot of money

• Google buys Manhattan real estate

• Tax rates are going up for New Yorkers

• The UK's successful Green Bond initiative

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On this week's show: hair product company Olaplex is going public and Inuit bought Mailchimp for $12 billion dollars. Our hosts are anxious/excited about the tax law changes coming up. The scam of the week is that the capital gains tax is going up from 20% to 25%, but the changes are retroactively effective as of Monday! WTF! AJ has no kind words for Allbirds wearers and answers a listener mail question about credit cards. Shane pays tribute to comedian Norm Macdonald.

• A list of recent IPOs

• Trader Joe's is opening in Williamsburg

• Remember 285 Kent

• Magic hair oil company Olaplex is going public

• Intuit buys Mailchimp

• Shout out to AJ's hairdresser Nora at She Bop

• Roombas are smart enough to pick up poop

• Best alarm clock

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Welp, congress is finally ready to talk about how to actually PAY for the infrastructure bill and our hosts get spicy about governments and tax policy. They are begging for estate tax reform. With Japan always on their minds, AJ and Shane discuss how Princess Mako makes a populist move. There's also Bitcoin getting cred in El Salvador, Bill Ackman's SPAC-tacular fail, a new type of Oreo, and some real, honest-to-god book. recommendations.

Notes and Links

• A list of recent IPOs
• The fast-mimicking diet Prolon
• This coffee chain's ticker symbol is BROS
• Scott Galloway's take on how the old are stealing from the young.
• AJ's Favorite Personal Finance Books:
• • Get A Financial Life by Beth Kobliner
  • Why Smart People Do Stupid Things With Money by Bert Whitehead
• Princess Mako rejects a fortune to marry a commoner (their words, not mine).
• Bill Ackman's $4 billion SPAC deal is on hold.
• Tax increases finally get real in congress.

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Our hosts are bummed out that the social security trust fund is going to run out a year earlier due to Covid. AJ is mad about Theranos and Shane wants you to know he has an excellent skincare routine. August was a slow month for IPOs but our hosts are baffled that the Dole fruit company made its debut on the public markets 170 years after it was founded. The episode ends with an out-of-this-world discussion of the new James Webb Space Telescope.

Notes and Links

• A list of recent IPOs

• The Social Security trust fund is going to run out of money in 2033.

• Daniel Craig won't leave any money to his kids.

• Elizabeth Holmes goes on trial.

• Palantir CEO gives $180,000 to a hermit.

• Rivian is going public.

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On this week's episode of The Liquidity Event: AJ is reporting live from her favorite place on earth: Palm Springs. Shane wants to talk about #Vanlife and why influencers are hitting the road. AJ calls the "top" of the market with the news that European Wax Center went public - that's where you go to get unwanted hair removed. Our hosts have an awkward conversation about OnlyFans and take you through the complexities of a divorce involving stock options.

Notes and Links

• Windows 365 is moving to a subscription model.
• The European Wax center went public, that's a lot of bikini waxes.
• OnlyFans disallows explicit content, then backpedals.
• Inside the juicy details of a silicon valley divorce.
• Why is #Vanlife so popular?

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On this week's episode of The Liquidity Event: AJ and Shane identify their favorite billionaires and why tax policy is so messed up. Our hosts talk about why they love payroll company Gusto and this insane story of remote workers having two full-time jobs. The show ends with some very lukewarm political takes and a discussion of the stock market's stellar performance since the pandemic bottom of March 2020.

Notes and Links

• The Gamestop CEO is only 36.

• Bill Gates is pledging 1.5 billion for infrastructure.

• Gusto is an awesome payroll company.

• Senator Joe Manchin lives on a houseboat.

• Congressmen and congresswomen shouldn't be able to buy stocks.

• People working from home with two jobs are nuts.

• The S&P 500 has doubled since the pandemic bottom.

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On this week's episode: AJ is in Los Angeles for the month and won't shut up about a burrito. Our hosts discuss the Robinhood IPO, the Barkbox SPAC, and other newly public companies. Shane explains the complexities of state and local income taxes (SALT) and shares a daring tax strategy. And finally, news of a new amendment that restricts tax credits for electric vehicles leaves our hosts on both sides of the aisle.

Notes and Links

• Shane is reading Sapiens
• AJ is reading The 1-Page Marketing Plan
• Vaporeon is the new ambassador for Water Day in Japan
• How to not make your podcast suck
• We discussed the complications of moving across state lines SALT taxes
• The Electric Vehicle tax credit might be going away thanks to this amendment
• AJ's favorite Mexican spot in LA - order the Burrito de Birria

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On this week's episode of The Liquidity Event: Bezos went to space for about five minutes and an Amazon exec goes to jail for insider trading. We cover the week's exciting news in the world of public tech companies. We dive deep into the Peter Theil Roth IRA scandal and come to terms with this brilliant abuse of the retirement system. AJ and Shane blame the Boomers for their problems.

Notes and Links

• Lord of the Roths

• Amazon insider trading scandal

• The lucky kid who ended up on the Blue Origin launch

• The birthrate is falling for millennials, we blame the boomers

• Alert: New perks for AMEX platinum cardholders: CLEAR

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

In this inaugural episode, co-hosts AJ and Shane share some personal background details and define what the Liquidity Event is all about. You'll learn about how Shane's tax background and AJ's journalism background lead them to found a wealth management firm and how that firm has transformed over the years. Our hosts get the taboo money stuff out of the way right off the rip by discussing their salaries early on in their careers. AJ asks hard-hitting questions like "WHY DO TAXES MATTER?" Shane explains how a company going through a liquidity event is like Han Solo being frozen in carbonite.

Notes and Links

• FYI, the "F" "i" in Brooklyn FI stands for Financial Independence
• AJ's original personal finance podcast Moneysplained
• Brooklyn FI
• Brooklyn FI's expertise on liquidity events in action
• Amex cardholders now have access to CLEAR to get through airport security faster

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

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.