• OpenAI Raises $6.6 Billion in Latest Funding Round
• OpenAI Employees May Get to Sell Shares After $6.6 Billion Round
• Understanding Private Company Tender Offers

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 shifts in the economy—including interest rate cuts and Biden’s departure—there’s a lot to cover. They break down the winners and losers of the quarter, discuss the “Beige Flag” economy, and explore the rise in household debt despite record-high wealth. With mortgage rates finally dipping, they tackle the big question: should you refinance? Plus, a look at valuations and what’s happening in the IPO market. Tune in to stay ahead of the trends and catch up on everything Q3!

• The hidden costs of vacation home ownership, from dual mortgages to maintenance expenses.
• Challenges of managing properties across borders, including bill payments and upkeep when you’re not there.
• Tips for balancing real estate-heavy investment portfolios.
• Why even families without kids should consider 529 plans as part of your financial planning toolbelt

• Trust Funds and Financial Gifts: Shane and John talk through various strategies for setting up trusts, acknowledging the difficult balancing act between supporting children and teaching them about financial responsibility.
• Raising Financially Responsible Kids: Hear personal anecdotes about how Shane and John’s first jobs influenced their savings habits. The two also discuss Ron Leiber’s The Opposite of Spoiled on preventing entitlement and fostering a balanced understanding of money.

1. How Much Liquid Cash is Enough? We answer a popular Reddit question about the optimal amount of liquid assets to keep on hand.
2. Wealthfront’s Cash Management—What’s the Catch? We evaluate the pros and cons of Wealthfront’s cash management options. What's the overall assessment of this strategy? Is there a catch?
3. Family Business Stakes—A Risk Worth Taking? You’ve been offered a stake in your family’s soon-to-open food and beverage business. With the business partner backing out, we talk through key questions to ask and whether this investment is the right move for you.

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 when you hear rumblings of a potential IPO, how to minimize tax liability during the process, and what the current state of the markets could mean for future listings. Listen now for a deep dive into the current state of IPOs!

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, AJ and Shane discuss a new report, which seems to flip the script on what we thought about the state of millennials a few years ago. Has this generation really caught up & even surpassed the Boomers and Gen X’ers? We’re breaking down the numbers and unpacking the surprising trends in real estate, the stock market, and more. 🎧 Episode 116 is live now! Check out the full Wall Street Journal report we discussed here. https://tinyurl.com/bdytwx68

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

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 to check in with your folks about their financial planning. We dive into gift taxes, picking up bills as gifts, and the subtle art of helping your parents financially without overstepping. Plus, we’re sharing real stories about estate planning, avoiding scams, and the importance of being vulnerable with loved ones. Looking for more tips on how to talk money with your aging parents? Check out our blog for more insights: How to Talk Money and Aging.  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/

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 post-pandemic rent rates are squeezing wallets, dive into the story of a Japanese saver who played it safe only to face a weakening yen, and explore the phenomenon of Instagram-worthy homes.

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 is something more sinister at play? Join us as we break down the latest financial news and uncover the scams that are catching everyone off guard.

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

Email us with your questions at [email protected]