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

 

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