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The Liquidity Event

The Liquidity Event

De: Brooklyn FI
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 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. Economía Exito Profesional Finanzas Personales
Episodios
  • How Buy Now, Pay Later Impacts Your Credit, Alternative Investments & Takeaways from the First Half of 2025

    How Buy Now, Pay Later Impacts Your Credit, Alternative Investments & Takeaways from the First Half of 2025
    Jun 27 2025

    John Owens CFP®, EA, ECA, CPWA® and Ed Zolotarev CPA, MST, CFP® fill in for AJ and Shane on this milestone 150th episode of The Liquidity Event.

    FICO (Fair Isaac Corporation) is finally figuring out what to do about your outstanding Klarna loans. We discuss how “buy now, pay later” services might soon impact your credit score.

    TLDR: It probably isn’t the best idea to finance your DoorDash order over 4 months.

    Plus, alternative investments are getting a lot of attention right now. Why are private equity firms suddenly sliding into your DMs? We examine the dry IPO market as one of the root causes.

    Then a Reddit question: how many kids should you have from a financial perspective?

    Finally, our biggest takeaways from the first half of 2025.

    Key Timestamps:

    • (6:25) FICO's buy now, pay later integration rollout

    • (9:30) Why financing experiences is financial quicksand

    • (12:20) Ed's Affirm baby monitor financing experiment

    • (15:56) Alternative investments moving down market

    • (19:20) Why the IPO drought is forcing PE firms to get creative

    • (24:10) Reddit question: How many kids should you have?

    • (29:25) First half of 2025 takeaways


    🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel
    🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com
    ✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent
    📱 Follow Brooklyn FI:
    LinkedIn: https://www.linkedin.com/company/brooklyn-fi/
    Instagram: https://www.instagram.com/brooklyn_f.i/
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    33 m
  • Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!

    Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!
    Jun 20 2025

    Hear your Liquidity Event host, Ally Jane Ayers, share expert insights on budgeting, investing, and managing money on the Hello Prenup Podcast with Julia Rodgers, Esq.

    AJ discusses how to take control of your personal finances, talking money in a relationship, and why a prenup is an important part of financial wellness.

    For the video recording, check out the Hello Prenup podcast on YouTube.

    Key Moments:

    • 01:51 Critiquing Traditional Finance
    • 06:51 Importance of Prenups
    • 09:33 Starting Money Conversations w/ Partner
    • 12:52 Quarterly Money Dates & Goal Planning
    • 16:47 Student Debt Conversation
    • 20:25 Prenups in Practice
    • 30:29 Budgeting & 50/30/20 Rule
    • 37:22 Inheritance Conversations
    • 44:10 Teaching Kids about Money
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    46 m
  • Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money

    Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
    Jun 13 2025

    While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi.

    Shane shares insights on BKFi’s team structure and remote work and how we have built a company culture that’s ALWAYS focused on how to best serve our clients. He also discusses his and AJ Ayers’ new Gemifi software for equity compensation and how they have leveraged marketing partnerships to drive growth.

    Check out the Accounting High podcast on YouTube.

    Key Moments:

    00:28 Welcome Back Shane and BrooklynFI

    09:59 Team Structure and Remote Work

    13:04 Client Services and Financial Planning

    22:28 The Liquidity Event Podcast

    25:36 New Ventures: Gemify Software

    34:50 BrooklynFI's Continued Success

    35:30 Marketing Strategies and Partnerships

    40:26 Investment Strategies and Market Insights


    46:41 Final Thoughts and Advice
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    50 m
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