In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.

Key Timestamps:

• (0:00) Introductions and background

• (2:48) Career paths in investment management

• (12:43) Cash management strategies in today's high-interest environment

• (13:57) Risk-free rates and building portfolios around them

• (30:00) Tax loss harvesting: overhyped or valuable strategy?

• (31:13) Direct indexing and SMAs - worth it or not?

• (37:01) Dumbest purchases - from $13k couches to levered ETFs
  

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Welcome to Episode 146 of The Liquidity Event!

This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan.

To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach.

Key Takeaways:
00:00:00 - Intro & What's Shane doing in AJ's house?
00:01:52 - Spies Are Everywhere: The Cutthroat FinTech Industry
00:04:54 - Remote Work & Cybersecurity: The New Frontier of Corporate Risk
00:06:07 - Non-Competes: Enforceable or Not?
00:06:33 - Decoding the New House GOP Tax Plan (Draft Details!)
00:06:53 - AJ's Favorite: 529 Plan Expansions for Certifications!
00:08:14 - Shane's Take: Standard Deductions, AMT, and the SALT Cap Saga Continues
00:12:23 - No Tax on Tips? Or Overtime? The Complications!
00:15:14 - Radical Tax Idea Corner: Capital Gains & Lifetime Exclusions
00:18:58 - Estate Tax Exclusion: Permanent and Higher?
00:19:48 - Listener Question: Preparing for the "Coming Economic Storm"
00:21:26 - AJ's Hot Take: Don't Make Decisions Based on Fear!
00:25:01 - Outro

🔔 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/

Welcome to Episode 145 of The Liquidity Event! This week, AJ and Shane tackle some big topics: Are individual investors smarter than the "smart money" hedge funds? Why are CEOs really heading for the exits at record rates (and what's the deal with that vasectomy shirt story)? Plus, we unravel the frustrating Catch-22 of credit card fees for businesses and consumers.

Tune in for our signature blend of financial insights and (mostly) educational humor!

Key Timestamps:

• 0:00 - Intro & Shane's Renovation Woes
• 1:39 - Market Update: Pros Sold, Individuals Pounced – Who Was Right?
• 6:30 - Hedge Fund Reality Check: S&P 500 vs. "Expert" Performance
• 9:00 - The "Tiger in the Grass": Why We're Biased Towards Action in Markets
• 14:50 - AJ's Big News: Announcing Her Book "Creative Money"!
• 17:10 - Tipping Fatigue: Are We All Fed Up?
• 21:40 - The Real Reasons Tipping Culture is Out of Control
• 24:45 - The Great Credit Card Rip-Off: Fees, Oligopolies & The Catch-22 for Businesses
• 28:20 - CEO Exodus: Why Leaders Are Quitting in Droves
• 29:05 - Peak Ambiguity: AI, DEI & The Hilarious "Vasectomy Shirt" Anecdote
• 30:00 - Burnout is the New Black: The Serious Side of CEO Turnover

Connect with us:

Email your financial problems or questions: liquidityevent@brooklynfi.com

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