The Liquidity Event

By: Brooklyn FI
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  • Summary

  • 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.
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Career Success Economics Personal Finance
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Episodes
  • Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies

    Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
    Jan 24 2025

    In this episode of the Liquidity Event: Money and Finance with Shane and Ally Jane, we cover everything you need to know about RSUs, from basic tax implications to advanced strategies for managing your equity compensation.

    Key Timestamps:
    0:28 - Introduction to RSUs & today's topics
    6:38 - What makes RSUs unique among equity compensation
    9:20 - How RSUs vest & the one-year cliff explained
    12:33 - Tax implications: The crucial moment of vesting
    22:08 - Understanding RSU withholding challenges
    24:19 - Double trigger RSUs explained
    27:09 - Sell to cover strategy breakdown
    31:02 - Watch out for wash sales with RSUs
    32:39 - Blackout periods (preview for future episode)

    Connect with us: Email: liquidity@brooklyn.com

    Leave a voicemail: memo.fm/theliquidityevent/

    Don't forget to like, subscribe, and leave a review! New episodes every Friday.

    #FinancialAdvice #RSUs #StockOptions #TechNews #PersonalFinance
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    34 mins
  • Alaska Airlines, FinTech Fails & Timing Your Exit

    Alaska Airlines, FinTech Fails & Timing Your Exit
    Jan 17 2025

    In this episode, AJ & Shane discuss Alaska Airlines' ambitious challenge to Delta, financial frauds in the FinTech space, and tackle a trending Reddit question about timing your exit.

    KEY MOMENTS:
    [2:25] - AJ's Punishment Travel Story: Getting stranded in a Mississippi blizzard
    [7:20] - Alaska Airlines vs Delta: Breaking down their new international routes, premium offerings, and what it means for the airline industry's recovery
    [11:28] - Financial Fraud: How a Fidelity employee stole $750k from stock plans and why Deel's $12B platform is facing money laundering allegations
    [21:04] - The $2M Question: Should you take guaranteed money now or wait for a potentially bigger payday?
    [26:54] - Financial Advisor's Perspective: Strategies for minimizing regret in exit timing and why taking some chips off the table might be your best bet

    Connect with us: Email: liquidity@brooklyn.com

    Leave a voicemail: memo.fm/heliquidity

    Don't forget to like, subscribe, and leave a review! New episodes every Friday.

    #FinancialAdvice #StartupLife #StockOptions #TechNews #PersonalFinance
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    31 mins
  • 2025 IPO Outlook: Is the Freeze Finally Over?

    2025 IPO Outlook: Is the Freeze Finally Over?
    Jan 10 2025

    Happy 2025! Ally Jane and Shane kick off the year with a deep dive into which major private companies might finally go public.

    From SpaceX to Canva, we break down who's ready to make the leap (and who's still playing the IPO waiting game). Plus, an honest discussion about reaching financial independence and whether FIRE is all it's cracked up to be. Society isn’t built for early retirement. What happens if you’re rich and have lots of free time with no one to share it with?

    Key Moments:

    0:00 Welcome to 2025 & reflections on 2024

    5:51 IPO Market Analysis: From winter to spring? A look at the numbers

    13:34 Deep dive into potential 2025 IPOs (Canva, DataBricks, Rippling & more)

    20:37 The Mystery Trip Reveal: Shane's diabolical plan for AJ

    24:31 Real Talk: When reaching financial independence isn't what you expected

    Between Shane plotting AJ's mystery destination and frank discussions about post-FIRE regret, this episode balances market insights with real talk about money and life.

    And yes, there's a detour into dental drama because even financial advisors have to deal with crown complications. 🦷

    Want more insights on equity compensation and financial planning? Visit us at brooklynfi.com

    Follow us:

    Instagram: @brooklyn_f.i LinkedIn: /brooklyn-fi

    Twitter: @BrooklynFi

    #FinancialPlanning #IPO #FinancialIndependence #TechIPO #EquityCompensation #FIRE #PersonalFinance
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    32 mins

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