The Liquidity Event | Money and Finance with Shane and Ally Jane

A Brooklyn FI–backed show delivering timely, practical finance discussions to a tech-savvy, financially engaged audience. Guests gain exposure to high-net-worth listeners and decision-makers; the format favors experts who translate complex topics into actionable takeaways. Booking difficulty is moderate, with a history of external guests like John and Kurtis.

163 episodes, Weekly, 5.0 rating

<1k, Male, USA

Instagram: 1.2k followers

30s Ad: 10 - 13, 60s Ad: 12 - 14, CPM Category: Business

kristine@brooklynfi.com

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.

Ally Jane Ayers, Shane Mason

Investing, Business, News, Tech News, Entrepreneurship, Careers

CFP, CFA, or other recognized financial planning credentials; advanced degrees in finance/economics

senior financial planning practitioner, industry thought leadership, client-focused financial planning

John - Dial-up Nostalgia, AI In Hiring, Childcare Alternatives, Four-day Work Week, Windfalls, Kurtis - Tax Planning Season At Bkfi; 401(k) Real Estate/crypto/pe Inclusion; Wealth Management Strategies, Kurtis - Friends With Kids; Four-day Work Week; Net Worth Planning; Home Buying Considerations

equity compensation, IPOs, AI in finance, tax planning, wealth management, personal finance, diversification, stock options, crypto, fintech