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

AJ (Brooklyn FI; co-host of The Liquidity Event), Shane (Brooklyn FI; co-host of The Liquidity Event)

Booking Overview

A weekly personal-finance show focused specifically on equity compensation and how modern fintech/IPO/crypto headlines affect real people. Hosted by AJ and Shane (advisors from Brooklyn FI), the show blends money education with a skeptical, millennial lens—and occasionally brings on CFP authors for deeper planning topics.

Metrics

191 episodes, Weekly, 5.0 rating
<1k, Neutral, USA
Instagram: 1.2k followers
30s Ad: 11 - 13, 60s Ad: 13 - 15, CPM Category: Business

Contact Information

Description

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.

Host

AJ (Brooklyn FI; co-host of The Liquidity Event), Shane (Brooklyn FI; co-host of The Liquidity Event)

Categories

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

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
CFP (or comparable financial-education credential), author/specialist in financial literacy or family/wealth planning; occasionally thought leaders tied to equity compensation, tax planning, or fintech education (when guests appear).
Required Achievements:  
Published books or educational resources on money literacy, Professional certification in financial planning (e.g., CFP), Demonstrated expertise in family wealth planning topics like 529s, trust/estate education, or advising parents/young adults

Recent Guest Discussions

Charlotte Geletka - Teaching Children Financial Literacy; Allowances/chores And Practical Money Tools; Inheritances/trusts; 529 Plans; Early Credit Cards And Money Behavior

Recent Topics

Equity Comp, Financial Planning, Tax, Wealth, Compensation, Ipo, Crypto, Fintech, Financial Literacy, Inheritance
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