THE LIQUIDITY EVENT
…a podcast from your friends at Brooklyn FI
Listen and subscribe on your favorite podcast app!
Episodes
Estate Planning Gone Wrong, Anthropic's Investor Day and Rising Interest Rates — Episode 202
7% Mortgages, Oura Ring Pulls Its IPO and Could AI Empty Your Bank Account? — Episode 201
200 Episodes, the nScale IPO, & Oura Ring Goes Public — Episode 200
Rest in Peace Dolly Parton, Summer Reading, and Billionaire Philanthropy — Episode 199¾
Trump Accounts, California's Wealth Tax and Do You Actually Need an LLC? — Episode 199
Flock Safety Under Fire, SpaceX's IPO Disaster and the Millennial Wealth Split — Episode 197
AI Bodyguards, Childcare Deserts and Private Market FOMO — Episode 196
Nepo Sandwich Babies, Billionaires Buying Sports Teams and the Pied-à-Terre Tax — Episode 195
Bobby Bonilla Day, Sports Team Valuations and the Rise of Women's Sports — Episode 194
SpaceX IPO Day, AI Cybersecurity Risks and When an S Corp Actually Makes Sense — Episode 193
Slumlord Training Camp, AI's Two Track Labor Market and the Nest Egg Protection Act — Episode 192
Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190
Semi-Annual Reporting, Rent on Your Credit Score and ChatGPT's Portfolio Fail — Episode 189
Spirit Airlines, Rising Insurance Premiums and the $165 Billion Annoyance Economy — Episode 188
Two Americas, Financial Infidelity and SpaceX's $60 Billion Bet — Episode 187
Money, Kids and Generational Wealth with Special Guest Charlotte Geletka — Episode 186
Tax Day Confessions, The Upper Middle Class Trap, and the SpaceX IPO — Episode 185
Episode 184: Expat Retirement Planning, Dual Citizenship Taxes, and the Babylist IPO
Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183
BuzzFeed's AI Collapse, Coinbase vs. Big Banks, and the SpaceX IPO Is Official - Episode 182
Mega IPOs, AI at Work and Why Everyone's Exhausted - Episode 181
Episode 180: AI Replacing Advisors, 401(k) Hardship Withdrawals, & 24/7 Tokenized Stocks – Ep 180
Episode 178: Anthropic vs The Pentagon, Boomers Control the Market, and the AI Era Debate – Ep 178
Episode 177: SpaceX's $50B IPO, AI Salary Gaps & Trusting ChatGPT With Your Taxes? – Ep 177
Childcare Costs, Private Equity Ruining Everything, and When to Wake Up – Episode 174
Episode 173: Rebroadcast: Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
Nuclear Energy, Tax Reform, and the Med Spa Economy – Episode 172
New York Data Privacy, K-Shaped Tax Cuts, All-Cash NYC Real Estate, and Annuity Myths – Episode 171
New York Tax Exit Myths, OpenAI Equity Donations, and IPO Scam Warnings – Episode 170
Episode 170: Rebroadcast: John Owens on Year-End Equity Compensation Planning
The AI Bubble Debate, SpaceX Liquidity, and Escaping High-Tax States – Episode 168
Rags-to-Riches Reality, Tech Monopoly Meltdowns, and Smarter FSA Spending – Episode 167
ACA Sticker Shock, Student Loan Chaos, and AI in Space – Episode 166
Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
Episode 164: 50-Year Mortgages, Housing Market Woes, and the AI Spending Bubble
NASCAR Lawsuits, Billionaire Taxes, and AI Power Plays – Episode 163
Episode 162: Gambling Governors, Poker Scams, and The Louvre Heist
Episode 161: Nobel Winners Off the Grid, Italy's Billionaire Tax Haven, and Reddit's $750K Question
Episode 159: IPOs Are Back, Hamburger Helper Economics, and $800 Credit Cards
Future Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158
AI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157
AI, Money, and Modern Dating - Episode 156
Dial-Up, AI, and $1 Million Questions - Episode 155
Billion-Dollar Breakups, ChatGPT 5, and How to Navigate Your 401(k) - Episode 154
Sore Losers, Crypto Regulation, & Secret Code Words: Episode 153
Money Moves: Tax Breaks, Return to Office Woes & Lost Retirement Accounts
BKFi Takes On The One Big Beautiful Bill | The Liquidity Event Episode 151
Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
Episode 149: IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
Episode 148: Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen
Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
Episode 146: Spies in FinTech, Tax Shakedowns, & Surviving Market Storms
Episode 145: Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off
AJ Ayers on The Long Term Investor: Got Stock Options? Don't Miss These Year-End Moves
Episode 144: NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless
Episode 143: 7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
Episode 142: Tariff Chaos, Circle IPO & Angel Investing
Episode 141: Corporate Espionage, AI Exam Hacks & Money Questions From Reddit
Episode 140: Stock Market Volatility, Long-Term Investing & Dave Ramsey's "Morality"
Episode 138: CoreWeave IPO + Real Talk on Starting a Business
Episode 137: The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims
Episode 136: Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
Episode 135: Spotify's Soaring Stock Price & the Great Wealth Transfer
Episode 134: Trump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women
Episode 133: Deep Seek, Dropping Rents, & Gaming Credit Scores
Episode 131: Alaska Airlines, FinTech Fails & Timing Your Exit
Episode 130: 2025 IPO Outlook: Is the Freeze Finally Over?
Episode 129: Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
Episode 128: Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day
Episode 127: Year-End Tax Planning Strategies (While You Still Can!)
Delta Diamond is a Girl's Best Friend
Episode 125: Trump Tax Policy 2025—Fact vs Fiction
Donor Advised Funds (The Good, The Bad, & The Ugly)
Open Enrollment: Because Your Future Self Will Thank You
Episode 122: OpenAI News: Funding, Valuation & Tender Offer for Employees
Episode 121: A Beige Flag Economy? 2024 Q3 Market & Investment Commentary
Episode 120: Turistas Go Home: Should I Buy a Vacation Home Abroad?
Episode 119: Trust Me: Kids, Money & Savings Lessons from our Youth
Episode 118: Cash Stash: How much should you keep liquid?
Episode 117: IPO Roadshow Caught in the Burning Man Desert Storm
Episode 117: Millennial Wealth: Lost and Found!
Episode 115: Having the Talk with Your Parents (No, not THAT Talk)
Episode 114: Lifestyle Creep & What It Can Cost You
Episode 113: Monday's Market Madness and Why Everyone is Getting Scammed
Episode 112: How to Pick a Business Partner
Episode 111: Annuities Dummies
Episode 110: Summer Wedding Budget Nightmare
Episode 109: Gallivanting 4% Closer to Retirement
Episode 108: You Are Not the Beneficiary
Episode 107: How to Solve The Housing Crisis
Episode 105: Looking for a Man in Finance
Episode 104: Unlimited Shrimp FIRE
Episode 103: Was the 401(k) a Mistake?
Episode 102: We're Back Witches!
Episode 101: White Lines and White Lies
Episode 100: The 100 Things We've Done to Level Up Our Business (And Our Lives)
Episode 99: My Big Fat Greek IPO
Episode 98: Manic Pixie Dream IPO
Episode 97: How Not To Get Scammed
Episode 96: Golden Visas for The Golden Years
Episode 95: Big Tech, Big Sharks, and Big Boomer Billionaires
Episode 94: Summer John Rented a Boat
Episode 93: The Debt Ceiling vs. The Glass Ceiling
Episode 92: We have an IPO people!
Episode 91: Speed Dating the Banking Meltdown
Episode 90: The Past, Present and Future of AI
Episode 89: Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up
Episode 88: Let's Not Die Rich
Episode 87: A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto
Episode 86: Cord Spaghetti, Chat GPT4, and Big Macs
Episode 85: Just Don't Call it a Bailout
Episode 84: Longevity, Mail Fraud, and an 8 Billion Dollar IPO
Episode 83: Tough Tax Times Ahead for TikTok Influences
Episode 82: Stripe's Reluctant March Toward an IPO
Episode 81: Psychotropics, Small Businesses, and Supplements
Episode 80: Bleeding Hearts Sink All Ships
Episode 79: Mars for Memorial Day
Episode 78: ChatGPT, More Layoffs, and WALL-E
Episode 74: Don't Chase the Dragon
Episode 73: Trains, Space Planes, and E-Scooters
Episode 72: It's Always Wire Fraud or Mail Fraud
Episode 71: 'Tis the Season to Spend Money
Episode 70: Alexa, Play Yourself Out
Episode 68: Why FBARs Can Leave You FUBAR
Episode 66: The Year of the Rabbit
Episode 65: The One With Dr. Shots & Underwater-Stock-Options Ariel
Episode 64: We're Well-qualified to Represent the ESG
Episode 63: Rising Tides Sink all SPACS
Episode 62: Rick Scott Says the IRS Wants to Kill You
Episode 61: Just Don't Call it a Layoff
Episode 60: The IPO is Dead, Long Live the Faux-P-O
Episode 57: Fraud it Till You Make It
Episode 56: Biden Cancels Student Loans and Serena Serves Up Financial Independence
Episode 55: The Unbearable Lightness of Being a Tech Billionaire
Episode 54: The Inflation Reduction Act Just Gave Me MonkeyPox
Episode 53: Glossier, Golf Courses, and, Generational Wealth
Episode 52: Keep Your Friends Close and Your Enemies Out of the Supply Chain
Episode 51: Time is Fun When You're Having Flies
Episode 50: Two Guys, a Girl and Some Financial News
Boats + Capitalism = Inflation
Episode 45: Toilet Paper Is the Best Inflation Hedge
Episode 44: Talk to My Lawyer!
Episode 43: Travel Tips for the End of the World
Episode 42: Pegging the Dollar
Episode 41: Rate Hikers Guide to the Galaxy
Episode 40: Scam-a-lama-ding-dong
Episode 39: Happy Birthday Brooklyn FI
Episode 38: The Richest Man in Staten Island
Episode 37: Celebrity Makeover: Roth Edition
Episode 35: America's Got Startups
Episode 34: We've Solved the Housing Crisis!
Episode 32: Free Grandparents?
Episode 31: Tax Season 2022 - Stranger Than Fiction
Episode 29: Casualty Insurance in Space
Episode 28: Taxing the Metaverse
Episode 27: Miss Market Frizzle
Episode 26: Microsoft Activates a Blizzard of Competition
Episode 25: Is Your Mattress Firm?
Episode 24: What Rhymes with Sconce?
Episode 23: Beefy Powerboats Going Nowhere
Episode 22: Enter the Oliverse
Episode 21: Grand Slams and Gaming Grandpas
Episode 20: Iron Domes and Dumb Dolphins
Episode 19: You Can't Lead a Dead Horse to Water
Episode 18: A Heartfelt Thanksgiving Special
Episode 17: This Episode is in Retrograde
Episode 16: Inflating Elon's Taxes
Episode 15: Rivians and Rivalries
Episode 14: For Whom The Wealth Tax Tolls
Episode 13: Meme Stonks, Dune, and The Fashionable Future of Co-working
Episode 12: Gotta IPO Them All
Episode 11: Fat Bears, Orcs, and Therapy
Episode 8: Roomba Thinks Your Allbirds Are Shit
Episode 7: Superfund my Government
Episode 6: Why is it Always Wire Fraud
Episode 5: How to Win Fans and Influence Vans
Episode 4: Two Billionaires, One Boat
Episode 3: SPACs, Burritos, and Electric Vehicles