We love making content so much, we built a whole page for it.
Podcast episodes, blog posts, guides, and the conferences our team is speaking at — all the ways we're talking about money, equity, and taxes out loud.
Creative Money
Our co-founder AJ Ayers wrote the book on money for people the financial system wasn't built for — freelancers, creatives, the equity-compensated, and anyone whose life doesn't fit the old playbook. Part guide, part permission slip, it's the same clear, no-shame approach to money AJ brings to every BKFi client conversation.
Pre-order Creative Money →Real talk on equity, taxes, and getting rich slowly.
Trump Accounts, California's Wealth Tax, and Do You Actually Need an LLC?
Shane and Kody Sherlund cover the IRS's new rules on Trump Account contributions, the latest wave of tech layoffs and whether AI is really to blame, Opportunity Zone 2.0, and California's new wealth tax — plus a Reddit question on whether you actually need an LLC.
Watch on YouTube
Gambling Is Now America's Favorite Pastime, The OpenAI vs Anthropic IPO Race, and AI Solopreneurs
Shane and Ed Zolotarev cover America's $165B sports-betting habit, a YC founder asking job seekers to tattoo the company logo, and the OpenAI vs. Anthropic race to IPO first.
Flock Safety Under Fire, SpaceX's IPO Disaster, and the Millennial Wealth Split
Shane and Kody Sherlund dig into the Flock Safety surveillance controversy, Anthropic's employee-friendly post-IPO trading plan, and SpaceX's rocky IPO debut.
AI Bodyguards, Childcare Deserts, and Private Market FOMO
Shane and Ethan cover the AI backlash pushing tech execs to hire bodyguards, new tariffs on Canadian goods, and why working moms are leaving the workforce.
Nepo Sandwich Babies, Billionaires Buying Sports Teams, and the Pied-à-Terre Tax
Shane and Ethan break down the Jersey Mike's IPO family payouts, Vinod Khosla's $10B Seahawks purchase, and NYC's new pied-à-terre tax.
Bobby Bonilla Day, Sports Team Valuations and the Rise of Women's Sports
AJ and Kody Sherlund unpack Bobby Bonilla Day as a masterclass in the time value of money, soaring sports-franchise valuations, and the rise of women's sports.
Everything we know about equity, taxes, and life after your liquidity event.
Catch our team on stage at these upcoming conferences and events.
PROOF
Future Proof Festival
- Attending: Shane Mason
LIVE
XYPN Live
- AJ Ayers — "How to Build a Tax Practice Inside Your RIA" · Sept 29, 2:30–3:30 PM · Coral 1
- Shane Mason — "Equity Comp Beyond the Basics: Tax Traps, Liquidity Events, and Client Action" · Oct 1, 1:00–2:00 PM · Coral 5
- John Owens — attending
NAPFA Fall 2026 National Conference
- Shane Mason — Session details TBD
Practice Management Symposium
- John Owens — Session details TBD
AICPA Personal Financial Planning Symposium
- AJ Ayers — "How to Die With Dignity (And a Lower Tax Bill)" · Tue, Jan 26, 10:20–11:10 AM
- Shane Mason, with Thomas Trainor (Hanover Private Client Corporation) — "Practical Implementation of AI for Financial Planners" · Tue, Jan 26, 11:20 AM–12:35 PM