Brooklyn FI Media
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Meet The Liquidity Event
…a podcast from your friends at Brooklyn FI
Latest Episode:
IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
In this episode, AJ and Shane break down why every VC-backed IPO in the past 12 months has been a “down round” and what that means for your equity. Then they tackle a juicy Reddit question from a 32-year-old tech worker vesting $400,000 per month (!) who's considering walking away from $5 million in future equity.
Key Timestamps:
(0:00) Introductions and summer traipsing vs. gallivanting exploration
(4:40) IPO “down rounds” explained
(8:45) The economics behind down rounds: cheap COVID money meets high interest rates
(12:30) Circle and Chime IPO examples - companies going public at lower valuations
(15:45) Why tender offers might be your best bet in this market
(17:45) Reddit question: "Is $10 million enough to retire on?"
(21:00) The $400K per month dilemma - stay for more money or quit while ahead?
(26:30) Team Quit vs. Team Stay - Opposing views on leaving $5 million on the table
(29:30) What being really rich buys you (spoiler: private jets)
The Debate: AJ argues for quitting: Take the money, buy the house, live the good life before kids arrive. Shane argues for staying: You're making $3,000 per hour. Don't walk away from generational wealth.
Connect with us: Email: liquidityevent@brooklynfi.com Leave a voicemail: memo.fm/liquidityevent
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A few crowd favorites for you
Classic podcast episodes
Space Dicks and Mega Roth IRAs
On this week's episode of The Liquidity Event: Bezos went to space for about five minutes and an Amazon exec goes to jail for insider trading. We cover the week’s exciting news in the world of public tech companies. We dive deep into the Peter Theil Roth IRA scandal and come to terms with this brilliant abuse of the retirement system. AJ and Shane blame the Boomers for their problems.
Why Are We Here?
In this inaugural episode, co-hosts AJ and Shane share some personal background details and define what the Liquidity Event is all about. You’ll learn about how Shane’s tax background and AJ’s journalism background lead them to found a wealth management firm and how that firm has transformed over the years.
Our most popular blog posts
The Brooklyn FI Guide To Leaving Your Job
Jason and Mishaela's webinar covers the always relevant topic of how a job change affects your financial plan; giving tips on information to gather or what you must understand before you send in that resignation letter.
I’m Rich, Now What
As a firm, Brooklyn FI has helped more than 100 clients through a life-changing liquidity event. What feels like every day, our clients go through the experience of going to sleep holding some stock options that have perceived value to waking up with seven figures in their checking account.