Brooklyn FI Media
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Meet The Liquidity Event
…a podcast from your friends at Brooklyn FI
Latest Episode:
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
Happy 7th Anniversary to Brooklyn FI! 🎉 In this special episode of The Liquidity Event, Shane Mason & AJ Ayers reflect on the seven biggest lessons they've learned running a financial planning firm for seven years (though they might have come up with more than seven!). From the surprising rewards (and demands) of entrepreneurship to navigating hiring challenges, managing relationships, and the power of 'disagree and commit,' they share candid insights for anyone running or thinking about starting a business. Plus, they tackle a listener's question about handling an unexpected, large tax bill when income is lumpy – learn about IRS installment plans and other options.
Connect with us: Email: liquidityevent@brooklynfi.com Leave a voicemail: memo.fm/liquidityevent
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Our latest blog posts
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Podcast Episodes (Slightly Stale but Definitely FRESH)
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.