최고 Liquidity Event 팟캐스트 (2025)

1
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money 50:23

2d ago50:23

50:23

While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi. Shane shares insights on BKFi’s team structure and remote work and how we have built a company culture that’s ALWAYS focused on how to best serve our clients. He also discusses h…

1
IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market 31:26

9d ago31:26

31:26

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) Introductio…

1
Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen 34:18

16d ago34:18

34:18

In this episode of The Liquidity Event, hosts Shane Mason (reporting from Ireland! ) and AJ Ayers discuss the showdown between President Trump and Harvard and some of the current cash challenges felt by universities, even those with massive endowments. They also talk through the IPO market ecosystem and which factors may be keeping it frozen. Key T…

1
Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller 43:49

23d ago43:49

43:49

In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends. Key Timestamps: (0:00) Introductions and background (2:48) Career paths…

1
Spies in FinTech, Tax Shakedowns, & Surviving Market Storms 26:04

26d ago26:04

26:04

Welcome to Episode 146 of The Liquidity Event! This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan. To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach. Key Takeaways: (…

1
Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off 34:18

1M ago34:18

34:18

Welcome to Episode 145 of The Liquidity Event! This week, AJ and Shane tackle some big topics: Are individual investors smarter than the "smart money" hedge funds? Why are CEOs really heading for the exits at record rates (and what's the deal with that vasectomy shirt story)? Plus, we unravel the frustrating Catch-22 of credit card fees for busines…

1
AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves 38:16

1M ago38:16

38:16

Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff’s podcast, The Long-Term Investor! In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategi…

1
NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless 37:02

2M ago37:02

37:02

In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and strategic approaches to maximize your equity compensation. Key Timestamps: (00:00) - Intro and a few laughs (03:45) - The biggest mistake with NQSOs (06:45) - How taxation works upon exercis…

1
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business 31:24

2M ago31:24

31:24

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 hiri…

1
Tariff Chaos, Circle IPO & Angel Investing 32:10

2M ago32:10

32:10

Market shocks, crypto moves, windfalls, and punk rock? Shane Mason & AJ Ayers unpack the latest financial news and listener questions in this episode of The Liquidity Event. 🚨 IMPORTANT NOTE: This episode was recorded on April 8th, 2025, before the April 9th pause on most newly proposed U.S. tariffs (excluding China). While our specific tariff crit…

1
Corporate Espionage, AI Exam Hacks & Money Questions From Reddit 35:58

2M ago35:58

35:58

In this episode of The Liquidity Event, AJ and Shane dive into tech drama, AI disruption, and financial advice with a little spice. Key Timestamps: (00:00) - Intro & Japan Travel Reflections (03:00) - Corporate Espionage: Rippling vs Deel (13:06) - Student Uses AI to Beat Amazon Interview (18:00) - Hinge Health: Revolutionizing Physical Therapy? (2…

1
Stock Market Volatility, Long-Term Investing & Dave Ramsey’s “Morality” 31:00

3M ago31:00

31:00

In this episode of The Liquidity Event, BKFi’s AJ Ayers and Eduard Zolotarev tackle market volatility head-on, explore the recent Taco Bell product launch event, and share honest thoughts on Dave Ramsey's controversial rental property comments. Key Timestamps: (00:00) - Intro & Episode Overview (00:34) - Meet Ed & An All Important Update on Taco Be…

1
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale 38:24

3M ago38:24

38:24

In this special episode of The Liquidity Event, BKFi leaders John and AJ interview tax attorney Christopher Karachale about Qualified Small Business Stock (QSBS) - a powerful tax benefit allowing founders to exclude up to $10 million (or more) from capital gains taxes when selling shares. Key Timestamps: 1:50 - What is QSBS? The $10 million exclusi…

1
CoreWeave IPO + Real Talk on Starting a Business 45:17

3M ago45:17

45:17

In this episode of The Liquidity Event, AJ and Shane analyze CoreWeave's transformative journey from crypto trading platform to AI infrastructure powerhouse & share highly anticipated Initial Public Offering (IPO) tips, plus unfiltered advice on what it really takes to start a business (from two people who actually did it). Key Timestamps: 0:00 - I…

1
The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims 28:50

4M ago28:50

28:50

In this episode of The Liquidity Event: Money & Finance with AJ and Shane, we explore how demographics shape friendship networks, examine Elon Musk's exaggerated claims about DOGE savings, and answer a retirement planning question from a business owner. Key Timestamps: 0:34 - Introduction and episode topics 1:55 - Mexico City update and lifestyle c…

1
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise 33:56

4M ago33:56

33:56

In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from basic tax implications to advanced strategies for maximizing your equity compensation. Key Timestamps: 0:28 - Introduction to Incentive Stock Options (ISOs) 10:26 - Why ISOs get special tax tre…

1
Spotify's Soaring Stock Price & the Great Wealth Transfer 34:22

4M ago34:22

34:22

In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we discuss Spotify's soaring stock price, the reality of New York real estate's "open secret," and why successful entrepreneurs struggle to relax even after achieving their goals. Key Timestamps: 0:01 - Intro and Valentine's Day musings 6:48 - Spotify's journey from IPO to $…

1
Trump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women 32:22

4M ago32:22

32:22

In this week's episode of The Liquidity Event: Money & Finance with Shane and AJ, we tackle Trump's tariffs, humanoid robots in manufacturing, and baby boomer women deciding the fate of trillions of dollars. Key Timestamps: 0:00 - Intro and updates 4:44 - Baby boomer women & the $82T great wealth transfer 10:29 - Humanoid robots: Manufacturing's fu…

1
Deep Seek, Dropping Rents, & Gaming Credit Scores 28:03

5M ago28:03

28:03

Join AJ Ayers, CFP®, EA, CEP, and John Owens, CFP®, EA, ECA, CPWA® as they dive into the biggest financial headlines of early 2025, from AI market shakeups to real estate trends and credit score strategies. Plus, they tackle a listener question about luxury car decisions when you've "made it." Key Moments: 0:36 - Welcome & 2025 check-in 5:42 - Deep…

1
Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies 34:01

5M ago34:01

34:01

In this episode of the Liquidity Event: Money and Finance with Shane and Ally Jane, we cover everything you need to know about RSUs, from basic tax implications to advanced strategies for managing your equity compensation. Key Timestamps: 0:28 - Introduction to RSUs & today's topics 6:38 - What makes RSUs unique among equity compensation 9:20 - How…

1
Alaska Airlines, FinTech Fails & Timing Your Exit 31:02

5M ago31:02

31:02

In this episode, AJ & Shane discuss Alaska Airlines' ambitious challenge to Delta, financial frauds in the FinTech space, and tackle a trending Reddit question about timing your exit. KEY MOMENTS: [2:25] - AJ's Punishment Travel Story: Getting stranded in a Mississippi blizzard [7:20] - Alaska Airlines vs Delta: Breaking down their new internationa…

1
2025 IPO Outlook: Is the Freeze Finally Over? 31:49

5M ago31:49

31:49

Happy 2025! Ally Jane and Shane kick off the year with a deep dive into which major private companies might finally go public. From SpaceX to Canva, we break down who's ready to make the leap (and who's still playing the IPO waiting game). Plus, an honest discussion about reaching financial independence and whether FIRE is all it's cracked up to be…

1
Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale 34:46

6M ago34:46

34:46

In this final episode of 2024, hosts AJ and John explore the complexities of handling sudden unexpected windfalls, major financial decisions like purchasing a home (or vacation home), and some last-minute year-end planning tips. Key Moments & Topics: 0:00 Show introduction and 2024 wrap-up The psychology of sudden wealth and how to avoid common pit…

1
Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day 32:57

6M ago32:57

32:57

In this episode of The Liquidity Event, hosts AJ and Shane discuss year-end business planning and tax optimization strategies. They break down: Essential business credit card decisions for startups and growing companies Year-end tax planning moves business owners should consider now Key business deductions you might be missing, from travel to home …

1
Year-End Tax Planning Strategies (While You Still Can!) 31:21

7M ago31:21

31:21

In this episode of The Liquidity Event, hosts AJ and Shane tackle year-end tax planning strategies (what you can still do!). They break down: The importance of optimizing tax-advantaged accounts like 401(k)s, Roth IRAs, and HSAs The debate around charitable giving for young professionals Smart timing for exercising stock options and equity compensa…

1
Delta Diamond is a Girl's Best Friend 26:53

7M ago26:53

26:53

In this episode of The Liquidity Event, hosts AJ and Shane demystify airline loyalty programs and credit card rewards. They break down: When airline status is (and isn't) worth pursuing The true value proposition of airport lounges and premium credit cards How to optimize your spending between airline miles and cash back rewards Inside tips on Delt…

1
Trump Tax Policy 2025—Fact vs Fiction 32:44

7M ago32:44

32:44

As the election dust settles, we’re discussing what a Trump-led administration will mean for tax policy and your finances in 2025 and beyond. A lot of promises were made on the campaign trail. Join hosts AJ and Shane as they try to separate fact from fiction and forecast what Americans can expect: -Implications for the Tax Cuts and Jobs Act (TCJA) …

1
Donor Advised Funds (The Good, The Bad, & The Ugly) 25:25

7M ago25:25

25:25

In this episode of The Liquidity Event, hosts AJ and Shane talk donor advised funds & charitable giving. They discuss: Why Donor Advised Funds were created How they can be used a strategy to give more thoughtfully, particularly if you are not sure how exactly you want to give at year's end The dark side of DAFs - how the ultra wealthy have misused …

1
Open Enrollment: Because Your Future Self Will Thank You 30:21

8M ago30:21

30:21

In this episode of The Liquidity Event, hosts AJ and Ed dive into the annual workplace tradition we all love to hate: Open Enrollment Season. While logging into the HR portal and clicking through endless benefit options might feel like watching paint dry, making the wrong choices could leave your future self holding a much lighter wallet.Join them …

1
OpenAI News: Funding, Valuation & Tender Offer for Employees 37:27

8M ago37:27

37:27

In Episode 122 of The Liquidity Event, Shane and AJ discuss the latest news surrounding OpenAI’s funding and valuation, including a potential tender offer for employees. If you’re an OpenAI employee, you’ll want to pay close attention—serious tax planning could be on the horizon! Shane and AJ also break down what a tender offer means, why timing is…

1
A Beige Flag Economy? 2024 Q3 Market & Investment Commentary 34:35

9M ago34:35

34:35

In this episode, AJ and John take a deep dive into Q3 of 2024. From major global events like the Olympics and the resolution of the Hollywood strike to big shifts in the economy—including interest rate cuts and Biden’s departure—there’s a lot to cover. They break down the winners and losers of the quarter, discuss the “Beige Flag” economy, and expl…

1
Turistas Go Home: Should I Buy a Vacation Home Abroad? 39:29

9M ago39:29

39:29

In this episode of The Liquidity Event, hosts Shane and AJ explore the complexities of owning a vacation home in a foreign country. While the idea of sipping cocktails on the beach at your own property sounds enticing, the reality can be quite different. Join them as they discuss: The hidden costs of vacation home ownership, from dual mortgages to …

1
Trust Me: Kids, Money & Savings Lessons from our Youth 33:14

9M ago33:14

33:14

Welcome to Episode 119 of The Liquidity Event! Shane and John discuss some of the big questions parents ask when it comes to finances and their children. They look at different strategies available to parents as well as their pros and cons. Trust Funds and Financial Gifts: Shane and John talk through various strategies for setting up trusts, acknow…

1
Cash Stash: How much should you keep liquid? 38:06

9M ago38:06

38:06

In Episode 118 of our podcast, AJ and Shane address three financial questions that could impact your cash flow and family dynamics: How Much Liquid Cash is Enough? We answer a popular Reddit question about the optimal amount of liquid assets to keep on hand. Wealthfront’s Cash Management—What’s the Catch? We evaluate the pros and cons of Wealthfron…

1
IPO Roadshow Caught in the Burning Man Desert Storm 36:59

9M ago36:59

36:59

IPOs, a desert storm, and the surprising intersection between Burning Man and Wall Street. This week, AJ and John break down all things IPO. Learn what to do when you hear rumblings of a potential IPO, how to minimize tax liability during the process, and what the current state of the markets could mean for future listings. Listen now for a deep di…

1
Millennial Wealth: Lost and Found! 39:32

10M ago39:32

39:32

Millennials are now wealthier than previous generations were at their age—and yes, we’re just as surprised as you are. In Episode 116 of The Liquidity Event, AJ and Shane discuss a new report, which seems to flip the script on what we thought about the state of millennials a few years ago. Has this generation really caught up & even surpassed the B…

1
Having the Talk with Your Parents (No, not THAT Talk) 41:40

10M ago41:40

41:40

In this episode of The Liquidity Event Podcast, AJ and John tackle one of life's trickiest conversations—how to talk money with aging parents. Maybe it's time to check in with your folks about their financial planning. We dive into gift taxes, picking up bills as gifts, and the subtle art of helping your parents financially without overstepping. Pl…

1
Lifestyle Creep & What It Can Cost You 38:41

10M ago38:41

38:41

In this episode of The Liquidity Event, AJ and Shane tackle the realities of lifestyle creep and what it can cost you. They chat about how skyrocketing post-pandemic rent rates are squeezing wallets, dive into the story of a Japanese saver who played it safe only to face a weakening yen, and explore the phenomenon of Instagram-worthy homes.…

1
Monday's Market Madness and Why Everyone is Getting Scammed 37:57

10M ago37:57

37:57

Welcome to Episode #113 of the Liquidity Event Podcast! This week, AJ and Shane are diving into the wild world of market volatility. Is the market dipping or is something more sinister at play? Join us as we break down the latest financial news and uncover the scams that are catching everyone off guard. Leave us a voicemail and we'll answer it on t…

1
How to Pick a Business Partner 44:16

11M ago44:16

44:16

Ever wondered what makes a perfect business partnership? In this episode of the Liquidity Event Podcast, AJ and Shane dive into the nitty-gritty of choosing the right business partner. From deciding ownership percentages to real-life stories that will have you both laughing and taking notes. Listen in and discover the secrets to a thriving partners…

1
Annuities Dummies 36:17

11M ago36:17

36:17

In this episode of the Liquidity Event Podcast, AJ and Shane tackle the story of a couple who won the Powerball but faced tragic consequences when investing their winnings with an insurance salesman. They also answer a listener's question about the financial reality of marrying your long-term partner. Don't miss this! Got questions? Leave us a voic…

1
Summer Wedding Budget Nightmare 39:05

11M ago39:05

39:05

Join hosts AJ and Shane on this episode of the Liquidity Event Podcast as they tackle the financial stress of summer weddings. Discover how to manage wedding expenses without falling into debt, featuring real-life stories and expert advice. Plus, they answer a listener's question about the collapse of Synapse Bank, discussing the safety of online b…

1
Gallivanting 4% Closer to Retirement 29:57

12M ago29:57

29:57

Join Shane and guest co-host John on the Liquidity Event Podcast as they explore the enduring 4% rule in retirement planning. They delve into its history, effectiveness, and relevance for those aiming for early retirement - along with some its pitfalls. Is it merely useful guideline or should it be part of your journey to financial independence? We…

1
You Are Not the Beneficiary 33:09

12M ago33:09

33:09

This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated t…

1
How to Solve The Housing Crisis 38:22

1y ago38:22

38:22

This week on the Liquidity Event Podcast, AJ & Shane dive into the heart of the housing crisis. In this episode, they discuss the surprising ways climate change is impacting home insurance, making it harder for people to protect their properties. Whether you're a homeowner, renter, or just curious about the future of housing, this podcast is for yo…

1
A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money 52:17

1y ago52:17

52:17

This week on the podcast we're joined by the incredible Charlotte Cowles, financial advice columnist for The Cut. Charlotte is known for her valuable insights on investing, saving and spending. She joins AJ on the pod to discuss the skyrocketing cost of weddings, what it's like being a financial advice columnist, why people can't follow basic finan…

1
Looking for a Man in Finance 34:22

1y ago34:22

34:22

Tune in to Episode 105, "Looking For A Man In Finance," where AJ & Shane dive into weight-loss drugs like Ozempic and tackle a listener's rent hike dilemma. Should you tough it out or find a new place when rent keeps climbing? And ladies, look no further, we found your 6 foot 5 man in finance! Blue eyes too! Get ready for a lively chat filled with …

1
Unlimited Shrimp FIRE 34:36

1y ago34:36

34:36

AJ & Shane chat about the dream of early retirement and what it takes to get there. Plus, we're diving into the juicy news about Red Lobster's bankruptcy—what happened to everyone's favorite cheddar bay biscuit spot? And don't miss our listener question segment, where we help out with a dilemma on early exercising non-qualified stock options (NSOs)…

1
Was the 401(k) a Mistake? 31:30

1y ago31:30

31:30

In Episode 103, we dive deep into the complexities of retirement planning, pondering the question: Was the 401(k) a misstep? Join us as we dissect the recent insights from a New York Times article and navigate the landscape of retirement savings - has this great, post-pension experiment really worked out? Plus, we tackle a listener's pressing quest…

1
We're Back Witches! 35:58

1y ago35:58

35:58

Shane and AJ are back! Did you miss them? We did! This time, things are different. We've still got luke warm takes on the financial markets, don't worry. But now our hosts will answer YOUR audience questions. Less news, more actionable advice. In our inaugural episode in this format, our hosts take on some questions about freelancing, getting paid …

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