Parhaat Liquidity Event Podcastit (2024)

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

5d 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

19d 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

26d 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

1M 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

1M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

7M 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

7M 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

7M 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

7M 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

8M 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 …

1
White Lines and White Lies 30:58

1+ y ago30:58

30:58

Welcome to the Liquidity Event! In this episode, we'll take you on a rollercoaster ride through bizarre headlines. We've got kids partying too hard at the White House, the CEOs who make hundreds of millions, and of course AI! In other news, we're excited about Honey Homes, a handyperson subscription service that is priced fairly. Oh, and did you kn…

1
The 100 Things We’ve Done to Level Up Our Business (And Our Lives) 48:00

1+ y ago48:00

48:00

Hey losers! It's our 100th episode! Dang, I can't believe we made it this far during a liquidity event drought. Thanks for tuning in each week to hear our blatherings. On this very special 100th episode, we skip the headlines and head right to the heart of the matter. AJ and Shane are bringing you 100 things they have done to level up their busines…

1
My Big Fat Greek IPO 32:40

1+ y ago32:40

32:40

Shane and AJ are extra silly today. Shane's in Mexico and AJ's in London! We've got lots of good stuff for you on today's show. Including but not limited to the office mandate people are getting desperate about, the founders of Bitwise misleading investors, salary transparency, and finally an IPO we're actually excited about. Founded by three frien…

1
Manic Pixie Dream IPO 30:16

1+ y ago30:16

30:16

Hold onto your seats for another thrilling episode of the Liquidity Event Podcast! We’ve got a pandemic move update: founders and being clawed back to SF due to the AI boom. Then we’ve got fallen crypto industry titans in Bali and how optimizers are using Notion to plan their entire lives. Some CEOs claim employees are less productive at home but w…

1
How Not To Get Scammed 31:03

1+ y ago31:03

31:03

Get ready for a special episode of "The Liquidity Event" podcast with AJ and Brett! Join them as they share their own scam stories and explain how to protect yourself and your loved ones. From music streaming fraud to cloning voices in fake kidnappings, we've got all the scams. Discover why Googling certain words is risky, how seniors are targeted,…

1
Golden Visas for The Golden Years 30:48

1+ y ago30:48

30:48

Get ready to laugh, learn, and ponder the mysteries of life on the Liquidity Event Podcast! We've got a FAFSA makeover, a new Attentive CEO, the dangers of youth social media use, and AIs doing paralegal work. On a lighter note, Shane and AJ have a lot to say about Portugal's golden visa program. Shane looks forward to welcoming you to his Algarve …

1
Big Tech, Big Sharks, and Big Boomer Billionaires 30:56

1+ y ago30:56

30:56

It's another episode of The Liquidity Event and AJ is back in the saddle and has a lot of catching up to do. Is trading stocks 24 hours a day a good thing? We think Robinhood's new 24/7 trading promise is bad news. We've got breaking news from the tax world too. Brace yourselves for a new IRS free e-filing system. Oh, and we have a meaty New York T…

1
Summer John Rented a Boat 30:36

1+ y ago30:36

30:36

Get ready for an entertaining journey through the world of finance with The Liquidity Event! Join us as we sail through absurd jobs, boat rental success stories, recalled exercise bikes, VC firm squabbles, coastal city exodus, Amazon's epic MMO adventure, even a surprising Windows 11 and iOS collaboration and credit-card debt! -Don’t forget to Join…

1
Episode 93: The Debt Ceiling vs. The Glass Ceiling 31:02

1+ y ago31:02

31:02

Join us on the Liquidity Event Podcast for the latest business news that will make you laugh and cry and want to smack a banker. From TSMC's €10 billion chip fab plans in Germany to better IRS service and earlier debt deadlines, we cover it all. Find out why Shopify is cutting its workforce but its shares are surging, and how some TurboTax users mi…

1
Episode 92: We have an IPO people! 30:39

1+ y ago30:39

30:39

Get ready for the juiciest news in tech and finance on this week's episode of The Liquidity Event! We're talking about everything from JPMorgan's Silicon Valley takeover to a shocking report that companies are cheating the H-1B visa lottery. Plus, we'll dish on the gender earnings gap, inflation, and why a 37-year-old making over $200K is ready to …

1
Episode 91: Speed Dating the Banking Meltdown 30:54

1+ y ago30:54

30:54

Welcome to the Liquidity Event Podcast, where we cover the latest and craziest finance headlines. From Apple's AI-powered health coaching to a $3.4 billion crypto heist, we've got you covered. Join us as we discuss why more female executives don't play golf, the EPA's new rules for electric vehicles, to SeatGeek’s confidential S-1 filing. Plus, we'…

1
The Past, Present and Future of AI 30:48

1+ y ago30:48

30:48

On a special episode of the Liquidity Event, our hosts welcome Matt, a machine learning expert with a lot to say about AI. We talk language models, statistics, prompt engineers, ChatGPT, and the humanity of AI. If you’re into AI or fear your laptop is sentient, listen to this episode. Longtime listener? Complete a survey for $10! Want to know more …

1
Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up 30:53

1+ y ago30:53

30:53

Dive into the latest episode of the Liquidity Event Podcast, where we tackle the complexities of moving to a no-income-tax state, Amazon's rethinking of employee stock rewards, and Walmart's electrifying plan for 2030. Uncover the hidden mega yachting with Justice Clarence Thomas and the ambitious IRS hiring spree. We question Forbes' 30 under 30 j…

1
Let’s Not Die Rich 31:09

1+ y ago31:09

31:09

It's another episode of the Liquidity Event. We've got taxes on NFTs and real-life Star Wars! Space X is trying to throw 30,000 satellites into orbit and justify their 140 billion dollar valuation. We've also got word that Apple launched its own buy now, pay later service, but don't worry, you still have plenty of other options to go into debt with…

1
A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto 30:54

1+ y ago30:54

30:54

Welcome to the Liquidity Event Podcast! In this episode, we'll discuss Microsoft Bing's latest shenanigans with OpenAI's DALL-E AI, turning text into images faster than you can say "Mona Lisa." We'll also dive into the latest housing market trends, where home prices have taken a tumble for the first time in 11 years. Plus, the FTC is cracking down …

1
Cord Spaghetti, Chat GPT4, and Big Macs 31:54

2y ago31:54

31:54

Welcome to the Liquidity Event podcast, where we dive deep into the shit you read about but are too busy to care. This week, we discuss Stripe's impressive fundraising haul and their plan to provide employee liquidity. But before we pop the champagne, let's not forget about the banking crisis deepening with Credit Suisse's merger into UBS suspended…

1
Just Don’t Call it a Bailout 30:42

2y ago30:42

30:42

Welcome to The Liquidity Event, where Biden plays Robin Hood with billionaire taxes and rich investors get a reality check. Watch Stripe's casual $6B fundraise, while Twitter chuckles over the IRS's "honor among thieves" income reporting. Witness the birth and death of a startup bank and grab tissues for the SVB soap opera with insider trading, law…

1
Longevity, Mail Fraud, and an 8 Billion Dollar IPO 33:01

2y ago33:01

33:01

Welcome to the Liquidity Event podcast! In this episode, we cover Dr. David Sinclair's consumer longevity company, Tally Health, which promises to reverse aging. The Supreme Court also ruled that bankruptcy filers can no longer avoid debt incurred by someone else's fraud - because let's face it, who doesn't love being punished for someone else's mi…

1
Tough Tax Times Ahead for TikTok Influences 31:00

2y ago31:00

31:00

On this episode of the Liquidity Event podcast, we cover Amazon's $3.49 billion deal for One Medical and why we are surprisingly excited about it. AJ asks our listeners to vote on the next book she reads, so don’t let her down. In other news, companies tested a four-day workweek and decided they don't want to stop, proving that work-life balance is…

1
Stripe’s Reluctant March Toward an IPO 31:41

2y ago31:41

31:41

Welcome to the Liquidity Event podcast, where we bring you all the latest news that makes you question your life choices. Join us as we discuss Gov. DeSantis' brilliant plan to ban ESG investing in Florida, because who needs a sustainable future when you can just live in the present, right? We'll also be talking about the latest Airbnbust, where a …

1
Psychotropics, Small Businesses, and Supplements 33:29

2y ago33:29

33:29

It’s already mid-February, are you keeping up with your new year’s resolutions? Eat better? Get more exercise? Listen for some of the crazy supplements and age-defying stunts Silicon Valley's elites are playing with. Despite continued layoff across the board, our hosts are pleased to hear that JP Morgan is actually hiring small business bankers to …

1
Bleeding Hearts Sink All Ships 36:14

2y ago36:14

36:14

It's the big 8-0, dear listeners, and Shane and AJ are back with that sweet, sweet finance content you love! Middle managers have emerged as a top target in recent tech company downsizing, Dell has laid off 5 percent of its employee base internationally, and 517,000 new jobs were created in the U.S. in January. Next on deck is the growing antitrust…

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