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The Liquidity Event | Money and Finance with Shane and Ally JaneAuthor: Brooklyn Fi
The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week's news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have a deep skepticism of the traditional financial services industry. They'll dish about the tools they use to help their clients and give you a look under the hood of how they run their modern, tech-forward wealth management firm. Whether you've got worthless stock options or work for a company about to go public at a 10-billion dollar valuation, every Monday morning your hosts will demystify the headlines and take you through the money stuff that matters like a diversified portfolio and getting to financial independence as fast as possible. Warning: There may be swearing and lukewarm takes. Learn more at Brooklynfi.com/podcast and subscribe to hear new episodes Monday mornings. Language: en Genres: Business, Investing, News, Tech News Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Money, Kids and Generational Wealth with Special Guest Charlotte Geletka — Episode 186
Episode 184
Thursday, 23 April, 2026
What if the most important financial conversation you ever have isn't with your advisor, it's with your kids? In Episode 186 of The Liquidity Event, AJ is joined by Charlotte Geletka, CFP and author of the children's book "Battery the Bulldog and the Funny Money Tree," for a wide ranging conversation about raising financially literate kids in a world where cash is disappearing and TikTok is handing out investment advice. Charlotte and AJ dig into when to start talking to kids about money, how to raise children who understand the value of hard work without shielding them from reality, and how to course-correct when your 8-year-old starts critiquing the star rating of hotel rooms. They also tackle the harder questions around inheritances, trust funds, and why financial literacy matters just as much at the top of the wealth ladder as it does at the bottom. The episode wraps with a practical breakdown of 529 plans, how grandparents and family members can contribute meaningfully, and a quick-fire round covering the worst money advice parents give, the right age for a first credit card, and whether meme stocks are a teaching tool or a gateway to a gambling problem. Topics covered: When and how to start talking to kids about money Raising financially grounded children in high net worth households Allowances, chores and kid-friendly financial tools like Greenlight Inheritances, trust funds, and spendthrift clauses 529 plans: who they work for, who they don't, and how to superfund them Generational wealth vs. generational knowledge Timestamps: 00:00 Intro and welcome to Charlotte Geletka 01:09 Charlotte's background, her CFP practice and the children's book 03:57 When should you start talking to kids about money? Earlier than you think 07:33 How the words adults use around money shape kids' relationship with it 09:20 How to raise kids who appreciate what they have without becoming spoiled 11:28 Chores, allowances, and giving kids real financial responsibility 16:38 Why kids are learning about money from Zillow and TikTok, whether you like it or not 19:10 Inheritances, trust funds and what happens when big money meets young adults 22:00 529 plans: AJ and Charlotte break down everything you need to know 28:01 Quick fire round: worst parent money advice, first credit cards and meme stocks 🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel 🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com ✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent 📱 Follow Brooklyn FI: LinkedIn: / brooklyn-fi Instagram: / brooklyn_f.i
