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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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An IRS Agent's Side Hustle, Anthropic's $300B Tender, & Can You Afford a $1.8M Home? – Ep 176
Episode 176
Thursday, 12 February, 2026
In Episode 176 of The Liquidity Event, Shane is joined by Brooklyn Fi Senior Financial Planner Kody Sherlund to unpack a mix of personal finance headlines and real-world planning questions. They kick things off with an IRS agent who moonlights as an NFL referee and what that says about modern "two-job" America. Then they break down what happens when a 529 plan is overfunded, whether insider stock purchases are actually a bullish signal, and why diversification still matters even when markets feel unpredictable. The episode also covers Anthropic's reported $300B valuation and employee tender offer, including what to consider before selling private company shares. Finally, they tackle a Reddit question: can a couple earning $750K–$850K afford a $1.8M home in the NYC suburbs? Key Time Stamps: 00:00 – Welcome + Episode Overview 00:34 – Shane & Kody intro 06:19 – IRS agent who's also an NFL referee 09:45 – What happens when you overfund a 529 plan 15:16 – Rethinking standard investment advice? 20:12 – Can you "beat" the market long term? 21:25 – Do insider stock purchases actually signal upside? 26:40 – Anthropic's $300B valuation & employee tender offer 27:47 – What to consider before selling private shares 32:22 – Can you afford a $1.8M home on $750K income? 🔔 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
