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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 weeks 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. Theyll 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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IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
Episode 149
Friday, 6 June, 2025
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) Introductions and summer traipsing vs. gallivanting exploration (4:40) IPO “down rounds” explained (8:45) The economics behind down rounds: cheap COVID money meets high interest rates (12:30) Circle and Chime IPO examples - companies going public at lower valuations (15:45) Why tender offers might be your best bet in this market (17:45) Reddit question: "Is $10 million enough to retire on?" (21:00) The $400K per month dilemma - stay for more money or quit while ahead? (26:30) Team Quit vs. Team Stay - Opposing views on leaving $5 million on the table (29:30) What being really rich buys you (spoiler: private jets) The Debate: AJ argues for quitting: Take the money, buy the house, live the good life before kids arrive. Shane argues for staying: You're making $3,000 per hour. Don't walk away from generational wealth. Who's right? Let us know in the comments. 🔔 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: https://www.linkedin.com/company/brooklyn-fi/ Instagram: https://www.instagram.com/brooklyn_f.i/
