Episodes
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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 Delta's Diamond Medallion program and its changing benefits
Plus, they share their real-world experiences navigating loyalty programs while running a remote business, and whether recent changes to Delta's program signal trouble ahead for frequent flyers.
Whether you're a road warrior or occasional traveler, this episode will help you make smarter decisions about your travel rewards strategy.
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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)
-Impacts on Social Security taxation
-What may happen to the SALT deduction cap
-Auto loan interest deductions
-Tariffs
And more!
🎉 Planning Ahead? Join Our End-Of-Year Tax Planning Webinar! 🎉
Get ready for 2024 with our upcoming Year-End Planning Webinar on November 20 at 5 p.m. ET! BKFi experts John Owens, Tiffini Parker, and Caitlin Fastiggi will cover policy changes, tax strategies, retirement moves, and more.
👉 Register here: End-Of-Year Planning Webinar
Plus, a $200 Amazon Gift Card Giveaway for one lucky attendee! Don’t miss out—join us live for a chance to win and to set yourself up for success in 2024.
Catch the episode now for a preview of what could be ahead!
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Missing episodes?
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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 this strategy for their own benefit Give it a listen and let us know what you think. Subscribe to be the first to know about our new episodes! -
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 as they discuss: Health insurance (PPO vs HMO) How to think about ancillary benefits like dental & vision Life & disability insurance Retirement planning opportunities And more! Plus, they tackle a listener question about planning for those expensive later-life care costs that Medicare won't cover.Subscribe to be the first to know about our new episodes!
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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 crucial for employees, and the importance of having a financial planner on deck. Whether you're working at a startup or just curious about tech company valuations, this episode is packed with insights to help you stay ahead. For more details on OpenAI’s recent funding and tender offer news, check out these resources: OpenAI Raises $6.6 Billion in Latest Funding Round OpenAI Employees May Get to Sell Shares After $6.6 Billion Round Understanding Private Company Tender Offers Tune in for expert advice and more!
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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 explore the rise in household debt despite record-high wealth. With mortgage rates finally dipping, they tackle the big question: should you refinance? Plus, a look at valuations and what’s happening in the IPO market.
Tune in to stay ahead of the trends and catch up on everything Q3! -
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 maintenance expenses. Challenges of managing properties across borders, including bill payments and upkeep when you’re not there. Tips for balancing real estate-heavy investment portfolios. Why even families without kids should consider 529 plans as part of your financial planning toolbelt Subscribe and hit the notification bell to stay updated on all our latest episodes!
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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, acknowledging the difficult balancing act between supporting children and teaching them about financial responsibility. Raising Financially Responsible Kids: Hear personal anecdotes about how Shane and John’s first jobs influenced their savings habits. The two also discuss Ron Leiber’s The Opposite of Spoiled on preventing entitlement and fostering a balanced understanding of money. Parenting is not easy. But getting a better understanding of your options and the strategies available to you can help! Don't miss this episode. -
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 Wealthfront’s cash management options. What's the overall assessment of this strategy? Is there a catch? Family Business Stakes—A Risk Worth Taking? You’ve been offered a stake in your family’s soon-to-open food and beverage business. With the business partner backing out, we talk through key questions to ask and whether this investment is the right move for you.
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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 dive into the current state of IPOs! -
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 Boomers and Gen X’ers? We’re breaking down the numbers and unpacking the surprising trends in real estate, the stock market, and more.
🎧 Episode 116 is live now! Check out the full Wall Street Journal report we discussed here. https://tinyurl.com/bdytwx68Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/
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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. Plus, we’re sharing real stories about estate planning, avoiding scams, and the importance of being vulnerable with loved ones.
Looking for more tips on how to talk money with your aging parents? Check out our blog for more insights: How to Talk Money and Aging.
Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod?
Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ -
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.
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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 the air: https://memo.fm/theliquidityevent/
Email us with your questions at [email protected]
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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 partnership!
Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ -
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 voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ -
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 banks and explaining how FDIC insurance works. Don't miss this episode!
Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ -
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 cover this and whether we both should start golfing more on this weeks gallivanting episode. Tune in!
Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ -
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 that form. Join us as we unpack this wild tale and share tips on keeping your estate plans up-to-date. You won't want to miss this one!
Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod?
Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/
Email us with your questions at [email protected] -
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 you! Listen now to understand the challenges and potential solutions in today's real estate landscape.
Got questions? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ - Show more
