All Episodes
The Liquidity Event | Money and Finance with Shane and Ally Jane — 191 episodes
Spirit Airlines, Rising Insurance Premiums and the $165 Billion Annoyance Economy — Episode 188
Two Americas, Financial Infidelity and SpaceX's $60 Billion Bet — Episode 187
Money, Kids and Generational Wealth with Special Guest Charlotte Geletka — Episode 186
Tax Day Confessions, The Upper Middle Class Trap, and the SpaceX IPO — Episode 185
Episode 184: Expat Retirement Planning, Dual Citizenship Taxes, and the Babylist IPO
Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183
BuzzFeed's AI Collapse, Coinbase vs. Big Banks, and the SpaceX IPO Is Official - Episode 182
Mega IPOs, AI at Work and Why Everyone's Exhausted - Episode 181
AI Replacing Advisors, 401(k) Hardship Withdrawals, & 24/7 Tokenized Stocks – Ep 180
AI Doomsday Scenarios, Power Plants in Small Towns, & The $10M Advisor Fee Debate – Ep 179
Anthropic vs The Pentagon, Boomers Control the Market, and the AI Era Debate – Ep 178
SpaceX's $50B IPO, AI Salary Gaps & Trusting ChatGPT With Your Taxes? – Ep 177
An IRS Agent's Side Hustle, Anthropic's $300B Tender, & Can You Afford a $1.8M Home? – Ep 176
The Richest Americans Ever, SpaceX's Mega Merger, and Regret Investing Too Conservatively – Episode 175
Childcare Costs, Private Equity Ruining Everything, and When to Wake Up – Episode 174
Rebroadcast: Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
Nuclear Energy, Tax Reform, and the Med Spa Economy – Episode 172
New York Data Privacy, K-Shaped Tax Cuts, All-Cash NYC Real Estate, and Annuity Myths – Episode 171
New York Tax Exit Myths, OpenAI Equity Donations, and IPO Scam Warnings – Episode 170
Rebroadcast: John Owens on Year-End Equity Compensation Planning
The AI Bubble Debate, SpaceX Liquidity, and Escaping High-Tax States – Episode 168
Rags-to-Riches Reality, Tech Monopoly Meltdowns, and Smarter FSA Spending – Episode 167
ACA Sticker Shock, Student Loan Chaos, and AI in Space – Episode 166
Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
Episode 164 – 50-Year Mortgages, Housing Market Woes, and the AI Spending Bubble
NASCAR Lawsuits, Billionaire Taxes, and AI Power Plays – Episode 163
Episode 162 - Gambling Governors, Poker Scams, and The Louvre Heist
Episode 161 - Nobel Winners Off the Grid, Italy's Billionaire Tax Haven, and Reddit's $750K Question
Episode 159 - IPOs Are Back, Hamburger Helper Economics, and $800 Credit Cards
Future Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158
AI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157
AI, Money, and Modern Dating - Episode 156
Dial-Up, AI, and $1 Million Questions - Episode 155
Billion-Dollar Breakups, ChatGPT 5, and How to Navigate Your 401(k) - Episode 154
Sore Losers, Crypto Regulation, & Secret Code Words: Episode 153
Money Moves: Tax Breaks, Return to Office Woes & Lost Retirement Accounts
BKFi Takes On The One Big Beautiful Bill | The Liquidity Event Episode 151
How Buy Now, Pay Later Impacts Your Credit, Alternative Investments & Takeaways from the First Half of 2025
Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen
Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
Spies in FinTech, Tax Shakedowns, & Surviving Market Storms
Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off
AJ Ayers on The Long Term Investor: Got Stock Options? Don't Miss These Year-End Moves
NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
Tariff Chaos, Circle IPO & Angel Investing
Corporate Espionage, AI Exam Hacks & Money Questions From Reddit
Stock Market Volatility, Long-Term Investing & Dave Ramsey's "Morality"
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale
CoreWeave IPO + Real Talk on Starting a Business
The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
Spotify's Soaring Stock Price & the Great Wealth Transfer
Trump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women
Deep Seek, Dropping Rents, & Gaming Credit Scores
Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
Alaska Airlines, FinTech Fails & Timing Your Exit
2025 IPO Outlook: Is the Freeze Finally Over?
Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day
Year-End Tax Planning Strategies (While You Still Can!)
Delta Diamond is a Girl's Best Friend
Trump Tax Policy 2025—Fact vs Fiction
Donor Advised Funds (The Good, The Bad, & The Ugly)
Open Enrollment: Because Your Future Self Will Thank You
OpenAI News: Funding, Valuation & Tender Offer for Employees
A Beige Flag Economy? 2024 Q3 Market & Investment Commentary
Turistas Go Home: Should I Buy a Vacation Home Abroad?
Trust Me: Kids, Money & Savings Lessons from our Youth
Cash Stash: How much should you keep liquid?
IPO Roadshow Caught in the Burning Man Desert Storm
Millennial Wealth: Lost and Found!
Having the Talk with Your Parents (No, not THAT Talk)
Lifestyle Creep & What It Can Cost You
Monday's Market Madness and Why Everyone is Getting Scammed
How to Pick a Business Partner
Annuities Dummies
Summer Wedding Budget Nightmare
Gallivanting 4% Closer to Retirement
You Are Not the Beneficiary
How to Solve The Housing Crisis
A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money
Looking for a Man in Finance
Unlimited Shrimp FIRE
Was the 401(k) a Mistake?
We're Back Witches!
White Lines and White Lies
The 100 Things We've Done to Level Up Our Business (And Our Lives)
My Big Fat Greek IPO
Manic Pixie Dream IPO
How Not To Get Scammed
Golden Visas for The Golden Years
Big Tech, Big Sharks, and Big Boomer Billionaires
Summer John Rented a Boat
Episode 93: The Debt Ceiling vs. The Glass Ceiling
Episode 92: We have an IPO people!
Episode 91: Speed Dating the Banking Meltdown
The Past, Present and Future of AI
Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up
Let's Not Die Rich
A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto
Cord Spaghetti, Chat GPT4, and Big Macs
Just Don't Call it a Bailout
Longevity, Mail Fraud, and an 8 Billion Dollar IPO
Tough Tax Times Ahead for TikTok Influences
Stripe's Reluctant March Toward an IPO
Psychotropics, Small Businesses, and Supplements
Bleeding Hearts Sink All Ships
Mars for Memorial Day
ChatGPT, More Layoffs, and WALL-E
Value for Nothing
Aaand we're back!
New Year, Same Me
Don't Chase the Dragon
Trains, Space Planes, and E-Scooters
It's Always Wire Fraud or Mail Fraud
'Tis the Season to Spend Money
Alexa, Play Yourself Out
Fresa con Crema
Why FBARs Can Leave You FUBAR
Snip, Snip
The Year of the Rabbit
The One With Dr. Shots & Underwater-Stock-Options Ariel
We're Well-qualified to Represent the ESG
Rising Tides Sink all SPACS
Rick Scott Says the IRS Wants to Kill You
Just Don't Call it a Layoff
The IPO is Dead, Long Live the Faux-P-O
The Ramen Girl Goes Public
Loans of Power
Fraud it Till You Make It
Biden Cancels Student Loans and Serena Serves Up Financial Independence
The Unbearable Lightness of Being a Tech Billionaire
The Inflation Reduction Act Just Gave Me MonkeyPox
Glossier, Golf Courses, and, Generational Wealth
Keep Your Friends Close and Your Enemies Out of the Supply Chain
Time is Fun When You're Having Flies
Two Guys, a Girl and Some Financial News
Aaron Burr Sir
Small Potatoes
Boats + Capitalism = Inflation
Uncut Gems
Toilet Paper Is the Best Inflation Hedge
Talk to My Lawyer!
Travel Tips for the End of the World
Pegging the Dollar
Rate Hikers Guide to the Galaxy
Scam-a-lama-ding-dong
Happy Birthday Brooklyn FI
The Richest Man in Staten Island
Celebrity Makeover: Roth Edition
The Witch Tax
America's Got Startups
We've Solved the Housing Crisis!
Vaxxed and Taxed
Free Grandparents?
Tax Season 2022 - Stranger Than Fiction
Kanye's Candy
Casualty Insurance in Space
Taxing the Metaverse
Miss Market Frizzle
Microsoft Activates a Blizzard of Competition
Is Your Mattress Firm?
What Rhymes with Sconce?
Beefy Powerboats Going Nowhere
Enter the Oliverse
Grand Slams and Gaming Grandpas
Iron Domes and Dumb Dolphins
You Can't Lead a Dead Horse to Water
A Heartfelt Thanksgiving Special
This Episode is in Retrograde
Inflating Elon's Taxes
Rivians and Rivalries
For Whom The Wealth Tax Tolls
Meme Stonks, Dune, and The Fashionable Future of Co-working
Gotta IPO Them All
Fat Bears, Orcs, and Therapy
Mom's Spaghetti
Rats!
Roomba Thinks Your Allbirds Are Shit
Superfund my Government
Why is it Always Wire Fraud
How to Win Fans and Influence Vans
Two Billionaires, One Boat
SPACs, Burritos, and Electric Vehicles
Space Dicks and Mega Roth IRAs
Why Are We Here?
Welcome to The Liquidity Event