Aug 30, 2024
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...
Aug 23, 2024
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...
Aug 16, 2024
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...
Aug 9, 2024
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...