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The Liquidity Event | Money and Finance with Shane and Ally Jane

Sep 27, 2024

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...


Sep 20, 2024

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...


Sep 13, 2024

In Episode 118 of our podcast, AJ and Shane address three financial questions that could impact your cash flow and family dynamics:
  1. How Much Liquid Cash is Enough? We answer a popular Reddit question about the optimal amount of liquid assets to keep on hand.
  2. Wealthfront’s Cash Management—What’s the Catch? We...


Sep 6, 2024

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...