Nov 29, 2024
In this episode of The Liquidity Event, hosts AJ and Shane tackle year-end tax planning strategies (what you can still do!).
They break down:
The importance of optimizing tax-advantaged accounts like 401(k)s, Roth IRAs, and HSAs
The debate around charitable giving for young professionals
Smart timing for...
Nov 22, 2024
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...
Nov 15, 2024
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...
Nov 8, 2024