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

Dec 20, 2024

In this final episode of 2024, hosts AJ and John explore the complexities of handling sudden unexpected windfalls, major financial decisions like purchasing a home (or vacation home), and some last-minute year-end planning tips.

 

Key Moments & Topics:

0:00 Show introduction and 2024 wrap-up

  • The psychology of sudden...


Dec 6, 2024

In this episode of The Liquidity Event, hosts AJ and Shane discuss year-end business planning and tax optimization strategies.

 

They break down:

  • Essential business credit card decisions for startups and growing companies
  • Year-end tax planning moves business owners should consider now
  • Key business deductions you...