Jan 31, 2025
Join AJ Ayers, CFP®, EA, CEP, and John Owens, CFP®, EA, ECA, CPWA® as they dive into the biggest financial headlines of early 2025, from AI market shakeups to real estate trends and credit score strategies. Plus, they tackle a listener question about luxury car decisions when you've "made it."
Key Moments:
0:36 -...
Jan 24, 2025
In this episode of the Liquidity Event: Money and Finance with Shane and Ally Jane, we cover everything you need to know about RSUs, from basic tax implications to advanced strategies for managing your equity compensation.
Key Timestamps:
0:28 - Introduction to RSUs & today's topics
6:38 - What makes RSUs unique among...
Jan 17, 2025
In this episode, AJ & Shane discuss Alaska Airlines' ambitious challenge to Delta, financial frauds in the FinTech space, and tackle a trending Reddit question about timing your exit.
KEY MOMENTS:
[2:25] - AJ's Punishment Travel Story: Getting stranded in a
Mississippi blizzard
[7:20] - Alaska Airlines vs Delta:...
Jan 10, 2025
Happy 2025! Ally Jane and Shane kick off the year with a deep dive into which major private companies might finally go public.
From SpaceX to Canva, we break down who's ready to make the leap (and who's still playing the IPO waiting game). Plus, an honest discussion about reaching financial independence and whether...