Apr 30, 2026
Corporate America is printing money. Everyday Americans are paying $7 for a gallon of gas. And somehow both things are true at the same time.
In Episode 187 of The Liquidity Event, AJ and Shane dig into a Wall Street Journal piece on the growing divide between corporate profits and consumer reality, why the Amex CEO's...
Apr 23, 2026
What if the most important financial conversation you ever have isn't with your advisor, it's with your kids?
In Episode 186 of The Liquidity Event, AJ is joined by Charlotte Geletka, CFP and author of the children's book "Battery the Bulldog and the Funny Money Tree," for a wide ranging conversation about raising...
Apr 16, 2026
It's Tax Day, and Shane and Kody are in their element. In Episode 185 of The Liquidity Event, they kick off with a behind-the-scenes look at what tax season actually looks like for financial planners, from correcting misclassified stock options to saving clients tens of thousands of dollars that TurboTax Live told them...
Apr 9, 2026
Can you keep your 401k when you move abroad? What happens to your Roth IRA if you live in France? And is a baby registry company really worth watching as an IPO?
In Episode 184 of The Liquidity Event, Shane and AJ tackle one of the most common questions they get from American expats and dual citizens: how do you build...
Apr 2, 2026
Q1 started strong and then the final stretch changed everything.
In Episode 183 of The Liquidity Event, AJ and John break down what actually happened in the markets this quarter, from oil’s sharp rise and renewed inflation concerns to why both stocks and bonds felt pressure. They walk through how global conflict...