In this episode of The Liquidity Event, Shane and Kurtis dive into the start of Tax Planning Season at BKFi, unpack Figma’s billion-dollar breakup, and discuss when employees can finally sell their shares. They explore why Silicon Valley’s free perks are disappearing, what the rise of generally intelligent AI could mean for your work, and how new rules are letting you put real estate, crypto, and private equity into your 401(k). Plus, the debate over being friends with your kids, whether spending 60% of your net worth on a “forever home” is ever a good idea, and a fresh take on the “core and explore” investing strategy.

(00:00) Introductions - Kurtis guest stars!

(02:27) BKFi Clients, it's TPS season! (formerly YEP)

(03:28) Figma goes through a billion-dollar breakup

(08:47) When can Figma employees sell their shares?

(09:32) No more nap pods or free lunches in Silicon Valley

(12:56) AI that is generally intelligent (ChatGPT 5)

(19:33) Real estate funds, cryptocurrency, and private equity are allowed in 401k's now?!

(26:15) Can you be friends with your kids? FAAFO

(29:42) Should you spend 60% of your net worth on your "forever home?" Find out what a BKFi senior financial planner has to say!

(33:01) Core and explore

🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel

🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com

✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent

📱 Follow Brooklyn FI:

LinkedIn: / brooklyn-fi

Instagram: / brooklyn_f.i