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Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165

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Manage episode 520430608 series 3281815
Content provided by Brooklyn Fi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brooklyn Fi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Liquidity Event, AJ and Shane recap Brooklyn FI's estate planning party at Clover Club, complete with notaries, crystal balls, and millennials confronting wills, pets, and chosen family. They also cover the latest economic confusion including layoffs, tariffs, AI fears, the Shrimp Cocktail Index, and California's proposed billionaire tax.

Shane breaks down Scaramucci's tariff refund theory while AJ reflects on trust in data, government transparency, and who actually pays for society. The episode closes with questions about corruption, sustainability, and whether two money nerds with a TI 83 could solve the tax code.

Key Timestamps:

(00:00) AJ's stiff neck and chaotic start (02:39) Estate planning party at Clover Club (04:31) Shane's three-year estate plan procrastination (05:36) Wills, chosen family, and pet guardians (08:09) The lost Tacos and Taxes era (09:26) WARN spikes, layoffs, and missing data (14:32) Scaramucci and the tariff refund theory (16:48) The Shrimp Cocktail Index returns (21:13) California's one-time five percent billionaire tax (30:13) Why neutrality is impossible when policy affects clients

🔔 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

  continue reading

169 episodes

Artwork
iconShare
 
Manage episode 520430608 series 3281815
Content provided by Brooklyn Fi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brooklyn Fi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Liquidity Event, AJ and Shane recap Brooklyn FI's estate planning party at Clover Club, complete with notaries, crystal balls, and millennials confronting wills, pets, and chosen family. They also cover the latest economic confusion including layoffs, tariffs, AI fears, the Shrimp Cocktail Index, and California's proposed billionaire tax.

Shane breaks down Scaramucci's tariff refund theory while AJ reflects on trust in data, government transparency, and who actually pays for society. The episode closes with questions about corruption, sustainability, and whether two money nerds with a TI 83 could solve the tax code.

Key Timestamps:

(00:00) AJ's stiff neck and chaotic start (02:39) Estate planning party at Clover Club (04:31) Shane's three-year estate plan procrastination (05:36) Wills, chosen family, and pet guardians (08:09) The lost Tacos and Taxes era (09:26) WARN spikes, layoffs, and missing data (14:32) Scaramucci and the tariff refund theory (16:48) The Shrimp Cocktail Index returns (21:13) California's one-time five percent billionaire tax (30:13) Why neutrality is impossible when policy affects clients

🔔 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

  continue reading

169 episodes

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