Artwork

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://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Spies in FinTech, Tax Shakedowns, & Surviving Market Storms

26:04
 
Share
 

Manage episode 483102847 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://ppacc.player.fm/legal.

Welcome to Episode 146 of The Liquidity Event!

This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan.

To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach.

Key Takeaways: 00:00:00 - Intro & What's Shane doing in AJ's house? 00:01:52 - Spies Are Everywhere: The Cutthroat FinTech Industry 00:04:54 - Remote Work & Cybersecurity: The New Frontier of Corporate Risk 00:06:07 - Non-Competes: Enforceable or Not? 00:06:33 - Decoding the New House GOP Tax Plan (Draft Details!) 00:06:53 - AJ's Favorite: 529 Plan Expansions for Certifications! 00:08:14 - Shane's Take: Standard Deductions, AMT, and the SALT Cap Saga Continues 00:12:23 - No Tax on Tips? Or Overtime? The Complications! 00:15:14 - Radical Tax Idea Corner: Capital Gains & Lifetime Exclusions 00:18:58 - Estate Tax Exclusion: Permanent and Higher? 00:19:48 - Listener Question: Preparing for the "Coming Economic Storm" 00:21:26 - AJ's Hot Take: Don't Make Decisions Based on Fear! 00:25:01 - Outro

πŸ”” 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 πŸ“± Follow Brooklyn FI: LinkedIn: https://www.linkedin.com/company/brooklyn-fi/ Instagram: https://www.instagram.com/brooklyn_f.i/

  continue reading

148 episodes

Artwork
iconShare
 
Manage episode 483102847 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://ppacc.player.fm/legal.

Welcome to Episode 146 of The Liquidity Event!

This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan.

To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach.

Key Takeaways: 00:00:00 - Intro & What's Shane doing in AJ's house? 00:01:52 - Spies Are Everywhere: The Cutthroat FinTech Industry 00:04:54 - Remote Work & Cybersecurity: The New Frontier of Corporate Risk 00:06:07 - Non-Competes: Enforceable or Not? 00:06:33 - Decoding the New House GOP Tax Plan (Draft Details!) 00:06:53 - AJ's Favorite: 529 Plan Expansions for Certifications! 00:08:14 - Shane's Take: Standard Deductions, AMT, and the SALT Cap Saga Continues 00:12:23 - No Tax on Tips? Or Overtime? The Complications! 00:15:14 - Radical Tax Idea Corner: Capital Gains & Lifetime Exclusions 00:18:58 - Estate Tax Exclusion: Permanent and Higher? 00:19:48 - Listener Question: Preparing for the "Coming Economic Storm" 00:21:26 - AJ's Hot Take: Don't Make Decisions Based on Fear! 00:25:01 - Outro

πŸ”” 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 πŸ“± Follow Brooklyn FI: LinkedIn: https://www.linkedin.com/company/brooklyn-fi/ Instagram: https://www.instagram.com/brooklyn_f.i/

  continue reading

148 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play