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Liquidity Talks

Liquidity Talks

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This is Liquidity Talks - a livestream and podcast series, brought to you by Planixs, and designed to share the latest trends and updates from the world of treasury, liquidity and risk. Join us as we power up the liquidity conversation.
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The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have ...
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Coffee & Liquidity

Alderaan Ventures Media

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Join us every week as host Ben Samuels helps demystify wealth creation strategies, increase listeners‘ financial literacy, exposes false narratives in the capital markets, and reframes ”the American Dream” in digestible, actionable chunks. Our mission is to give some perspective and context to those that may not have the tools at their disposal, whether income or acumen, to step out and truly do their own thing but can still leverage their networks, etc. to build passive revenue streams or w ...
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Welcome to Episode 119 of The Liquidity Event! Shane and John discuss some of the big questions parents ask when it comes to finances and their children. They look at different strategies available to parents as well as their pros and cons. Trust Funds and Financial Gifts: Shane and John talk through various strategies for setting up trusts, acknow…
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In Episode 118 of our podcast, AJ and Shane address three financial questions that could impact your cash flow and family dynamics: How Much Liquid Cash is Enough? We answer a popular Reddit question about the optimal amount of liquid assets to keep on hand. Wealthfront’s Cash Management—What’s the Catch? We evaluate the pros and cons of Wealthfron…
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IPOs, a desert storm, and the surprising intersection between Burning Man and Wall Street. This week, AJ and John break down all things IPO. Learn what to do when you hear rumblings of a potential IPO, how to minimize tax liability during the process, and what the current state of the markets could mean for future listings. Listen now for a deep di…
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Millennials are now wealthier than previous generations were at their age—and yes, we’re just as surprised as you are. In Episode 116 of The Liquidity Event, AJ and Shane discuss a new report, which seems to flip the script on what we thought about the state of millennials a few years ago. Has this generation really caught up & even surpassed the B…
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In this episode of The Liquidity Event Podcast, AJ and John tackle one of life's trickiest conversations—how to talk money with aging parents. Maybe it's time to check in with your folks about their financial planning. We dive into gift taxes, picking up bills as gifts, and the subtle art of helping your parents financially without overstepping. Pl…
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In this episode of The Liquidity Event, AJ and Shane tackle the realities of lifestyle creep and what it can cost you. They chat about how skyrocketing post-pandemic rent rates are squeezing wallets, dive into the story of a Japanese saver who played it safe only to face a weakening yen, and explore the phenomenon of Instagram-worthy homes.…
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Welcome to Episode #113 of the Liquidity Event Podcast! This week, AJ and Shane are diving into the wild world of market volatility. Is the market dipping or is something more sinister at play? Join us as we break down the latest financial news and uncover the scams that are catching everyone off guard. Leave us a voicemail and we'll answer it on t…
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Ever wondered what makes a perfect business partnership? In this episode of the Liquidity Event Podcast, AJ and Shane dive into the nitty-gritty of choosing the right business partner. From deciding ownership percentages to real-life stories that will have you both laughing and taking notes. Listen in and discover the secrets to a thriving partners…
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In this episode of the Liquidity Event Podcast, AJ and Shane tackle the story of a couple who won the Powerball but faced tragic consequences when investing their winnings with an insurance salesman. They also answer a listener's question about the financial reality of marrying your long-term partner. Don't miss this! Got questions? Leave us a voic…
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In recent decades, the financial markets have undergone transformative changes, reshaping the landscape of banking and liquidity risk management. Bank collapses, the implementation of quantitative easing, rising funding costs, and increased regulatory focus have profoundly impacted market dynamics. Meanwhile, societal changes, the emergence of inno…
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Join hosts AJ and Shane on this episode of the Liquidity Event Podcast as they tackle the financial stress of summer weddings. Discover how to manage wedding expenses without falling into debt, featuring real-life stories and expert advice. Plus, they answer a listener's question about the collapse of Synapse Bank, discussing the safety of online b…
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Join Shane and guest co-host John on the Liquidity Event Podcast as they explore the enduring 4% rule in retirement planning. They delve into its history, effectiveness, and relevance for those aiming for early retirement - along with some its pitfalls. Is it merely useful guideline or should it be part of your journey to financial independence? We…
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This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated t…
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Real-time data is essential for banks to maintain a robust control framework across both risk and liquidity management. Payment control serves as a powerful tool, enabling banks to effectively manage risks, regulate liquidity usage and payment outflows, optimise funding, and enhance both profitability and operational resilience. In this episode of …
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This week on the Liquidity Event Podcast, AJ & Shane dive into the heart of the housing crisis. In this episode, they discuss the surprising ways climate change is impacting home insurance, making it harder for people to protect their properties. Whether you're a homeowner, renter, or just curious about the future of housing, this podcast is for yo…
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This week on the podcast we're joined by the incredible Charlotte Cowles, financial advice columnist for The Cut. Charlotte is known for her valuable insights on investing, saving and spending. She joins AJ on the pod to discuss the skyrocketing cost of weddings, what it's like being a financial advice columnist, why people can't follow basic finan…
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Tune in to Episode 105, "Looking For A Man In Finance," where AJ & Shane dive into weight-loss drugs like Ozempic and tackle a listener's rent hike dilemma. Should you tough it out or find a new place when rent keeps climbing? And ladies, look no further, we found your 6 foot 5 man in finance! Blue eyes too! Get ready for a lively chat filled with …
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AJ & Shane chat about the dream of early retirement and what it takes to get there. Plus, we're diving into the juicy news about Red Lobster's bankruptcy—what happened to everyone's favorite cheddar bay biscuit spot? And don't miss our listener question segment, where we help out with a dilemma on early exercising non-qualified stock options (NSOs)…
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Events over the past year for banks have vividly demonstrated a marked acceleration in the velocity of payments, particularly those conducted in USD. Therefore, there is an increased need to leverage real-time data to enhance liquidity management solutions. Join us in the latest episode of Liquidity Talks with Thomas Meiman, a seasoned professional…
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In Episode 103, we dive deep into the complexities of retirement planning, pondering the question: Was the 401(k) a misstep? Join us as we dissect the recent insights from a New York Times article and navigate the landscape of retirement savings - has this great, post-pension experiment really worked out? Plus, we tackle a listener's pressing quest…
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Shane and AJ are back! Did you miss them? We did! This time, things are different. We've still got luke warm takes on the financial markets, don't worry. But now our hosts will answer YOUR audience questions. Less news, more actionable advice. In our inaugural episode in this format, our hosts take on some questions about freelancing, getting paid …
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Banks can no longer rely solely on capital requirements as an indicator of the firm’s health. Credit Suisse and SVB both failed despite meeting or exceeding the minimum thresholds (CSFB’s LCR was 154%, SVB’s would have been 150%).With ongoing discussions about increasing capital requirements in the aftermath of recent events, it's crucial to assess…
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Technology modernization in treasury should not just be seen as a response to regulatory changes. It should be embraced as a strategic imperative, leveraging data to enhance operational efficiencies, mitigate risks, and unlock avenues for growth. In this latest episode of Liquidity Talks we talk with LPA’s Director, Peter Woeste Christensen, about …
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In today's fast-paced financial landscape, characterized by accelerated money flows, shrinking settlement times, and heightened intraday data collection, the imperative for firms to wield a diverse array of tools for liquidity control has never been more pronounced. Not long ago, the ability to agree and settle an intraday trade appeared as a dista…
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On average over $7.5 Trillion of global FX transactions take place daily. A high proportion of this does not settle with Payment vs. Payment protection and rarely in real-time. This creates friction, inefficiency, drives costs, and a lack of transparency which hinders effective liquidity management. In this episode of Liquidity Talks, Neville Rober…
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In this episode of Liquidity Talks, host Neville Roberts and guest Chris Hess, Heisman Partners, explore the transformative power of real-time liquidity for non-bank financial institutions (NFBI). Their discussion highlights the need for NBFI decision-makers to adapt to evolving markets through changes and systems advancements. Uncovering the limit…
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This episode of Liquidity Talks delves into the world of AI and its implications for treasury, liquidity, and risk. Host Neville Roberts is joined by Nick Jepson, Chief Risk Officer at Planixs, to explore the history, current trends, and future potential of AI in financial services, particularly focusing on liquidity management. Nick emphasises the…
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In this episode of Liquidity Talks, Olaf Ransome and host Neville Roberts discuss the importance of banks taking liquidity seriously. They delve into the topic of metrics and the need for more up-to-date measures of liquidity health. Using the analogy of monitoring blood pressure, they highlight the limitations of current industry metrics and explo…
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This episode of Liquidity Talks, hosted by Neville Roberts, Planixs’ CEO, welcomes Olaf Ransome, Planixs’ Liquidity Futurologist, otherwise known as The Bankers Plumber. During their conversation, they shed light on the significance of liquidity as the lifeblood of any organisation. Olaf offers insights into the unique nature of financial services,…
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In our first episode of Liquidity Talks, host Neville Roberts, CEO at Planixs, is joined by guest Pete McIntyre, Planixs' Financial Services Director, to discuss how banks can navigate the next black swan event. With insights from Pete's experience in real-time cash liquidity management, they explore the lessons learned from past crises, why a comm…
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Welcome to the Liquidity Event! In this episode, we'll take you on a rollercoaster ride through bizarre headlines. We've got kids partying too hard at the White House, the CEOs who make hundreds of millions, and of course AI! In other news, we're excited about Honey Homes, a handyperson subscription service that is priced fairly. Oh, and did you kn…
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► More Episodes https://linktr.ee/liquidityandliquor ► About The Guest Robert (“Bob”) Zangrillo is the Founder, Chairman and CEO of Dragon Global. Zangrillo is a veteran investor and executive in eCommerce, Data-Driven Businesses, Entertainment Media, Mobility, and Social Networking Sectors. His talents for providing significant financial returns f…
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Hey losers! It's our 100th episode! Dang, I can't believe we made it this far during a liquidity event drought. Thanks for tuning in each week to hear our blatherings. On this very special 100th episode, we skip the headlines and head right to the heart of the matter. AJ and Shane are bringing you 100 things they have done to level up their busines…
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Shane and AJ are extra silly today. Shane's in Mexico and AJ's in London! We've got lots of good stuff for you on today's show. Including but not limited to the office mandate people are getting desperate about, the founders of Bitwise misleading investors, salary transparency, and finally an IPO we're actually excited about. Founded by three frien…
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Hold onto your seats for another thrilling episode of the Liquidity Event Podcast! We’ve got a pandemic move update: founders and being clawed back to SF due to the AI boom. Then we’ve got fallen crypto industry titans in Bali and how optimizers are using Notion to plan their entire lives. Some CEOs claim employees are less productive at home but w…
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Get ready for a special episode of "The Liquidity Event" podcast with AJ and Brett! Join them as they share their own scam stories and explain how to protect yourself and your loved ones. From music streaming fraud to cloning voices in fake kidnappings, we've got all the scams. Discover why Googling certain words is risky, how seniors are targeted,…
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Get ready to laugh, learn, and ponder the mysteries of life on the Liquidity Event Podcast! We've got a FAFSA makeover, a new Attentive CEO, the dangers of youth social media use, and AIs doing paralegal work. On a lighter note, Shane and AJ have a lot to say about Portugal's golden visa program. Shane looks forward to welcoming you to his Algarve …
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It's another episode of The Liquidity Event and AJ is back in the saddle and has a lot of catching up to do. Is trading stocks 24 hours a day a good thing? We think Robinhood's new 24/7 trading promise is bad news. We've got breaking news from the tax world too. Brace yourselves for a new IRS free e-filing system. Oh, and we have a meaty New York T…
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Get ready for an entertaining journey through the world of finance with The Liquidity Event! Join us as we sail through absurd jobs, boat rental success stories, recalled exercise bikes, VC firm squabbles, coastal city exodus, Amazon's epic MMO adventure, even a surprising Windows 11 and iOS collaboration and credit-card debt! -Don’t forget to Join…
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Join us on the Liquidity Event Podcast for the latest business news that will make you laugh and cry and want to smack a banker. From TSMC's €10 billion chip fab plans in Germany to better IRS service and earlier debt deadlines, we cover it all. Find out why Shopify is cutting its workforce but its shares are surging, and how some TurboTax users mi…
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Get ready for the juiciest news in tech and finance on this week's episode of The Liquidity Event! We're talking about everything from JPMorgan's Silicon Valley takeover to a shocking report that companies are cheating the H-1B visa lottery. Plus, we'll dish on the gender earnings gap, inflation, and why a 37-year-old making over $200K is ready to …
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Welcome to the Liquidity Event Podcast, where we cover the latest and craziest finance headlines. From Apple's AI-powered health coaching to a $3.4 billion crypto heist, we've got you covered. Join us as we discuss why more female executives don't play golf, the EPA's new rules for electric vehicles, to SeatGeek’s confidential S-1 filing. Plus, we'…
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On a special episode of the Liquidity Event, our hosts welcome Matt, a machine learning expert with a lot to say about AI. We talk language models, statistics, prompt engineers, ChatGPT, and the humanity of AI. If you’re into AI or fear your laptop is sentient, listen to this episode. Longtime listener? Complete a survey for $10! Want to know more …
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► More Episodes https://linktr.ee/liquidityandliquor ► Connect with Scott: https://instagram.com/scottdclary ► Connect with Yosef: https://instagram.com/yflmartin ► Connect with us: Instagram: https://www.instagram.com/liquidityandliquor/ Tiktok: https://www.tiktok.com/@liquidityandliquor Twitter: https://twitter.com/llpodpage Facebook: https://www…
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► More Episodes https://linktr.ee/liquidityandliquor ► Connect with Scott: https://instagram.com/scottdclary ► Connect with Yosef: https://instagram.com/yflmartin ► Connect with us: Instagram: https://www.instagram.com/liquidityandliquor/ Tiktok: https://www.tiktok.com/@liquidityandliquor Twitter: https://twitter.com/llpodpage Facebook: https://www…
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► More Episodes https://linktr.ee/liquidityandliquor ► Connect with Scott: https://instagram.com/scottdclary ► Connect with Yosef: https://instagram.com/yflmartin ► Connect with us: Instagram: https://www.instagram.com/liquidityandliquor/ Tiktok: https://www.tiktok.com/@liquidityandliquor Twitter: https://twitter.com/llpodpage Facebook: https://www…
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Dive into the latest episode of the Liquidity Event Podcast, where we tackle the complexities of moving to a no-income-tax state, Amazon's rethinking of employee stock rewards, and Walmart's electrifying plan for 2030. Uncover the hidden mega yachting with Justice Clarence Thomas and the ambitious IRS hiring spree. We question Forbes' 30 under 30 j…
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► More Episodes https://linktr.ee/liquidityandliquor ► Connect with Scott: https://instagram.com/scottdclary ► Connect with Yosef: https://instagram.com/yflmartin ► Connect with us: Instagram: https://www.instagram.com/liquidityandliquor/ Tiktok: https://www.tiktok.com/@liquidityandliquor Twitter: https://twitter.com/llpodpage Facebook: https://www…
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► More Episodes https://linktr.ee/liquidityandliquor ► Connect with Scott: https://instagram.com/scottdclary ► Connect with Yosef: https://instagram.com/yflmartin ► Connect with us: Instagram: https://www.instagram.com/liquidityandliquor/ Tiktok: https://www.tiktok.com/@liquidityandliquor Twitter: https://twitter.com/llpodpage Facebook: https://www…
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