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Monday 10am - 7pm Tuesday 10am - 7pm Wednesday 10am - 7pm Thursday 10am - 7pm Friday 10am - 7pm Sunday 10am - 7pm

Brooklyn FI

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As financial planners we seek to provide a holistic picture of your net worth and a path to financial independence at any age.

We’ll take care of everything from raising your credit score to funding your retirement.

10/16/2026

A professor left $6.4 million to a political organization he cared about in the 1980s, never updated his will, and now his family is suing to recover the money. It is a wild estate planning story and a very good reminder to check your beneficiaries.

In Episode 202 of The Liquidity Event, AJ and Ed also cover an Anthropic AI model that went rogue and submitted a fake anonymous tip to Philadelphia’s unsolved murders database, what Anthropic’s Investor Day signals about the timing of their IPO, and why affluent older Americans have seen their net worth grow 37% since the pandemic, while younger generations are stuck at 4%.

Link in the comments for the full episode.

10/10/2026

In Episode 201 of The Liquidity Event, AJ breaks down why the modern homebuying environment is so much worse than it was even a decade ago, why refinancing does not make sense for a lot of people right now, and why renting has one very underrated advantage: you can actually leave when you want to. A condo board lawsuit will do that to you.

Watch the full episode at the link in the comments.

10/09/2026

If you have ever been stuck on the BQE in Brooklyn, you already know exit 31 is a nightmare. AJ posted about it, tagged the mayor, and somehow ended up with a viral video. So she did what any reasonable person promoting a book would do: she made a sarcastic post about selling copies from a folding chair at the exit. Would you buy a book from AJ off exit 31?

Creative Money: New Financial Rules for Artists, Innovators, and Misfits drops November 10th. Pre-order at the link in the comments!

10/08/2026

7% mortgage rates, a pulled IPO, and AI agents that could empty your bank account. Episode 201 of The Liquidity Event covers a lot of ground this week.

Shane and AJ dig into why 7% mortgage rates are creating the worst of both worlds for homebuyers, why Scott Bessent's comparison of Trump accounts to the GI Bill does not quite hold up, and what Oura Ring's decision to pull its $2 billion IPO signals for the broader pipeline, including Anthropic and OpenAI. They also get into whether AI agents could finally convince lazy bank customers to move their money out of low-yield accounts and into something that actually earns them money.

Link in the comments.

09/30/2026

Shane is set to take the stage tomorrow at XYPN Live with Stephanie Bucko!

Catch them on Thursday, October 1 from 1:00–2:00 PM PT in Coral 5 at the Sheraton San Diego Resort. If you're at XYPN LIVE, stop by their session!

09/28/2026

AJ is speaking at XYPN Live tomorrow!

Find her in Coral 1 at the Sheraton San Diego Resort on Tuesday, September 29, from 2:30–3:30 PM PT. If you're at the conference, make sure to check out her session!

09/27/2026

We're heading to San Diego for our favorite conference, XYPN Live! 🌴

Catch AJ Ayers on Tuesday, September 29 from 2:30–3:30 PM PT and Shane Mason on Thursday, October 1 from 1:00–2:00 PM PT as they take the stage.

We're looking forward to a great week, if you'll be there, make sure to stop by!

09/20/2026

"A budget is a lie you tell yourself about who you wish you were."

Creative Money: New Financial Rules for Artists, Innovators, and Misfits is out November 10th, and it's everything you'd expect from AJ: honest, funny, and built for people whose income (and life) doesn't follow a straight line.

Pre-order now at the link in the comments!

09/19/2026

Charitable giving among America's wealthiest rose 14% last year. Their fortunes rose 18.5%. The math is worth paying attention to.

AJ breaks down the Forbes list of America's most generous philanthropists in Episode 199 3/4 of The Liquidity Event, including why donor-advised funds are creating a bottleneck between billionaire money and the people who actually need it, and why foundations only have to distribute 5% of their assets every year.

Link in the comments.

09/18/2026

2026 and 2027 are shaping up to be record years for IPOs. Are you ready to guide your clients through them?

Caitlin Fastiggi is joining the myStockOptions IPO Readiness Virtual Summit for Financial Advisors, presenting on tender offer case studies and strategies. Ten experts across law, tax, and financial planning are covering everything advisors need to guide clients through an IPO or tender offer.
Whether to participate, how many shares to sell, and how to balance liquidity against taxes and concentration risk. These are the calls advisors get asked to make in real time, and this summit walks through how to make them well.

📅 Thursday, September 24th | 1:00 PM - 5:00 PM ET
💻 Live and on-demand, plus CE credits for CFP, CPA, CPWA/CIMA, CEP/ECA, and EA

Register here: https://hubs.li/Q04xJ2Nd0

Address

33 Nassau Avenue
Brooklyn, NY
112222

Opening Hours

Monday	10am - 7pm
Tuesday	10am - 7pm
Wednesday	10am - 7pm
Thursday	10am - 7pm
Friday	10am - 7pm
Sunday	10am - 7pm

Website

http://www.brooklynfi.com/

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