DiscoverThe Liquidity Event | Money and Finance with Shane and Ally JaneEstate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165

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

Update: 2025-11-20
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Description

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

 

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

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

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