Brooklyn FI

Brooklyn FI is a financial planning firm dedicated to helping tech professionals with equity and creative business owners.

[Brooklyn FI @Brooklyn_FI]

John Owens will be speaking at the FPA Annual Conference in Las Vegas this year! We’re excited to see him on stage and share his insights. If you’ll be there, be sure to stop by his session!

[Brooklyn FI @Brooklyn_FI]

The Life of a BKFi Client

Financial clarity, expert support, and a partner for every stage of wealth.

[Brooklyn FI @Brooklyn_FI]

AJ and John are speaking tomorrow, Thursday, September 25, at #XYPN2025! If you’re attending, don’t miss their session from 3:00–4:00 PM CT in the Waterloo Ballroom 4, where they’ll share their expertise!

[Brooklyn FI @Brooklyn_FI]

We’re heading to Austin for our favorite conference, #XYPNLIVE2025!

Catch AJ Ayers & John Owens on Thursday, September 25 from 3:00–4:00 PM CT in the Waterloo Ballroom as they share tips and tricks to streamline your sales process.

If you’ll be there, make sure to stop by!

[Brooklyn FI @Brooklyn_FI]

StubHub employees - are you IPO ready?
Here are 5 questions you should be asking yourself right now:

1️⃣ What’s your pre-IPO exercise plan?
2️⃣ What’s your tax strategy?
3️⃣ How will you manage risk?
4️⃣ What’s your liquidity plan?
5️⃣ Who’s on your support team?

[Brooklyn FI @Brooklyn_FI]

missed our rent vs buy webinar? No sweat, we recorded it 🙂
Watch here: https://t.co/kHcrYrS8yI

[Brooklyn FI @Brooklyn_FI]

Get your monthly dose of essential financial news, exclusive company updates, fresh blogs, exciting announcements, and a sneak peek into our reading list. Don't miss out – subscribe today to stay ahead of the curve!

Sign up here: https://t.co/UIu8FwOEdj

[Brooklyn FI @Brooklyn_FI]

RSUs! ISOs! Oh my! Your Ultimate Equity Compensation Guide is here! We run through the 10 different types of equity compensation that are offered by companies over on the blog.

📖Read here: https://t.co/ca4cDBi5A7

[Brooklyn FI @Brooklyn_FI]

Holy 🐄! BKFi made the Inc 5000 list for the second year in a row! What an honor. Fun fact: only 19% of companies on the Inc 5000 list make it a second time. #bkfi #rocketship

[Brooklyn FI @Brooklyn_FI]

We have some strong opinions on rental real estate. Our top five reasons not to do it: complexity, time is money, concentrated risk, opportunity cost, and unknown "fixed costs." Check out this gnarly iceberg. #rentalrealestate #passiveincome

👓Read here: https://t.co/dgrCPVuIGU

[Brooklyn FI @Brooklyn_FI]

Welcome to the Liquidity Event! In this episode, we've got kids partying too hard at the White House, the CEOs who make hundreds of millions, and of course AI! Oh, and did you know you can get paid to walk 10,000 steps a day?!

��� Listen here: https://t.co/zUeNrq2l5Q

[Brooklyn FI @Brooklyn_FI]

Ah, the 10b5-1 plan! Designed with good intentions to prevent insider trading by top executives at public companies. But, like most laws, there are loopholes! We walk through what these plans are and how laws are changing.

[Brooklyn FI @Brooklyn_FI]

Our own AJ Ayers teamed up with @wsj to bring you a fun little deep dive into the financial lives of Sopranos characters. Yes, those Sopranos. Who thinks Carmella Soprano would make an excellent financial planner?

[Brooklyn FI @Brooklyn_FI]

Brooklyn FI is so excited to welcome Gregg Gillaspy to the BKFi team. Gregg joins our tax team as a tax manager. We can't wait to see what's in store.

[Brooklyn FI @Brooklyn_FI]

🎉💯 It's our 100th episode! On this special episode, AJ and Shane share 100 things they have done to level up their business (and their lives). We're grateful for your support, dear listeners. Cheers to more episodes!🥂✨

🎧Listen here: https://t.co/GyFG7fDR9P

[Brooklyn FI @Brooklyn_FI]

Unlock tax-free wealth with the Mega Back Door Roth IRA! Save $40,500 annually towards your financial goals. Learn the mechanics, benefits, and if your employer offers this opportunity. #MegaBackDoorRothIRA #FinancialFreedom #FinancialPlanning https://t.co/2OmINTjvGL

[Brooklyn FI @Brooklyn_FI]

Our own AJ was on @cheddar talking tips to increase your credit score. Thanks for having us!

[Brooklyn FI @Brooklyn_FI]

Let's dive deep into the world of startup failures, surprising IPOs, and pay transparency laws. Buckle up for the most outrageous office interruption debate you've ever heard! Don't miss out on this episode! 🎙️😄
🎧Listen here: https://t.co/P1Kyg5Ya8F

[Brooklyn FI @Brooklyn_FI]

New episode of The Liquidity Event Podcast dropped today!

Episode 98: Manic Pixie Dream IPO
🎧Listen here: https://t.co/ZwFzPGOful

[Ally Jane Ayers, CFP® @aallyjane]

Repping @Brooklyn_FI on @cheddar news this mornin. We talked tips for boosting your credit score, which is more important than ever with today’s interest rates.