Brooklyn FI

Brooklyn FI 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.

Jersey Mike's is going public at an eight-to-ten billion-dollar valuation, and the Forbes disclosures ahead of the IPO a...
07/16/2026

Jersey Mike's is going public at an eight-to-ten billion-dollar valuation, and the Forbes disclosures ahead of the IPO are worth discussing.

Episode 195 of The Liquidity Event also covers Jeff Bezos co-leading an AI startup and declaring that AI will make single-income households viable again, Vinod Khosla dropping ten billion dollars on the Seattle Seahawks while fighting a 20-year beach access lawsuit in California, and New York City's new pied-à-terre tax that is making some very wealthy non-resident property owners very upset.

Give it a listen. Link in the comments. 🎧

If your RSUs vested this year and your paycheck still felt light, here's the usual culprit: most employers withhold at a...
07/16/2026

If your RSUs vested this year and your paycheck still felt light, here's the usual culprit: most employers withhold at a flat 22%, and for a lot of tech salaries, that isn't close to enough. The delta shows up at tax time. Here's how to get ahead of it.

Read the full blog post by clicking the link in the comments.

Our Q2 2026 investment commentary is live. What moved, what didn't, and what we're telling clients heading into the back...
07/14/2026

Our Q2 2026 investment commentary is live. What moved, what didn't, and what we're telling clients heading into the back half of the year. No jargon, no hedging, just where we stand right now.

Read the full Q2 investment commentary on our blog, linked in the comments below.

🎉 Welcome to Brooklyn Fi, Erika!We're excited to have Erika join the team as a Financial Planner. She's passionate about...
07/13/2026

🎉 Welcome to Brooklyn Fi, Erika!

We're excited to have Erika join the team as a Financial Planner. She's passionate about helping and educating people, no matter their starting point, so they can feel confident with their money and build a life they never imagined. Big things ahead, and we can't wait for you to get to know her.

Say hi 👋 and help us give Erika a warm Brooklyn Fi welcome!

Anthropic confidentially filed its S-1 on June 1. If you're an employee with equity, the recent tender offer, combined w...
07/11/2026

Anthropic confidentially filed its S-1 on June 1. If you're an employee with equity, the recent tender offer, combined with that equity, means real money is already in play, and a real tax bill may already be on the books this year.

We put together a guide on the IPO timeline so far, the AMT trap that catches ISO holders off guard, and what's worth doing before December 31. Read the full guide at the link in the comments.

07/10/2026

Egg freezing can cost $15,000 to $20,000 out of pocket in 2026, and that may not even include storage.

Lauren Makler, co-founder and CEO of Cofertility, breaks down what is actually covered by insurance, why proactive egg freezing is almost never included in a standard health plan, and what to look for in your employer benefits if this is something you are considering. Check it out on Episode 191 of The Liquidity Event.

🎧 Link in the comments.

Fertility treatment is one of the most emotionally loaded financial decisions a person can make, and one of the least ta...
07/09/2026

Fertility treatment is one of the most emotionally loaded financial decisions a person can make, and one of the least talked about. IVF can run $15,000 to $25,000 a round with no refund if it doesn't work, egg freezing runs $5,000 to $15,000 a cycle, and that's before genetic testing or IUI.

AJ wrote an honest, dollar-by-dollar guide to what fertility treatment actually costs and how to budget for it, including what to ask your insurance and how employer benefits can help. Read the full guide on our blog, link in the comments.

07/07/2026

If you have ever wondered what egg freezing actually involves, this is the explanation you did not know you needed.

Lauren Makler, co-founder and CEO of Cofertility, breaks it all down in Episode 191 of The Liquidity Event. From the injections to the retrieval to 10 years of free storage, it is a lot more accessible than most people think.

🎧 Link in the comments.

07/05/2026

For years, college athletes were told their compensation was a free education. Until 2021, that was the rule, and the NCAA enforced it on one of the most valuable entertainment products in the country.

AJ and Kody break down how NIL changed everything, why the fear that it would just make rich programs richer hasn’t exactly played out, and what Indiana’s national championship last year actually proved. Episode 194 of The Liquidity Event is out now.

07/05/2026

For years, college athletes were told their compensation was a free education. Until 2021, that was the rule, and the NCAA enforced it on one of the most valuable entertainment products in the country.

AJ and Kody break down how NIL changed everything, why the fear that it would just make rich programs richer hasn't exactly played out, and what Indiana's national championship last year actually proved. Episode 194 of The Liquidity Event is out now.

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112222

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Wednesday 10am - 7pm
Thursday 10am - 7pm
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