239 Growing From Accountant to Entrepreneur [Part 2] (feat. Scott Scarano, EA)
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Episode 239
FACULTY: Scott Scarano, EA and Matt Kid, CPA
CLASS: #Shoperations
In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and …
Impact of Artificial Intelligence | Shane Mason | EP 109
In this episode, host John Gallagher sits down with Pastor Shane Mason, a seasoned theologian and philosopher, to explore the profound impact of artificial intelligence on society, ethics, and the church. From discussions about AI's role in shaping culture to its theological implications as a poten…
249 Throw Your Phone in the Ocean and Follow the Money (feat. Shane Mason, CPA/CFP)
Episode 249
FACULTY: Shane Mason, CPA/CFP
CLASS: #Shoperations
Join us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over …
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers
We're excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 fully remote employees, serves over 200 client households, and is pushing the two million dollar mark i…
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason
Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning.
You can find show notes and more inf…
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi.
Shane shares insights on BKFi's team structure and remote work and how we have built a company culture that's ALWAYS focus…
AI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157
In this episode of The Liquidity Event, Shane (aka Delta Juan Enjoyer) joins Ally to unpack Taylor Swift and Travis Kelsey's engagement and why it's a perfect case study in prenups. They explore the promise (and hype) of an AI-powered stethoscope, debate private equity's push into 401(k)s, and tack…
Future Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158
In this episode of The Liquidity Event, AJ and Shane return from the Future Proof Wealth Management Festival with stories of Weezer, Bush, and the perils of leaving conferences too early. They dig into a New York Times article about using ChatGPT to tackle credit card debt, from spreadsheets to sel…
Client Experience Series: Ep. 02 - 2025 Turkey Drive - part 02
In this quick follow-up to our Turkey Drive kickoff episode, Bennett Forrest sits down with Miale Team agent Shane Mason to share exciting news:
This year, our Annual Turkey Drive is expanding to Shelton!
Shane breaks down the need in Fairfield & New Haven Counties, why the expansion matters, and h…
How to Scale Your CPA Firm Beyond Referrals | Expert Panel
Is your firm relying entirely on word-of-mouth referrals to grow? While client referrals bring in warm leads, they make controlling your growth trajectory nearly impossible.
To build a high-performing advisory practice, you need a predictable, repeatable go-to-market engine.
In this live panel s…
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