Lucas and Luna dissect the U.S. tax code with surgical precision, focusing on federal and state tax strategies for high-earning professionals, small business owners, and independent contractors. Each episode examines a specific deduction or credit — from Section 199A qualified business income deductions to cost-segregation studies for real estate investors — and walks through real-dollar examples using publicly available IRS forms and case law. Lucas, with his fountain pen and tweed blazer, highlights the fine print in tax regulations while Luna, in her structured slate blazer, cross-references actual taxpayer scenarios. They avoid generic advice, instead comparing strategies like bunching itemized deductions versus taking the standard deduction, or weighing the benefits of a solo 401(k) against a SEP IRA. The show serves listeners who want to minimize their tax liability legally, without relying on gimmicks. You'll leave each episode with a specific, actionable tactic — but also an un
Pitch Analysis
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
36%
Guest openness
Selective
Verified email on file
80/100
Required Score
Sign up to generate a grounded pitch for The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes.
What is The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes?
The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes is a business podcast hosted by Fexingo, with 196 episodes on record and a Required Pod Score of 80.
About the host
Fexingo hosts The Tax Strategy Podcast with Fexingo: Tax Planning, Deductions, and Saving Money on Taxes, a business show with 196 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #202
How The RMD Trap Catches Early Retirees
Sep 30, 202610 minS5
Most people think Required Minimum Distributions only matter once you hit age seventy-three. But for early retirees relying on the 'Roth conversion ladder' strategy, the timing of those first withdrawals can quietly derail years of tax planning. We break down the specific math behind withdrawing from traditional IRAs before Roth accounts, why sequence-of-returns risk intersects with tax brackets in your fifties, and how a single missed calculation can push high earners into higher marginal rates right when they least expect it. #RothConversionLadder #RequiredMinimumDistributions #EarlyRetirement #TaxPlanning #FexingoBusiness #BusinessPodcast #RetirementStrategy #IRAWithdrawals #TaxBrackets #WealthManagement #FinancialIndependence #RetirementIncome #TaxEfficiency #AssetAllocation #CashFlowPlanning #RetirementRisk #InvestmentStrategy #PersonalFinance Keep every episode free: buymeacoffee.com/fexingo
We explore the hidden tax drag of nominal capital gains and why real returns matter more than headline numbers. Lucas and Luna break down how inflation erodes purchasing power while taxes remain fixed on paper profits, using a concrete example of a rental property sale to show listeners how to calculate their true after-tax wealth. #Inflation #CapitalGains #TaxPlanning #RealReturns #PurchasingPower #FexingoBusiness #BusinessPodcast #PersonalFinance #WealthManagement #RentalProperty #NominalVsReal #EconomicLiteracy #InvestmentStrategy #TaxEfficiency #AssetAllocation #FinancialEducation #LucasAndLuna #SmartMoney Keep every episode free: buymeacoffee.com/fexingo
Most people think rolling over a former employer’s retirement plan into an IRA is a neutral administrative step. It is not. In this episode, Lucas and Luna dissect the specific tax trap of early distribution penalties when you change jobs before age fifty-nine and a half, and how the direct trustee-to-trustee transfer method protects your nest egg from accidental taxation. We also examine the overlooked benefit of using a rollover IRA to access loan provisions that standard 401k plans often forbid, and why keeping old accounts fragmented can silently erode your compound annual growth rate through unoptimized fee structures. If you have changed jobs in the last decade, this conversation will likely save you thousands in unnecessary taxes and fees. #RetirementPlanning #TaxStrategy #401kRollover #IRATransfer #FexingoBusiness #PersonalFinance #WealthManagement #TaxEvasionPrevention #FinancialLiteracy #CompoundInterest #JobHopping #EarlyWithdrawalPenalty #TrusteeToTrustee #InvestmentFees #RetirementAccounts #TaxBracket #LucasAndLuna #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
We break down how the IRS annual inflation adjustments for tax brackets and standard deductions create a hidden trap for middle-income earners. Using specific numbers from the 2026 tax year, we show why your nominal income growth can push you into a higher marginal rate even when your purchasing power stays flat. Lucas and Luna discuss the mechanics of bracket creep, the role of the CPI-W index, and practical strategies to manage your withholding and retirement contributions to avoid paying more tax on the same real income. #TaxPlanning #BracketCreep #IRSInflationAdjustment #CPI-W #MarginalTaxRate #StandardDeduction #TaxBrackets2026 #WithholdingStrategy #RetirementContributions #FexingoBusiness #BusinessPodcast #PersonalFinance #TaxStrategy #IncomeGrowth #RealIncome #TaxEfficiency #FinancialLiteracy #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
We break down the mechanics of the Opportunity Zone program, specifically how the fifteen percent step-up in basis works and why most investors never realize the full tax benefit. Using a concrete example from a distressed asset in Baltimore, we show exactly what happens when you hold for seven years versus ten years. This is not a get-rich-quick scheme; it is a complex deferral tool that requires strict compliance. We also discuss the recent legislative changes affecting QOZ funds and why the sunset clause might change your strategy if you are still holding unvested gains. #OpportunityZone #TaxPlanning #CapitalGains #FexingoBusiness #BusinessPodcast #RealEstateInvesting #TaxDeferral #WealthManagement #QOF #IRSRules #DistressedAssets #LongTermHold #TaxStrategy #FinanceTips #InvestmentFund #BaltimoreEconomy #TaxLoophole #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
Every question we get asked before someone starts their trial.
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
What is the difference between Founder Solo and Founder Pro?
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
How do agency tiers work?
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
What is a talent profile?
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Can I switch plans later?
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Do you offer a free trial?
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
What happens if I cancel?
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Is the 20% annual discount automatic?
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
What if I have more than 50 profiles or 20 clients?
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
