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Hosted by Fexingo · 🇺🇸 US · EN · 121 episodes
Established thought leaders with verified media credentials.
Lucas and Luna sit down in a wood-panelled wealth suite to untangle the financial architecture of affluence — not as aspirational lifestyle content, but as a technical, data-driven examination of how high-net-worth individuals preserve, allocate, and transfer capital. Each episode focuses on a single instrument, strategy, or tax regime: from municipal bond ladders and grantor retained annuity trusts to the carried interest loophole, the estate tax cliff, and the mechanics of family office formation. Lucas, with a journalist's precision, presses for the specific numbers and legislative context; Luna, an engaged interlocutor, challenges assumptions about risk, liquidity, and intergenerational purpose. Together, they dissect how the top 1% navigates regulation, inflation, and market cycles — drawing on named cases like the Zuckerberg philanthropic LLC structure, the Walton family tax planning, and the recent IRS crackdown on conservation easements. This is not about getting rich. It is ab
Fexingo hosts The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance, a business show with 121 episodes published.
Episode 135 of The High Net Worth Podcast explores exchange funds—a sophisticated Section 721 strategy that allows ultra-wealthy families to diversify concentrated low-basis stock without triggering immediate capital gai
In this episode of The High Net Worth Podcast, Lucas and Luna explore the net unrealized appreciation (NUA) strategy — a powerful tax maneuver for executives holding highly appreciated company stock in their 401(k). When
In this episode of The High Net Worth Podcast, Lucas and Luna explore litigation finance as a sophisticated alternative asset class for ultra-high-net-worth families. They break down how third-party funding of commercial
Episode 132 of The High Net Worth Podcast explores how wealthy families use conservation easements to generate significant tax deductions while preserving land. Lucas and Luna break down the mechanics, using the example
In this episode of The High Net Worth Podcast, Lucas and Luna explore Grantor Retained Annuity Trusts (GRATs) — a powerful estate planning tool that allows affluent families to transfer appreciating assets to heirs with
In this episode of The High Net Worth Podcast, Lucas and Luna explore the family bank strategy — a formalized approach to intrafamily lending that wealthy families use to replace commercial lenders, reduce estate taxes,
In this episode of The High Net Worth Podcast, Lucas and Luna explore the monetized installment sale, a sophisticated tax-deferral strategy used by wealthy families to sell appreciated assets and defer capital gains tax
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families leverage aircraft depreciation under the Modified Accelerated Cost Recovery System (MACRS) to generate massive tax write-of
In this episode of The High Net Worth Podcast, Lucas and Luna explore the mechanics and tax advantages of intrafamily loans — a strategy wealthy families use to transfer wealth to the next generation while minimizing gif
Lucas and Luna explore how high-net-worth families access private REITs to generate steady income with lower volatility than public real estate. They break down the mechanics of unlisted REITs, compare them to public REI
In Episode 125 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using crypto-backed lending to access liquidity without selling their digital assets. They break down the mechanics of o
Episode 124 of The High Net Worth Podcast explores private placement life insurance (PPLI), a sophisticated strategy ultra-wealthy families use to combine tax-deferred growth with asset protection. Lucas and Luna break d
In this episode of The High Net Worth Podcast, Lucas and Luna explore how high-net-worth families use donor-advised funds (DAFs) to manage charitable giving while maximizing tax benefits. They break down the mechanics: c
Episode 122 of The High Net Worth Podcast digs into direct indexing — a strategy that lets wealthy families own the individual stocks inside an index fund, enabling continuous tax-loss harvesting at the single-stock leve
In this episode of The High Net Worth Podcast, Lucas and Luna explore Opportunity Zone fund structures — a tax strategy that lets ultra-wealthy families defer and potentially eliminate capital gains taxes by investing in
Episode 120 of The High Net Worth Podcast explores insurance deductible financing, a strategy ultra-wealthy families use to convert high insurance premiums into tax-deductible expenses. Lucas explains how families self-i
In episode 119 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using art-backed loans to unlock cash without selling masterpieces. They walk through a real example: a family office bo
Episode 118 of The High Net Worth Podcast dives into portfolio margin—a tool that lets affluent investors leverage their diversified holdings for up to 6x the buying power of Regulation T margin. Hosts Lucas and Luna exp
In this episode of the High Net Worth Podcast, Lucas and Luna explore insurance premium financing, a strategy ultra-wealthy families use to pay for large life insurance policies without tying up cash. They break down the
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families allocate capital to distressed debt through Oaktree Capital Management, the world's largest distressed securities manager.
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The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance is hosted by Fexingo. The show is categorised under business and has published 121 episodes.
The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance has published 121 episodes.
The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance regularly covers business. It sits in the business category.
The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance average 10 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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