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TFE Talks: Navigating Wealth, Business, and Legacy

Hosted by TFE · business · EN · 32 episodes

About this Podcast:

TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal and financial topics—covering estate planning, business strategy, and legacy building—into clear, actionable insights. Whether you're refining a plan with our team or preparing for the future, this podcast serves as your go-to resource for thoughtful, strategic planning. Tune in for expert guidance that helps you protect what matters most.

Pitch Analysis

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Contact path

Verified email

Booking probability

31%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about TFE Talks: Navigating Wealth, Business, and Legacy

What is TFE Talks: Navigating Wealth, Business, and Legacy about?

TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal and financial topics, covering estate planning, business strategy, and legacy building, into clear, actionable insights.

Who hosts TFE Talks: Navigating Wealth, Business, and Legacy?

TFE Talks: Navigating Wealth, Business, and Legacy is hosted by TFE. The show has published 32 episodes to date.

What has TFE Talks: Navigating Wealth, Business, and Legacy covered recently?

Recent episodes include "Stop Using One-Size-Fits-All Trusts: Meet the Directed Trust" (26 August 2026, 20 minutes), "Passenger or Captain? Picking the Right Charitable Vehicle" (5 August 2026, 20 minutes), and "Firearms, Trusts, and ATF Rules Simplified" (22 July 2026, 18 minutes).

How often does TFE Talks: Navigating Wealth, Business, and Legacy publish?

TFE Talks: Navigating Wealth, Business, and Legacy publishes roughly every two weeks, with episodes averaging 19 minutes across 32 episodes.

How hard is it to get booked on TFE Talks: Navigating Wealth, Business, and Legacy?

Booking probability for TFE Talks: Navigating Wealth, Business, and Legacy is 31%, and the host is rated Selective on guests. TFE Talks: Navigating Wealth, Business, and Legacy requires a Pod Score of 80 or higher. TFE Talks: Navigating Wealth, Business, and Legacy's contact route on record: verified email.

Who should pitch TFE Talks: Navigating Wealth, Business, and Legacy?

The strongest fits for TFE Talks: Navigating Wealth, Business, and Legacy are Law & Legal Services. TFE Talks: Navigating Wealth, Business, and Legacy has a business audience.

About the host

TFE hosts TFE Talks: Navigating Wealth, Business, and Legacy, a business show with 32 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #28

    Stop Using One-Size-Fits-All Trusts: Meet the Directed Trust

    Aug 26, 202620 min

    In this episode of TFE Talks , Jordan Goewey and David Thompson break down the concept of directed trusts and how they differ from traditional “all-in-one” trustee arrangements. They explain how trustee duties can be...

  • Episode #27

    Passenger or Captain? Picking the Right Charitable Vehicle

    Aug 5, 202620 min

    In this episode of TFE Talks , host Jordan Goewey and Ben Ferris break down the key differences between donor-advised funds and private foundations as tools for clients with a charitable inclination. They explain how...

  • Episode #26

    Firearms, Trusts, and ATF Rules Simplified

    Jul 22, 202618 min

    In this episode of TFE Talks , Jordan Goewey speaks with Matt Edwards about how firearms fit into estate planning. They explain that most guns are treated as tangible personal property. Still, special rules apply to...

  • Episode #25

    Top 5 Mistakes People Make with Health Care Powers of Attorney

    Jul 8, 202619 min

    In this episode of TFE Talks , Jordan Goewey and Mira Prisco break down the importance of having a healthcare power of attorney, especially in light of recent regulations in South Carolina. They explain what the...

  • Episode #24

    Trust Funding Checkup: Are Your Assets Really Lined Up With Your Trust?

    Jun 24, 202624 min

    In this episode of TFE Talks , Jordan Goewey and attorney Maisie Greene break down the practical side of trust funding and why simply signing a trust document is not enough. They explain how assets actually pass at...

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  • Episode #22

    1099 or W‑2? The Truth About Worker Classification

    May 27, 202617 minS0

    <p>In this episode of TFE Talks, Jordan Goewey and associate attorney Ben Ferris unpack the crucial difference between employees and independent contractors and why that distinction matters for business owners. They...

  • Episode #21

    Indemnification Provisions in Purchase Agreements: The Hidden Risks Behind the Price

    May 13, 202622 minS0

    <p>In this episode of TFE Talks, Jordan Goewey and Matt Edwards break down indemnification provisions in business purchase agreements, especially in the context of selling a business. They explain how representations...

  • Episode #20

    Life Insurance – Is it Taxable?

    Apr 22, 202627 minS0

    <p>In this episode of TFE Talks, David Thompson and estate planning specialist Jordan Goewey break down how irrevocable life insurance trusts (ILITs) work and why they matter for high-net-worth individuals. They explain...

  • Episode #19

    Before It’s Too Late: POA Mistakes Lawyers See Every Day

    Apr 8, 202620 minS0

    <p>In this episode of TFE Talks, David Thompson and Jordan Goewey discuss the essential role of powers of attorney (POA) in estate planning. They explain what a power of attorney is, the difference between financial and...

  • Episode #18

    Estate Planning in a Growing City: What Spartanburg Families Need to Know

    Mar 18, 202616 minS0

    <p>In this episode of TFE Talks, host Jordan Goewey talks with new attorney Maisie Greene about her path from the Chicago suburbs to Wake Forest University, Washington University in St. Louis School of Law, and...

  • Episode #17

    LLC vs. Corporation: Making the Right Choice

    Feb 18, 202624 minS0

    <p>In this episode of TFE Talks, attorneys Jordan Goewey and David Thompson discuss the pros and cons of different business entities, focusing on corporations, S corporations, LLCs, and professional associations in...

  • Episode #16

    Business Owners: Don’t Choose the Wrong Legal Structure

    Jan 28, 202621 minS0

    <p>In this episode of TFE Talks, attorneys Jordan and David discuss the importance of choosing the right business entity, exploring sole proprietorships, general partnerships, limited partnerships, and LLCs. They break...

  • Episode #15

    754 Elections: Basis Planning for Partnership Interests

    Dec 17, 202514 minS0

    <p>In this episode of TFE Talks, attorneys Jordan Goewey and Parker Baker break down the complex topic of Section 754 elections in partnership taxation, explaining when and why these elections matter. Listeners learn...

  • Episode #14

    What’s Mine is Yours: Planning with Community Property

    Dec 3, 202521 minS0

    <p>In this episode of TFE Talks, Attorneys Jordan Goewey and David Thompson break down the essentials of community property vs. separate property states, highlighting the unique legal frameworks, tax advantages, and...

  • Episode #13

    Avoiding (or Using) The Delaware Tax Trap: A Must-Know for Advisors

    Nov 19, 202513 minS0

    <p>In this episode of TFE Talks, Jordan Goewey and Parker Baker break down the complex topic of the Delaware Tax Trap, a strategic estate planning tool that can boost tax efficiency for beneficiaries of irrevocable...

  • Episode #12

    Trusts, Taxes & Tactics: Mastering S Corporation Estate Planning

    Nov 5, 202516 minS0

    <p>In this episode of TFE Talks, Jordan Goewey and Parker Baker break down the complexities of holding S corporation shares in trust, exploring the differences between grantor trusts, QSSTs, and ESBTs, and their...

  • Episode #11

    Safeguarding Your Future Together: Prenup Essentials

    Oct 22, 202516 minS0

    <p>In this episode of TFE Talks, Jordan Goewey and Matthew Edwards explore the importance of prenuptial agreements in the context of estate planning and business succession. They explain what prenups are, why it’s...

  • Episode #10

    Changes to Trust Law in South Carolina: Why it Matters to You

    Oct 8, 202516 minS0

    <p>In this episode of TFE Talks, attorneys Jordan Goewey and David Thompson break down the latest changes to South Carolina trust law, focusing on grantor trust reimbursement, expanded powers of appointment, and the...

  • Episode #9

    Why Every Business Owner Needs a Buy-Sell Agreement

    Sep 24, 202518 minS0

    <p>In this episode of TFE Talks, Jordan Goewey and Matthew Edwards discuss the critical role of buy-sell agreements in business ownership. They explain what buy-sell agreements are, the differences between cross...

  • TFE Talks: Navigating Wealth, Business, and Legacy

    Southern Roots, Legal Ambitions: Ben Ferris’s Journey to TFE

    Sep 17, 20259 minS0

    <p>In this episode of TFE Talks, listeners are introduced to Ben Ferris, the newest associate at Thomas, Fisher & Edwards. Ben shares his educational background, journey from Charlotte to Greenville, and what drew him...

Guest Appearances

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