Podcast thumbnail for TFE Talks: Navigating Wealth, Business, and Legacy

TFE Talks: Navigating Wealth, Business, and Legacy

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by TFE

5.0(8 reviews)
31 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
17

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality21
Social0
YouTube0
Engagement32

Podcast Overview

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.

Language

🇺🇲

Publishing Since

1/31/2025

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17

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality21
Social0
YouTube0
Engagement32
5
Excellent Areas
2
Good Performance
12
Growth Opportunities
excellent
Episode Length
13 minutes
Performing excellently!
good
Show Notes Quality
3.0/5

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needs improvement
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Every 20 days

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Recent Episodes

Episode thumbnail for Passenger or Captain? Picking the Right Charitable Vehicle

August 5, 2026

Passenger or Captain? Picking the Right Charitable Vehicle

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 donor-advised funds work through sponsoring organizations like Fidelity Charitable and community foundations, highlighting their ease of setup, administrative simplicity, and tax benefits, alongside the tradeoff of less direct control. They then contrast this with private foundations, which offer maximum control over mission, grants, and operations but come with higher legal, tax, and administrative burdens, public reporting, and ongoing compliance requirements. The conversation also explores when each vehicle might be appropriate, how charitable planning can be integrated with business succession (including donating closely held stock before a sale), and ways to build charitable goals into an estate plan through foundations, donor-advised funds, and successor advisors.

Episode thumbnail for Firearms, Trusts, and ATF Rules Simplified

July 22, 2026

Firearms, Trusts, and ATF Rules Simplified

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 federally regulated NFA items like suppressors, short‑barreled rifles, and machine guns, which require government approval to transfer. The conversation explores how federal and state laws impact who can receive firearms, special considerations for beneficiaries who are minors or reside in restrictive states, and the responsibilities of agents and fiduciaries to secure and inventory firearms during incapacity. They also introduce gun trusts as a tool for managing NFA items and ensuring lawful, smoother transitions at death or disability. The key takeaway: gun owners need to disclose their firearms to their estate planners so a compliant, practical plan can be created for these assets.

Episode thumbnail for Top 5 Mistakes People Make with Health Care Powers of Attorney

July 8, 2026

Top 5 Mistakes People Make with Health Care Powers of Attorney

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 document is, when it becomes effective, and why every adult, regardless of age or assets, should designate a trusted agent to make medical decisions if they become incapacitated. The conversation covers how to choose primary and backup agents, what authority those agents hold, and the advanced directive choices around organ donation, life-sustaining treatment, and nutrition and hydration. They also clarify the difference between a health care power of attorney and a living will, emphasizing the need for consistency between documents. Key takeaways include avoiding reliance on the state’s default priority list, making sure your chosen agents know about and can access your documents, and thoughtfully communicating your wishes in advance to reduce emotional burdens on loved ones.

31 total episodes available

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Frequently asked questions

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

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.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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