About 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.
Stop Using One-Size-Fits-All Trusts: Meet the Directed Trust
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 split into investment, distribution, and administrative roles, and why this division can be especially useful for closely held business interests or clients who want to keep their existing financial advisor involved. The conversation covers the use of investment and distribution advisors, the benefits and costs of naming related parties versus independent fiduciaries, and the value of having a professional administrative trustee as the “adult in the room” to handle tax filings, recordkeeping, and compliance. They also discuss why certain jurisdictions, particularly Tennessee and Delaware, are often preferred for directed trusts due to their flexible statutes and tax advantages. Overall, the key takeaway is that directed trusts offer a high degree of flexibility, allowing clients to build a customized trust team and craft estate plans that better fit their assets, family dynamics, and long-term goals.
5 Aug 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.
22 Jul 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.
Who has been a guest on TFE Talks: Navigating Wealth, Business, and Legacy
Names identified in recent episode analyses. Showing up to five guests.
David Thompson
Ben Ferris
Mira Prisco
Matthew Edwards
Justin Manson
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Spotify
5.0 / 5
5 ratings
Podcast Authority Score: 17 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
21
Social presence
0
YouTube
0
Engagement
32
Contact TFE Talks: Navigating Wealth, Business, and Legacy
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about TFE Talks: Navigating Wealth, Business, and Legacy
Who hosts TFE Talks: Navigating Wealth, Business, and Legacy?
Jordan Goewey and Parker Baker host the show. Published by TFE.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does TFE Talks: Navigating Wealth, Business, and Legacy take guests?
The show does not typically feature guests, based on episode analyses.
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