Ep 254: Buying & Selling a Business: The Legal Playbook Every Owner Needs
Season 1 · Episode 254
Friday, January 30, 2026 • Duration 31:36
Buying & Selling a Business: The Legal Playbook Every Owner Needs
Featuring Jordan Goewey of Thomas Fisher and Edwards P.A.
If you’re a business owner who thinks “I’ll just sell my business one day and everything will work out” — this episode is required listening.
In my practice, I spend a lot of time helping business owners increase the value of their businesses and prepare for an eventual exit. But today, we flip the script and talk about what actually happens during a sale — from a legal standpoint.
This week’s guest, Jordan Goewey, is an attorney who specializes in business transactions and works daily with owners buying and selling companies. We walk step-by-step through the real process, the real risks, and the real decisions that can either protect—or destroy—your outcome.
If selling your business is even a remote possibility in the next few years, this episode will save you time, money, and stress.
🔍 What You’ll Learn in This Episode
✅ Why not every attorney is the right attorney for a business sale
✅ Why specialization matters when millions of dollars are on the line
✅ When an attorney should get involved (hint: earlier than most owners think)
✅ How Letters of Intent (LOIs) really work—and why sellers have the most leverage there
✅ What happens during due diligence (and why it’s often the most painful part)
✅ Common diligence landmines business owners don’t realize matter
✅ How purchase agreements are negotiated and why “the first draft is never the deal”
✅ What closing a business sale actually looks like today (DocuSign, escrow, wires, Zoom closings)
✅ The real math behind a “$50 million exit” after taxes, legal fees, brokers, and earnouts
✅ Why selling your business is often the single most important financial transaction of your life
⚖️ About Today’s Guest: Jordan Goewey
Jordan Goewey is a shareholder at Thomas Fisher and Edwards P.A., a law firm based in Greenville, South Carolina with additional offices in Spartanburg.
Jordan’s practice focuses on:
Business formation and structuring
Buy-sell agreements
Business sales and acquisitions
Working with high-net-worth business owners and founders
He is licensed in South Carolina, North Carolina, and Tennessee, and regularly works with owners throughout the Southeast.
🌐 Firm website:
👉 www.tfelawfirm.com(This is the website for Thomas Fisher and Edwards P.A.)
📧 Email: jgoewey@tfelawfirm.com
📞 Phone: (864) 232-0041
🧠 A Key Theme from This EpisodeDon’t go it alone.
Too many business owners assume selling a business is “just a deal.”
In reality, it’s a multi-year planning process involving legal, tax, financial, and emotional decisions.
The owners who get the best outcomes:
Plan early
Build the right advisory team
Understand that headline price is not take-home wealth
📘 Free Resources Mentioned in This...
Ep 253: State Government 101: Business Growth, Budgeting & Real Issues in your state.
Season 1 · Episode 253
Friday, January 23, 2026 • Duration 35:55
Schedule your VISION CALL with David Chudyk by visiting www.weeklywealthpodcast.com/visionEPISODE DESCRIPTION
This week on The Weekly Wealth Podcast, we’re doing something we’ve never done before — we’re welcoming a South Carolina State Senator and the President of the SC Senate, Thomas Alexander, to break down how state government really works.
Most people only pay attention to politics at the national level… but the truth is, your state government affects your daily life in huge ways — from taxes, business growth, and technical college funding, to road infrastructure, public safety, and poverty initiatives.
In this episode, Senator Alexander gives us a behind-the-scenes look at how South Carolina operates, why the state remains competitive for major employers, what lawmakers are working on in 2026, and how everyday citizens can stay informed and get involved.
If you live in South Carolina (or honestly any state), this episode will help you understand what’s going on under the hood — and why it matters.
KEY TAKEAWAYS
✅ Why state government matters more than most people realize
✅ The Senate is 46 members total and districts represent ~115,000 citizens each
✅ The SC Senate makeup: 34 Republicans / 12 Democrats
✅ Why state politics can be less divided than the national level
✅ How South Carolina attracts major employers without “just paying companies” to come
✅ The difference between state-level support vs local government incentives
✅ Why a strong business climate benefits everyone:
“If companies are successful, citizens are successful.”QUOTES WORTH REMEMBERING“If companies are successful, then our citizens are successful.”“The institution of the Senate is greater than any one of us.”“We have a balanced budget requirement… how novel is that?”“We want South Carolina to remain a special place to live, work,...
Ep 252: The Owner’s Blind Spot: How a Fractional CFO Can Strengthen and Scale Your Business
Season 1 · Episode 252
Friday, January 16, 2026 • Duration 29:39
Podcast: The Weekly Wealth Podcast
Host: David Chudyk, CFP®
Guest: Mike Draper, Partner at CFO Systems
If you’re a business owner generating $2 million to $15+ million in annual revenue, one of your biggest risks may not be sales, competition, or employees — it may be your financial blind spot.
In this episode of The Weekly Wealth Podcast, David Chudyk sits down with Mike Draper, Partner at CFO Systems, to explain how a fractional CFO helps business owners improve cash flow, make better strategic decisions, and prepare their company for long-term growth or a future sale.
🔍 What You’ll Learn in This Episode
What a fractional CFO actually does (and how it differs from a controller)
Why growth often uses cash before it creates cash
Common financial blind spots business owners don’t realize they have
The difference between keeping score and making strategic decisions
When it makes more sense to hire a fractional CFO instead of a full-time CFO
How poor financial processes can lower the value of your business
Why clean books, forecasts, and procedures matter before selling your company
How fractional CFOs help with:
Cash flow forecasting
Budgeting and capital planning
Debt restructuring and banking relationships
Preparing for due diligence and quality of earnings reviews
⚾ A Simple Way to Think About It
Mike uses a Moneyball analogy:
Controllers keep the score (historical data)
👤 About Today’s Guest: Mike Draper📞 How to Contact Mike Draper
Ep 251: BONUS Episode with Special Guest, Jessica Pierce
Season 1 · Episode 251
Monday, January 12, 2026 • Duration 55:55
🎙️ The Weekly Wealth Podcast
Special Guest: Jessica Pierce
In this episode of The Weekly Wealth Podcast, host David Chudyk is joined by special guest Jessica Pierce for an insightful conversation around money, mindset, and making smarter financial decisions.
Together, they explore how behaviors—not just numbers—play a critical role in long-term wealth, and how intentional choices today can create confidence and clarity for the future. Whether you’re just starting your financial journey or refining your strategy, this episode offers practical takeaways you can apply right away.
🔑 What You’ll Learn in This Episode:
Why financial success is driven by behavior as much as strategy
How to make more intentional money decisions
Common mistakes that can quietly derail long-term wealth
The importance of aligning your values with your financial plan
Actionable steps you can take this week to improve your financial confidence
💡 Key Takeaway:
Better decisions lead to better behaviors—and ultimately, better wealth.
👤 About Our Guest:
Jessica Pierce brings a fresh perspective to the conversation, sharing insights and experiences that help simplify complex financial topics and make them more approachable.
📌 Don’t Forget:
If you enjoyed this episode, be sure to subscribe, rate, and reviewThe Weekly Wealth Podcast so you never miss a conversation designed to help you build a stronger financial future.
Ep 250: New Year, New Revenue: Marketing & Branding Strategies Every Business Owner Needs in 2026
Season 1 · Episode 250
Friday, January 9, 2026 • Duration 34:45
What if the biggest financial move you make in 2026 isn’t a Roth conversion or an investment pick—but fixing your marketing?
In the first episode of 2026, Certified Financial Planner™ David Chudyk sits down with marketing strategist Katie Brinkley to unpack practical, non-cringey marketing strategies that business owners can implement right now—without dancing on TikTok or posting 42 times a week.
This conversation is packed with real-world marketing advice, especially for Main Street businesses, professional service firms, and business owners who want more revenue without more chaos.
🧠 What You’ll Learn in This Episode
✔️ The real difference between marketing vs. sales (and why confusing them hurts revenue)
✔️ Why posting less—with intention—often leads to better results
✔️ How to market without being “goofy,” awkward, or inauthentic
✔️ What “going viral” actually means for a small business
✔️ Why podcasts are one of the best lead-generation tools available today
✔️ How to use email marketing (the most overlooked asset) effectively
✔️ Non-social-media marketing strategies that still work in 2026
✔️ How consistency—not perfection—wins the marketing game
⏱️ Key Topics & Highlights
Why your business is your greatest wealth-building tool
The shift toward personal branding after COVID
How to choose marketing strategies that match your personality
Lunch-and-learns, workshops, and relationship-based marketing
🎯 BONUS CONTENT👩💼 About Our Guest: Katie Brinkley📞 Ready to Talk About Financial Vision?
Ep 249: 25 reflections on 2025
Season 1 · Episode 249
Friday, January 2, 2026 • Duration 21:24
Welcome to the first episode of 2026.
In this episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 25 powerful lessons from 2025—lessons learned from working closely with business owners, high earners, and high‑net‑worth families.
These lessons span three critical areas:
• Business ownership & leadership
• Personal finance & investing
• Life, health, and perspective
This episode is designed to help you think better, behave better, and ultimately make better financial decisions in 2026 and beyond.
SECTION 1: 8 LESSONS FOR BUSINESS OWNERS
1. Profit is not a dirty word—it’s the purpose of business.
2. Your business should survive if you disappear for 30 days.
3. Complexity is the enemy of scale.
4. Growth requires daily discomfort.
5. Many businesses underprice their value.
6. You can’t be everything to everyone—find your niche.
7. Core values should be written, shared, and lived.
8. Learn to say: “That’s not my job anymore.”
SECTION 2: 9 PERSONAL FINANCE & INVESTING LESSONS
• Many millionaires don’t look wealthy.
• Financial margin matters.
• Wealth is built through boring consistency.
Ep 248: Wealth Beyond the Balance Sheet: Rest, Thankfulness & Time
Season 1 · Episode 248
Friday, December 26, 2025 • Duration 09:54
📄 Episode Description
The days after Christmas often bring a rare and beautiful pause—less noise, fewer obligations, and space to breathe. In this special abbreviated episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk invites listeners to step away from budgets, to-do lists, and financial strategies to reflect on a different kind of wealth.
This episode explores the qualitative side of wealth: rest, gratitude, contentment, and time with the people who matter most. It’s a reminder that true wealth isn’t just what’s on paper—it’s who’s sitting around your table.
⏱️ Episode Highlights
Why the week after Christmas is one of the most valuable times of the year
Rest as a legitimate and powerful form of wealth
Why burnout leads to poor decisions—financial and personal
How thankfulness changes our relationship with money
Recognizing everyday privileges we often overlook
Why time with family is the only asset that isn’t renewable
Letting ambition pause—and giving yourself permission to rest
A special “permission slip” for contentment heading into the new year
💡 Key Takeaways
Rest isn’t laziness—it’s recovery, margin, and fuel for better decisions
Money is a tool, not the goal; it’s meant to support a meaningful life
Gratitude reduces financial anxiety by shifting focus from scarcity to abundance
Time is irreplaceable—money can be earned again, but moments cannot
There’s value in recognizing when you already have enough
🎁 Bonus Content: A Permission Slip for the Season
As the year winds down, David shares a powerful reminder:
2026 can be a year of ambition, growth, and big goals—but the rest of this year can be about contentment.
Not complacency—but appreciation.
🙏 Final Reflection📢 Connect With the Show
Ep 247: Portfolio Construction 101
Season 1 · Episode 247
Friday, December 19, 2025 • Duration 27:08
📌 Episode Overview
When people hear “investing,” they often think about hot stocks, market predictions, or timing the next big move. In this episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk breaks down what truly matters: how your portfolio is structured, balanced, and managed over time.
This episode isn’t about what to buy—it’s about why you own what you own, how different investments interact, and how intentional design can lead to better long-term outcomes, especially during market volatility.
🧠 What You’ll Learn
Why portfolio construction matters more than picking the “right” investment
How investors can own great investments but still get poor results
The difference between intelligence and structure in investing
Why most portfolios are built unintentionally—and the risks that creates
📊 Key Concepts Explained 🔹 Alpha vs. Beta
Alpha: Returns above what the market provides
Beta: Exposure to market movement (upside and downside)
Why many investors mistake higher risk for true outperformance
🔹 Concentration Risk
How overexposure to one stock, sector, or employer can quietly build risk
🔹 Index Funds: Pros & Cons🔁 Correlation, Volatility & Real Risk🏗️ Beyond Stocks: Other Investment Tools⚠️ Why DIY Portfolios Often Struggle
Ep 246: Financial Christmas Gifts for Your Future Self
Season 1 · Episode 246
Friday, December 12, 2025 • Duration 21:40
Episode Summary
In this holiday-inspired episode, David Chudyk shares 10 meaningful financial “gifts” your future self will be grateful for in 2026 and beyond. These gifts aren’t wrapped under a tree—they’re intentional decisions that build clarity, confidence, stability, and long-term wealth. This episode is designed for anyone looking to step into the new year with better habits, smarter planning, and a sense of peace around their finances.
Key Topics Covered1. The Gift of Financial Clarity
Understanding your numbers—spending, savings rate, debt, investments, and insurance—gives you control instead of chaos. You don’t need perfect tracking, just greater awareness.
2. The Gift of a Fully Funded Emergency Fund
A boring but powerful gift. Cash reserves protect you from crises and help you take advantage of opportunities. Start with one month saved and build toward 3–6 months.
3. The Gift of Intentional (Not Emotional) Spending
Wealthy people spend with purpose, not impulse. Focus on experiences, relationships, health, and convenience that aligns with your goals.
4. The Gift of Protecting the People You Love
Insurance, wills, power of attorney, and updated beneficiaries—all crucial. Protection isn’t just about money; it's about easing the burden on the people who matter most.
5. The Gift of Better Health
Your future self needs movement, sleep, lower stress, stronger muscles, and fewer “fast-food emergencies.” Health is a financial asset—protect it now.
6. The Gift of Automatic Progress
Automation beats motivation every time. Automate savings, investments, debt payments, and charitable giving so progress happens without effort.
Ep 245: 26 Big Decisions for Wealth Growth
Season 1 · Episode 245
Friday, December 5, 2025 • Duration 22:50
📘 Show Notes: 26 Big Decisions for Wealth Growth
Episode Title:26 Big Decisions for Wealth Growth
Host: David Chudyk, CFP®
Podcast:The Weekly Wealth Podcast
🔥 Episode Overview
In this episode, David breaks down 26 powerful “big decisions” that can dramatically impact your wealth, business, lifestyle, and long-term financial freedom. Instead of tackling everything at once, David challenges listeners to choose one single decision to focus on in 2026—the one that will create a domino effect in every area of life.
This episode is perfect for business owners, high-income earners, and successful professionals who want clarity, momentum, and a more intentional wealth strategy.
🔢 Part 1: Quantitative Wealth Decisions (Numbers-Based Moves)
These decisions directly affect your net worth, profitability, tax efficiency, and financial structure.
Set a target net-worth growth rate for 2026
Focus on increasing business profitability (not just revenue)
Restructure your compensation for tax-efficient savings
Implement a formal owner-distribution strategy
Eliminate one major wealth-dragging liability
Reallocate your investments based on real risk capacity
Decide whether you will max out all available retirement plans
Build a profit reserve for your business (3+ months of expenses)
Complete your 2026 tax projection by March 1
✅ How SC supports Main Street / small business owners (regulatory reform + pro-business policy)
✅ SC’s personal income tax has dropped from 7% → 6% in recent years
✅ The technical college system is a workforce engine (and a student loan solution)
✅ Apprenticeships + customized training programs that match employer needs
✅ The “poverty” conversation: local + faith-based + nonprofit partnerships matter most
✅ How state budgeting works + why SC’s balanced budget requirement is a big deal
✅ Infrastructure reality: SC maintains 40,000+ miles of state highways
✅ 2026 topics the legislature is actively working on:
DUI law reform
Regulatory reform
Additional tax policy changes
Vaping concerns in schools
Unregulated THC beverages and safety concerns
✅ A strong reminder: you don’t have to vote party-line on every issue
✅ Wealth isn’t only money — it’s security, preparation, wise decisions, and quality of life
CFOs analyze the data to guide future strategy
Most business owners have the score — but not the strategy.
Mike Draper is a Partner at CFO Systems, a fractional executive leadership firm with over 100 directors nationwide and more than 300 active clients. CFO Systems provides fractional CFOs, COOs, controllers, HR leaders, and interim executives to businesses across industries and revenue sizes.
Mike began his career at Deloitte, spent nearly a decade auditing Berkshire Hathaway, and has served in controller and CFO roles for publicly traded companies.
Why algorithms shouldn’t control your entire growth plan
Repurposing content the smart way (without burning out)
Your brand isn’t what you say it is—it’s what other people perceive.
Ask yourself:
What do your clients think you do?
What does your community say about you?
Would your competitors describe you the same way you do?
If those answers don’t align with your goals, it may be time to refine—or rebrand—your message.
Katie Brinkley is a marketing strategist, speaker, and founder of Next Step Social. She’s been helping businesses grow through social media since the days of MySpace and has led national strategies for brands like AT&T.
She’s also the host of two podcasts:
Rocky Mountain Marketing – expert interviews and practical strategies
Marketing Trends Now – weekly solo episodes on what’s changing right now
The information contained herein is for informational purposes only and should not be construed as an offer to buy or sell any security. Past performance is not indicative of future results.
Not slowing down forever—but resting without guilt.
If you’re listening between Christmas and New Year’s, consider this your permission slip to pause.
Wealth isn’t just measured by accounts and statements.
It’s measured by connection, faith, relationships, and peace.
This week, rest. Be thankful. Spend time with the people you love.
There will be plenty of time to focus on the details soon enough.
Why diversification doesn’t just grow wealth—it helps preserve it
Pros:
Low cost
Broad market exposure
Simplicity and transparency
Limitations:
Full exposure to market downturns
No built-in risk management or tax coordination
Increasing concentration within major indexes
Index funds are powerful tools—but they are not a full strategy on their own.
Why assets that look diversified can still move together
The difference between volatility (movement) and true risk (permanent loss)
How behavior—not numbers—often determines investment outcomes
David discusses how different assets can play different roles in a portfolio, including:
Real estate (direct ownership vs. REITs)
Gold and precious metals
Private equity and private credit
Annuities and lifetime income strategies
Each comes with unique risk, liquidity, and complexity trade-offs that must align with your stage of life and financial goals.
Markets change
Life changes
Taxes become more impactful over...
7. The Gift of Meaningful, Not Generic, Goals
Your goals should be specific, measurable, realistic, and emotionally powerful. Tie goals to purpose—for example, buying a beach house for family connection or funding kids’ college for their future freedom.
8. The Gift of Giving in Ways That Matter
Give in alignment with your values—whether that means money, time, mentoring, service, or presence. Meaningful generosity benefits the giver as much as the receiver.
9. The Gift of Guidance (Not Going It Alone)
Stop trying to figure everything out yourself. Find the “who”—a financial advisor, tax professional, mentor, business coach—to reduce mistakes and speed up progress.
10. The Gift of Saying “No” More Often
Protect your time, energy, financial health, and emotional well-being. Every “yes” is also a “no” to something else. Make sure your commitments align with your priorities.
Bonus Gift (for Business Owners): The Value Builder Score
Discover the current health and approximate value of your business and learn which areas to improve to increase profitability and future sellability.
Diversify away from reliance on one major customer
Set a personal liquidity target ($50k–$100k+)
Align your insurance coverages with actual risk exposure
💡 Part 2: Qualitative Wealth Decisions (Life-Enhancing Choices)
These improve clarity, communication, organization, and long-term planning.
Create or update your Life & Wealth Master Plan
Start preparing early for your business exit strategy
Document your business’s standard operating procedures
Establish a quarterly financial review rhythm
Adopt a “documentation-first” financial habit
Strengthen financial communication with your spouse/partner
Build your Personal Board of Advisors (CPA, advisor, attorney, etc.)
Delegate/automate low-value tasks to reclaim high-value time
🌱 Part 3: Lifestyle, Legacy & Joy Decisions
Because wealth is meaningless if it doesn't improve life.
Spend intentionally on meaningful experiences
Design a generosity strategy (charitable giving, DAF, family giving traditions)
Update your estate plan to match your current wealth
Consider working with a personal CFO/financial advisor to coordinate everything
Choose your ONE big decision for 2026—and commit to it
🎧 Listener Challenge
David asks each listener to identify ONE decision from the list that will define their year.
Share it by leaving a voicemail at:
👉
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