e3 Wealth

e3 Wealth e3 Wealth/Transcend RIA has $1.1 billion in AUC and provides a family office model to all clients regardless of their level of net worth.

We provide clients an Integrated Resource Network where they have access to almost any service that deals with money.

07/14/2026

Most business owners don’t intentionally create estate planning challenges.

They build successful businesses.

Over time, growth can change the value and complexity of a business while the planning surrounding it remains the same.

The business did exactly what it was supposed to do.

The planning simply never caught up.

Watch the full breakdown on our channel. Link in our bio.

07/13/2026

🎙️ New episode of Bull, Bear, & Brief is out this week!

Housing affordability continues to be one of today’s biggest economic challenges.

In this clip, and .i.t discuss why the cost of building housing can vary so dramatically and what that could mean for affordability.

🏡 Catch the full conversation in this week’s episode.

🎧 Subscribe for new episodes every week.

FinancialEducation Economy Podcast

07/10/2026

The sale price is not always the number that matters most.

Deal structure can have a meaningful impact on taxes, proceeds, and the overall outcome of a transaction.

That’s why two deals with the same purchase price can lead to very different results.

Looking beyond the headline number can provide a clearer picture of what a transaction is actually worth.

Watch the full breakdown on our channel.

Retirement prep, but make it approachable. 📚Our advisors are proud to teach alongside The Prepare Institute, bringing re...
07/09/2026

Retirement prep, but make it approachable. 📚

Our advisors are proud to teach alongside The Prepare Institute, bringing retirement education to communities across Texas. Last night, they were at , helping attendees build confidence for the next chapter of life.

07/08/2026

Clean financials build confidence.

When buyers evaluate a business, they’re not just looking at revenue.

They’re looking for financial information that is accurate, organized, and easy to understand.

Uncertainty can affect value.

Confidence can help support it.

Watch the full breakdown on our channel. Link jn bio!

07/07/2026

🎙️ New episode of Bull, Bear, & Brief is out now.

As AI continues to evolve, so does the conversation around who should help shape its future.

This week, and .i.t explore the growing role of government investment in private companies, what history can teach us, and why the relationship between markets and public policy matters for investors.

It’s a thoughtful discussion on one of today’s biggest economic topics.

🎧 Subscribe to Bull, Bear, & Brief for weekly conversations on markets, investing, economics, and the headlines shaping your financial future.

Finance FinancialEducation MarketInsights Economy

07/06/2026

The second half of the year is here.

A lot can change in six months.

In his latest local news appearance, discusses the role a midyear financial review can play in helping investors evaluate changing market conditions, revisit financial goals, and better understand where they stand today.

Red, white, blue, and game day too! Cheering on Team USA as we head into Fourth of July weekend. ❤️🤍💙
07/01/2026

Red, white, blue, and game day too! Cheering on Team USA as we head into Fourth of July weekend. ❤️🤍💙

06/30/2026

🎙️ A new episode of Bull, Bear, & Brief is out now.

Markets don’t always move in the same direction forever.

As leadership begins to broaden beyond a handful of large technology companies, small caps are starting to get more attention.

This week, and .i.t discuss what may be driving the shift and why market breadth is worth watching during the second half of the year.

🎧 Listen to this week’s episode for more on market rotation, technology, commodities, and the sectors we’re watching next.

WealthManagement SmallCaps

06/29/2026

Growth is important.

Confidence is valuable.

Sophisticated buyers are not only evaluating how much a business has grown.

They are evaluating risk.

The businesses that command premium valuations are often the ones that remove uncertainty before the sale process begins.

Watch the full breakdown on our channel.

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