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.

06/04/2026

Age 60 can be a powerful planning window.

You may not have Social Security yet.

You may not have required minimum distributions yet.

That creates flexibility.

You can decide how much taxable income to create each year and how much income to keep tax-free.

But that flexibility does not last forever.

Once Social Security begins and required withdrawals start later, income becomes much harder to control.

That is why planning before those events matters.

Watch the full breakdown on our channel.

Wrangling new ideas 🤠✨A little Western flair and a lot of professional growth.
06/03/2026

Wrangling new ideas 🤠✨

A little Western flair and a lot of professional growth.

06/03/2026

🤔 What’s more valuable:

An AI that helps businesses work faster...

Or an AI that understands how millions of people think?

In this clip, explores one of the biggest questions surrounding the future of artificial intelligence and where the real value may come from.

🎧 Listen to the full episode of Bull, Bear, & Brief and subscribe on YouTube, Spotify, and Apple Podcasts for new episodes every week.

06/02/2026

Receiving an inheritance can feel overwhelming, especially when investments are involved. One of the biggest mistakes people make is holding onto inherited assets simply because that’s what they received.
 
The better question is: Does this investment strategy still make sense for your goals, timeline, and risk tolerance?
 
Understanding concepts like the step up in basis can create opportunities for more tax efficient decisions and help position your portfolio for long term success.
 
Watch to learn how to make informed choices and avoid common inheritance mistakes.
 
Watch the full breakdown on our channel.
 
 

06/01/2026

Two business sale deals can have the same headline price and produce very different outcomes.

Imagine selling your company for $6 million upfront with another $4 million tied to a two-year earnout.

If the buyer changes operating expenses or affects EBITDA calculations, you may miss the earnout targets.

That could mean collecting none of the additional $4 million.

Same business.

Same headline valuation.

Completely different result.

Earnouts are not just about negotiation.

They are about structure.

Watch the full breakdown on our channel.

05/29/2026

Today, we’re talking about what sophisticated families do in the first 90 days after receiving an inheritance. 
 
The biggest mistakes we see early on are selling everything too quickly or reinvesting without a solid financial planning strategy. 
 
Understanding your options for investments and money management is crucial for long-term wealth management.
 

05/28/2026

Small caps are having a moment 👀
 
But why now, especially with rate expectations still uncertain?
 
In this clip from Bull, Bear & Brief, and .i.t break down what may be driving the rally, from cheaper valuations to expectations that longer-term rates could eventually normalize.
 
Catch the full episode now on YouTube, Spotify, and Apple Podcasts 🎧
 

05/28/2026

If you’re a tech executive with incentive stock options (ISOs), there’s a tax trap that can create a massive surprise bill, even if you never sell a single share.

In this video, we break down how the Alternative Minimum Tax (AMT) works, why exercising
ISOs can trigger unexpected taxes, and the planning strategies high-income tech professionals should understand before retirement, job transitions, or liquidity events.

We cover:

• What ISOs actually are
• How the AMT calculation works
• Why exercising and holding shares can create “phantom income”
• Common mistakes tech employees make with stock compensation
• The difference between regular tax vs AMT treatment
• Why timing matters when approaching retirement or changing jobs
• Strategies to potentially reduce unnecessary tax exposure

If you’ve accumulated equity compensation through a tech company, understanding these rules could help you avoid one of the most expensive planning mistakes we see.

05/27/2026

Retiring with $3 million sounds simple. 

But the withdrawal strategy matters more than most people realize. 

If your portfolio includes traditional IRAs, taxable brokerage accounts, and Roth accounts, the question is not just how much income you need. 

It is where that income should come from. 

Pulling too much from a traditional IRA can create ordinary taxable income and potentially push you into higher tax brackets. 

The order of withdrawals can shape your long-term retirement tax outcome. 

Watch the full breakdown on our channel. 

05/26/2026

How much do you REALLY need to retire comfortably today? 👀

In this interview with , breaks down:

✔️ Why retirement may cost more than people expect
✔️ Retirement savings goals by age
✔️ How inflation impacts long-term planning
✔️ What to do if you feel behind on saving

One of the biggest takeaways? The best time to start planning was yesterday. The next best time is today.

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