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.

09/01/2026

A will is not a succession plan.

True succession planning goes beyond what happens to ownership. It also considers who takes over operations, who has decision-making authority, how the business continues, and how partners or heirs are treated.

For businesses with multiple owners, an outdated buy-sell agreement can leave important questions unanswered when clarity matters most.

Businesses change. Valuations change. Ownership changes. The planning surrounding them can easily fall behind.

Watch the full breakdown on our channel.

08/31/2026

A new episode of Bull, Bear, & Brief is here this week! 🎙️📈

Debt isn’t just a U.S. story. It’s a global one.

With many of the world’s largest economies carrying significant levels of debt, Joe Q looks at the bigger picture and the difficult choices governments may eventually face when it comes to spending, taxes, and economic growth.

This week, Joseph Quartucci, CPWA, ChFC and Arpit Sharma, CFA also break down the latest market news and take a deeper look at the Japanese yen carry trade and why what’s happening overseas could matter for U.S. markets.

🎙️ Catch this week’s full episode.

NationalDebt

08/27/2026

The U.S. debt problem didn’t happen overnight, and it doesn’t belong to just one administration.

Joe Q and Arpit Sharma look beyond the political finger-pointing and discuss the bigger picture surrounding U.S. debt and why it continues to matter for the markets.

🎙️ And don’t forget, we dropped TWO episodes of Bull, Bear, & Brief this week! Catch our latest market breakdown plus our special conversation with Steve Blumenthal.

Both episodes are out now. Link in bio.

NationalDebt

08/26/2026

Two episodes in one week. 🎙️📈

After our special conversation with Steve Blumenthal, Joe Q and Arpit Sharma are back with our regularly scheduled Bull, Bear, & Brief market breakdown.

This week, they take a closer look at South Korea, where the rise of AI and growing demand for memory chips helped fuel major momentum in the country’s stock market.

Plus, they break down leverage, rising rates, oil, inflation, and what they’re watching across the markets.

🎙️ Catch this week’s market breakdown and subscribe for new episodes every week.

Finance

08/25/2026

Interest rates impact far more than just your mortgage. 📈

From housing activity to consumer spending and market valuations, changes in rates can have an impact across the broader economy.

Steve Blumenthal breaks down why interest rates matter in our latest Bull, Bear, & Brief conversation with Joe Quartucci and Arpit Sharma.

🎙️ Catch the full interview on Bull, Bear, & Brief. Link in bio.

FinancialEducation

08/24/2026

🎙️ A special episode of Bull, Bear, & Brief is out now!

Joe Quartucci and Arpit Sharma are joined by Steve Blumenthal, founder and CEO of CMG Capital Management Group and author of Navigating Stock Market Cycles, for a conversation on markets, debt, interest rates, AI, and navigating changing market conditions.

With more than four decades of experience in the investment industry, Steve brings a unique perspective on where markets have been, where we may be in the current cycle, and the forces shaping what comes next.

🎧 Catch the full conversation and subscribe to Bull, Bear, & Brief for new episodes every week. Link in bio.

FinancialEducation Podcast

08/20/2026

For many business owners, transferring ownership isn’t just about taxes. It’s also about control.

An FLP can create a structure where ownership interests are transferred while management and operational oversight remain centralized.

But the structure itself is only part of the equation. FLPs are highly technical, and their effectiveness can depend on proper valuation, documentation, administration, and coordination across legal, tax, and financial professionals.

This isn’t a strategy built from a generic template.

Watch the full breakdown on our channel.

08/19/2026

Not every dollar of profit has to leave the business.

Retained earnings can play a role in supporting liquidity, future growth, and overall financial stability. At the same time, business owners have their own personal financial considerations.

The bigger picture is understanding how the needs of the business and the needs of the owner fit together.

Watch the full breakdown on our channel.

08/17/2026

The best estate planning opportunities often happen before the pressure sets in.

For business owners, estate planning can go far beyond wills and taxes. Ownership, control, continuity, family dynamics, and future liquidity can all become part of the conversation as a business grows.

And when attorneys, CPAs, and financial professionals are working separately, important pieces of the bigger picture can be missed.

Good planning isn’t just about individual strategies. It’s about how those strategies work together.

Watch the full breakdown on our channel.

08/14/2026

Higher rates are creating a new challenge for real estate.

As loans taken out during the low-rate environment come up for refinancing, the cost of capital could look very different for real estate investors in the years ahead.

Joe Quartucci breaks down why the 10-year Treasury matters and what higher borrowing costs could mean for the real estate market.

Missed this week’s Bull, Bear, & Brief? Catch up on the latest episode this weekend. 🎧

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