M3 Wealth’s Post

What kind of traveler are you? Do you meticulously plan every detail, or do you just go with the flow? Join our amazing host and guests as they dive into vacation planning and investments in the next episode of Money Conversations. #MoneyConversations #FBNQuestAssetManagement

𝗢𝗻 𝘁𝗵𝗲 𝗱𝗿𝗶𝘃𝗲 𝘁𝗵𝗶𝘀 𝗺𝗼𝗿𝗻𝗶𝗻𝗴, I noticed the sign read $800 Million for tonight's Mega Millions drawing, and boy, does my mind wander at the possibilities. (I walked into the coffee shop thinking about the 10,000 square foot mansion on prime real estate overlooking Lake Burton.) By this time tomorrow, either that astronomical number will climb even higher or someone is, at best, going to call into work sick with a little too much excitement in their voice. 𝗞𝗻𝗼𝘄 𝘄𝗵𝗮𝘁'𝘀 𝗻𝗼𝘁 𝗹𝗶𝗸𝗲𝗹𝘆 𝘁𝗼 𝗵𝗮𝗽𝗽𝗲𝗻?  Me holding that big check at a press conference. I mean, it's fun to think about, but the odds are, as follows:  1:302,575,350. I'll still buy five, just to hedge my bets a little. 𝗛𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝘁𝗵𝗶𝗻𝗴:  it likely won't come in a newfound hundreds-of-millions-of-dollars lifestyle, but you and I have the capacity to build better for ourselves every day. Do you think of your career with the same amount of gusto? What if we approached every day with the kind of vigor, anticipation, and desire that we do in our greatest day dreams? I hope one of us wins this week -- and if you do, just know your good friend Benjamin Sheffield has always held you in high regard -- but the reality is, our future success is far more rooted in our day-to-day actions, the choices we make and plans we build, as in ten bucks spent at a rural gas station because the numbers on the interstate sign were too large to pass up. If it's a desire, take some time this week to think about how to better your career in balancing your lifestyle, creating more freedom financially, and better aligning to your long-term purpose. Those mindsets pay off for far more people than the single lucky individual that hits the exact six numbers needed for insta-wealth.

Just back from an unbelievable trip to Las Vegas 🎲🤩 A place where there is literally no concept of time. Up at 5am with jet lag? No problem, everywhere is open anyway 🤣 Great for a holiday, but got me thinking about how this applies in life as well. Do we sometimes forget the concept of time when we are busy building our lives? I speak to people too often where optimism bias has them thinking time is unlimited 💭 “I’ll retire then” “I’ll go the holiday then” “I’ll make up the lost time with family then” We could all do with being a bit more present and enjoying life now rather than waiting for some future date to come. Of course, that takes money. And that is why it’s so important to have a financial plan built around your life. Your goals. Your needs. To allow you to tick off some of the bucket list items now, whilst ensuring you have enough left for the future. Leave the gambling to the casinos ✅ #financialplanning #lifeplanning #lasvegas

Tune in to "Wealthy Wednesdays" to learn how this valuable information can empower you to build generational wealth and leave a lasting legacy for your family. Don't miss it!

It's #MondayMotivation! While you're out enjoying the spooky festivities, don’t let financial fears haunt you! Whether it's planning for retirement, tackling wealth management, or assessing risk, we’re here to help you face those financial frights head-on! #Halloween #Shreveport #FinancialAdvisor

How are those weekends coming along, 𝗳𝗶𝗻𝗲 𝗳𝗼𝗹𝗸𝘀 𝗼𝗳 𝗖𝗶𝗻𝗰𝗶𝗻𝗻𝗮𝘁𝗶? Relaxing? Well, they're about to get a 𝗵𝗲𝗰𝗸 𝗼𝗳 𝗮 𝗹𝗼𝘁 𝗺𝗼𝗿𝗲 𝗲𝘅𝗰𝗶𝘁𝗶𝗻𝗴!!! Tomorrow, Joe Wilson will be joining the esteemed panel of 𝙏𝙝𝙚 𝙒𝙚𝙖𝙡𝙩𝙝 𝘾𝙤𝙪𝙣𝙘𝙞𝙡 to share his knowledge, strategies, and experiences. It's a 𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹𝗹𝘆 𝘁𝗲𝗹𝗲𝘃𝗶𝘀𝗲𝗱 𝗲𝘃𝗲𝗻𝘁 you won't want to miss! Make sure your afternoons are free and be sure to tune into Fox Business Network 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄 𝗮𝘁 𝟮 𝗽𝗺! #retirementplanning #thewealthcouncil #financialTV

✨ Dream Big with Me! ✨ What’s the dream? A new home? That dream vacation? Retiring early? Let’s turn that #FinancialFairyTale into reality. As your partner in finance, I’m here to help you take those first steps, make the right moves, and create a path toward your vision. Ready to start dreaming with me? All you have to do is #HollerAtEric! 💪🌄 #DreamBig #FinancialFreedom #FutureYou

🎄 Keep the holidays joyful—don’t let unspoken family matters, like estate planning, steal your cheer. Start the conversation now to "Grinch-proof" your season with peace of mind for your loved ones. ❤️ #EstatePlanning Read More Here 👉https://ow.ly/ET9t50UnPkt

🎄✨ Happy Holidays from DVB Financial! ✨🎄 As the year draws to a close, we want to take a moment to thank you for trusting us with your financial journey. It's an honor to help you build and protect your legacy, support your loved ones, and plan for a future full of possibilities. The holiday season is a time for reflection, gratitude, and connection. Whether you're celebrating with family, friends, or simply enjoying some well-deserved rest, we hope your days are filled with joy, laughter, and the warmth of the season. As you reflect on the year and look ahead to the next, remember—your goals and dreams are within reach, and we’re here to help you achieve them every step of the way. Here’s to a season of peace, prosperity, and bright beginnings. Cheers to a wonderful holiday season and an even brighter new year! 🎁 What’s your top financial goal for 2025? Share it with us in the comments or reach out to start planning today. #HappyHolidays #FinancialWellness #DVBFinancial

Hey there, fellow adventurers! Remember when we were kids, and the journey was more exciting than the destination? That summer road trip where Dad took the scenic route, or that hike where you discovered a hidden waterfall? Those moments remind us that, slowing down and choosing the right path makes all the difference. Your financial journey is a lot like that. It's not about sprinting to retirement or racing to hit a magical number in your bank account. It's about creating a path that lets you enjoy the view. Be like a trail guide, and help yourself to: 1. Find Your North Star: What matters to you? A cozy cabin in the woods? World travels? Define your financial happy place. 2. Pack Smart: Choose the right financial tools for your journey - no unnecessary burdens, just what you need to thrive. 3. Navigate Obstacles: Rocky markets? Unexpected detours? 4. Enjoy the Journey: Your financial path should enhance your life, not consume it. You should find balance. 5. Celebrate Milestones: Big or small, every step forward is worth celebrating. We're here to cheer you on! Life's too short for a stressful sprint towards "someday." Create a financial journey that brings you joy today and security tomorrow. #PersonalFinance #LifeOnYourTerms #FinancialFreedom #MoneyMindfulness #investinyourself