Shows
3 QuestionsWhat Business Owners and Investors Should Ask About The One Big Beautiful BillOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners and Investors Should Ask About The One Big Beautiful Bill. To help prepare you, I've invited my good friend, Yoandry Delgado, to join us. Delgado is a seasoned Certified Public Accountant and Partner at KSDT CPA. With over 20 years of experience specializing in individual and corporate taxation, Yoandry has helped countless clients navigate complex tax landscapes, from estate planning to business deductions. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the l...
2025-08-0533 min
3 QuestionsWhat To Ask When a Family Member Is Accused of a Criminal OffenseOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions to Ask When a Family Member Is Accused of a Criminal Offense. To help prepare you, I've invited my good friend, Adam Rossen, to join us. Adam is the CEO and Founding Attorney of Rossen Law Firm, South Florida's largest criminal defense practice. Adam's team has turned countless crises into second chances. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Ch...
2025-07-2937 min
3 QuestionsWhat Business Owners Should Ask Before Suing Their Business PartnerOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Suing Their Business Partner. To help prepare you, I've invited my good friend, David Milian, to join us. David is a seasoned litigator whose firm, The Milian Legal Group, has fought for clients in federal and state courts, earning accolades like Florida's Legal Elite. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! ht...
2025-07-2234 min
3 QuestionsWhat You Should Ask Before Buying Real Estate in Naples, FloridaOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Buying Real Estate in Naples, Florida. To help prepare you, I've invited my good friend, Carolyn Clark, to join us. She is a Top Global Luxury Sales Specialist with Coldwell Banker Realty AND a top 100 Naples agent. Carolyn is renowned for her concierge service and seamless luxury transactions. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Ch...
2025-07-1525 min
3 QuestionsWhat You Should Ask About Your U.S. Health Insurance BenefitsOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask About Your U.S. Health Insurance Benefits. To help prepare you, I've invited my good friend, Anne McGuire, to join us. Anne is the Founder, President and Owner of Healthcare Pathfinder LLC, a national Health and Long-Term Care advice, advocacy and management firm. For 25 years, she has been working with individuals, families, and employees to help them maximize access to the care and coverage they need and deserve. To schedule an online zoom consultation with Wayne to di...
2025-07-0137 min
3 QuestionsWhat Business Leaders, Owners and Practitioners Should Ask Before Hiring Their Next Key EmployeeOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Leaders, Owners and Practitioners Should Ask Before Hiring Their Next Key Employee. To help prepare you, I have invited my good friend, Kathy Dawson, to join us. Kathy Dawson serves as Founder and CEO of Dawson & Dawson, Inc. She oversees her firm's Executive & Retained Search, Temporary & Contract Staffing, and Business Development practices. Kathy is a CSP (Certified Staffing Professional) with almost 40 years of experience in the local and national marketplace and has assisted thousands of business owners hire the right employee at the r...
2025-06-2452 min
3 QuestionsWhat Business Owners Should Ask Before Spending Money on Social MediaOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Spending Money On Social Media. To help prepare you, I've invited my good friend, Paula Romo, to join us. She is the Co-Founder & CEO of LeadSmith. LeadSmith is a digital marketing agency that specializes in helping business owners and entrepreneurs grow their business through strategic paid advertising on social media platforms like Facebook, Instagram, and YouTube. Since launching in 2012, LeadSmith has managed millions of dollars in ad spend and developed a proven track record of delivering real results for th...
2025-06-1736 min
3 QuestionsWhat a Non-Profit Should Ask When Receiving Large Charitable DonationsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions A Non-Profit Should Ask When Receiving Large Charitable Donations. To help prepare you, I've invited my good friend, Jennifer Abelaj, to join us. Jennifer is the founder of Abelaj Law, PC. She has significant experience advising high net worth clients, both domestic and with an international footprint. She has worked with non-profit boards, executive directors, and lobbying groups. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3...
2025-06-1034 min
3 QuestionsWhat To Ask About The New Real Estate Developments In South FloridaOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions To Ask About The New Real Estate Developments In South Florida. To help prepare you, I've invited my good friend, Esha Desai, to join us. Esha is a seasoned Miami Beach based Licensed Real Estate Advisor with COMPASS. She has extensive knowledge of the Greater Miami area. Esha is known for her targeted marketing approach; she blends online and offline strategies with a keen understanding of each property's unique 'target buyer profile' to seamlessly connect buyers and sellers. To...
2025-06-0344 min
3 QuestionsWhat High Net Worth Clients Should Ask About Protecting Tangible AssetsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions High Net Worth Clients Should Ask About Protecting Tangible Assets. To help prepare you, I've invited my good friend, Yadira Anzueto, to join us. Yadira is a Certified Advisor of Personal Insurance and Vice President and Family Office Advisor at Lockton. Lockton is the world's largest independent insurance brokerage providing customized solutions to meet your organization's risk, benefits and retirement needs. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link belo...
2025-05-2742 min
3 QuestionsWhat California Residents Should Ask When Implementing An Estate PlanOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions California Residents Should Ask Before Establishing or Updating Their Estate Plan. To help prepare you, I've invited my good friend, James D. Stephens, to join us. He is a California Bar Certified Legal Specialist at Stephens Law Group, P.C. James D. Stephens and his firm focus on estate planning probate and trust administration, litigation, and cross-border estate planning. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/M...
2025-05-2039 min
3 QuestionsWhat To Ask About The Reversible Health Risks Of AgingOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions to ask about the reversible health risks of aging. To help prepare you, I've invited my good friend, Dr. Gerda Maissel, to join us. She is the physician founder of My MD Advisor, a medical navigation and patient advocacy service. She guides people with complex health problems through the care maze and is fluent in "doctor speak". To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 ...
2025-05-1339 min
3 QuestionsWhat Cross-Border Investors Should Ask Before Purchasing Real Estate in the U.S.A.?On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before purchasing Real Estate in South Florida. To help prepare you, I've invited my good friend, Alejandro Uribe, to join us. He is the Vice President of Developer Production at Lending Spot, where he helps investors navigate the complexities of financing properties in the States. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube...
2025-05-0626 min
3 QuestionsWhat Entrepreneurs Should Ask About Creating Partnerships and New Revenue StreamsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions entrepreneurs should ask about creating partnerships and new revenue streams. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. She is the founder of Luminary Catalyst LLC, who specializes in dissecting these complexities to craft tailored sales strategies for her clients. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast
2025-04-2934 min
3 QuestionsWhat Cross-Border Investors Should Ask About Tariff's And Market VolatilityOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border investors should ask about tariff's and market volatility. To help prepare you, I've invited my good friend, Steve Cowley, Chief Investment Officer here at One Capital Management. He's the chairman of One Capital's Investment Committee. Steve is a Chartered Financial Analyst. Steve is a member of the Los Angeles Society of Financial Analysts. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to ou...
2025-04-221h 13
3 QuestionsWhat High-Net-Worth Professionals, Families and Businesses Should Ask About Concierge ServicesOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions high-net-worth professionals, families and businesses should ask about concierge services. To help prepare you, I've invited my good friend, Alix Stark, to join us. She is a partner and the Head of Business Development with Toronto, Ontario based Modern Concierge, Inc. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on L...
2025-04-1528 min
3 QuestionsWhat Questions Blended Families Should Ask When Creating An Estate PlanOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions blended families should ask when creating an estate plan. To help prepare you, I've invited my good friend, Debbie Babb, a third-generation attorney from Los Angeles, who specializes in estate planning for these complex family dynamics. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www...
2025-04-0837 min
3 QuestionsWhat Canadians Should Asked About Estate Planning When Relocating To The U.S.On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask estate planning when relocating to the U.S. To help prepare you, I've invited my good friend, Carolyn Bys. She is an Attorney at Goodwill & Trust Estate Planning Law. Carolyn is assists business owners and real estate investors protect their assets and their families through estate planning. Carolyn has a special niche in working with US expats abroad and non-US citizens here in the U.S. on Cross-Border Estate Planning, backed by her international expertise. To schedule an online...
2025-04-0146 min
3 QuestionsWhat Cross-Border Tax Filers Need to Ask Before Completing Their 2024 Tax ReturnsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border tax filers need to ask before completing their 2024 tax returns. To help prepare you, I've invited my good friend, Steve Flynn. Steven is a Partner, CPA and a CA with Anderson. Steven's work focuses on cross-border tax matters including investments between Canada and the U.S. by both individuals, businesses and U.S. citizens residing in Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 ...
2025-03-2542 min
3 QuestionsWhat You Should Ask Before Applying For SSI and SSDI BenefitsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before applying for SSI and SSDI benefits. To help prepare you, I've invited my good friend, Daniel Fortuno. He is the President & CEO of Benefits Education Center or BEC. BEC assists in coordinating a full package of benefits that include health coverage, government benefits and fiscal planning for people living with disabilities. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our...
2025-03-1839 min
3 QuestionsWhat Buyers and Sellers Should Ask About Information Collected On Real Estate TransactionsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions buyers and sellers should ask about information collected on real estate transactions. To help prepare you, I've invited my good friend, Jennifer Felton, to join us. She is the principal of Westlake Village, California based at RELAW, APC. One of the primary goals of RELAW, APC is to inform clients of all the options available to them so that they can make an informed decision about how to proceed in their real estate law case. To schedule an online zoom consultation with W...
2025-03-1135 min
3 QuestionsWhat Entrepreneurs Should Ask About Expanding Their Business While Not Compromising Their Cash FlowOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions entrepreneurs should ask about expanding their business while not compromising their cash flow. To help prepare you, I've invited my good friend, Micheline Varas. She is a Senior Partner with Customplan Financial Advisors. She specializes in formulating comprehensive cost and tax effective risk mitigation plans. With her team of experts, Micheline structures a financial map ensuring personal and corporate risks and taxes are relieved. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below...
2025-03-0442 min
3 QuestionsWhat Baby Boomers Should Ask About Their Real Estate PortfolioOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions baby boomers should ask about their real estate portfolio. To help prepare you, I've invited my good friend, Bruce Stein aka "The Paladin of Real Estate" with Real Property Partners, to join us. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wa...
2025-02-2522 min
3 QuestionsWhat Content Creators Should Ask Before Establishing A U.S./ Canadian Cross-Border Production ProjectOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions content creators should ask before establishing a U.S./ Canadian cross-border production project. To help prepare you, I've invited my good friend, Nadia Davari, to join us. She is an experienced entertainment attorney with Davari Law. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.l...
2025-02-1827 min
3 QuestionsWhat Canadian Business Owners Should Ask About Connecting With Professionals in FloridaOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadian business owners should ask about connecting with professionals in Florida. To help prepare you, I've invited my good friend, and fellow Ex-Pat Canadian Karine Martinez, to join us. She is the Executive Director of the Canada – Florida Chamber of Commerce. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on Lin...
2025-02-1123 min
3 QuestionsWhat Frequent Visitors to the U.S. Should Ask Before their Next VisitOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions frequent visitors to the U.S. should ask before their next visit. To help prepare you, I've invited my good friend, Heidi Son, to join us. She is an immigration attorney and Founding Partner, with Fairfax, Virginia based Kodem Son Tang Law Group. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow W...
2025-02-0441 min
3 QuestionsWhat Cross-Border Investors Should Ask About Investing In 2025On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border investors should ask about investing in 2025. To help prepare you, I've invited my good friend, Steve Cowley, Chief Investment Officer here at One Capital Management. He's the chairman of One Capital's Investment Committee, a Chartered Financial Analyst, and a member of the Los Angeles Society of Financial Analysts. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www...
2025-01-281h 07
3 QuestionsWhat To Ask Before Implementing a Deferred Sale TrustOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions to ask before implementing a deferred sale trust. To help prepare you, I've invited my good friend, Ben Levine, President and COO of DST Advisors, Inc., to join us. DST Advisors specialize in managing Deferred Sales Trusts. Ben brings deep expertise to the table, and he's here to help us understand how the Deferred Sales Trust can help you defer capital gains tax for as long as you want. To schedule an online zoom consultation with Wayne to discuss your Wealth Management n...
2025-01-2139 min
3 QuestionsWhat HNW Investors Should Ask About Digital Identity TheftOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions HNW investors should ask about digital identity theft. To help prepare you, I've invited my good friend, Justin Sellars, to join us. Justin is the Director of Private Client services with 360 Privacy. He joined 360 Privacy after an impressive 20-year career in the NYPD. Justin is also a proud 9/11 first responder, veteran of the United States Coast Guard and former NYC paramedic. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/M...
2025-01-1425 min
3 QuestionsWhat you should ask about residential retirement communities.On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions you should ask about residential retirement communities. To help prepare you, I've invited my good friend, Susan Pomerantz. She is the Owner and CEO of Concepts For Living. They are Senior Housing Specialists, who are dedicated to finding the community that will bring seniors the quality of life and care they all deserve. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel!...
2025-01-0748 min
3 QuestionsWhat You Should Ask About Your High-End Valuable Personal Property.On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions to ask about your high-end valuable personal property. To help prepare you, I've invited my good friend, Amanda Martinez, a Client Executive with Hylant. She specializes in insuring high-net-worth client's personal property. And returning to the podcast is Dana Ehrman of Luxury Selling Solutions. Dana specializes in identifying, valuing, and selling luxury items. From estate jewelry to fine art, Dana's expertise covers it all. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below...
2024-12-3122 min
3 QuestionsWhat Cross-Border Families Should Ask Before Purchasing Canadian Based Life Insurance PoliciesOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border families should ask before purchasing Canadian based life insurance policies. To help prepare you, I've invited my good friend, Marc Gedeon, back to join us. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs...
2024-12-2420 min
3 QuestionsWhat Cross-Border Investors Should Ask About Taxes on Their Canadian and U.S. Government Retirement BenefitsOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Cross-Border Investors should ask about Taxes on their Canadian and U.S. Government Retirement Benefits. To help prepare you, I've invited my good friend, Marc Gedeon, back to join us. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss...
2024-12-1715 min
3 QuestionsWhat Cross-Border Investors Should Ask About Dual Citizenship and Tax ResidencyOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Cross-Border Investors should ask about Dual Citizenship and Tax Residency. To help prepare you, I've invited my good friend, Marc Gedeon, to join us. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the...
2024-12-1039 min
3 Questions3 Questions to Ask Before Purchasing a Yacht To guide us through the key considerations of purchasing a yacht, we're joined by a true expert in the field. Miami, Florida based Mirielle Enlow is a licensed yacht broker with Denison Yachting. She has over 15 years of experience in the yacht industry, and today, she's joins us to answer 3 critical questions you must ask before purchasing a yacht. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast F...
2024-12-0425 min
3 QuestionsWhat Cross-Border Investors Should Ask About Taxes on their Canadian and U.S. Government Retirement Benefits Today, we welcome back, Marc Gedeon. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in...
2024-12-0315 min
3 QuestionsThinking of Immigrating To Canada? Joining us is once again is Catherine Sas. Catherine is a Vancouver, B.C. based Canadian Immigration attorney with Sas and Ing Immigration Law Centre. Catherine provides a full range of immigration services and is consistently recognized as a leading immigration practitioner. Catherine was voted Vancouver's Best Immigration Lawyer for 10 years in a row. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn:
2024-11-2645 min
3 QuestionsConsidering A Move To Arizona? On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions To Ask When Considering A Move To Arizona. To assist with educating and informing us so that we can be better prepared is Gilbert, Arizona based Scott Fuller. Scott is the founder of AZHomeAdvisors.com. He assists his clients who are looking to buy, sell, invest in, and move to Arizona. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! ...
2024-11-1943 min
3 QuestionsThe New Broker Compensation Agreement Joining me, once again, to help unpack this topic and discuss the new broker compensation agreement is Will Flannigan. Will is a Real Estate Agent with VIP Premier Reality Corp here in Southern California. Will helps his clients buy and sell property throughout LA County, his intimate knowledge of Pasadena, Burbank, Glendale, Hollywood Hills and Beverly Hills. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne...
2024-11-1245 min
3 QuestionsQuestions Canadians Should Ask If Purchasing Real Estate In South FloridaOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before purchasing Real Estate in South Florida. To help prepare you, we have invited our good friend, Rhonda Kohn. She is a seasoned bicoastal real estate agent with Keller Williams, serving buyers, sellers and renters in Miami and Los Angeles. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow...
2024-11-0521 min
3 Questions3 Questions Business Owners Should Ask Before They Begin Succession PlanningOn Part 2 of our Podcast with Ricci Victorio, Wayne asks the 3 Questions business owners should ask before they begin succession planning. Ricci is a Senior Escrow Officer and Trust Specialist with Closed Escrow. She has served the San Fernando Valley California area for more than 30 years. You don't want to miss this important episode! To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn:
2024-10-3129 min
3 Questions3 Questions You Should Ask Before RelocatingOur special guest is Dina Braverman. She is the owner and founder of Encino, California based Organizing Concepts and Designs Inc. aka OCD. They are a Professional Organizing Service specializing in Home Organizing, Office Organizing, Relocations, Estate Sales and Clearing. Today, Wayne asks the 3 Questions you should ask before relocating. First Aired 4/8/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn:
2024-10-2415 min
3 QuestionsWhat Should C-Suite Executives Ask Before Making A Change?Wayne welcomes Ricci Victorio, President & Master Certified Coach. Today, Wayne asks the 3 Questions Highly Compensated C-Suite Executives Should Ask Before Making A Change. You don't want to miss this eye opening episode! To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-10-2339 min
3 Questions3 Questions Sellers Should Ask Before Listing Their PropertyOn this episode, Wayne welcomes Marcine Kline. She is the Senior Escrow Officer and Trust Specialist with Closed Escrow. She has served the San Fernando Valley for more than 30 years. Today, we ask the 3 Questions Sellers Should Ask Before Listing Their Property. First aired 7/1/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-2430 min
3 Questions3 Questions Home Buyers Should Ask Before Entering Into EscrowMarcine Kline is the Senior Escrow Officer and Trust Specialist with Closed Escrow. She has served the San Fernando Valley for more than 30 years. Today, we ask the 3 Questions Home Buyers Should Ask Before Entering Into Escrow. First aired 6/17/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-2430 min
3 QuestionsProtecting Your EarningsOur special guest is Mark Singer. He is a partner with Newark, Delaware based, Newton One Advisors. Today, we ask the 3 Questions Highly Compensated Individuals Will Want To Ask About Protecting Their Earnings. First aired 6/3/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-2425 min
3 QuestionsBecoming Eligible For Medicare?Our special guest is Rick Holliday. He is a Pasadena, California based Medicare Insurance Specialist with a wealth of knowledge and experience helping individuals navigate the often-complex waters of Medicare. Rick is a licensed life and health broker of Medicare advantage, Medicare Supplement and Prescription Drug plans in California, Texas and Georgia. First aired 5/21/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on...
2024-09-2421 min
3 Questions3 Questions You Should Ask About Establishing A Work / Life BalanceOur special guest is a Facilitator, Coach, Speaker, owner and founder of Playa del Rey, CA based Status Flow is Chris King. Chris takes individuals and organizations beyond their perceived limits, enabling the realization of the seemingly impossible. His first book, Renegotiate Your Existence: Unlock Your Impossible Life, is available on Amazon. First aired 5/6/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on...
2024-09-1225 min
3 Questions3 Questions Employers Should Ask About Their Hiring ProcessIf you or your Human Resource Department is in the process of hiring new talent, you're not going to want to miss today's episode. Our special guest is Rochelle Nitka. She is the President of Camarillo, California based Total Talent Partners. First aired 4/22/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-1222 min
3 Questions3 Questions Fiduciaries & E.P. Attorneys Should Ask About Administering Fiduciary Bank AccountsOur special guest is Alice Neumann. She is joining us from Camarillo, California and is an Executive Director, Specialty Banking with Nano Banc. Alice works with attorneys, professional fiduciaries, and their clients. She makes it easy to open legal and fiduciary bank accounts, including Trust, Estate, Probate, Guardianship, Conservatorship, Special Needs accounts. Alice created the Trust & Estate and Professional Fiduciary Program 15 years ago and has over 30 years in the banking industry. First aired 4/15/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
2024-09-1228 min
3 Questions3 Questions You Should Ask About Cost SegregationWe are thrilled to introduce our esteemed guest, Joel Dobrin, a renowned Cost Segregation Specialist. Joel is based in Camarillo, California and is a partner with Cost Segregation Initiatives. Today, we ask the 3 Questions you should ask about Cost Segregation First aired 1/16/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-1220 min
3 QuestionsSales Tax On Canadian Businesses Who Sell Products in the U.S.Joining us from Pasadena, California is Dena Oberst. Dena is the President & CEO of Gable Tax Consulting Group, Inc. Gable Tax Consulting Group serves CFOs, Controllers and Tax Directors by ensuring their sales and use taxes are filed correctly and on time, as to avoid disruption in cash flow. On this episode, Wayne asks the 3 Questions Canadian Businesses who sell products in the U.S. should ask about Sales Tax. First aired 3/25/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
2024-09-1233 min
3 Questions3 Questions You Should Ask Before Buying a Home in the Conejo ValleyJoining us from the Conejo Valley, in Southern California, is Jeff Landau. Jeff is a real estate broker with Team 805. He specializes in helping people facing transition, whether they have inherited a home, are looking to downsize, or are supporting parents downsizing or moving to assisted living. Today Wayne asks 3 Questions you should ask before buying a home in the Conejo Valley. First aired 3/18/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! ...
2024-09-1223 min
3 QuestionsInvesting In Alternative Investments?My guest today on this episode is Patrick Bowen, he is the President of One Capital Management, a registered investment advisory form managing over 6 billion dollars in assets. We ask him the 3 questions about investing in alternative investments. First aired 3/11/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-1128 min
3 Questions3 Questions an Employee Should Ask About Wrongful TerminationJoining us is Diana Friedland. Diana is a partner with Encino, California based Bernstein & Friedland, P.C. Her practice focuses on employment litigation and counseling. She has successfully resolved wrongful termination, harassment, and wage and hour matters in both federal and state courts. First aired 3/4/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-1124 min
3 Questions3 Questions Business Owners Should Ask Before Terminating an EmployeeJoining us is Katherine Hren. Katherine is an employment attorney and a Partner with Encino, California based Ballard Rosenberg Golper & Savitt, LLP. She regularly provides advice and counsel to employers in all matters which bear upon the employment relationship. She represents employers of all sizes throughout the United States, from "mom and pops" to Fortune 500 companies. First aired 2/26/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast
2024-09-1124 min
3 Questions3 Questions Canadian Citizen / U.S. residents Should Ask If They Own Property In Canada Joining us from Pasadena, California is Andrew Nutbrown. Andrew is an Associate Attorney at KJMLAW Partners. He primarily handles trust administration and estate planning, with a focus on developing comprehensive estate plans for high-net worth individuals with both domestic and international property interests. Today, we ask the 3 Questions Canadian Citizen / U.S. residents should ask if they own property in Canada. First aired 2/20/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://w...
2024-09-1126 min
3 Questions3 Questions You Should Ask Before Purchasing Medicare InsuranceJoining us from Pasadena, California is Thermon "Rick" Holliday. Rick is a Licensed Life & Health Broker of Medicare Advantage, Medicare Supplement and Prescription Drug plans in California, Texas and Georgia. Today, we ask the 3 Questions you should ask before purchasing Medicare Insurance. First aired 2/13/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-1118 min
3 QuestionsThe Corporate Transparency ActOn this edition we're going to talk to an Attorney about how Business Owners can combat the use of shell companies and other opaque corporate structures for illicit activities such as money laundering, financing terrorism, tax evasion, and other financial crimes. Joining me is Janice Miller. She is the managing partner of Calabasas, California based Miller Haga Law Group, LLP. Janice is a highly-recognized legal advisor with over 25 years of experience as an innovative general counsel. First aired 2/6/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link...
2024-09-1114 min
3 Questions3 Questions Investors Should Ask About The Possibility of Lower Interest RatesJoining me once again is Steve Cowley, Chief Investment Officer here at One Capital Management. Today, Wayne asks the 3 Questions Investors Should Ask About The Possibility of Lower Interest Rates. First aired 1/29/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0926 min
3 Questions3 Questions Cross-Border Investors Should Ask Before Investing in Bitcoin ETFsAfter years of anticipation, the Securities and Exchange Commission has approved filings by several firms to begin trading Bitcoin exchange-traded funds, or ETFs. Some are referring to this as a landmark event in the adoption of cryptocurrency by mainstream finance. While others are very concerned about the potential for fraud and scams. I've invited One Capital's Chief Investment Officer, Steve Cowley to share his thoughts on this episode of 3 Questions First aired 1/22/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
2024-09-0926 min
3 QuestionsEstablishing an Estate Plan in ArizonaJoining Wayne is Heather Parker. She is an Estate Planning Attorney and founder of The Parker Law Office in Mesa, Arizona. Today, we ask the 3 Questions you should ask before establishing an Estate Plan in Arizona. First aired 1/15/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0942 min
3 QuestionsCommunity Property Laws Before Filing for a DivorceToday, Wayne welcomes Lynda Schauer from Forensic CPA & Associates and asks the 3 Questions you should ask about Community Property Laws before filing for a Divorce. First aired 1/8/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0931 min
3 QuestionsAmerican Entrepreneurs Immigrating to CanadaJoining us from Calgary, Alberta, is Evelyn Ackah. Evelyn is the Founder and Managing Lawyer of Ackah Business Immigration Law. Her legal practice focuses exclusively on the area of Canadian and cross-border US immigration law. First aired 1/1/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0916 min
3 QuestionsBuilding a Business on LinkedInJoining Wayne from San Rafael, California is Angela Dunz. Angela is a Business Development, Professional Branding and Visibility specialist. She provides Business Development and Strategies using LinkedIn. Today, we ask the 3 questions you should ask before building a business on LinkedIn. First aired 12/26/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0919 min
3 QuestionsReal Estate Transactions and Consumer ProtectionToday, Wayne asks 3 Questions about Real Estate Transactions and Consumer Protection. Joining us is Jennifer Felten. She is the principal with Westlake Village, California based at RELAW, APC. First aired 12/18/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0927 min
3 QuestionsThings Canadian Entrepreneurs Should Consider When Launching a Business In he U.S.Wayne welcomes Kelly McCormick, a Business Growth and Marketing Expert. Today, Wayne asks the 3 Questions Canadian Entrepreneurs should consider when launching a business in the U.S. First aired 12/11/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0932 min
3 Questions3 Questions You Should Ask Before You Hire a Medical AdvocateJoining Wayne is New York based Dr. Gerda Maissel. Dr. Maissel is the physician founder of My MD Advisor, a medical navigation and patient advocacy service. Today, we ask the 3 Questions you should ask before you hire a Medical Advocate. First aired 12/5/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0917 min
3 QuestionsInvesting in a U.S. Based Franchise BusinessToday, Wayne welcomes Frank "Franchise Frank" Caperino and asks the 3 Questions Canadians should ask before investing in a U.S. based Franchise business. First aired 11/28/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0919 min
3 QuestionsSelling Your Luxury Personal PropertyJoining me from Agoura Hills, California is Dana Ehrman with Luxury Selling Solutions. Today, Wayne asks the 3 questions you should ask before selling your luxury personal property. First aired 11/20/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0713 min
3 QuestionsPurchasing a Home in Silicon ValleyOn this edition of the Podcast, we will be asking the 3 Questions you should ask before purchasing a home in Silicon Valley. Joining us from San Carlos, California is Lauren Keeler. Lauren is a Real Estate agent with Golden Gate Sotheby's International Realty. First aired 11/14/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0618 min
3 QuestionsCanadian MortgagesOn this Podcast, we will be reviewing the 3 Questions you should ask about Canadian Mortgages before moving to Canada. Joining me from Langley, British Columbia is Peggy Sheppard. Peggy is a Senior Mortgage Broker with Invis, Canada's Mortgage Experts. Peggy is also a Certified Reverse Mortgage Specialist. First aired 11/7/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www...
2024-09-0616 min
3 QuestionsDisability Income InsuranceJoining me once again on this edition of the 3 Questions Podcast is Scott Thurman. Scott is the Principal and a Life Insurance General Agent with Thousand Oaks, California based TNT Premier Insurance Solutions. Today we ask the 3 questions you should ask before purchasing Disability Income Insurance. First aired 10/31/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin...
2024-09-0620 min
3 QuestionsAlternative Financing OptionsJoining me from Woodland Hills, California is Ramy Zada. He is a Senior Loan Consultant with Priority Capital Corporation. First aired 10/24/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-09-0622 min
3 Questions3 Questions Cross-Border Investors should ask before changing their current investment strategyOn this podcast we will be reviewing the 3 Questions Cross-Border Investors should ask before changing their current investment strategy. Joining me once again is Lance Messervy. Lance is a Director and a Senior Portfolio Manager here at One Capital Management and he's a member of One Capital's Investment Committee. First aired 10/17/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: ...
2024-08-0729 min
3 Questions3 Questions you should ask about 1031 Exchanges before you sell an Investment PropertyJoining us is James Bean. He is a National 1031 Exchange Expert and Vice President Investment Sales with LA based SVN | Rich Investment Real Estate Partners. Today, Wayne asks the 3 Questions you should ask about 1031 Exchanges before you sell an Investment Property. First aired 10/10/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0722 min
3 Questions3 Questions Cross-Border Investors should ask about Estate Planning in CaliforniaToady, Wayne welcomes Patricia De Fonte from De Fonte Law and asks the 3 Questions Cross-Border Investors should ask about Estate Planning in California. Listen now! First aired 10/3/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0732 min
3 Questions3 Questions Cross-Border Entrepreneurs should ask about protecting their ReputationsOn this episode of the podcast, we are going to ask the 3 Questions Cross-Border Entrepreneurs should ask about protecting their most valuable asset – Their Reputations. Joining me from San Diego, California is Accredited Public Relations (APR) specialist, and Principal of PR Security Service, Dave Oates. First aired 9/26/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in...
2024-08-0728 min
3 Questions3 Questions you should ask about your Umbrella InsuranceJoining me is Diane Beatty. Diane is the Managing Director - Private Client Services with San Francisco, California based CAL Insurance and Associates, Inc. Their goal is to protect your personal assets from loss. They do that by structuring personal property and casualty insurance programs. First aired 9/19/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com...
2024-08-0717 min
3 Questions3 Questions Canadians should ask before purchasing a home in the U.S.On this edition of the podcast, we will be asking the 3 Questions Canadians should ask before purchasing a home in the U.S. Joining us from San Clemente, California is Dawn White. Dawn is a Broker Associate with the Purzycki White Real Estate Team. Listen now! First aired 9/12/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin...
2024-08-0716 min
3 Questions3 Questions Canadians, living in the U.S should ask if they have been accused of causing an injuryOn today's 3 Questions podcast, we will be reviewing the Three Questions Canadians, living in the U.S., should ask if they have been accused of causing an injury. Joining us once again is Jonathan Howell. Jonathan is a Los Angeles, California based Personal Injury Attorney and Partner with the law firm Howell LLP. Jonathan represents individuals and families who have been hurt or lost a loved one due to negligence. First aired 9/5/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
2024-08-0715 min
3 Questions3 Questions you should ask before purchasing Term Life InsuranceJoining me once again on the Webcast is Scott Thurman. Scott is the Principal and a Life Insurance General Agent with Thousand Oaks, California based TNT Premier Insurance Solutions. Today we ask the 3 Questions you should ask before purchasing Term Life Insurance. First aired 8/29/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0719 min
3 Questions3 Questions you should ask about Probate and Trust Real Estate TransactionsJoining Wayne is Paul Hargraves. Paul is the Founder and Realtor Associate with Trust Properties USA. The #1 Probate & Trust Realtor in Southern California. Wayne asks the 3 Questions you should ask about Probate and Trust Real Estate Transactions First aired 8/22/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0721 min
3 Questions3 Questions Cross-Border Investors should ask before investing in Unconventional InvestmentsOn this Podcast we will be reviewing the 3 Questions Cross-Border Investors should ask before investing in Unconventional Investments. Joining me is Steve Cowley, Chief Investment Officer here at One Capital Management. First aired 8/15/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0641 min
3 Questions3 Questions Canadians Should Ask About Escrow Before Buying A House In the United StatesOn this episode of the podcast, we're highlighting the 3 Questions Canadians Should Ask About Escrow Before Buying A House In the United States. Wayne welcomes Marcine Kline. She is the Branch Manager/Escrow Officer, Probate and Trust Specialist with Glen Oaks Escrow. First aired 8/8/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0631 min
3 Questions3 Questions you should ask before selecting a Professional FiduciaryJoining me on the podcast is Professional Fiduciary, Bernard Wesson. Based in Los Angeles, California, Mr. Wesson's mission is to provide highly personalized fiduciary services with integrity and advocacy on behalf of all entrusted to his care. Bernard is fully licensed by California's Professional Fiduciary Bureau. First aired 8/1/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin...
2024-08-0620 min
3 Questions3 Questions you should ask about Reverse MortgagesToday, Wayne welcomes Janice Cohen. Janice is a Burbank, California based Reverse Mortgage Consultant with Mutual of Omaha Mortgage. Janice assists senior homeowners who are considering tapping into the equity in their homes to enhance their retirement. First aired 7/25/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0623 min
3 Questions3 Questions Cross-Border Investors should ask about ESG investmentsOn this podcast we will be reviewing the 3 Questions Cross-Border Investors should ask about ESG investments. Joining me is Steve Cowley, Chief Investment Officer here at One Capital Management. You don't want to miss this! First aired 7/17/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0638 min
3 Questions3 Questions you should ask before filing for a DivorceOn this episode of the podcast, we're going to speak to a Family Law Attorney to discuss the divorce process. Joining me is family law attorney Christina Djordjevich, founder of the Los Angeles, California law firm Djordjevich Law and Mediation. First aired 7/10/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0646 min
3 Questions3 Questions you should ask before purchasing Permanent Life InsuranceWayne welcomes once again, Scott Thurman. Scott is the Principal and a Life Insurance General Agent with Thousand Oaks, California based TNT Premier Insurance Solutions. Today he answers the 3 Questions you should ask before purchasing Permanent Life Insurance. First aired 7/3/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0616 min
3 Questions3 Questions Americans should ask about Canada & Canadians to build good working relationshipsOn this edition of the podcast, we're going to turn the tables and address the 3 Questions Americans should ask about Canada and Canadians; to better enable them to build more productive working relationships. Joining me is Lanie Denslow, Founder & Principal, World Wise Intercultural Training & Resources. Lanie is a leading author, popular speaker, and trusted advisor on how culture shapes business practices and business protocol around the world. She is the author of World Wise: What to Know Before You Go and co -author of Working With Americans. Both publications are internationally recognized for their practical insights regarding how culture...
2024-08-0625 min
3 Questions3 Questions Canadians should ask about America and Americans to build good working relationshipsJoining me is Lanie Denslow, Founder & Principal, World Wise Intercultural Training & Resources. Lanie is a leading author, popular speaker, and trusted advisor on how culture shapes business practices and business protocol around the world. She is the author of World Wise: What to Know Before You Go and co -author of Working With Americans. Both publications are internationally recognized for their practical insights regarding how culture influences business. Lanie has conducted seminars for global business leaders and organizations in the US, China, Germany, Russia, and England. First aired 6/19/2023 To schedule an online zoom consultation with...
2024-08-0636 min
3 Questions3 Questions you should ask about Long Term Care planningJoining Wayne, is Lisa Mayfield. Lisa is the Founder and Principle of Seattle, Washington based Aging Wisdom. Lisa is trained and licensed as a mental health counselor, a geriatric mental health specialist, and is a certified Aging Life Care Professional™. First aired 4/17/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0123 min
3 QuestionsConverting Canadian Dollars for U.S DollarsOn today's podcast, Wayne welcomes Craig Rothman. Craig is a Vice President, Foreign Exchange, for New York City based Odeon Capital Group, LLC. He is an expert in this field and today, Wayne asks the 3 Questions you should ask before converting Canadian Dollars for U.S Dollars. First aired 4/10/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www...
2024-08-0117 min
3 Questions3 Questions Canadians living in the U.S. should ask if they are injuredToday, Wayne welcomes Jonathan Howell. Jonathan is a Los Angeles, California based Personal Injury Attorney and Partner with the law firm Howell LLP. Jonathan represents individuals and families who have been hurt or lost a loved one due to negligence. First aired 4/3/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-08-0115 min
3 Questions3 Questions Canadians should ask about immigration laws before moving to the United StatesWayne welcomes John Perry. John is an Encino, California based Certified Specialist, Immigration & Nationality Law and is a Managing Attorney with the firm Perry Alznauer. Today, we cover the 3 Questions Canadians should ask about U.S. immigration laws before moving to the United States. First aired 1/16/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in...
2024-07-3139 min
3 Questions3 Questions Canadians should ask about insurance before purchasing a home in the U.S.Today, Wayne is joined by Diane Beatty. Diane is the Managing Director - Private Client Services with San Francisco, California based CAL Insurance and Associates, Inc. Their goal is to protect your personal assets from loss. They do this by structuring personal property and casualty insurance programs. As a part of her service Diane offers complimentary reviews of existing insurance programs. Her review will include home, automobiles, fine arts, jewelry, valuable items, and personal umbrella. First aired 2/27/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below...
2024-07-3118 min
3 Questions3 Questions Canadians should ask before applying for a Mortgage in the U.S.Wayne welcomes Jason Blatt. Jason and Wayne have worked together where my clients have needed financing or re-financing of their existing mortgage. Jason's service is unique in that he can assist clients all over the U.S. And he specializes in assisting Canadians Foreign Nationals who need real estate financing here in the U.S. First aired 2/20/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast ...
2024-07-3118 min
3 Questions3 Questions you should ask about Special Needs PlanningToday, Wayne welcomes Ellen Cookman. Ellen is a Palo Alto, California based Certified Specialist in Estate Planning, Trust Administration and Probate Law. She is the Owner and Principle Attorney with Cookman Law, PC. First aired 1/30/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
2024-07-3120 min
3 Questions3 Questions you should ask before applying for MedicareToday, Wayne welcomes Emily Gangware, AKA The Medicare Coach. Emily is a Denver, Colorado base Medicare consultant. Emily assists clients across the U.S. navigate Medicare rules and insurance company confusion to help them make the right decision to protect their healthcare rights and retirement savings. First aired 1/23/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin...
2024-07-3116 min