3 Questions

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask When Establishing Their Estate Plans. To help prepare you, I've invited my good friend, Irama Valdes, to join us. She is the Founder & Attorney, Get Ahead Legal | Partner, Trembly Law Firm in Miami, Florida. Irama is an estate planning, probate, and guardianship attorney who serves clien...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask About Increasing The Enterprise Value Of Their Business. To help prepare you, I've invited my good friend, Dan Lubic, to join us. He Is the  President of Revenue Architecture Group, Powered by Sales Xceleration. Dan helps businesses build scalable, high-performance sales organizations. W...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions C-Suite Executives and Senior Partners Should Ask When Negotiating An Employment Agreement. To help prepare you, I've invited my good friend, Richard Tuschman, to join us. He is the managing partner of Richard D. Tuschman, P.A., in Davie, Florida. Richard is Board Certified in Labor and Employment Law by The Flori...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions High Net Worth Families Should Ask About Using Life Insurance For Estate Preservation. To help prepare you, I've invited my good friend, Scott Thurman, to join us. He is a , Principal at TnT Premier Insurance Solutions in Thousand Oaks, California. Scott has been a guest on this podcast several times before, and b...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Implementing a "Buy/Sell Agreement." To help prepare you, I've invited my good friend, Scott Thurman, to join us. He is a, Principal at TnT Premier Insurance Solutions in Thousand Oaks, California. Scott has been a guest on this podcast several times before, and behind the scenes,...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Ultra High Net Worth Art Collectors Should Ask Before They Update Their Estate Plan. To help prepare you, I've invited my good friend, Michelle DuBois, to join us. She is a Senior Director for the Southeast and New England region at Winston Artory Group, working out of both Boston and Palm Beach. Michelle holds a...

On this episode of the 3 Question Podcast, our topic will be focusing on The 3 Questions New Florida Residents Should Ask About Homestead Law. To help prepare you, I've invited my good friend, Bill Smith, to join us. He is a shareholder at Jones Foster and vice chair of the firm's Corporate & Tax and Private Wealth, Wills, Trusts & Estates practice groups. Bill concentrates his practice in estate...

On this episode of the 3 Question Podcast, our topic will be focusing on The 3 Questions High Net Worth Expats Should Ask About Tax Planning Before Relocating Abroad. To help prepare you, I've invited my good friend, Rebeccah Fontaine, to join us. Rebeccah Fontaine is a Senior Manager in the International Tax Services group at EisnerAmper. With nearly 15 years of experience, Rebeccah focuses on fo...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 questions cross-border investors should ask about fall 2026 market volatility. To help prepare you, I've invited my good friend, Lance Messervy, to join us. Lance Messervy is the Managing Director and Senior Portfolio Manager at One Capital Management, and a member of One Capital's Investment Committee. Lance leads One...

  On this episode of the 3 Question Podcast, our topic will be focusing on 3 High Net Worth Expats Should Ask About Tax Planning Before Relocating To the U.S. To help prepare you, I've invited my good friend, Rebeccah Fontaine, to join us. Rebeccah Fontaine is a Senior Manager in the International Tax Services group at EisnerAmper. With nearly 15 years of experience, Rebeccah focuses on foreign tr...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions High Net Worth Homeowners Should Ask Before Putting Their Home On The Market. To help prepare you, I've invited my good friend, Jeff Landau, to join us. Jeff Landau is a Senior Real Estate Specialist with Keller Williams, who has been advising homeowners and families on real estate decisions since 1992. Jeff bring...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Hiring A C-Suite Executive. To help prepare you, I've invited my good friend, Jason Weiss, to join us. Dr. Jason Weiss, an organizational psychologist and the founder of Evacor, where he helps companies apply behavioral science to their most important people decisions — identifyin...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Small Business Owners Should Ask When Their "Pipeline" Isn't Converting. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. She is the founder of Luminary Catalyst LLC. Mariangelica specializes in fractional business development, crafting custom sales and Business Development stra...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Using A.I. To Analyze Their I.P. Legal Issues. To help prepare you, I've invited my good friend, Mark Nielsen, to join us. He is a business and intellectual property attorney and partner with Texas based Scheef & Stone. Mark has extensive experience helping business owners protect...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Homeowners Should Ask About Real Estate Financing Before Relocating To South Florida. To help prepare you, I've invited my good friend, Carlos Arguelo, to join us. He is a Loan Officer with Paramount Residential Mortgage Group Inc. He specializes in helping high-net-worth clients and business ow...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Millennials and Baby Boomers Should Ask About Living Longer. To help prepare you, I've invited my good friend, Dr. Philip Ovadia, to join us. He is a board-certified cardiothoracic surgeon and the founder of Ovadia Heart Health and iFixHearts. After years of performing open-heart surgery, Dr. Ovadia shifted hi...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Unmarried Couples Should Ask Before Updating Their Estate Plan. To help prepare you, I've invited my good friend, Debbie Babb, to join us. She is a third-generation Los Angeles attorney specializing in estate planning for complex family dynamics, including blended families and high-net-worth individuals.   To...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Homeowners Should Ask About Purchasing Insurance When Relocating To A Catastrophic Weather State. To help prepare you, I've invited my good friends, Laurie Salkin, to join us. She is a Senior Client Executive at Fieldstone Insurance Group. Laurie is a high-net-worth insurance advisor who works w...

  On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Partners Should Ask Before Signing An Operating Agreement. To help prepare you, I've invited my good friend, Jessica Portalatín, to join us. She is the founder of Miami, Florida based, Portalatin Business Law Firm. Jessica is an innovative business attorney specializing in corporate, trademark, and...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask About Preventing and Mitigating Cyber Incidents. To help prepare you, I've invited my good friends, Kyle Merkel and Zach Kramer, to join us. Kyle Merkel, Area Vice President with Gallagher and is based in Woodland Hills, California, and joining us from Chicago, is Zach Kramer, Area V...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Intelligent Business Owners Should Ask About Creative Tax Planning. To help prepare you, I've invited my good friend, Michael Anthony, CPA, to join us. He is  a strategic tax advisor to business owners and high-income professionals. With over two decades of experience that includes public accounting and execut...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Canadians Should Ask About Their Tax And Estate Strategy When Relocating To the U.S. To help prepare you, I've invited my good friend, Kim Moody, to join us. He is the founder of Moody's Private Client and Moody's Tax. With decades of experience in Canadian and cross-border tax planning, estate...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian's Should Ask When Review Their Estate Plan. To help prepare you, I've invited my good friend, Ed Olkovich, to join us. He is  a Certified Specialist in Estates and Trusts Law, also known as "Mr. Wills," With decades of experience helping high-net-worth individuals and families protect their assets and...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian Homeowners Should Ask Before Renewing Their Mortgage in 2026. To help prepare you, I've invited my good friend, Peggy Sheppard, to join us. She is  a respected mortgage broker with Invis, Canada's Mortgage Experts. With years of experience helping Canadian homeowners navigate renewals, refinancing, an...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Oil Price Volatility. To help prepare you, I've invited my good friend, Steve Cowley, to join us. He is the 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...