3 Questions

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 speciali...

On 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 ta...

On 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...

On 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 pl...

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 Wa...

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...

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 z...

Joining me, once again, to help unpack this topic and discuss t he 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 consultat...

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, 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...

On 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...

Our 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 consultat...

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 Cha...

On 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. w...

Marcine 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 S...

Our 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 You...

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...

Our 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 cons...

If 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/Me...

Our 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...

We 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...

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...

Joining 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/...

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.c...

Joining 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...

Joining 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...