3 Questions

  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...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About Qualifying For Medicare. To help prepare you, I've invited my good friend, Paul Cholak, to join us. Paul is Florida based Medicare specialist who works extensively with non-U.S. citizens, immigrants, and globally mobile families to help them navigate Medicare eligibilit...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask Before Choosing Their Medicare Plan At Age 65. To help prepare you, I've invited my good friend, Nick Mangini, to join us. He is the founder of Medicare Sharks, a family-owned insurance agency based in Palm Beach County, Florida. Nick brings a unique blend of experience, hold...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Seniors With Long Held Investment Properties Should Ask Before Considering a 1031 Exchange. To help prepare you, I've invited my good friend, James Bean, to join us. He is the founder of Best 1031 Online. Best 1031 Online is a specialized firm that guides investors through seamless 1031 tax-deferred exchanges...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Globally Mobile High Net Worth Families Should Ask About Immigration in 2026. To help prepare you, I've invited my good friend, Marc-André Seguin, to join us. He is the Co-Founder of Exeo Attorneys, a Montreal-based firm specializing in corporate immigration and multi-jurisdictional planning for high-net-worth...

On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's episode. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, t...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's podcast. She specializes in crafting data-driven growth strategies and partne...

On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's episode. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, t...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Retirement Income Planning. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses...

On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's episode. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, t...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Planning For Financial Independence. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's podcast. She specializes in crafting data-driven growth strategies and partnerships to help bu...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Families Should Ask When Exploring Home Care Options For Their Loved Ones. To help prepare you, I've invited my good friend, Robel Gugsa, to join us. Robel is the owner of ComForCare Home Care in the San Fernando Valley, California. With a franchise focused on providing personalized in-home care services—from...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask About Advanced Tax Planning Strategies in 2026. To help prepare you, I've invited my good friend, Yoandry Delgado, to join us. He is a seasoned Certified Public Accountant now leading his own firm, Delgado CPAs in Miami, Florida. With over 20 years of experience specializing...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About Cross-Border Tax Planning When Moving To the U.S. in 2026. To help prepare you, I've invited my good friend, Steven Flynn, to join us. Steven Flynn is a Partner, CPA, and CA with Andersen Tax in Vancouver, British Columbia. He specializes in cross-border tax matters, in...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Performing Industry Leaders Should Ask About Their 2026 Business Development Strategy. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. From Hollywood, Florida, Mariangelica is the founder of Luminary Catalyst LLC. She specializes in fractional business development, cra...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026. To help prepare you, I've invited my good friends, Marlyn Schulz and Craig Tervit, to join us. From Brenham, Texas, Marlyn Schulz, a Texas Estate Planning Attorney also licensed in California. With her firm, Brenham Esta...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask When Thinking About Renewing Their P&C Coverage In 2026. To help prepare you, I've invited my good friend, Joe Young, to join us. Joe is a Senior Risk Advisor with One Insurance Services. He works with successful families, individuals, and their trusted advisors to create cus...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Businesses Should Ask Before They Engage Overseas Clients or Suppliers. To help prepare you, I've invited my good friend, Tony Redondo, to join us. Tony is a Fractional Currency Consultant and founder of Cosmos Currency Exchange, established in 2020 amid the pandemic. With over 39 years in financi...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian Business Owners Should Ask Before Shifting Their Operations To The U.S. To help prepare you, I've invited my good friend, Michael Gnesin, to join us. Michael is a Partner at Dickinson Wright. Michael specializes in commercial litigation, real estate, and business law with a focus on cross-border trans...