3 Questions

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border investors should ask about investing in equities in 2026. To help prepare you, I've invited my good friend, Steve Cowley, to join us.  He is the Chief Investment Officer at One Capital Management. He's also the chairman of One Capital's investment committee, a Chartered Financial Analyst, and a me...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026. To help prepare you, I've invited my good friend, Steve Cowley, to join us. Steve Cowley is the Chief Investment Officer here at One Capital Management. He is also the chairman of One Capital's Investment...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask Before Increasing Their Exposure To Private Assets. To help prepare you, I've invited my good friend, Dr. Kelsey Syvrud, to join us. Dr. Kelsey Syvrud is the Assistant Department Chair and Associate Lecturer in the Department of Finance at Florida State University's College...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask About Nevada Asset Protection Trusts. To help prepare you, I've invited my good friend, Haneen Kutub, to join us. Haneen is a Founding and Managing Partner at The Law Offices of Petrovich & Kutub in Fort Lauderdale, Florida, where she specializes in estate planning and proba...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadians Relocating Back To Canada From The U.S. Should Ask About Estate Planning. To help prepare you, I've invited my good friend, Craig Tervit, to join us. He is Founder of The Last Word, a Canadian Estate Planning law firm dedicated to helping clients craft comprehensive wills and estate plans that reflec...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Highly Regulated Business Should Ask Before Hiring a COO. To help prepare you, I've invited my good friend, Julio Gonzalez, to join us. Julio is the Chief Execution Officer with OptiCution, where he specializes in optimizing business processes, enhancing efficiency, and driving growth for highly regulated industri...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions HNW Families Should Ask About Long Term Care Planning For Their Loved Ones. To help prepare you, I've invited my good friend, Mimi Santry, to join us. Mimi is the Owner and a Certified Senior Advisor at Assisted Living Locators in Western Connecticut. She also serves as an advisor to Tendercare. An App designed to...

  On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About How Our Parents and Loved Ones Can Maintain Independence in Their Later Years. To help prepare you, I've invited my good friend, Laurie Miller, to join us. Laurie is the Founder of Apple Care and Companion, a Dallas-based home care agency. She also served as Past President of the Dallas Area Geronto...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency. To help prepare you, I've invited my good friend, Juan Felipe Sanchez, to join us. He is a Partner at Mexican Business Law, a firm specializing in corporate law, mergers and acquisitions, real estate, and foreign investment. With extensive ex...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions California Residents Should Ask About Their Estate Plan Before Relocating To Texas. To help prepare you, I've invited my good friend, Marlyn Shulz, to join us. She is a Texas Estate Planning Attorney who is also licensed in California. With her firm, Brenham Estate Plans, Marlyn specializes in helping clients navi...

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About Why Traditional Estate Planning Often Fails Families. 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 3 Questions You Should Ask Before Buying A Small Business To Qualify For An E-2 Visa. To help prepare you, I've invited my good friend, Ken Elkin, to join us. Ken is the founder of Acquisition Experts, a serial entrepreneur with over 40 years in business acquisitions and a specialist in E-2 Visa-qualifying deals. Ken's buyer-...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About The Great Wealth Transfer. To help prepare you, I've invited my good friend, Gretta Zutz, to join us. She is a seasoned financial professional serving a diverse clientele from artists to CEOs. She's passionate about educating clients on building legacies, providing solu...

On this episode of the 3 Question Podcast, our topic will be focusing on the  3 Questions Founders Should Ask Before Selling Their Business. To help prepare you, I've invited my good friend, Emmanuelle Subar Litvinov, Esq, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities offerings, equity fi...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions To Ask Before Setting Up A Gun Trust. To help prepare you, I've invited my good friend, Ty Supancic, to join us. He is a Woodland Hills, California-based attorney with The Law Collaborative. Ty specializes in the areas of in family law, estate planning, and gun trusts. With his focus on collaborative solutions...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Tax Efficient Investment Strategies. To help prepare you, I've invited my good friend, Steve Cowley, to join us. Steve is the Chief Investment Officer here at One Capital Management, as well as the chairman of One Capital's Investment Committee. Steve is a Chartered Fina...

On this episode of the 3 Question Podcast, our topic will be focusing on the  3 Questions Real Estate Investors Should Ask About Creating Liquidity. To help prepare you, I've invited my good friend, Gretta Zutz, to join us. She is a seasoned financial professional serving a diverse clientele from artists to CEOs. She's passionate about educating clients on building legacies, providing solutions fo...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Granting Equity From Their Business. To help prepare you, I've invited my good friend, Emmanuelle Subar Litvinov, Esq, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities o...

On this episode of the 3 Question Podcast, our topic will be focusing on the  3 Questions Business Owners and C-Suite Executives Should Ask About Managing their HR Dept. To help prepare you, I've invited my good friend, Monica Martinez, to join us. She is a Regional Sales Manager at PuzzleHR, a leader in customized HR solutions that act as a fractional HR department for businesses. Monica helps Bu...

  On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Small Business Owners Should Ask About Cost Segregation Under the OBBB. To help prepare you, I've invited my good friend, Joel Dobrin, to join us. He is from Camarillo, California and a renowned Cost Segregation Specialist and a partner with Baton Rouge, LA based Cost Segregation Initiatives.   To schedule a...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask Before Self-Funding Long Term Care Needs. To help prepare you, I've invited my good friend, Gretta Zutz., to join us. She is a Financial Specialist at the Center of Wealth Preservation. Gretta advises families and business owners. Gretta works with them to design insurance so...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Taking On An Investor. To help prepare you, I've invited my good friend, Emmanuelle Subar Litvinov, ESQ, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities offerings, equi...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Attorneys, Executors and Trustees Should Ask When Trying To Locate Beneficiaries or Inheritances. To help prepare you, I've invited my good friend, Michael Zwick, to join us. All the way from Orlando, Florida, Michael, alongside his firm, Assets International LLC, has found and recovered over $200 million for...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Implementing An Asset Protection Strategy. To help prepare you, I've invited my good friend, Hillel Presser, to join us. Presser is the Managing Partner and Attorney At Law with Boca Raton, Florida based, Presser Law Firm, PA. Hillel represents individuals and businesses in connection wit...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions U.S. and Canadian Families Should Ask Before Paying Big Bucks For University Tuitions. To help prepare you, I've invited my good friend, Jack Wang, to join us. Jack Wang is a part of  IAG Wealth Management, which is a leading voice quoted in Forbes and CNN, who helps families maximize aid and pay smarter.   To...