3 Questions

  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...

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 Successes And Failures Of The Insurance Industry. To help prepare you, I've invited my good friend, Lee Burke, to join us. Lee is the President and Founder of Burke, Bogart & Brownell, a 52-year-old Boca Raton firm renowned for serving High Net Woth clients.   To sc...

On 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...

On 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...

On 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 sc...

On 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 transac...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Implementing a Charitable Remainder Trust. To help prepare you, I've invited my good friend, Thomas Caldwell, to join us. Thomas Caldwell is a Los Angeles-based attorney and the founding partner of Caldwell Law, a firm known for its depth of expertise in Charitable Remainder Trusts (CRTs)...

On 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 work...