3 Questions

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...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Leaders, Owners and Practitioners Should Ask Before Hiring Their Next Key Employee. To help prepare you, I have invited my good friend, Kathy Dawson, to join us. Kathy Dawson serves as Founder and CEO of Dawson & Dawson, Inc. She oversees her firm's Executive & Retained Search, Temporary & Contract St...

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions  Business Owners Should Ask Before Spending Money On Social Media. To help prepare you, I've invited my good friend, Paula Romo, to join us. She is the Co-Founder & CEO of LeadSmith. LeadSmith is a digital marketing agency that specializes in helping business owners and entrepreneurs grow their business throug...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions A Non-Profit Should Ask When Receiving Large Charitable Donations . To help prepare you, I've invited my good friend, Jennifer Abelaj, to join us. Jennifer is the founder of Abelaj Law, PC. She has significant experience advising high net worth clients, both domestic and with an international footprint. She ha...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions To Ask About The New Real Estate Developments In South Florida. To help prepare you, I've invited my good friend, Esha Desai, to join us. Esha is a seasoned Miami Beach based Licensed Real Estate Advisor with COMPASS. She has extensive knowledge of the Greater Miami area. Esha is known for her targeted marketi...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions High Net Worth Clients Should Ask About Protecting Tangible Assets. To help prepare you, I've invited my good friend, Yadira Anzueto, to join us. Yadira is a Certified Advisor of Personal Insurance and Vice President and Family Office Advisor at Lockton. Lockton is   the world's largest independent insurance b...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions California Residents Should Ask Before Establishing or Updating Their Estate Plan. To help prepare you, I've invited my good friend, James D. Stephens, to join us. He is a California Bar Certified Legal Specialist at Stephens Law Group, P.C. James D. Stephens and his firm focus on estate planning probate and t...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions to ask about the reversible health risks of aging. To help prepare you, I've invited my good friend, Dr. Gerda Maissel, to join us. She is the physician founder of My MD Advisor, a medical navigation and patient advocacy service. She guides people with complex health problems through the care maze and is fluen...

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, I've invited my good friend, Alejandro Uribe, to join us. He is the Vice President of Developer Production at Lending Spot, where he helps investors navigate the complexities of financing properties in the States. To sche...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions entrepreneurs should ask about creating partnerships and new revenue streams. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. She is the founder of Luminary Catalyst LLC, who specializes in dissecting these complexities to craft tailored sales strategies for her clients. To...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border investors should ask about tariff's and market volatility. To help prepare you, I've invited my good friend, Steve Cowley, 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 a member of...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions high-net-worth professionals, families and businesses should ask about concierge services. To help prepare you, I've invited my good friend, Alix Stark, to join us. She is a partner and the Head of Business Development with Toronto, Ontario based Modern Concierge, Inc.  To schedule an online zoom consultation...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions blended families should ask when creating an estate plan. To help prepare you, I've invited my good friend, Debbie Babb, a third-generation attorney from Los Angeles, who specializes in estate planning for these complex family dynamics. To schedule an online zoom consultation with Wayne to discuss your Wealth...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask estate planning when relocating to the U.S. To help prepare you, I've invited my good friend, Carolyn Bys. She is an Attorney at Goodwill & Trust Estate Planning Law. Carolyn is assists business owners and real estate investors protect their assets and their families through estate plannin...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border tax filers need to ask before completing their 2024 tax returns. To help prepare you, I've invited my good friend, Steve Flynn. Steven is a Partner, CPA and a CA with Anderson. Steven's work focuses on cross-border tax matters including investments between Canada and the U.S. by both individuals,...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before applying for SSI and SSDI benefits. To help prepare you, I've invited my good friend, Daniel Fortuno. He is the President & CEO of Benefits Education Center or BEC. BEC assists in coordinating a full package of benefits that include health coverage, government benefits and fiscal pl...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions buyers and sellers should ask about information collected on real estate transactions. To help prepare you, I've invited my good friend, Jennifer Felton, to join us. She is the principal of Westlake Village, California based at RELAW, APC. One of the primary goals of RELAW, APC is to inform clients of all the...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions entrepreneurs should ask about expanding their business while not compromising their cash flow. To help prepare you, I've invited my good friend, Micheline Varas. She is a Senior Partner with Customplan Financial Advisors. She specializes in formulating comprehensive cost and tax effective risk mitigation plan...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions baby boomers should ask about their real estate portfolio. To help prepare you, I've invited my good friend, Bruce Stein aka "The Paladin of Real Estate" with Real Property Partners, to join us.  To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. w...