3 Questions

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions content creators should ask before establishing a U.S./ Canadian cross-border production project. To help prepare you, I've invited my good friend, Nadia Davari, to join us. She is an experienced entertainment attorney with Davari Law. To schedule an online zoom consultation with Wayne to discuss your Wealth M...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadian business owners should ask about connecting with professionals in Florida. To help prepare you, I've invited my good friend, and fellow Ex-Pat Canadian Karine Martinez, to join us. She is the Executive Director of the Canada – Florida Chamber of Commerce. To schedule an online zoom consultation with W...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions frequent visitors to the U.S. should ask before their next visit. To help prepare you, I've invited my good friend, Heidi Son, to join us. She is an immigration attorney and Founding Partner, with Fairfax, Virginia based Kodem Son Tang Law Group. To schedule an online zoom consultation with Wayne to discuss yo...

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 2025. 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, a Chartered Financial Analyst, and a member of the Los Angeles Society of...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions to ask before implementing a deferred sale trust. To help prepare you, I've invited my good friend, Ben Levine, President and COO of DST Advisors, Inc., to join us. DST Advisors specialize in managing Deferred Sales Trusts. Ben brings deep expertise to the table, and he's here to help us understand how the Def...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions HNW investors should ask about digital identity theft. To help prepare you, I've invited my good friend, Justin Sellars, to join us. Justin is the Director of Private Client services with 360 Privacy. He joined 360 Privacy after an impressive 20-year career in the NYPD. Justin is also a proud 9/11 first respon...

On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions you should ask about residential retirement communities.  To help prepare you, I've invited my good friend, Susan Pomerantz. She is the Owner and CEO of Concepts For Living. They are Senior Housing Specialists, who are dedicated to finding the community that will bring seniors the quality of life and care they...

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...