3 Questions

Our special guest is Alice Neumann. She is joining us from Camarillo, California and is an Executive Director, Specialty Banking with Nano Banc. Alice works with attorneys, professional fiduciaries, and their clients. She makes it easy to open legal and fiduciary bank accounts, including Trust, Estate, Probate, Guardianship, Conservatorship, Special Needs accounts. Alice created the Trust & Estate...

We are thrilled to introduce our esteemed guest, Joel Dobrin, a renowned Cost Segregation Specialist. Joel is based in Camarillo, California and is a partner with Cost Segregation Initiatives. Today, we ask the 3 Questions you should ask about Cost Segregation First aired 1/16/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www...

Joining us from Pasadena, California is Dena Oberst. Dena is the President & CEO of Gable Tax Consulting Group, Inc. Gable Tax Consulting Group serves CFOs, Controllers and Tax Directors by ensuring their sales and use taxes are filed correctly and on time, as to avoid disruption in cash flow. On this episode, Wayne asks the 3 Questions Canadian Businesses who sell products in the U.S. should ask...

Joining us from the Conejo Valley, in Southern California, is Jeff Landau. Jeff is a real estate broker with Team 805. He specializes in helping people facing transition, whether they have inherited a home, are looking to downsize, or are supporting parents downsizing or moving to assisted living. Today Wayne asks 3 Questions you should ask before buying a home in the Conejo Valley. First aired 3/...

My guest today on this episode is Patrick Bowen, he is the President of One Capital Management, a registered investment advisory form managing over 6 billion dollars in assets. We ask him the 3 questions about investing in alternative investments. First aired 3/11/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.c...

Joining us is Diana Friedland. Diana is a partner with Encino, California based Bernstein & Friedland, P.C. Her practice focuses on employment litigation and counseling. She has successfully resolved wrongful termination, harassment, and wage and hour matters in both federal and state courts. First aired 3/4/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management...

Joining us is Katherine Hren. Katherine is an employment attorney and a Partner with Encino, California based Ballard Rosenberg Golper & Savitt, LLP. She regularly provides advice and counsel to employers in all matters which bear upon the employment relationship. She represents employers of all sizes throughout the United States, from "mom and pops" to Fortune 500 companies. First aired 2/26/2024...

 Joining us from Pasadena, California is Andrew Nutbrown. Andrew is an Associate Attorney at KJMLAW Partners. He primarily handles trust administration and estate planning, with a focus on developing comprehensive estate plans for high-net worth individuals with both domestic and international property interests. Today, we ask the 3 Questions Canadian Citizen / U.S. residents should ask if they ow...

Joining us from Pasadena, California is Thermon "Rick" Holliday. Rick is a Licensed Life & Health Broker of Medicare Advantage, Medicare Supplement and Prescription Drug plans in California, Texas and Georgia. Today, we ask the 3 Questions you should ask before purchasing Medicare Insurance. First aired 2/13/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management...

On this edition we're going to talk to an Attorney about how Business Owners can combat the use of shell companies and other opaque corporate structures for illicit activities such as money laundering, financing terrorism, tax evasion, and other financial crimes. Joining me is Janice Miller. She is the managing partner of Calabasas, California based Miller Haga Law Group, LLP. Janice is a highly-r...

Joining me once again is Steve Cowley, Chief Investment Officer here at One Capital Management. Today, Wayne asks the 3 Questions Investors Should Ask About The Possibility of Lower Interest Rates.  First aired 1/29/2024 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 YouTube Channe...

After years of anticipation, the Securities and Exchange Commission has approved filings by several firms to begin trading Bitcoin exchange-traded funds, or ETFs. Some are referring to this as a landmark event in the adoption of cryptocurrency by mainstream finance. While others are very concerned about the potential for fraud and scams. I've invited One Capital's Chief Investment Officer, Steve C...

Joining Wayne is Heather Parker. She is an Estate Planning Attorney and founder of The Parker Law Office in Mesa, Arizona. Today, we ask the 3 Questions you should ask before establishing an Estate Plan in Arizona.  First aired 1/15/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to o...

Today, Wayne welcomes Lynda Schauer from Forensic CPA & Associates and asks the 3 Questions you should ask about Community Property Laws before filing for a Divorce. First aired 1/8/2024 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 YouTube Channel! https://www.youtube.com/@3quest...

Joining us from Calgary, Alberta, is Evelyn Ackah. Evelyn is the Founder and Managing Lawyer of Ackah Business Immigration Law. Her legal practice focuses exclusively on the area of Canadian and cross-border US immigration law. First aired 1/1/2024 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Sub...

Joining Wayne from San Rafael, California is Angela Dunz. Angela is a Business Development, Professional Branding and Visibility specialist. She provides Business Development and Strategies using LinkedIn. Today, we ask the 3 questions you should ask before building a business on LinkedIn. First aired 12/26/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management n...

Today, Wayne asks 3 Questions about Real Estate Transactions and Consumer Protection. Joining us is Jennifer Felten. She is the principal with Westlake Village, California based at RELAW, APC. First aired 12/18/2023 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 Channel! ht...

Wayne welcomes Kelly McCormick, a Business Growth and Marketing Expert. Today, Wayne asks the 3 Questions Canadian Entrepreneurs should consider when launching a business in the U.S.  First aired 12/11/2023 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 Channel! https://www...

Joining Wayne is New York based Dr. Gerda Maissel. Dr. Maissel is the physician founder of My MD Advisor, a medical navigation and patient advocacy service. Today, we ask the 3 Questions you should ask before you hire a Medical Advocate. First aired 12/5/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWit...

Today, Wayne welcomes Frank "Franchise Frank" Caperino and asks the 3 Questions Canadians should ask before investing in a U.S. based Franchise business. First aired 11/28/2023 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 Channel! https://www.youtube.com/@3questionswebcas...

Joining me from Agoura Hills, California is Dana Ehrman with Luxury Selling Solutions. Today, Wayne asks the 3 questions you should ask before selling your luxury personal property. First aired 11/20/2023 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 Channel! https://www.y...

On this edition of the Podcast, we will be asking the 3 Questions you should ask before purchasing a home in Silicon Valley. Joining us from San Carlos, California is Lauren Keeler. Lauren is a Real Estate agent with Golden Gate Sotheby's International Realty. First aired 11/14/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. ww...

On this Podcast, we will be reviewing the 3 Questions you should ask about Canadian Mortgages before moving to Canada. Joining me from Langley, British Columbia is Peggy Sheppard. Peggy is a Senior Mortgage Broker with Invis, Canada's Mortgage Experts. Peggy is also a Certified Reverse Mortgage Specialist. First aired 11/7/2023 To schedule an online zoom consultation with Wayne to discuss your Wea...

Joining me once again on this edition of the 3 Questions Podcast is Scott Thurman. Scott is the Principal and a Life Insurance General Agent with Thousand Oaks, California based TNT Premier Insurance Solutions. Today we ask the 3 questions you should ask before purchasing Disability Income Insurance. First aired 10/31/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth M...

Joining me from Woodland Hills, California is Ramy Zada. He is a Senior Loan Consultant with Priority Capital Corporation. First aired 10/24/2023 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 Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: htt...