3 Questions

On this podcast we will be reviewing the 3 Questions Cross-Border Investors should ask before changing their current investment strategy. Joining me once again is Lance Messervy. Lance is a Director and a Senior Portfolio Manager here at One Capital Management and he's a member of One Capital's Investment Committee. First aired 10/17/2023 To schedule an online zoom consultation with Wayne to discu...

Joining us is James Bean. He is a National 1031 Exchange Expert and Vice President Investment Sales with LA based SVN | Rich Investment Real Estate Partners. Today, Wayne asks the 3 Questions you should ask about 1031 Exchanges before you sell an Investment Property. First aired 10/10/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link be...

Toady, Wayne welcomes Patricia De Fonte from De Fonte Law and asks the 3 Questions Cross-Border Investors should ask about Estate Planning in California. Listen now! First aired 10/3/2023 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/@3ques...

On this episode of the podcast, we are going to ask the 3 Questions Cross-Border Entrepreneurs should ask about protecting their most valuable asset – Their Reputations. Joining me from San Diego, California is Accredited Public Relations (APR) specialist, and Principal of PR Security Service, Dave Oates. First aired 9/26/2023 To schedule an online zoom consultation with Wayne to discuss your Weal...

Joining me is Diane Beatty. Diane is the Managing Director - Private Client Services with San Francisco, California based CAL Insurance and Associates, Inc. Their goal is to protect your personal assets from loss. They do that by structuring personal property and casualty insurance programs. First aired 9/19/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management...

On this edition of the podcast, we will be asking the 3 Questions Canadians should ask before purchasing a home in the U.S. Joining us from San Clemente, California is Dawn White. Dawn is a Broker Associate with the Purzycki White Real Estate Team. Listen now! First aired 9/12/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www...

On today's 3 Questions podcast, we will be reviewing the Three Questions Canadians, living in the U.S., should ask if they have been accused of causing an injury. Joining us once again is Jonathan Howell. Jonathan is a Los Angeles, California based Personal Injury Attorney and Partner with the law firm Howell LLP. Jonathan represents individuals and families who have been hurt or lost a loved one...

Joining me once again on the Webcast 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 Term Life Insurance. First aired 8/29/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below...

Joining Wayne is Paul Hargraves. Paul is the Founder and Realtor Associate with Trust Properties USA. The #1 Probate & Trust Realtor in Southern California. Wayne asks the 3 Questions you should ask about Probate and Trust Real Estate Transactions  First aired 8/22/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital....

On this Podcast we will be reviewing the 3 Questions Cross-Border Investors should ask before investing in Unconventional Investments. Joining me is Steve Cowley, Chief Investment Officer here at One Capital Management. First aired 8/15/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe...

On this episode of the podcast, we're highlighting the 3 Questions Canadians Should Ask About Escrow Before Buying A House In the United States. Wayne welcomes Marcine Kline. She is the Branch Manager/Escrow Officer, Probate and Trust Specialist with Glen Oaks Escrow. First aired 8/8/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link bel...

Joining me on the podcast is Professional Fiduciary, Bernard Wesson. Based in Los Angeles, California, Mr. Wesson's mission is to provide highly personalized fiduciary services with integrity and advocacy on behalf of all entrusted to his care. Bernard is fully licensed by California's Professional Fiduciary Bureau. First aired 8/1/2023 To schedule an online zoom consultation with Wayne to discuss...

Today, Wayne welcomes Janice Cohen. Janice is a Burbank, California based Reverse Mortgage Consultant with Mutual of Omaha Mortgage. Janice assists senior homeowners who are considering tapping into the equity in their homes to enhance their retirement. First aired 7/25/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecap...

On this podcast we will be reviewing the 3 Questions Cross-Border Investors should ask about ESG investments. Joining me is Steve Cowley, Chief Investment Officer here at One Capital Management. You don't want to miss this! First aired 7/17/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscr...

On this episode of the podcast, we're going to speak to a Family Law Attorney to discuss the divorce process. Joining me is family law attorney Christina Djordjevich, founder of the Los Angeles, California law firm Djordjevich Law and Mediation. First aired 7/10/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com...

Wayne welcomes once again, Scott Thurman. Scott is the Principal and a Life Insurance General Agent with Thousand Oaks, California based TNT Premier Insurance Solutions. Today he answers the 3 Questions you should ask before purchasing Permanent Life Insurance. First aired 7/3/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www...

On this edition of the podcast, we're going to turn the tables and address the 3 Questions Americans should ask about Canada and Canadians; to better enable them to build more productive working relationships. Joining me is Lanie Denslow, Founder & Principal, World Wise Intercultural Training & Resources. Lanie is a leading author, popular speaker, and trusted advisor on how culture shapes busines...

Joining me is Lanie Denslow, Founder & Principal, World Wise Intercultural Training & Resources. Lanie is a leading author, popular speaker, and trusted advisor on how culture shapes business practices and business protocol around the world. She is the author of World Wise: What to Know Before You Go and co -author of Working With Americans. Both publications are internationally recognized for the...

On this edition of the podcast, we will be asking the 3 Questions Canadian business owners should ask about transfer pricing before establishing operations in the United States. Joining me from Detroit, Michigan is Alex Martin. Alex is with the firm KBKG, a national tax specialty firm with offices across the U.S. First aired 6/12/2023 To schedule an online zoom consultation with Wayne to discuss y...

On this episode of the podcast, we will be asking the 3 Questions Canadian entrepreneurs should ask before they sell their branded and proprietary property into the U.S. Joining me is Mark Nielsen. Mark is an experienced intellectual property attorney. He is a partner at the law firm Scheef & Stone. Mark's practice focuses on all aspects of intellectual property, including litigating patents, trad...

Joining me is Adam Treiger. Adam is a Partner with Southern California based law firm STOWELL, ZEILENGA, RUTH, VAUGHN & TREIGER, LLP. Adam is a frequent speaker on employment law, business law and litigation issues. He has also authored numerous published articles. First aired 5/29/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below...

Joining me from Tijuana, Mexico is Juan Sanchez. Juan is Mexican Attorney who specializes in Mexican Business Law. He's a Partner at Grupo Consultor EFE and Director of Legal Services. His practice is only in Mexico and is focused on Real Estate and Business Law. Juan has a broad experience in domestic and cross-border transactions. You don't want to miss this one! First aired 5/22/2023 To schedul...

On this Podcast, we will be reviewing the 3 Questions a Canadian should ask before renewing their mortgage. 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 5/15/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Manage...

Joining me is Daniel Sagal. He's a Senior Care Advisor and the founder of Tarzana, California based, Total Senior. Located in the heart of the San Fernando Valley, Total Senior helps guide families to the various resources available to their aging parents or loved ones. That includes finding available options for assisted living, nursing homes, caregivers, and more. First aired 5/8/2023 To schedul...

Part two of the 3 Questions Podcast dedicated to discussing Long Term Care and Long-Term Care Insurance, we are going to speak to Scott Thurman, a Life and Health Insurance General Agent who specializes in the placement of Life Insurance, Long Term Care, and Disability Income Insurance from more than 50 Insurance carriers from across the U.S. Insurance Marketplace. Scott is the Principal and a Lif...