3 Questions

Joining me 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. This is the first of a two-part podcast dedicated to discussing Long Term Care and Long Term Care Insurance. Scott specializes in the placement of Life Insurance, Long Term Care, and Disability Income...

Joining Wayne, is Lisa Mayfield. Lisa is the Founder and Principle of Seattle, Washington based Aging Wisdom. Lisa is trained and licensed as a mental health counselor, a geriatric mental health specialist, and is a certified Aging Life Care Professional™. First aired 4/17/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.one...

On today's podcast, Wayne welcomes Craig Rothman. Craig is a Vice President, Foreign Exchange, for New York City based Odeon Capital Group, LLC. He is an expert in this field and today, Wayne asks the 3 Questions you should ask before converting Canadian Dollars for U.S Dollars. First aired 4/10/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click...

Today, Wayne welcomes 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 due to negligence. First aired 4/3/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapit...

On this podcast, we will be reviewing the 3 Questions Cross-Border Investors should ask about their Fixed Income Strategy. Joining me is Randol Curtis, Deputy Chief Investment Officer here at One Capital Management. He's a member of One Capital's Investment Committee; specializing in Fixed Income investing. First aired 3/27/2023 To schedule an online zoom consultation with Wayne to discuss your We...

Joining me is Catherine Sas. Catherine is a Vancouver, B.C. based Canadian Immigration attorney with Sas & Ing Barristers & Solicitors. Catherine's expertise, knowledge and understanding of the Canadian Immigration system is impressive. If you are considering immigration to Canada, Catherine can be an excellent resource. First aired 4/20/2023 To schedule an online zoom consultation with Wayne to d...

Joining me is Rahul Sharma. Rahul is a Partner with Fasken, an industry leader in the Canadian private client/private wealth sector for over a century. In addition, Fasken has over 800 lawyers based in four continents (but no offices in the U.S.). Rahul is based in the Toronto, Ontario office. He advises international and Canadian clients on a variety of tax, trust, and estate planning matters. He...

Wayne welcomes John Perry. John is an Encino, California based Certified Specialist, Immigration & Nationality Law and is a Managing Attorney with the firm Perry Alznauer. Today, we cover the 3 Questions Canadians should ask about U.S. immigration laws before moving to the United States. First aired 1/16/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management need...

Today, Wayne is joined by 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 this by structuring personal property and casualty insurance programs. As a part of her service Diane offers complimentary reviews of existing insurance programs. Her...

Wayne welcomes Jason Blatt. Jason and Wayne have worked together where my clients have needed financing or re-financing of their existing mortgage. Jason's service is unique in that he can assist clients all over the U.S. And he specializes in assisting Canadians Foreign Nationals who need real estate financing here in the U.S. First aired 2/20/2023 To schedule an online zoom consultation with Way...

Part two of the 3 Questions Webcast, we will be reviewing the 3 Questions Pre-Retired Investors should ask before buying their next home. Will Flannigan is a Real Estate Agent with Compass, here in Southern California. Will helps clients buy and sell property throughout LA County, his intimate knowledge of Pasadena, Burbank, Glendale, Hollywood Hills and Beverly Hills. What makes Will an ideal Sub...

In the first of a Two Part 3 Questions Podcast, we will be reviewing the 3 Questions Pre-Retired Investors should ask before deciding to sell their home. Will Flannigan is a Real Estate Agent with Compass, here in Southern California. Will helps clients buy and sell property throughout LA County, his intimate knowledge of Pasadena, Burbank, Glendale, Hollywood Hills and Beverly Hills. What makes W...

Today, Wayne welcomes Ellen Cookman. Ellen is a Palo Alto, California based Certified Specialist in Estate Planning, Trust Administration and Probate Law. She is the Owner and Principle Attorney with Cookman Law, PC. First aired 1/30/2023 To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to...

Today, Wayne welcomes Emily Gangware, AKA The Medicare Coach. Emily is a Denver, Colorado base Medicare consultant. Emily assists clients across the U.S. navigate Medicare rules and insurance company confusion to help them make the right decision to protect their healthcare rights and retirement savings. First aired 1/23/2023 To schedule an online zoom consultation with Wayne to discuss your Wealt...

Joining me is Marc Gedeon. Marc is with Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. We will be reviewing the 3 Questions Canadians should ask about Investing before relocating to the United States. First aired 1/16/2023 To schedu...

On the show, Wayne talks with Lance Messervy, Director and Senior Portfolio Manager with One Capital Management and addresses the three questions cross-border Investors should ask about Investing when there is a possibility of a recession. To schedule an online zoom Consultation with Wayne to discuss your Wealth Management needs click the link below www.onecapital.com/MeetWithWayne Watch the show...