PODCAST · business
3 Questions
by Wayne Baxter
Welcome to 3 Questions with Wayne Baxter, the show that addresses three questions you might ask when evaluating different aspects of your financial journey. Wayne is a Senior Executive Manager with One Capital Management, an SEC registered investment advisory firm, managing over 5 billion dollars for clients across the U.S and Canada. Wayne and his carefully selected specialists and strategic partners are here to help you uncover, understand, and unlock the potential of your financial future, one question at a time.
Episodes
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What High Net Worth Families Should Ask About Using Life Insurance For Estate Preservation
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions High Net Worth Families Should Ask About Using Life Insurance For Estate Preservation. To help prepare you, I've invited my good friend, Scott Thurman, to join us. He is a , Principal at TnT Premier Insurance...
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What Business Owners Should Ask Before Implementing a "Buy/Sell Agreement"
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Implementing a "Buy/Sell Agreement." To help prepare you, I've invited my good friend, Scott Thurman, to join us. He is a, Principal at TnT Premier Insurance Solutions in…
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What Ultra High Net Worth Art Collectors Should Ask Before They Update Their Estate Plan
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Ultra High Net Worth Art Collectors Should Ask Before They Update Their Estate Plan. To help prepare you, I've invited my good friend, Michelle DuBois, to join us. She is a Senior Director for the Southeast and…
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What New Florida Residents Should Ask About Homestead Law
On this episode of the 3 Question Podcast, our topic will be focusing on The 3 Questions New Florida Residents Should Ask About Homestead Law. To help prepare you, I've invited my good friend, Bill Smith, to join us. He is a shareholder at Jones Foster and vice chair of the firm's Corporate & Tax...
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What High Net Worth Expats Should Ask About Tax Planning Before Relocating Abroad
On this episode of the 3 Question Podcast, our topic will be focusing on The 3 Questions High Net Worth Expats Should Ask About Tax Planning Before Relocating Abroad. To help prepare you, I've invited my good friend, Rebeccah Fontaine, to join us. Rebeccah Fontaine is a Senior Manager in the...
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What Cross-Border Investors Should Ask About Fall 2026 Market Volatility
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 questions cross-border investors should ask about fall 2026 market volatility. To help prepare you, I've invited my good friend, Lance Messervy, to join us. Lance Messervy is the Managing Director and Senior Portfolio...
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What High Net Worth Expats Should Ask About Tax Planning Before Relocating To the U.S.
On this episode of the 3 Question Podcast, our topic will be focusing on 3 High Net Worth Expats Should Ask About Tax Planning Before Relocating To the U.S. To help prepare you, I've invited my good friend, Rebeccah Fontaine, to join us. Rebeccah Fontaine is a Senior Manager in the International...
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What High Net Worth Homeowners Should Ask Before Putting Their Home On The Market
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions High Net Worth Homeowners Should Ask Before Putting Their Home On The Market. To help prepare you, I've invited my good friend, Jeff Landau, to join us. Jeff Landau is a Senior Real Estate Specialist with Keller...
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What Business Owners Should Ask Before Hiring A C-Suite Executive
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Hiring A C-Suite Executive. To help prepare you, I've invited my good friend, Jason Weiss, to join us. Dr. Jason Weiss, an organizational psychologist and the founder of Evacor,...
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What Small Business Owners Should Ask When Their "Pipeline" Isn't Converting
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Small Business Owners Should Ask When Their "Pipeline" Isn't Converting. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. She is the founder of Luminary Catalyst LLC....
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What Business Owners Should Ask Before Using A.I. To Analyze Their I.P. Legal Issues
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Using A.I. To Analyze Their I.P. Legal Issues. To help prepare you, I've invited my good friend, Mark Nielsen, to join us. He is a business and intellectual property attorney and...
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What High Net Worth Homeowners Should Ask About Real Estate Financing Before Relocating To South Florida
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Homeowners Should Ask About Real Estate Financing Before Relocating To South Florida. To help prepare you, I've invited my good friend, Carlos Arguelo, to join us. He is a Loan Officer with...
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What Millennials and Baby Boomers Should Ask About Living Longer
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Millennials and Baby Boomers Should Ask About Living Longer. To help prepare you, I've invited my good friend, Dr. Philip Ovadia, to join us. He is a board-certified cardiothoracic surgeon and the founder of...
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What Unmarried Couples Should Ask Before Updating Their Estate Plan
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Unmarried Couples Should Ask Before Updating Their Estate Plan. To help prepare you, I've invited my good friend, Debbie Babb, to join us. She is a third-generation Los Angeles attorney specializing in estate...
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What High Net Worth Homeowners Should Ask About Purchasing Insurance When Relocating To A Catastrophic Weather State
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Homeowners Should Ask About Purchasing Insurance When Relocating To A Catastrophic Weather State. To help prepare you, I've invited my good friends, Laurie Salkin, to join us. She is a Senior...
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What Business Partners Should Ask Before Signing An Operating Agreement
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Partners Should Ask Before Signing An Operating Agreement. To help prepare you, I've invited my good friend, Jessica Portalatín, to join us. She is the founder of Miami, Florida based, Portalatin...
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What Business Owners Should Ask About Preventing and Mitigating Cyber Incidents
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask About Preventing and Mitigating Cyber Incidents. To help prepare you, I've invited my good friends, Kyle Merkel and Zach Kramer, to join us. Kyle Merkel, Area Vice President with...
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What Intelligent Business Owners Should Ask About Creative Tax Planning
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Intelligent Business Owners Should Ask About Creative Tax Planning. To help prepare you, I've invited my good friend, Michael Anthony, CPA, to join us. He is a strategic tax advisor to business owners and...
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What High Net Worth Canadians Should Ask About Their Tax And Estate Strategy When Relocating To the U.S.
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Canadians Should Ask About Their Tax And Estate Strategy When Relocating To the U.S. To help prepare you, I've invited my good friend, Kim Moody, to join us. He is the founder of Moody's…
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What Canadian's Should Ask When Review Their Estate Plan
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian's Should Ask When Review Their Estate Plan. To help prepare you, I've invited my good friend, Ed Olkovich, to join us. He is a Certified Specialist in Estates and Trusts Law, also known as "Mr.…
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What Canadian Homeowners Should Ask Before Renewing Their Mortgage in 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian Homeowners Should Ask Before Renewing Their Mortgage in 2026. To help prepare you, I've invited my good friend, Peggy Sheppard, to join us. She is a respected mortgage broker with Invis, Canada's...
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What Cross-Border Investors Should Ask About Oil Price Volatility
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Oil Price Volatility. To help prepare you, I've invited my good friend, Steve Cowley, to join us. He is the Chief Investment Officer here at One Capital Management.…
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What High Net Worth Families Should Ask About Qualifying For Medicare
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About Qualifying For Medicare. To help prepare you, I've invited my good friend, Paul Cholak, to join us. Paul is Florida based Medicare specialist who works extensively…
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What High Net Worth Families Should Ask Before Choosing Their Medicare Plan At Age 65
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask Before Choosing Their Medicare Plan At Age 65. To help prepare you, I've invited my good friend, Nick Mangini, to join us. He is the founder of Medicare Sharks, a…
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What Seniors With Long Held Investment Properties Should Ask Before Considering a 1031 Exchange
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Seniors With Long Held Investment Properties Should Ask Before Considering a 1031 Exchange. To help prepare you, I've invited my good friend, James Bean, to join us. He is the founder of Best 1031 Online.…
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What Globally Mobile High Net Worth Families Should Ask About Immigration in 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Globally Mobile High Net Worth Families Should Ask About Immigration in 2026. To help prepare you, I've invited my good friend, Marc-André Seguin, to join us. He is the Co-Founder of Exeo Attorneys, a...
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3 Questions: Quick Takes
On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's episode. She specializes in crafting data-driven...
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What Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst…
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3 Questions: Quick Takes
On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's episode. She specializes in crafting data-driven...
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What Cross-Border Investors Should Ask About Retirement Income Planning
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Retirement Income Planning. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's...
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3 Questions: Quick Takes
On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's episode. She specializes in crafting data-driven...
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What Cross-Border Investors Should Ask About Planning For Financial Independence
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Planning For Financial Independence. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of...
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What Families Should Ask When Exploring Home Care Options For Their Loved Ones
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Families Should Ask When Exploring Home Care Options For Their Loved Ones. To help prepare you, I've invited my good friend, Robel Gugsa, to join us. Robel is the owner of ComForCare Home Care in the San...
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What High Net Worth Investors Should Ask About Advanced Tax Planning Strategies in 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask About Advanced Tax Planning Strategies in 2026. To help prepare you, I've invited my good friend, Yoandry Delgado, to join us. He is a seasoned Certified Public Accountant...
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What High Net Worth Families Should Ask About Cross-Border Tax Planning When Moving To the U.S. in 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About Cross-Border Tax Planning When Moving To the U.S. in 2026. To help prepare you, I've invited my good friend, Steven Flynn, to join us. Steven Flynn is a Partner, CPA,...
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What High Performing Industry Leaders Should Ask About Their 2026 Business Development Strategy
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Performing Industry Leaders Should Ask About Their 2026 Business Development Strategy. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. From Hollywood, Florida,...
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What Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026. To help prepare you, I've invited my good friends, Marlyn Schulz and Craig Tervit, to join us. From Brenham, Texas,...
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What High Net Worth Families Should Ask When Thinking About Renewing Their P&C Coverage In 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask When Thinking About Renewing Their P&C Coverage In 2026. To help prepare you, I've invited my good friend, Joe Young, to join us. Joe is a Senior Risk Advisor with One...
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What Cross-Border Businesses Should Ask Before They Engage Overseas Clients or Suppliers
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Businesses Should Ask Before They Engage Overseas Clients or Suppliers. To help prepare you, I've invited my good friend, Tony Redondo, to join us. Tony is a Fractional Currency Consultant and...
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What Canadian Business Owners Should Ask Before Shifting Their Operations To The U.S.
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian Business Owners Should Ask Before Shifting Their Operations To The U.S. To help prepare you, I've invited my good friend, Michael Gnesin, to join us. Michael is a Partner at Dickinson Wright. Michael...
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What Cross-Border Investors Should Ask About Investing In Equities In 2026
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 equities in 2026. To help prepare you, I've invited my good friend, Steve Cowley, to join us. He is the Chief Investment Officer at One Capital Management....
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What High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026. To help prepare you, I've invited my good friend, Steve Cowley, to join us. Steve Cowley is the Chief...
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What Hight Net Worth Investors Should Ask Before Increasing Their Exposure To Private Assets
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask Before Increasing Their Exposure To Private Assets. To help prepare you, I've invited my good friend, Dr. Kelsey Syvrud, to join us. Dr. Kelsey Syvrud is the Assistant...
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What Questions High Net Worth Investors Should Ask About Nevada Asset Protection Trusts
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask About Nevada Asset Protection Trusts. To help prepare you, I've invited my good friend, Haneen Kutub, to join us. Haneen is a Founding and Managing Partner at The Law…
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What Canadians Relocating Back To Canada From The U.S. Should Ask About Estate Planning
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadians Relocating Back To Canada From The U.S. Should Ask About Estate Planning. To help prepare you, I've invited my good friend, Craig Tervit, to join us. He is Founder of The Last Word, a Canadian…
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What Highly Regulated Business Should Ask Before Hiring a COO
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Highly Regulated Business Should Ask Before Hiring a COO. To help prepare you, I've invited my good friend, Julio Gonzalez, to join us. Julio is the Chief Execution Officer with OptiCution, where he specializes…
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What High Net Worth Families Should Ask About Long Term Care Planning For Their Loved Ones
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions HNW Families Should Ask About Long Term Care Planning For Their Loved Ones. To help prepare you, I've invited my good friend, Mimi Santry, to join us. Mimi is the Owner and a Certified Senior Advisor at Assisted...
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What To Ask About How Our Parents and Loved Ones Can Maintain Independence In Their Later Years
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About How Our Parents and Loved Ones Can Maintain Independence in Their Later Years. To help prepare you, I've invited my good friend, Laurie Miller, to join us. Laurie is the Founder of Apple Care and...
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What U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency. To help prepare you, I've invited my good friend, Juan Felipe Sanchez, to join us. He is a Partner at Mexican Business Law, a firm...
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What California Residents Should Ask About Their Estate Plan Before Relocating To Texas
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions California Residents Should Ask About Their Estate Plan Before Relocating To Texas. To help prepare you, I've invited my good friend, Marlyn Shulz, to join us. She is a Texas Estate Planning Attorney who is also...
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ABOUT THIS SHOW
Welcome to 3 Questions with Wayne Baxter, the show that addresses three questions you might ask when evaluating different aspects of your financial journey. Wayne is a Senior Executive Manager with One Capital Management, an SEC registered investment advisory firm, managing over 5 billion dollars for clients across the U.S and Canada. Wayne and his carefully selected specialists and strategic partners are here to help you uncover, understand, and unlock the potential of your financial future, one question at a time.
HOSTED BY
Wayne Baxter
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Frequently Asked Questions
How many episodes does 3 Questions have?
3 Questions currently has 180 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is 3 Questions about?
Welcome to 3 Questions with Wayne Baxter, the show that addresses three questions you might ask when evaluating different aspects of your financial journey. Wayne is a Senior Executive Manager with One Capital Management, an SEC registered investment advisory firm, managing over 5 billion dollars...
How often does 3 Questions release new episodes?
3 Questions publishes regularly with 180 episodes available. Check the episode list for the typical release schedule.
Where can I listen to 3 Questions?
You can listen to 3 Questions on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts 3 Questions?
3 Questions is created and hosted by Wayne Baxter.
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