3 Questions

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 with non-U.S. citizens, immigrants, and globally mobile families to help them navigate Medicare eligibility, enrollment, and alternative coverage options. Paul brings clear, practical guidance to what can be a very confusing process for those on visas, green cards, or other immigration statuses.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 family-owned insurance agency based in Palm Beach County, Florida. Nick brings a unique blend of experience, holding a Business Management degree and a Master's in Teaching, he was a standout collegiate baseball player and coach before becoming a high school athletic director and educator. He transitioned from that successful career in education and operations to launching Medicare Sharks. Medicare Sharks specializes in personalized comparisons of Medicare Supplement (Medigap) and Medicare Advantage plans, serving clients nationwide with free quotes and lifetime support.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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. Best 1031 Online is a specialized firm that guides investors through seamless 1031 tax-deferred exchanges nationwide. With deep expertise in investment brokerage and 1031 strategies, James helps clients maximize returns and navigate IRS rules while aligning exchanges with their broader financial goals.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Montreal-based firm specializing in corporate immigration and multi-jurisdictional planning for high-net-worth individuals, founders, and executives. Marc Andre brings deep expertise in helping clients navigate complex pathways like E-2, EB-5, and other visa strategies across the U.S. and Canada. He recently joined me on the panel at the Canada-Florida Chamber of Commerce event in Fort Lauderdale, where his insights were extremely well received.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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, LLC, is the host of today's podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 today's podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Fernando Valley, California. With a franchise focused on providing personalized in-home care services—from companionship and daily living assistance to specialized dementia care—Robel and his team help families support their loved ones with dignity and independence. Robel brings a unique perspective, having transitioned from a successful 20-year career as a Chief Executive in technology and operations to leading this home care business.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 now leading his own firm, Delgado CPAs in Miami, Florida. With over 20 years of experience specializing in individual and corporate taxation, Yoandry helps high net worth clients navigate complex strategies, from estate planning and business deductions to advanced tax optimization.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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, and CA with Andersen Tax in Vancouver, British Columbia. He specializes in cross-border tax matters, including investments between Canada and the U.S. for individuals, businesses, and U.S. citizens residing in Canada.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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, Mariangelica is the founder of Luminary Catalyst LLC. She specializes in fractional business development, crafting custom sales and Business Development strategies that fuel pipelines, secure high-value partnerships, and deliver data-driven growth roadmaps.     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: https://www.linkedin.com/in/wayne-baxter-81041229/

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, Marlyn Schulz, a Texas Estate Planning Attorney also licensed in California. With her firm, Brenham Estate Plans, Marlyn specializes in helping clients navigate complex relocations, estate strategies, and asset protection, drawing on her dual-state expertise to ensure seamless transitions for high-net-worth families. And from Calgary, Alberta, Craig Tervit, Founder of The Last Word, a Canadian Estate Planning law firm dedicated to helping clients craft comprehensive wills and estate plans that reflect their unique wishes and minimize family conflicts.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Insurance Services. He works with successful families, individuals, and their trusted advisors to create custom risk management and insurance programs to protect what matters most to them. Based in Fort Lauderdale, Florida, he brings deep expertise in areas like homeowners' insurance, flood coverage, excess liability and umbrella policies, and insuring exotic or luxury vehicles, drawing from One Insurance Services' client-first approach to tailoring solutions for high-net-worth lifestyles, including protection for private homes, classic cars, boats, and more.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 founder of Cosmos Currency Exchange, established in 2020 amid the pandemic. With over 39 years in financial services, starting in the City of London post-1985 'Big Bang' deregulation, Tony qualified as an Associate of the Chartered Institute of Bankers from Goldsmiths University in 1992. His career spans recessions and market shifts, emphasizing relationship-driven service over transactional models. At Cosmos, he provides bespoke FX and payment solutions for UK and global clients, earning awards like Customer Service Excellence and Currency Exchange Service of the Year.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 specializes in commercial litigation, real estate, and business law with a focus on cross-border transactions and international clients. With his extensive experience representing entrepreneurs in mergers, acquisitions, and operational disputes, Michael is the perfect guide for navigating U.S. business shifts.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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. He's also the chairman of One Capital's investment committee, a Chartered Financial Analyst, and a member of the Los Angeles Society of Financial Analysts. 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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Investment Officer here at One Capital Management. He is also the chairman of One Capital's Investment Committee. Steve is a Chartered Financial Analyst and a member of the Los Angeles Society of Financial Analysts.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Department Chair and Associate Lecturer in the Department of Finance at Florida State University's College of Business, where she also serves as Director of the Gene Taylor Banking & Financial Studies Center. With a Ph.D., M.S., and B.S. in Finance from FSU. Her expertise spans multinational and corporate finance, financial data analytics, international corporate finance, politics, law and finance, entrepreneurship, contracts, and procurement. She's been instrumental in teaching these topics at both undergraduate and graduate levels.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Offices of Petrovich & Kutub in Fort Lauderdale, Florida, where she specializes in estate planning and probate.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Estate Planning law firm dedicated to helping clients craft comprehensive wills and estate plans that reflect their unique wishes and minimize family conflicts.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 in optimizing business processes, enhancing efficiency, and driving growth for highly regulated industries. Julio helps businesses navigate complex operational challenges to achieve sustainable results.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 Living Locators in Western Connecticut. She also serves as an advisor to Tendercare. An App designed to support caregivers by giving them organizational, planning and safety tools.     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: https://www.linkedin.com/in/wayne-baxter-81041229/

  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 Companion, a Dallas-based home care agency. She also served as Past President of the Dallas Area Gerontological Society and co-founded initiatives like Conversation Ready NTX to promote end-of-life discussions, the Purpose Project for caregiver training, and AgeTechNow.com, which is a resource for innovative aging solutions.     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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 specializing in corporate law, mergers and acquisitions, real estate, and foreign investment. With extensive experience advising international clients on residency, business setup, and property transactions in Mexico, Juan is the ideal guide for navigating these opportunities.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

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 licensed in California. With her firm, Brenham Estate Plans, Marlyn specializes in helping clients navigate complex relocations, estate strategies, and asset protection, drawing on her dual-state expertise to ensure seamless transitions for high-net-worth families.   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: https://www.linkedin.com/in/wayne-baxter-81041229/  

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About Why Traditional Estate Planning Often Fails Families. 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 planning for complex family dynamics, including blended families and high-net-worth individuals.    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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions You Should Ask Before Buying A Small Business To Qualify For An E-2 Visa. To help prepare you, I've invited my good friend, Ken Elkin, to join us. Ken is the founder of Acquisition Experts, a serial entrepreneur with over 40 years in business acquisitions and a specialist in E-2 Visa-qualifying deals. Ken's buyer-focused approach has helped countless clients find and close on small businesses that meet visa standards.    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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About The Great Wealth Transfer. To help prepare you, I've invited my good friend, Gretta Zutz, to join us. She is a seasoned financial professional serving a diverse clientele from artists to CEOs. She's passionate about educating clients on building legacies, providing solutions for businesses and individuals focused on longevity and sustainability, and is a proud member of WIF or (Women in Insurance and Financial Services).   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the  3 Questions Founders Should Ask Before Selling Their Business. To help prepare you, I've invited my good friend, Emmanuelle Subar Litvinov, Esq, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities offerings, equity financings, and partnership structuring.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions To Ask Before Setting Up A Gun Trust. To help prepare you, I've invited my good friend, Ty Supancic, to join us. He is a Woodland Hills, California-based attorney with The Law Collaborative. Ty specializes in the areas of in family law, estate planning, and gun trusts. With his focus on collaborative solutions and helping clients navigate complex asset transfers, Ty is the perfect guide for this topic.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Tax Efficient Investment Strategies. To help prepare you, I've invited my good friend, Steve Cowley, to join us. Steve is the Chief Investment Officer here at One Capital Management, as well as the chairman of One Capital's Investment Committee. Steve is a Chartered Financial Analyst and a member of the Los Angeles Society of Financial Analysts.    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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the  3 Questions Real Estate Investors Should Ask About Creating Liquidity. To help prepare you, I've invited my good friend, Gretta Zutz, to join us. She is a seasoned financial professional serving a diverse clientele from artists to CEOs. She's passionate about educating clients on building legacies, providing solutions for businesses and individuals focused on longevity and sustainability, and is a proud member of WIF or (Women in Insurance and Financial Services).   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Granting Equity From Their Business. To help prepare you, I've invited my good friend, Emmanuelle Subar Litvinov, Esq, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities offerings, equity financings, and partnership structuring.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the  3 Questions Business Owners and C-Suite Executives Should Ask About Managing their HR Dept. To help prepare you, I've invited my good friend, Monica Martinez, to join us. She is a Regional Sales Manager at PuzzleHR, a leader in customized HR solutions that act as a fractional HR department for businesses. Monica helps Business Owners and C-Suite Executives tackle organization, payroll integration, talent acquisition to curb turnover, and everyday HR support through services like Direct Connect and learning development.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

  On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Small Business Owners Should Ask About Cost Segregation Under the OBBB. To help prepare you, I've invited my good friend, Joel Dobrin, to join us. He is from Camarillo, California and a renowned Cost Segregation Specialist and a partner with Baton Rouge, LA based Cost Segregation Initiatives.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask Before Self-Funding Long Term Care Needs. To help prepare you, I've invited my good friend, Gretta Zutz., to join us. She is a Financial Specialist at the Center of Wealth Preservation. Gretta advises families and business owners. Gretta works with them to design insurance solutions that protect both their wealth and their legacy. Gretta my friend, welcome the podcast!   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Taking On An Investor. To help prepare you, I've invited my good friend, Emmanuelle Subar Litvinov, ESQ, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities offerings, equity financings, and partnership structuring. She has also recovered over $200 million for clients worldwide!   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Attorneys, Executors and Trustees Should Ask When Trying To Locate Beneficiaries or Inheritances. To help prepare you, I've invited my good friend, Michael Zwick, to join us. All the way from Orlando, Florida, Michael, alongside his firm, Assets International LLC, has found and recovered over $200 million for clients worldwide.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Implementing An Asset Protection Strategy. To help prepare you, I've invited my good friend, Hillel Presser, to join us. Presser is the Managing Partner and Attorney At Law with Boca Raton, Florida based, Presser Law Firm, PA. Hillel represents individuals and businesses in connection with the establishment of comprehensive Asset Protection plans that incorporate both domestic and international components.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions U.S. and Canadian Families Should Ask Before Paying Big Bucks For University Tuitions. To help prepare you, I've invited my good friend, Jack Wang, to join us. Jack Wang is a part of  IAG Wealth Management, which is a leading voice quoted in Forbes and CNN, who helps families maximize aid and pay smarter.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About The Successes And Failures Of The Insurance Industry. To help prepare you, I've invited my good friend, Lee Burke, to join us. Lee is the President and Founder of Burke, Bogart & Brownell, a 52-year-old Boca Raton firm renowned for serving High Net Woth clients.   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: https://www.linkedin.com/in/wayne-baxter-81041229/  

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners and Investors Should Ask About The One Big Beautiful Bill. To help prepare you, I've invited my good friend, Yoandry Delgado, to join us. Delgado is a seasoned Certified Public Accountant and Partner at KSDT CPA. With over 20 years of experience specializing in individual and corporate taxation, Yoandry has helped countless clients navigate complex tax landscapes, from estate planning to business deductions.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions to Ask When a Family Member Is Accused of a Criminal Offense. To help prepare you, I've invited my good friend, Adam Rossen, to join us. Adam is the CEO and Founding Attorney of Rossen Law Firm, South Florida's largest criminal defense practice. Adam's team has turned countless crises into second chances.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Suing Their Business Partner. To help prepare you, I've invited my good friend, David Milian, to join us. David is a seasoned litigator whose firm, The Milian Legal Group, has fought for clients in federal and state courts, earning accolades like Florida's Legal Elite.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Buying Real Estate in Naples, Florida. To help prepare you, I've invited my good friend, Carolyn Clark, to join us. She is a Top Global Luxury Sales Specialist with Coldwell Banker Realty AND a top 100 Naples agent. Carolyn is renowned for her concierge service and seamless luxury transactions.   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: https://www.linkedin.com/in/wayne-baxter-81041229/

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Implementing a Charitable Remainder Trust. To help prepare you, I've invited my good friend, Thomas Caldwell, to join us. Thomas Caldwell is a Los Angeles-based attorney and the founding partner of Caldwell Law, a firm known for its depth of expertise in Charitable Remainder Trusts (CRTs) and comprehensive estate planning. The firm serves a diverse clientele, offering tailored legal guidance across a wide range of financial and estate matters

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask About Your U.S. Health Insurance Benefits. To help prepare you, I've invited my good friend, Anne McGuire, to join us. Anne is the Founder, President and Owner of Healthcare Pathfinder LLC, a national Health and Long-Term Care advice, advocacy and management firm. For 25 years, she has been working with individuals, families, and employees to help them maximize access to the care and coverage they need and deserve.    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: https://www.linkedin.com/in/wayne-baxter-81041229/