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 Private Client and Moody's Tax. With decades of experience in Canadian and cross-border tax planning, estate and succession planning, and international tax matters, Kim is one of Canada's leading voices for high-net-worth individuals, business owners, and executives navigating complex relocations to the United States.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below.

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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. Wills," With decades of experience helping high-net-worth individuals and families protect their assets and provide for their loved ones, Ed is a trusted voice on wills, trusts, powers of attorney, and tax-efficient estate strategies.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below.

www.onecapital.com/MeetWithWayne3

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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 Mortgage Experts. With years of experience helping Canadian homeowners navigate renewals, refinancing, and rate changes, Peggy specializes in creating mortgage solutions that align with clients' broader financial and lifestyle 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

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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. He's the chairman of One Capital's Investment Committee. Steve is a Chartered Financial Analyst. Steve is 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

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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

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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!

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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

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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/