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3 Questions episodes
- 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 Thousand Oaks, California. Scott has been a guest on this podcast several times before, and behind the scenes, he and his wife Julie also provide the back-office insurance research and administrative support that keeps my own practice running. Scott specializes in the placement of Life Insurance, Long Term Care, and Disability Income Insurance from more than 50 carriers across the U.S. insurance marketplace.
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/
27 min - 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 New England region at Winston Artory Group, working out of both Boston and Palm Beach. Michelle holds a PhD in Art History from Boston University and earned her Appraiser's Certificate through the American Society of Appraisers program at the Rhode Island School of Design. With more than 25 years of experience across both the academic and art business worlds, she's lectured at institutions including the Museum of Modern Art in New York.
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/
26 min - 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 New England region at Winston Artory Group, working out of both Boston and Palm Beach. Michelle holds a PhD in Art History from Boston University and earned her Appraiser's Certificate through the American Society of Appraisers program at the Rhode Island School of Design. With more than 25 years of experience across both the academic and art business worlds, she's lectured at institutions including the Museum of Modern Art in New York.
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/
25 min - 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 and Private Wealth, Wills, Trusts & Estates practice groups. Bill concentrates his practice in estate planning, estate and trust administration, taxation, and transactional corporate law, helping individuals and families structure the transfer of assets while minimizing gift, estate, and generation-skipping transfer taxes
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/
37 min - 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 International Tax Services group at EisnerAmper. With nearly 15 years of experience, Rebeccah focuses on foreign trusts, foreign individuals, treaty analysis, and expatriation and immigration planning — advising international individuals and foreign trusts on advanced U.S. tax planning, compliance, and controversy matters.
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/
41 min - 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 Manager at One Capital Management, and a member of One Capital's Investment Committee. Lance leads One Capital's Portfolio Management Team and oversees the equity research process and trade execution. As a member of the Investment Committee, Lance collaborates on our capital market outlook, strategic asset allocation, portfolio construction, and security selection.
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/
30 min - 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 Tax Services group at EisnerAmper. With nearly 15 years of experience, Rebeccah focuses on foreign trusts, foreign individuals, treaty analysis, and expatriation and immigration planning — advising international individuals and foreign trusts on advanced U.S. tax planning, compliance, and controversy matters.
35 min - 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 Williams, who has been advising homeowners and families on real estate decisions since 1992. Jeff brings a finance background from San Diego State University and two international banks to every transaction, and today works throughout Ventura County — including Thousand Oaks, Westlake Village, and Simi Valley — and the San Fernando Valley, helping sellers, buyers, trustees, and families navigate major real estate decisions, especially the ones that come with real complexity.
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/
47 min - 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, where he helps companies apply behavioral science to their most important people decisions — identifying the right hire, determining who belongs on the succession path, and assessing whether a senior team is ready to take on bigger challenges.
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/
28 min - 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. Mariangelica 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.
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/
27 min
About 3 Questions
From the publisher's feed
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.