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 Client Executive at Fieldstone Insurance Group. Laurie is a high-net-worth insurance advisor who works with clients across all aspects of their insurance portfolios, from placing and securing proper coverage to analyzing complex risks and negotiating with carriers to achieve the best possible outcomes.

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 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 Business Law Firm. Jessica is an innovative business attorney specializing in corporate, trademark, and contract law. She's been recognized as a Super Lawyers Rising Star for multiple years, she works with high-growth domestic and international businesses, helping them structure operations, protect intellectual property, and create clear governance documents that support long-term success.

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 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 Gallagher and is based in Woodland Hills, California, and joining us from Chicago, is Zach Kramer, Area Vice President at Risk Placement Services, Inc., which is part of Gallagher. Kyle brings deep experience helping business owners secure the right insurance and risk solutions, while Zach specializes in developing practical cyber risk management strategies for clients. Together they guide companies through the complex and evolving world of cyber threats and insurance

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 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 high-income professionals. With over two decades of experience that includes public accounting and executive CFO roles, Michael operates at the intersection of tax strategy, financial performance, and long-term wealth planning. He helps a select group of clients nationwide implement highly customized, proactive tax strategies designed to reduce liabilities, enhance cash flow, and improve profitability.

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 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.

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'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

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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

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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

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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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https://www.linkedin.com/in/wayne-baxter-81041229/