On this podcast we will be reviewing the 3 Questions Cross-Border Investors should ask before changing their current investment strategy. Joining me once again is Lance Messervy. Lance is a Director and a Senior Portfolio Manager here at One Capital Management and he's a member of One Capital's Investment Committee.

First aired 10/17/2023

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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Joining us is James Bean. He is a National 1031 Exchange Expert and Vice President Investment Sales with LA based SVN | Rich Investment Real Estate Partners. Today, Wayne asks the 3 Questions you should ask about 1031 Exchanges before you sell an Investment Property.

First aired 10/10/2023

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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Toady, Wayne welcomes Patricia De Fonte from De Fonte Law and asks the 3 Questions Cross-Border Investors should ask about Estate Planning in California. Listen now!

First aired 10/3/2023

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 podcast, we are going to ask the 3 Questions Cross-Border Entrepreneurs should ask about protecting their most valuable asset – Their Reputations. Joining me from San Diego, California is Accredited Public Relations (APR) specialist, and Principal of PR Security Service, Dave Oates.

First aired 9/26/2023

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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Joining me is Diane Beatty. Diane is the Managing Director - Private Client Services with San Francisco, California based CAL Insurance and Associates, Inc. Their goal is to protect your personal assets from loss. They do that by structuring personal property and casualty insurance programs.

First aired 9/19/2023

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 edition of the podcast, we will be asking the 3 Questions Canadians should ask before purchasing a home in the U.S. Joining us from San Clemente, California is Dawn White. Dawn is a Broker Associate with the Purzycki White Real Estate Team. Listen now!

First aired 9/12/2023

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 today's 3 Questions podcast, we will be reviewing the Three Questions Canadians, living in the U.S., should ask if they have been accused of causing an injury. Joining us once again is Jonathan Howell. Jonathan is a Los Angeles, California based Personal Injury Attorney and Partner with the law firm Howell LLP. Jonathan represents individuals and families who have been hurt or lost a loved one due to negligence.

First aired 9/5/2023

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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Joining me once again on the Webcast is Scott Thurman. Scott is the Principal and a Life Insurance General Agent with Thousand Oaks, California based TNT Premier Insurance Solutions. Today we ask the 3 Questions you should ask before purchasing Term Life Insurance.

First aired 8/29/2023

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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Joining Wayne is Paul Hargraves. Paul is the Founder and Realtor Associate with Trust Properties USA. The #1 Probate & Trust Realtor in Southern California. Wayne asks the 3 Questions you should ask about Probate and Trust Real Estate Transactions

First aired 8/22/2023

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 Podcast we will be reviewing the 3 Questions Cross-Border Investors should ask before investing in Unconventional Investments. Joining me is Steve Cowley, Chief Investment Officer here at One Capital Management.

First aired 8/15/2023

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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