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3 Questions episodes
- 3 Questions: Quick Takes
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/
3 min - What Cross-Border Investors Should Ask About Planning For Financial Independence
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/
32 min - What Families Should Ask When Exploring Home Care Options For Their Loved Ones
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/
51 min - What High Net Worth Investors Should Ask About Advanced Tax Planning Strategies in 2026
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/
51 min - What High Net Worth Families Should Ask About Cross-Border Tax Planning When Moving To the U.S. in 2026
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/
50 min - What High Performing Industry Leaders Should Ask About Their 2026 Business Development Strategy
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/
36 min - What Cross-Border Families Should Ask About Structuring Their Estate Plan for Mobility in 2026
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/
43 min - What High Net Worth Families Should Ask When Thinking About Renewing Their P&C Coverage In 2026
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/
49 min - What Cross-Border Businesses Should Ask Before They Engage Overseas Clients or Suppliers
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/
51 min - What Canadian Business Owners Should Ask Before Shifting Their Operations To The U.S.
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/
42 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.