Marcine Kline is the Senior Escrow Officer and Trust Specialist with Closed Escrow. She has served the San Fernando Valley for more than 30 years. Today, we ask the 3 Questions Home Buyers Should Ask Before Entering Into Escrow.

First aired 6/17/2024

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Our special guest is Mark Singer. He is a partner with Newark, Delaware based, Newton One Advisors. Today, we ask the 3 Questions Highly Compensated Individuals Will Want To Ask About Protecting Their Earnings.

First aired 6/3/2024

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Our special guest is Rick Holliday. He is a Pasadena, California based Medicare Insurance Specialist with a wealth of knowledge and experience helping individuals navigate the often-complex waters of Medicare. Rick is a licensed life and health broker of Medicare advantage, Medicare Supplement and Prescription Drug plans in California, Texas and Georgia.

First aired 5/21/2024

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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Our special guest is a Facilitator, Coach, Speaker, owner and founder of Playa del Rey, CA based Status Flow is Chris King. Chris takes individuals and organizations beyond their perceived limits, enabling the realization of the seemingly impossible. His first book, Renegotiate Your Existence: Unlock Your Impossible Life, is available on Amazon.

First aired 5/6/2024

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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If you or your Human Resource Department is in the process of hiring new talent, you're not going to want to miss today's episode. Our special guest is Rochelle Nitka. She is the President of Camarillo, California based Total Talent Partners.

First aired 4/22/2024

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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Our special guest is Alice Neumann. She is joining us from Camarillo, California and is an Executive Director, Specialty Banking with Nano Banc. Alice works with attorneys, professional fiduciaries, and their clients. She makes it easy to open legal and fiduciary bank accounts, including Trust, Estate, Probate, Guardianship, Conservatorship, Special Needs accounts. Alice created the Trust & Estate and Professional Fiduciary Program 15 years ago and has over 30 years in the banking industry.

First aired 4/15/2024

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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We are thrilled to introduce our esteemed guest, Joel Dobrin, a renowned Cost Segregation Specialist. Joel is based in Camarillo, California and is a partner with Cost Segregation Initiatives. Today, we ask the 3 Questions you should ask about Cost Segregation

First aired 1/16/2024

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 from Pasadena, California is Dena Oberst. Dena is the President & CEO of Gable Tax Consulting Group, Inc. Gable Tax Consulting Group serves CFOs, Controllers and Tax Directors by ensuring their sales and use taxes are filed correctly and on time, as to avoid disruption in cash flow. On this episode, Wayne asks the 3 Questions Canadian Businesses who sell products in the U.S. should ask about Sales Tax.

First aired 3/25/2024

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Joining us from the Conejo Valley, in Southern California, is Jeff Landau. Jeff is a real estate broker with Team 805. He specializes in helping people facing transition, whether they have inherited a home, are looking to downsize, or are supporting parents downsizing or moving to assisted living. Today Wayne asks 3 Questions you should ask before buying a home in the Conejo Valley.

First aired 3/18/2024

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My guest today on this episode is Patrick Bowen, he is the President of One Capital Management, a registered investment advisory form managing over 6 billion dollars in assets. We ask him the 3 questions about investing in alternative investments.

First aired 3/11/2024

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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