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3 Questions: Daily Summaries Delivered
by Wayne Baxter
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.
Latest Episodes
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- Today31 min
What Business Owners Should Ask When Establishing Their Estate Plans
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask When Establishing Their Estate Plans. To help prepare you, I've invited my good friend, Irama Valdes, to join us. She is the Founder & Attorney, Get Ahead Legal | Partner, Trembly Law Firm in Miami, Florida. Irama is an estate planning, probate, and guardianship attorney who serves clients throughout Miami-Dade, Broward, and Monroe counties, in both English and Spanish. A member of the Florida Bar since 2010, she is Vice-Chair of the Probate and Guardianship Committee of the Dade County Bar Association, has been recognized by Super Lawyers. 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/
- 1 weeks ago38 min
What Business Owners Should Ask About Increasing The Enterprise Value Of Their Business
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask About Increasing The Enterprise Value Of Their Business. To help prepare you, I've invited my good friend, Dan Lubic, to join us. He Is the President of Revenue Architecture Group, Powered by Sales Xceleration. Dan helps businesses build scalable, high-performance sales organizations. With more than two decades of sales leadership experience, Dan specializes in turning around underperforming sales teams for small and mid-sized businesses 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/
- 2 weeks ago45 min
What C-Suite Executives and Senior Partners Should Ask When Negotiating An Employment Agreement
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions C-Suite Executives and Senior Partners Should Ask When Negotiating An Employment Agreement. To help prepare you, I've invited my good friend, Richard Tuschman, to join us. He is the managing partner of Richard D. Tuschman, P.A., in Davie, Florida. Richard is Board Certified in Labor and Employment Law by The Florida Bar and has more than 30 years of experience representing both executives and businesses in employment matters, including employment agreements, severance, and compensation disputes. He has been recognized by Best Lawyers in America, Super Lawyers, and Chambers, and is AV Rated by Martindale-Hubbell. 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 weeks ago28 min
What High Net Worth Families Should Ask About Using Life Insurance For Estate Preservation
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions High Net Worth Families Should Ask About Using Life Insurance For Estate Preservation. 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/
- 4 weeks ago26 min
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/
- Oct 6, 202625 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/
- Sep 29, 202636 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/
- Sep 22, 202640 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/
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About 3 Questions
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.
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