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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
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago29 min
What Cross-Border Investors Should Ask About Fall 2026 Market Volatility
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 questions cross-border investors should ask about fall 2026 market volatility. To help prepare you, I've invited my good friend, Lance Messervy, to join us. Lance Messervy is the Managing Director and Senior Portfolio Manager at One Capital Management, and a member of One Capital's Investment Committee. Lance leads One Capital's Portfolio Management Team and oversees the equity research process and trade execution. As a member of the Investment Committee, Lance collaborates on our capital market outlook, strategic asset allocation, portfolio construction, and security selection. 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 ago34 min
What High Net Worth Expats Should Ask About Tax Planning Before Relocating To the U.S.
On this episode of the 3 Question Podcast, our topic will be focusing on 3 High Net Worth Expats Should Ask About Tax Planning Before Relocating To the U.S. 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.
- 2 weeks ago46 min
What High Net Worth Homeowners Should Ask Before Putting Their Home On The Market
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions High Net Worth Homeowners Should Ask Before Putting Their Home On The Market. To help prepare you, I've invited my good friend, Jeff Landau, to join us. Jeff Landau is a Senior Real Estate Specialist with Keller Williams, who has been advising homeowners and families on real estate decisions since 1992. Jeff brings a finance background from San Diego State University and two international banks to every transaction, and today works throughout Ventura County — including Thousand Oaks, Westlake Village, and Simi Valley — and the San Fernando Valley, helping sellers, buyers, trustees, and families navigate major real estate decisions, especially the ones that come with real complexity. 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 ago27 min
What Business Owners Should Ask Before Hiring A C-Suite Executive
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Hiring A C-Suite Executive. To help prepare you, I've invited my good friend, Jason Weiss, to join us. Dr. Jason Weiss, an organizational psychologist and the founder of Evacor, where he helps companies apply behavioral science to their most important people decisions — identifying the right hire, determining who belongs on the succession path, and assessing whether a senior team is ready to take on bigger challenges. 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/
- Aug 18, 202626 min
What Small Business Owners Should Ask When Their "Pipeline" Isn't Converting
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Small Business Owners Should Ask When Their "Pipeline" Isn't Converting. To help prepare you, I've invited my good friend, Mariangelica Alvarado, to join us. She is the founder of Luminary Catalyst LLC. Mariangelica 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. 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/
- Aug 11, 202642 min
What Business Owners Should Ask Before Using A.I. To Analyze Their I.P. Legal Issues
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Business Owners Should Ask Before Using A.I. To Analyze Their I.P. Legal Issues. To help prepare you, I've invited my good friend, Mark Nielsen, to join us. He is a business and intellectual property attorney and partner with Texas based Scheef & Stone. Mark has extensive experience helping business owners protect their intellectual property, navigate complex legal issues, and structure their companies strategically. 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/
- Aug 4, 202630 min
What High Net Worth Homeowners Should Ask About Real Estate Financing Before Relocating To South Florida
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Homeowners Should Ask About Real Estate Financing Before Relocating To South Florida. To help prepare you, I've invited my good friend, Carlos Arguelo, to join us. He is a Loan Officer with Paramount Residential Mortgage Group Inc. He specializes in helping high-net-worth clients and business owners navigate real estate financing, particularly those relocating to South Florida. 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/
- Jul 28, 202631 min
What Millennials and Baby Boomers Should Ask About Living Longer
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Millennials and Baby Boomers Should Ask About Living Longer. To help prepare you, I've invited my good friend, Dr. Philip Ovadia, to join us. He is a board-certified cardiothoracic surgeon and the founder of Ovadia Heart Health and iFixHearts. After years of performing open-heart surgery, Dr. Ovadia shifted his focus to helping people address the root causes of heart disease through metabolic health and lifestyle changes, rather than just managing symptoms. He's the author of Stay Off My Operating Table and has become a leading voice on reversing heart disease and improving longevity. 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/
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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Frequently Asked Questions
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