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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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- 5 days ago31 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/
- 1 weeks ago35 min
What Unmarried Couples Should Ask Before Updating Their Estate Plan
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Unmarried Couples Should Ask Before Updating Their Estate Plan. To help prepare you, I've invited my good friend, Debbie Babb, to join us. She is a third-generation Los Angeles attorney specializing in estate planning for complex family dynamics, including blended families and high-net-worth individuals. 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/
- 2 weeks ago50 min
What High Net Worth Homeowners Should Ask About Purchasing Insurance When Relocating To A Catastrophic Weather State
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Homeowners Should Ask About Purchasing Insurance When Relocating To A Catastrophic Weather State. To help prepare you, I've invited my good friends, Laurie Salkin, to join us. She is a Senior Client Executive at Fieldstone Insurance Group. Laurie is a high-net-worth insurance advisor who works with clients across all aspects of their insurance portfolios, from placing and securing proper coverage to analyzing complex risks and negotiating with carriers to achieve the best possible outcomes. 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 weeks ago42 min
What Business Partners Should Ask Before Signing An Operating Agreement
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Partners Should Ask Before Signing An Operating Agreement. To help prepare you, I've invited my good friend, Jessica Portalatín, to join us. She is the founder of Miami, Florida based, Portalatin Business Law Firm. Jessica is an innovative business attorney specializing in corporate, trademark, and contract law. She's been recognized as a Super Lawyers Rising Star for multiple years, she works with high-growth domestic and international businesses, helping them structure operations, protect intellectual property, and create clear governance documents that support long-term success. 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/
- Jun 30, 202632 min
What Business Owners Should Ask About Preventing and Mitigating Cyber Incidents
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask About Preventing and Mitigating Cyber Incidents. To help prepare you, I've invited my good friends, Kyle Merkel and Zach Kramer, to join us. Kyle Merkel, Area Vice President with Gallagher and is based in Woodland Hills, California, and joining us from Chicago, is Zach Kramer, Area Vice President at Risk Placement Services, Inc., which is part of Gallagher. Kyle brings deep experience helping business owners secure the right insurance and risk solutions, while Zach specializes in developing practical cyber risk management strategies for clients. Together they guide companies through the complex and evolving world of cyber threats and insurance 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/
- Jun 23, 202633 min
What Intelligent Business Owners Should Ask About Creative Tax Planning
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Intelligent Business Owners Should Ask About Creative Tax Planning. To help prepare you, I've invited my good friend, Michael Anthony, CPA, to join us. He is a strategic tax advisor to business owners and high-income professionals. With over two decades of experience that includes public accounting and executive CFO roles, Michael operates at the intersection of tax strategy, financial performance, and long-term wealth planning. He helps a select group of clients nationwide implement highly customized, proactive tax strategies designed to reduce liabilities, enhance cash flow, and improve profitability. 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/
- Jun 15, 202644 min
What High Net Worth Canadians Should Ask About Their Tax And Estate Strategy When Relocating To the U.S.
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Canadians Should Ask About Their Tax And Estate Strategy When Relocating To the U.S. To help prepare you, I've invited my good friend, Kim Moody, to join us. He is the founder of Moody's Private Client and Moody's Tax. With decades of experience in Canadian and cross-border tax planning, estate and succession planning, and international tax matters, Kim is one of Canada's leading voices for high-net-worth individuals, business owners, and executives navigating complex relocations to the United States. 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/
- Jun 9, 202632 min
What Canadian's Should Ask When Review Their Estate Plan
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadian's Should Ask When Review Their Estate Plan. To help prepare you, I've invited my good friend, Ed Olkovich, to join us. He is a Certified Specialist in Estates and Trusts Law, also known as "Mr. Wills," With decades of experience helping high-net-worth individuals and families protect their assets and provide for their loved ones, Ed is a trusted voice on wills, trusts, powers of attorney, and tax-efficient estate strategies. 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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