3 Questions Investors Should Ask About The Possibility of Lower Interest Rates
Release Date: 09/09/2024
What you should ask about residential retirement communities.
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions you should ask about residential retirement communities. To help prepare you, I’ve invited my good friend, Susan Pomerantz. She is the Owner and CEO of Concepts For Living. They are Senior Housing Specialists, who are dedicated to finding the community that will bring seniors the quality of life and care they all deserve. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on...
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What You Should Ask About Your High-End Valuable Personal Property.
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions to ask about your high-end valuable personal property. To help prepare you, I’ve invited my good friend, Amanda Martinez, a Client Executive with Hylant. She specializes in insuring high-net-worth client’s personal property. And returning to the podcast is Dana Ehrman of Luxury Selling Solutions. Dana specializes in identifying, valuing, and selling luxury items. From estate jewelry to fine art, Dana’s expertise covers it all. To schedule an online zoom consultation with Wayne to discuss your Wealth...
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What Cross-Border Families Should Ask Before Purchasing Canadian Based Life Insurance Policies
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border families should ask before purchasing Canadian based life insurance policies. To help prepare you, I’ve invited my good friend, Marc Gedeon, back to join us. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth Management...
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What Cross-Border Investors Should Ask About Taxes on Their Canadian and U.S. Government Retirement Benefits
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Cross-Border Investors should ask about Taxes on their Canadian and U.S. Government Retirement Benefits. To help prepare you, I’ve invited my good friend, Marc Gedeon, back to join us. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth...
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What Cross-Border Investors Should Ask About Dual Citizenship and Tax Residency
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Cross-Border Investors should ask about Dual Citizenship and Tax Residency. To help prepare you, I’ve invited my good friend, Marc Gedeon, to join us. He is the founder and principal at Gedeon Law and CPA. Marc and his team specialize in Cross-Border taxation matters; with an emphasis on tax preparation and planning for clients who work, invest and conduct business in the United States and Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link...
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3 Questions to Ask Before Purchasing a Yacht
3 Questions
To guide us through the key considerations of purchasing a yacht, we’re joined by a true expert in the field. Miami, Florida based Mirielle Enlow is a licensed yacht broker with Denison Yachting. She has over 15 years of experience in the yacht industry, and today, she’s joins us to answer 3 critical questions you must ask before purchasing a yacht. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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Thinking of Immigrating To Canada?
3 Questions
Joining us is once again is Catherine Sas. Catherine is a Vancouver, B.C. based Canadian Immigration attorney with Sas and Ing Immigration Law Centre. Catherine provides a full range of immigration services and is consistently recognized as a leading immigration practitioner. Catherine was voted Vancouver’s Best Immigration Lawyer for 10 years in a row. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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Considering A Move To Arizona?
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions To Ask When Considering A Move To Arizona. To assist with educating and informing us so that we can be better prepared is Gilbert, Arizona based Scott Fuller. Scott is the founder of AZHomeAdvisors.com. He assists his clients who are looking to buy, sell, invest in, and move to Arizona. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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The New Broker Compensation Agreement
3 Questions
Joining me, once again, to help unpack this topic and discuss the new broker compensation agreement is Will Flannigan. Will is a Real Estate Agent with VIP Premier Reality Corp here in Southern California. Will helps his clients buy and sell property throughout LA County, his intimate knowledge of Pasadena, Burbank, Glendale, Hollywood Hills and Beverly Hills. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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Questions Canadians Should Ask If Purchasing Real Estate In South Florida
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before purchasing Real Estate in South Florida. To help prepare you, we have invited our good friend, Rhonda Kohn. She is a seasoned bicoastal real estate agent with Keller Williams, serving buyers, sellers and renters in Miami and Los Angeles. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
info_outlineJoining me once again is Steve Cowley, Chief Investment Officer here at One Capital Management. Today, Wayne asks the 3 Questions Investors Should Ask About The Possibility of Lower Interest Rates.
First aired 1/29/2024
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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