What U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency
Release Date: 12/09/2025
What Cross-Border Investors Should Ask About Investing In Equities In 2026
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 investing in equities in 2026. To help prepare you, I’ve invited my good friend, Steve Cowley, to join us. He is the Chief Investment Officer at One Capital Management. He’s also the chairman of One Capital’s investment committee, a Chartered Financial Analyst, and a member of the Los Angeles Society of Financial Analysts. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our...
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What High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026
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On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026. To help prepare you, I’ve invited my good friend, Steve Cowley, to join us. Steve Cowley is the Chief Investment Officer here at One Capital Management. He is also the chairman of One Capital’s Investment Committee. Steve is a Chartered Financial Analyst and a member of the Los Angeles Society of Financial Analysts. To schedule an online zoom consultation with Wayne to discuss your Wealth...
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What Hight Net Worth Investors Should Ask Before Increasing Their Exposure To Private Assets
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On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask Before Increasing Their Exposure To Private Assets. To help prepare you, I’ve invited my good friend, Dr. Kelsey Syvrud, to join us. Dr. Kelsey Syvrud is the Assistant Department Chair and Associate Lecturer in the Department of Finance at Florida State University's College of Business, where she also serves as Director of the Gene Taylor Banking & Financial Studies Center. With a Ph.D., M.S., and B.S. in Finance from FSU. Her expertise spans multinational and...
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What Questions High Net Worth Investors Should Ask About Nevada Asset Protection Trusts
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On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask About Nevada Asset Protection Trusts. To help prepare you, I’ve invited my good friend, Haneen Kutub, to join us. Haneen is a Founding and Managing Partner at The Law Offices of Petrovich & Kutub in Fort Lauderdale, Florida, where she specializes in estate planning and probate. 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 Canadians Relocating Back To Canada From The U.S. Should Ask About Estate Planning
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Canadians Relocating Back To Canada From The U.S. Should Ask About Estate Planning. To help prepare you, I’ve invited my good friend, Craig Tervit, to join us. He is Founder of The Last Word, a Canadian Estate Planning law firm dedicated to helping clients craft comprehensive wills and estate plans that reflect their unique wishes and minimize family conflicts. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe...
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What Highly Regulated Business Should Ask Before Hiring a COO
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On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Highly Regulated Business Should Ask Before Hiring a COO. To help prepare you, I’ve invited my good friend, Julio Gonzalez, to join us. Julio is the Chief Execution Officer with OptiCution, where he specializes in optimizing business processes, enhancing efficiency, and driving growth for highly regulated industries. Julio helps businesses navigate complex operational challenges to achieve sustainable results. To schedule an online zoom consultation with Wayne to discuss your Wealth Management...
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What High Net Worth Families Should Ask About Long Term Care Planning For Their Loved Ones
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions HNW Families Should Ask About Long Term Care Planning For Their Loved Ones. To help prepare you, I’ve invited my good friend, Mimi Santry, to join us. Mimi is the Owner and a Certified Senior Advisor at Assisted Living Locators in Western Connecticut. She also serves as an advisor to Tendercare. An App designed to support caregivers by giving them organizational, planning and safety tools. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the...
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What To Ask About How Our Parents and Loved Ones Can Maintain Independence In Their Later Years
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On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About How Our Parents and Loved Ones Can Maintain Independence in Their Later Years. To help prepare you, I’ve invited my good friend, Laurie Miller, to join us. Laurie is the Founder of Apple Care and Companion, a Dallas-based home care agency. She also served as Past President of the Dallas Area Gerontological Society and co-founded initiatives like Conversation Ready NTX to promote end-of-life discussions, the Purpose Project for caregiver training, and AgeTechNow.com, which is a resource...
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What U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency. To help prepare you, I’ve invited my good friend, Juan Felipe Sanchez, to join us. He is a Partner at Mexican Business Law, a firm specializing in corporate law, mergers and acquisitions, real estate, and foreign investment. With extensive experience advising international clients on residency, business setup, and property transactions in Mexico, Juan is the ideal guide for navigating these opportunities. To schedule an online...
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What California Residents Should Ask About Their Estate Plan Before Relocating To Texas
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions California Residents Should Ask About Their Estate Plan Before Relocating To Texas. To help prepare you, I’ve invited my good friend, Marlyn Shulz, to join us. She is a Texas Estate Planning Attorney who is also licensed in California. With her firm, Brenham Estate Plans, Marlyn specializes in helping clients navigate complex relocations, estate strategies, and asset protection, drawing on her dual-state expertise to ensure seamless transitions for high-net-worth families. To schedule an online zoom...
info_outlineOn this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency. To help prepare you, I’ve invited my good friend, Juan Felipe Sanchez, to join us. He is a Partner at Mexican Business Law, a firm specializing in corporate law, mergers and acquisitions, real estate, and foreign investment. With extensive experience advising international clients on residency, business setup, and property transactions in Mexico, Juan is the ideal guide for navigating these opportunities.
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