For wealthy families and growing businesses with assets on both sides of the U.S. and Canadian border, managing wealth is a complex challenge filled with potential tax and liquidity pitfalls.
In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Wayne Baxter, Senior Executive Manager at One Capital Management, LLC. Wayne, who hosts the 3 Questions podcast, shares his strategy for simplifying and optimizing cross-border wealth management.
We dive into:
- Wayne's journey across the border.
- How he built his business within a business.
- The tax and risk management complexities of dual-country assets.
- The critical questions families should be asking their advisors today.
If you're navigating international wealth complexities, this episode provides the clarity and strategy you need to ensure your assets are protected, integrated, and aligned with your long-term goals.
Connect with Wayne:
LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
Website/Podcast: https://www.onecapital.com/3questions.php
Follow host Julio Gonzalez on:
- LinkedIn at https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube at @opticution
- Webpage www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

Are you confusing responsibility with accountability? Most leaders are, and it’s costing them high-performing teams and consistent results.
In this episode of From Stuck to Scaled, we’re joined by Dave Rosenberg, a combat-proven Naval Officer turned business strategist and the architect of the Radical Accountability™ Leadership Doctrine.
Dave breaks down the critical difference between responsibility (action in real-time) and accountability (owning the outcome). He shares how this doctrine—rooted in military precision and business pragmatism—eliminates blame-shifting, fosters true ownership, and creates resilient teams that consistently achieve measurable results (like doubling revenue and eliminating attrition).
Learn why leaders must own all failures, how to delegate authority effectively, and the three key tactical steps you can implement today to transform your managers into culture-driving leaders.
Dave is the author of Locked On Leadership and co-host of the Disarming Persuasion podcast.
Connect with Dave: LinkedIn: https://www.linkedin.com/in/daverosenbergspeaks/
Instagram: @lockedonleaders
YouTube: https://www.google.com/search?q=https://www.youtube.com/%40lockedonleadership
Follow host Julio Gonzalez on:
- LinkedIn at https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube at @opticution
- Webpage www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

The biggest challenge in a growing business? HR can’t be a one-person show.
In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Monica Martinez of PuzzleHR, a leader with over 25 years of experience in operations and HR for Fortune 1000 companies.
Monica reveals why the modern scope of HR—from recruiting to benefits to culture—is too large for a single generalist to handle effectively.
We discuss:
- The core roles and responsibilities of modern HR
- How to identify where your HR team is being spread too thin
- Strategies for resource optimization for SMBs
- Why aligning an HR team member's passion with their role is essential for retention
If you've ever felt that your HR systems are holding you back, this episode provides the clarity you need to scale your people strategy.
Connect with Monica Martinez:
LinkedIn: https://www.linkedin.com/in/monicamartinez1/
Follow host Julio Gonzalez on:
- LinkedIn: https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube: @opticution
- Webpage: www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!