The Fortunate FISHES Podcast

Charlie Garcia
  • 5.0 (5)
  • Entrepreneurship

R360 Global's "Fortunate FISHES Podcast" offers viewers an exclusive look into the entrepreneurial journey of individuals who have achieved an ultra high net worth. We focus on wealth & business Insights, building financial communities, and legacy building for those who want to understand and achieve wealth. At R360, we see wealth as something much bigger than accumulating money. We see wealth as Financial, Intellectual, Social, Human, Emotional, and Spiritual capital - which spells FISHES. In this podcast we're going to showcase many fortunate FISHES, learn about their journey, and offer valuable lessons to our viewers who want to achieve their own success.

  1. Sep 3

    Why Emerging Managers are the Next Big Investment Frontier | Lincoln Archibald

    The data is not ambiguous. Smaller funds, first funds, second funds outperform. They still get a fraction of the dollars. Charlie Garcia sits down with Lincoln Archibald, managing partner of Fund Launch Partners. Lincoln has screened over 3,000 emerging managers in the past two and a half years and partners with about twenty per fund across venture, private equity, real estate, real assets and private credit. He does not buy their funds. He buys five to fifteen percent of their management companies, in perpetuity. Three Main Functions Of A Firm: → Raise money → Do deals → Everything else — administration, operations, compliance, audit readiness Leg three is what kills people. Managers were arriving having already spent half a million dollars on setup with zero subscribed LPs. So Fund Launch interviewed roughly a hundred law firms and negotiated bulk pricing, then did the same for administration and compliance. Clients started offering equity to get Lincoln on the team, and he said no. Two years later those same managers were running 200 and 400 million dollars. The model changed. Minimum Viable First Close: → Twenty percent of target before you launch — ten million on a fifty million dollar fund → Two years of personal runway before you take a paycheck → Two percent GP commitment, every fund, not just the first one Why this matters at this level: the average net operating margin on a fund management company runs forty to fifty percent, fee income compounds across vintages while headcount stays flat, and the allocator bias against fund one is a pricing inefficiency rather than a risk signal. Lincoln also makes the case for the family structure — fund your kids' fund one, sit on the investment committee, let them build a real track record with real economics. For the operator whose second act is managing other people's money, and the allocator still paying up for fund fifteen. More on Lincoln and his firm: https://www.fundlaunchpartners.com/ Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #GPStakes #GPSeeding #EmergingManagers #PrivateMarkets #AlternativeInvestments #FundOne #PrivateEquity #VentureCapital #FamilyOffice #CapitalRaising #FundEconomics #Allocators #FundLaunchPartners #FortunateFishes #R360Global "Message us"

  2. Aug 13

    $10M Oprah Pledge to 130 Stadiums: The Journey Toward Global Impact | Craig Kielburger

    A 12-year-old reads a newspaper story about a murdered child slave in Pakistan and does not turn the page. Thirty-one years later, Craig Kielburger has built schools with Oprah, filled 130 stadiums on four continents, and now quietly builds and runs the philanthropic vehicles of Madonna, Tony Robbins, and Martin Luther King III. This is not a conversation about generosity. It is about why people with unlimited resources still fail to create impact, and the specific operational reason most philanthropic visions die inside a donor-advised fund. Legacy+, the foundry model: → The constraint is almost never capital or vision. It is that nobody wants to own the 3 a.m. phone call. → Remove the requirement to build it yourself and the average vision gets 10x bigger inside the same conversation. → Design the theory of change, build the brand, staff it, ship it. The vision stays yours. The execution does not have to be. Craig was a young teenager when Oprah pledged north of ten million dollars on air. The next morning her COO sat him down and told him the money was not coming, then offered a deal: answer three questions and it is yours. Craig did not know what the words in the questions meant, and tried to negotiate anyway — define them and maybe we have them. The COO funded the pledge on the condition that Craig show up every month and stand in front of Oprah's board every quarter. Unlimited Life, the sequence most people run backwards: → Longevity medicine buys the time. Biohacking supplies the energy. Purpose work supplies the direction. → Depleted people cannot be of service. Refill first, deploy second. For anyone who has already won and is now deciding what the money is actually for, this episode is about the gap between wanting impact and having it, and who fills that gap. Craig also names the number he is least proud of, 200-plus travel days a year, and what his oldest son's health forced him to learn about it. For the operator whose philanthropy is still a someday. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #StrategicPhilanthropy #FamilyOffice #GenerationalWealth #LegacyPlanning #ImpactAtScale #SocialEntrepreneurship #PurposeAfterExit #DonorAdvisedFund #Longevity #Biohacking #LegacyPlus #R360 #FortunateFishes #CraigKielburger "Message us"

  3. Jun 25

    "Teach First, Sell Last" | How One Niche Built a $4B Firm | James Bogart

    Most people think the hard part is making the money. The ones who actually make it learn the hard part comes after — when the constraint stops being dollars and starts being time, meaning, and who you are without the title. And the quiet truth underneath it: the single mistake costing ordinary people millions isn't complicated or exotic — it's leaving free money on the table, year after year, and never noticing. James Bogart knows both halves firsthand. He's the founder and CEO of Bogart Wealth, a nationally recognized independent firm managing roughly $4 billion — built from $600M in four years, organically, with zero acquisitions. He passed the CFP exam before he finished college and built the whole thing on one rare idea in finance: teach first, sell last.  The cost of that build shows up off the balance sheet — 300 flight hours a year, three young kids, and a wife who finally told him: "You'll sell the business for the family. You won't sell it for yourself." Most wealth podcasts hand you tactics. This one starts with the question almost no successful man answers honestly — who are you when the title is gone? The story then moves into a financial-planning clinic dense enough to screenshot. The Bogart Operating System: → Teach first, sell last — he built $4B organically, zero acquisitions, because clients don't keep value a secret → Start with the plan, not the product — the plan is the epicenter; every insurance, tax, and estate decision sequences from it → Ask one question before any recommendation: what's the incentive structure of the person advising you? The Fiduciary Test: A $25M client split her money — $15M with Bogart, $10M elsewhere. He opened the other portfolio: structured notes and non-traded real estate, commissions up to 10%. He asked the other advisor if any of it had been disclosed. The answer — "She's accredited, she should know" — is the whole argument for why the incentive question matters more than the returns. The Free-Money Mistake: → A 6% match on a $100K salary is a 100% instant return — and people still don't contribute → NUA can save $10K–$250K in tax by arbitraging capital gains against ordinary income on company stock The reframe that outlasts the tactics: → Stop being "CEO." Become Chief Energy Officer — the person whose call your kids pick up because they hang up with more energy The tactics in this episode will save some people six figures. The questions in it might save a marriage. Bogart is one of the few who'll discuss both in the same breath. This is a new episode and builds on the first conversation with James (Parts 1 & 2) — if you haven't watched that one, it's worth going back to first. Learn more about James and his firm: https://bogartwealth.com/ Books Mentioned: Who Moved My Cheese? (Spencer Johnson) The 7 Habits of Highly Effective People (Stephen Covey) For the operator who already won the money game and quietly suspects the next game is harder. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #WealthManagement #FamilyOffice #UHNW #FinancialPlanning #FiduciaryAdvisor #EstatePlanning #TaxStrategy #RIA #CertifiedFinancialPlanner #NUA #401k #BusinessSuccession #LegacyPlanning #Entrepreneurship #WealthBuilding #FortunateFishes #JamesBogart #BogartWealth #CharlieGarcia #GenerationalWealth #FinancialLiteracy #AssetProtection #CharitableGiving #ExitStrategy #FounderMindset "Message us"

  4. Jun 11

    The PhD Who Sold for $15M at 35 — Then Built Something He'd Never Sell | Dr. Phil Radford

    Dr. Phil Radford sold his first company at 35 and walked away with $15 million. The first week on the beach was paradise. By the second week he was watching his phone — stocks up, he's happy; stocks down, he's sad — and he knew this would not be his life. Most founders chase the exit. Phil Radford treated the exit as the problem. What he built next is called Radeas Labs. He owns 100% — no investors, no debt, 500 employees across all 50 states, tens of millions of tests a year. The Radeas Operating Code: → Never take debt or partners you don't need — they steal the right to say no → Grow slow on purpose; "if it grows slow, that's fine" is a strategy, not a consolation → Trust is the product; a one-in-a-million error rate is the floor, not the goal When COVID erased 70% of his clinical business in a single week, he didn't furlough a soul. He stopped paying himself instead, then rebuilt the company into the testing infrastructure for ACC football, 200 universities, and Disney's cruise ships. The government paid $50 per test. His reagent kits cost $45. He ran it anyway because his own auditor called and said: don't run from your calling. On wealth and meaning: → "Money is just energy" — positive or negative depending entirely on what you do with it → Reverse tithing: he gives away $9 for every $1 he spends → The apple lesson — as a leader, take the small apple, give the customer the best one After a certain number, the scoreboard stops mattering. Radford is the rare operator who engineered for control and conviction before the exit, not after — which is precisely why the post-exit existential crisis that flattens most founders never touched him. Books & Sources Mentioned: The Bible — specifically Psalm 19, James, Philippians, and Romans (memorized) Dave Ramsey's financial principles (the 7 Baby Steps) Presidential and inventor biographies — John Adams, George Washington, and The Wright Brothers (David McCullough) For the founder who already won and is quietly asking what the money was for. And for anyone interested in the foundational experiences that build a lasting career. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #UHNW #FamilyOffice #FounderJourney #BootstrappedToMillions #DebtFreeBusiness #WealthAndMeaning #EntrepreneurMindset #BusinessExit #LegacyWealth #FaithAndBusiness #ReverseTithing #PrivateWealth #CEOMindset #R360 #FortunateFishes "Message us"

  5. Jun 4

    "An Advil Almost Ended Me — Then I Found My WHY" | The WHY Operating System | Dr. Gary Sanchez

    Dr. Gary Sanchez, 32-year-old dentist, took two Advil for a hangover. One didn't dissolve, burned through an artery, and he lost half his blood waiting 11 hours in an ER. Two doctors told him he'd die either way. Then his phone rang — and a single call changed his life. Most self-knowledge advice tells you to "find your why" and stops there. Gary Sanchez spent seven years interviewing strangers on airplanes for free until he proved something nobody else had. There aren't infinite motivations. There are exactly nine WHYs. The WHY Operating System (WHY.os): → Self-awareness is the first move in peak performance — and you can't act on what you can't articulate → Who first, then what: pick the role after you know the operator, never before → The younger you discover yours, the longer your runway to be who you were built to be Sanchez doesn't just claim the system works — he can point to a man who bet his career on it. Baseball coach Brian Green adopted the WHY.os early, ran his entire roster through it, and circled his favorite players at lunch — they all shared his same WHY.  He started recruiting for it. The result: 34 consecutive winning seasons, nine All-Americans, and the largest turnaround in NCAA history across three programs that had each won 11 games before he arrived. Where the system compounds: → Marriage: a "mastery" spouse hands a "simplify" spouse three books; she wanted three bullet points. Twenty years of friction, explained in one diagram. → Succession: the founder whose WHY is "don't screw it up" and the heir whose WHY is "contribute" aren't in conflict — they lack shared language. For operators past the number, the constraint stops being capital and becomes fit. Misaligned heirs, mismatched partners, and a next chapter chosen by default instead of design quietly destroy more family wealth than any market does. This is the diagnostic layer most estates skip. Discover your WHY: → WHY Institute — https://whyinstitute.com/ → Discover My WHY (the 5-minute assessment) — https://whyinstitute.com/why-discovery/ → Discover My WHY.os (WHY, HOW, and WHAT) — https://whyinstitute.com/why-os-discovery/ Books mentioned: You Had Me at WHY (Dr. Gary Sanchez) The Way to Your WHY (Dr. Gary Sanchez) Start With Why (Simon Sinek) True North (Bill George) Authentic Leadership (Bill George) It Works (R.H.J.) Replay (Ken Grimwood) A Message to Garcia (Elbert Hubbard) A Message from Garcia (Charlie Garcia) Think and Grow Rich (Napoleon Hill) How to Win Friends and Influence People (Dale Carnegie) For founders building a second act, a family office, or a team they'll never have to micromanage. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #WHYos #DrGarySanchez #FortunateFishes #CharlieGarcia #FindYourWhy #PeakPerformance #FamilyOffice #WealthCreators #SuccessionPlanning #UHNWI #FamilyGovernance #LegacyPlanning #EntrepreneurMindset #SelfAwareness #LeadershipDevelopment #GenerationalWealth #PersonalBranding #SimonSinek #ExecutiveCoaching #SecondAct "Message us"

  6. May 28

    Surviving the Odds & Reinventing the Orthodontic Industry | Dr. Jason Gladwell

    Dr. Jason Gladwell mailed Glock 19 handguns to a gun-club list as a promotional offer for clear aligners. CNN ran it. Invisalign pulled him off their site. His own PE group scrubbed him. The schedule sold out anyway — and the gun store had its best month ever. The stunt is the hook. The operator underneath it is the story: dirt-poor North Omaha to the #2 Invisalign provider in the U.S., 15,000 cases, a 9x single-day world record, and a 2021 exit to LightWave he rolled 30% back into. Jason's story is one of self-invention: a single mom, a brother sliding into gang life, a move to North Carolina to escape it, and a degree he designed himself because a mentor told him biology was worthless.  No money, no network, no study habits — just a kid who got into NC State off the waitlist, looked around the room, decided he was outgunned, and built the discipline to win anyway. He left the herd on every decision that mattered, and absorbed the arrows each time. The Outgunned Operating System: → Set rules your peers won't follow — "never miss a class" was the entire edge at NC State → Disagree and commit: pitch the idea, let the team object, then own 100% of the downside if it breaks → Build the contingency plan before you fly close to the sun, not after The financing reinvention is the quieter masterclass. The industry wanted 20% down and full payment before treatment ended. Gladwell read that the average person carries $300–400 in disposable income, so the math didn't math. He flipped it: low down, 0% financing, direct deposit, and he'd stretch a 24-month case to 28 months. Soccer moms talked. The referral engine paid for everything. On forgiveness, compounding, and the exit: → A grudge is "drinking poison and waiting for someone else to die" — he forgives fast, but if you screw him, he's coming → He sold to LightWave in 2021, kept full control of his people and systems, bought himself a gold watch — then worked harder than ever After the liquidity event the real questions surface: are your kids competitive when they've never known adversity, and are you saying yes to others more than to your own family? For operators past their exit, that's the actual game. Books Mentioned: The 7 Habits of Highly Effective People (Stephen Covey) Making Money Is Killing Your Business (Chuck Blakeman) A Message from Garcia (Charles Patrick Garcia) It Works (R.H. Jarrett) Through My Eyes: Eye Surgeon (the surgeon's memoir Charlie references) The Yes! Attitude (Jeffrey Gitomer) Blink (Malcolm Gladwell — no relation) Unreasonable Hospitality (Will Guidara) The Little Red Book of Selling (Jeffrey Gitomer) The Structure of Scientific Revolutions (Thomas Kuhn) For the founder who already exited and is deciding what the next 30 years are actually for. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #FortunateFishes #JasonGladwell #CharlieGarcia #UHNW #UltraHighNetWorth #EntrepreneurMindset #FounderToExit #PrivateEquity #DentalDSO #Invisalign #BusinessAcquisition #SPAC #FamilyOffice #WealthBuilding #ExitStrategy #FounderStories #ContrarianThinking #LegacyWealth #R360 #DisagreeAndCommit "Message us"

  7. May 21

    Soldier of the Year, Space Force Tech & the Future of Venture | Chris Shonk

    Chris Shonk has lived four lives most people would not survive. One of eight children, Army Special Operations Soldier of the Year, Merrill Lynch analyst, private equity founder, pawn shop operator, public-company builder, and now venture investor in AI, space, and defense. The contrarian lesson is not "move faster." It's know what is real, know what is coming, and build where they collide. Shonk calls this living between history and sci-fi — the place where serious capital, national security, and family legacy now meet. The History / Sci-Fi Barbell: → Study what actually happened, not consensus narratives. → Track the choke points: power, compute, data privacy, orbital awareness. → Invest where old-world friction meets new-world capability. He learned the pattern in Special Operations, where the edge was not shooting or fitness — everyone had that. It was digesting imperfect information, finding the gaps, building a plan, and acting under pressure.  Later, in pawn shops, the same playbook turned a gritty business into tech arbitrage: centralized inventory, CRM, online distribution, and KPIs 10x better than public competitors. The Hispanic-growth thesis he found inside those stores led to a first check into Siete Foods at 152x. The Shonk Operating System: → PACE planning: primary, alternate, contingency, emergency. → "We" over "me": gratitude, family, service, shared mission. → Capability timing: early, late, or just right. He now sits on the board of Slingshot Aerospace — the company the US Space Force uses to track every object in orbit — and tells Charlie, on the record, that the B-2 strike on Iran's nuclear facilities and the Venezuela radar blackouts were "coordinated efforts, and Space Force is a material part." For UHNW families and entrepreneurs, this is the real conversation: not how to make money, but where power is moving, what your children must learn, and how to stay useful when AI, space, defense, and energy redraw the map. Books mentioned: Atlas Shrugged — Ayn Rand Against the Gods — Peter L. Bernstein The Richest Man in Babylon — George S. Clason Boy Scout Handbook — Boy Scouts of America U.S. Army Infantry Field Manual Dune — Frank Herbert Starship Troopers — Robert A. Heinlein Journey to the Center of the Earth — Jules Verne Twenty Thousand Leagues Under the Sea — Jules Verne Replay — Ken Grimwood Ready Player One — Ernest Cline For founders, family offices, investors, and builders who know the next frontier will not be polite. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #ChrisShonk #CharlieGarcia #FortunateFISHES #UltraHighNetWorth #FamilyOffice #PrivateWealth #VentureCapital #DefenseTech #ArtificialIntelligence #SpaceEconomy #NationalSecurity #AIInfrastructure #DataPrivacy #PowerInfrastructure #LegacyBuilding "Message us"

  8. May 13

    "Your Legacy Isn't Your Money" | Behind R360's Most Iconic Documentary Storyteller | Silvia Costa

    Silvia Costa has sat in the living rooms of 31 ultra-high-net-worth families — worth an average of $600M — and asked them one question no financial advisor ever will: "What do you want to tell the great-grandchildren you'll never meet?" What comes out is not investment philosophy. It's something far more valuable. She spent two decades producing "The Business Profile" for CNBC Europe, BBC America, and Financial Times TV across 72 countries. Then she walked away to document the human side of dynastic wealth — what it's built on, and what destroys it by the third generation. The Art With Truth Framework: → Never arrive with a script. The story tells you what it is. → The ending is almost always connected to the beginning — find the thread first. → Contradictions aren't problems to resolve. They're the truth. One member in California said at the end of his filming session: "No more therapy for a month — this was enough." Another member filmed hers while receiving chemotherapy for pancreatic cancer. Her family now visits her gravesite in Miami and scans a QR code on her headstone to watch her speak directly to generations she would never meet. That is what a legacy film actually does. What thriving multi-generational families share: → Family unity held as non-negotiable — not agreement, unity. → Emotional capital: the ability to process love across generations. → Values transmitted alongside wealth, not after it disappears. 80% of R360's membership are first-generation wealth creators. The research is clear: without the story behind the money, the money is gone by generation three. Silvia Costa has built the system that changes that. Books mentioned: Love Work:Live Life — David Oliver Good to Great — Jim Collins For founders, wealth creators, and family office principals who understand that capital without context is just a countdown. Subscribe for more insights from leaders redefining what it means to be truly wealthy.   Interested in becoming a member of R360 Global? Visit our website: https://www.r360global.com/   Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/ Charlie’s Substack: https://substack.com/@cpgarcia?  Instagram: https://www.instagram.com/fortunatefishes/  X: https://x.com/R360FISHES #UHNW #FamilyOffice #LegacyPlanning #WealthManagement #MultiGenerationalWealth #FamilyWealth #PrivateWealth #WealthCreators #Entrepreneurship #LegacyFilms #DocumentaryFilm #FortunateFishes #R360 #FamilyGovernance #WealthPreservation #UltraHighNetWorth #FounderStory #BusinessLegacy #WealthTransfer #FamilyBusiness "Message us"

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Ratings & Reviews

5
out of 5
5 Ratings

About

R360 Global's "Fortunate FISHES Podcast" offers viewers an exclusive look into the entrepreneurial journey of individuals who have achieved an ultra high net worth. We focus on wealth & business Insights, building financial communities, and legacy building for those who want to understand and achieve wealth. At R360, we see wealth as something much bigger than accumulating money. We see wealth as Financial, Intellectual, Social, Human, Emotional, and Spiritual capital - which spells FISHES. In this podcast we're going to showcase many fortunate FISHES, learn about their journey, and offer valuable lessons to our viewers who want to achieve their own success.

Information

  • Creator
    Charlie Garcia
  • Years Active
    2025 - 2026
  • Episodes
    42
  • Rating
    Explicit
  • Copyright
    © 2026 The Fortunate FISHES Podcast
  • Show Website
    The Fortunate FISHES Podcast

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