The Fortunate Fishes Podcast
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The Wealth Advisor Red Flags No One Tells You | Will Finnerty
Will Finnerty teaches a simple three bucket wealth system built on trust and stewardship, not products.
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"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 peopl
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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 t
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"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 te
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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 und
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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
"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
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14 Years on the Equities Desk: The Truth About Big Money Trading | Luis d'Amato
Most advice on wealth is written by people who've never traded through hyperinflation, been on a trading floor on 9/11, or built a firm after being legally barred from their industry for eight years. This conversation is different. Luis D'Amato spent 20 years inside Hedging Griffo — Brazil's legenda
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Built a Global Retail Empire at 21, Then Sold It for 8 Figures | Anthony Ng Monica
Anthony Ng Monica from London refused to fail in both business and life. He built a company called Swogo with no co-founders, no venture capital, and no connections. Then sold it for eight figures, all cash. Anthony did it by understanding something most founders never figure out: enterprise sales i
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"Can Kindness Stop a War?" The Science Behind Humanity's Most Ignored Superpower | Jaclyn Lindsey
Most people in the room with $600M in average net worth don't want to hear about kindness. Until they see the data. Jaclyn Lindsey — co-founder and CEO of Kindness.org — walks into those rooms and flips the assumption. The science wins every time. Jaclyn built a 10-year research organization with an
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Lost $20M in 20 Minutes. Slept in My Car. Built $500M | Damion Lupo
In 2005, Damion's grandmother sent him a letter that read: " Damion, you should stay single. You're too much of a selfish ass hole. You should not be with anybody." Three years later, the universe delivered a harsher message: he lost $20 million in 20 minutes, slept in his car, and was $5 million in
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The Wealth Advisor Red Flags No One Tells You | Will Finnerty
Will Finnerty teaches a simple three bucket wealth system built on trust and stewardship, not products.
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"Saturdays Didn't Exist for 5 Years" - $1,700 to $1B Exit Framework | Sofia Castro
She was 19, pregnant, and on government assistance. He was 22 with no car, no diploma, and three failed businesses. Her mother pulled $1,700 from her bra and made them promise not to waste it. Thirty-five years later - billion-dollar exit, 2,800 rental doors, 100-year family legacy in motion. The Fo
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Harvard's Best on AI, Space Investment, and the Search for Technological Markers | Avi Loeb - Part 2
A Harvard department chair told Avi Loeb the job would consume 90% of his time. He did it in 20%—while holding two other leadership positions simultaneously. The difference wasn't talent. It was architecture. Loeb doesn't play by academia's rules. Tenure in three years. Founding director of Harvard'
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NASA Just Pushed a Narrative, This Is Not The Way Science Is Done | Avi Loeb Part 1
Scientists spent $90 million over a decade searching for a "ghost particle" that doesn't exist. Nobody called it "nonsense on stilts." But when Avi Loeb, Harvard professor of science, Former Chair of Harvard's Department of Astronomy, and Best Selling Author of 9 books, wrote one sentence suggesting
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"We Don't Hire From Resumes—We Mine For Sparkle" | Valerie Jensen, Part 2
Most people see 80% unemployment among adults with disabilities and think "charity opportunity." Wrong. It's the largest untapped labor market in America—and the accommodations often cost under $250. Valerie Jensen built movie theaters and farms entirely staffed by people with autism. Not as social
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"80% Unemployment Is Just Lazy Thinking" | Valerie Jensen Part 1
Former second-grade teacher stops wrecking ball, builds theater employing 300+ people with disabilities, pays out $37M in wages, pivots entire workforce to maple syrup farm during COVID, attracts Ryan Reynolds, becomes top-grossing 4-screen theater in America. This isn't charity. This is execution.
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Two Marathons a Day Across the Sahara Desert | Charlie Engle - Part 1
Charlie Engle shows that real resilience comes not from pushing harder but from channeling obsession into deliberate discomfort and taking life one hard mile at a time, a mindset that carried him across the Sahara, through addiction, and even beyond federal prison.
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I Ran 135 miles in 2 Days While In Prison | Charlie Engle
Charlie Engle turned 21 months in federal prison into a service mission that transformed his life and the lives of dozens of inmates, proving that consistency, purpose, and attraction over promotion create real impact long after running across the Sahara.
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If They Only Manage Money, Fire Them | James Bogart - Part 2
James Bogart scaled a $100M+ advisory by giving away expert guidance for free, using digital education to create a compounding flywheel that attracts ideal clients through trust, tax strategy, and behavioral accountability rather than traditional sales.
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Create Value, You'll Never Have to Sell | James Bogart - Part 1
James Bogart scaled from $600M to $3B by mastering one retirement niche, giving the expertise away for free
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50% Growth Every Year. Don Wenner's Elite System | Don Wenner
Don Wenner explains how the Flywheel and 20 Mile March principles became the foundation of DLP Capital’s long term consistent growth.
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Top Expert Dana Herrera on New Medicines of the Future | Dana Herrera
Herrera and Garcia explore stem cells, psychedelics, and the soul of healing.
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Humanoid Robots, AI, and What’s Next for Humanity | Will Summerlin
AI is here: Garcia and Summerlin explore jobs, ethics, and humanity’s future.
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Conflict Resolution Expert Reveals the Secrets to Real Connection | Dr. David Baum
Host Charlie Garcia speaks with Dr. David Baum, a conflict mediator who went from fire-eating to guiding dialogues from Rwanda to Fortune 500 boardrooms.
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Harvard Physicist Turned Wall Street Wizard | Vineer Bhansali
Vineer Bhansali’s rise from a railworker’s kid to Harvard physicist, Wall Street risk pioneer, and 135-mile Death Valley ultrarunner proves that disciplined mindset, resilience, and relentless self-experimentation turn “impossible” into fuel for success.
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Emotional Intelligence, Leadership Truths & Turning Failure Into Fuel | Greg Witz
Entrepreneur and coach Greg Witz joins Fortunate Fishes to share unfiltered insights on resilience, relationships, and what it truly means to be a better human.
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No One Talks About This Side of Wealth… | Hillel Presser
In this episode of Fortunate FISHES, Charlie Garcia sits down with Hillel Presser—the lawyer billionaires, athletes, and first-gen entrepreneurs trust to protect what matters most. But this episode isn’t just about protecting wealth—it’s about legacy, grit, and the mindset that built it all.
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Most Founders Don’t Figure This Out Until After They Burn Out | Mark Moses
Join Charlie Garcia as he sits down with Mark Moses—entrepreneur, CEO coach, and founder of CEO Coaching International—for a candid conversation on what it really takes to win in business and lif
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What Billionaires Know That You Don’t | Troy Templeton
Join Charlie Garcia as he sits down with Troy Templeton, the visionary behind one of America’s top private equity firms.In this episode of Fortunate FISHES, Troy reveals what billionaires know that most people don’t—and why things like “price” and “budgets” might actually hold you back.From early influences like Junior Achievement to building a billion-dollar fund through clarity, emotional control, and long-term thinking, Troy’s story is packed with mindset shifts that challenge the status quo.
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From Bedroom Startup to $100M Exit - Frank Rodriguez
Join Charlie Garcia as he interviews Frank Rodriguez, a Harvard Law graduate who hated practicing law and instead built Corporate Creations from a spare bedroom into a business empire that sold for over $100 million.
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He Followed Orders His Whole Life—Then He Broke the Rules | Fortunate FISHES - Joe McCabe
Joe McCabe could have followed the family path—law enforcement, stability, tradition. Instead, he chose something far more uncertain: entrepreneurship.
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Bobby Castro’s Radical Journey Through PMA, Momentum, and Mindset
In this eye-opening episode of Fortunate FISHES, self-made billionaire and unapologetically real entrepreneur Bobby Castro joins the show to share how he went from dropping out of school in the 9th grade to building and selling a billion-dollar company.
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Mike Stoltzfus: Living a life of purpose, discipline, and generosity
In this powerful episode of Fortunate FISHES, entrepreneur and radical giver Mike Stoltzfus shares how a life of purpose, discipline, and generosity began as early as age 10—and ultimately led to giving away 90% of his income by the time he was 27.
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From Adversity to Success: Mark Moses
In this episode of Fortunate Fishes, host Charlie Garcia interviews Mark Moses, a serial entrepreneur and coach who turned challenges into success.
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From Debt to $4B Empire: Barbie Castro’s Secrets to Wealth, Health & Purpose
In this inspiring episode of Fortunate Fishes, entrepreneur, actress, and philanthropist Barbie Castro shares her incredible journey—from struggling with credit card debt to co-founding a $4 billion family business. Discover how she balanced success in real estate, Hollywood, and motherhood while staying true to her purpose.
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Entrepreneurship, Family, and Legacy: Hillel Presser's Journey
In this episode of Fortunate Fishes, host Charlie Garcia interviews Hillel Presser, a lawyer, entrepreneur, and real estate investor. Hillel shares his journey of building wealth, learning from failures, and staying true to his values of family, ambition, and gratitude.
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From Entrepreneur to Philanthropist: Brian Sidman's Journey
In this episode of Fortunate Fishes, host Charlie Garcia interviews Brian Sidman, a serial entrepreneur who built multiple successful businesses while making a big impact through philanthropy. Brian shares his journey, from learning from failures to empowering young artists through Kids Basel and raising millions for St. Jude Children's Research Hospital. Tune in for an inspiring story of success, resilience, and giving back.
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Leadership and Social Impact: Barbara Goodstein
In this episode of Fortunate Fishes, host Charlie Garcia interviews Barbara Goodstein, a top executive and advocate for social justice. Barbara shares her journey of breaking barriers in finance, the importance of mentorship, and her fight against corruption in guardianship systems.
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From Military Service to Real Estate Success: Joe McCabe
In this episode of Fortunate Fishes, host Charlie Garcia interviews Joe McCabe, a former U.S. Army captain turned real estate entrepreneur. Joe shares his journey of resilience, mentorship, and building a successful business while giving back to veterans and his community.
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From Humble Beginnings to Billion-Dollar Success: Angel Alvarez's Journey
In this episode of Fortunate Fishes, host Charlie Garcia interviews Angel Alvarez, a Cuban immigrant who built a billion-dollar contact lens business. Angel shares his journey from humble beginnings to entrepreneurial success, emphasizing the importance of creating value, learning from failures, and giving back. He discusses his passion for philanthropy, mentoring young entrepreneurs, and inspiring the next generation to use their talents for good.
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