Claim OwnershipThe Fortunate FISHES Podcast
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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.
31 Episodes
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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 debt. Most people who lose everything don't come back. Damian Lupo built a $500M construction company that's rewriting how America builds houses - and raised $250 million from individuals,...
Will Finnerty has served 72 families through nine-figure exits and has earned ZERO salary. Pure P&L. His paycheck dropped 60% in 18 days during COVID—because his compensation is tied directly to client outcomes. Most advisors tell you what to buy. Will spent 16 years teaching entrepreneurship at Georgetown University and 31 years learning what actually keeps multi-generational wealth intact. The answer has nothing to do with municipal bonds. The Three Buckets Framework: → Liquidi...
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 Focus Framework (What Actually Worked): → Daily checklist → Monthly goals → Quarterly targets → 5-year vision → No Saturdays or Sundays for the first five years → "Horse blinders"—zero outside nois...
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's Black Hole Initiative. Currently hunting for extraterrestrial technology while most scientists mock the question. His approach to leadership and science challenges everything the establishment h...
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 an interstellar object might have technological origins, the journal editor demanded that he remove it. Avi Loeb has written over 1,000 scientific papers. He thinks differently than most scientis...
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 impact. As the best business model she could design. Her method: "Sparkle Mining"—watch what makes someone light up, build their role around it. For 20 years, this only worked because Valerie had ...
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. The conventional wisdom: people with disabilities need special accommodations, lowered expectations, sheltered workshops. Jensen's contrarian insight: the 80% unemployment rate is lazy thinking. T...
Charlie Engel ran across the Sahara Desert. Then federal agents arrested him at his condo for signing a mortgage document—while billionaire CEOs who crashed the economy walked free. He served 21 months. What he built inside changed everything. Most people in minimum security hide. Charlie started running at 5 AM every day around the prison rec yard. An inmate named Pick and Roll told him "21 months isn't long enough to unpack your bags." Charlie realized something: his happiness was still en...
Charlie Engel ran 4,300 miles across the Sahara Desert in 140-degree heat, sinking sand, and sandstorms—two marathons per day for 111 days. But the running wasn't the hard part. The hard part was unlearning everything he thought resilience meant. Most entrepreneurs think resilience comes from pushing harder. Charlie discovered it comes from detachment from outcomes while maintaining relentless forward motion. The Day-By-Day Framework: → Week one almost killed the expedition—support vehicle...
Most wealth advisors gatekeep content and charge for advice. James Bogart built a $100M+ practice doing the opposite—giving everything away for free. When COVID killed his dinner seminars, he went digital. First Zoom: 397 attendees. Within months: 100 new leads per week. The contrarian bet paid off. The strategy wasn't generosity—it was game theory. No payment means no conflict. Free content creates relationships at scale. Digital compounds like interest. The Free Content Flywheel: →...
Most wealth advisors chase clients. James Bogart turned 60-80 retirees into evangelists by giving away everything for free—then asked them not to keep him a secret. The result: $600M to $3B in assets under management. Zero M&A. Pure referrals. The insight: Fortune 500 employees with pensions are vastly uneducated about net unrealized depreciation, mega backdoor Roth strategies, and pension-to-401k transitions. Bogart became the expert HR departments wish they had—then gave that expertise...
Don Wenner spent a full day one-on-one with Jim Collins. What he learned about the Flywheel and 20 Mile March principle drove 50% compounded growth for 19 years. This isn't theory. Don built DLP Capital from zero to nearly $1 billion with 1,000 employees across real estate, banking, and impact investing. He made the Inc. 500 list 13 consecutive years while integrating faith, family, and profit. What makes this conversation different?: - The hiring system behind 7 interviews per week for a ...
What if science and spirituality were never meant to be separate? In this mind-expanding episode, Charlie Garcia sits down with Dana Herrera, original member and shareholder of RMIA Stem Cell Clinic in Costa Rica — a pioneer who’s helping people reverse their biological age and reconnect with their soul. Dana reveals how regenerative medicine, stem cells, fasting, and psychedelics like psilocybin, MDMA, and ketamine are reshaping the future of healing — doing “10 years of therapy in a week.”...
The AI revolution isn’t coming—it’s here. From humanoid robots that can walk and lift to ChatGPT’s explosive rise to 100 million users in 60 days, technology is evolving at a pace unlike any other moment in human history. In this episode of Fortunate Fishes, host Charlie Garcia sits down with Will Summerlin—AI researcher, entrepreneur, and rising expert in technology—to explore how artificial intelligence and robotics are reshaping jobs, leadership, and humanity itself. You’ll learn:...
How do you turn conflict into connection? In this episode of Fortunate Fishes, host Charlie Garcia speaks with Dr. David Baum—an internationally recognized conflict mediator and leadership consultant who has guided dialogues everywhere from Northern Ireland and Rwanda to Fortune 500 boardrooms. David’s journey is extraordinary. He put himself through graduate school (achieving a PhD in Divinity and Social Psychology), performing magic, juggling, and fire-eating. Today, he: - Mediates...
This Guy Runs 135 Miles Through Death Valley. For Fun. Here's Why That Matters. True story: Vineer Bhansali was supposed to fail. Kid from nowhere India. No connections. No money. His dad worked for the railways. But when he missed his train to take the SAT, he didn't go home. He chased down a cattle truck, stood all night in a bus, walked through riots, and showed up anyway. Perfect score. Now? Harvard PhD. Runs 100-mile races for fun. Pilots jets. Dropped his cholesterol 71 points in 9 ...
In this episode of Fortunate Fishes, Charlie Garcia sits down with Greg Witz, entrepreneur, leadership coach, and host of the Better Human Podcast. With over three decades of experience helping leaders and teams unlock their full potential, Greg brings unfiltered wisdom, powerful stories, and practical tools for becoming a better human. From a near-violent confrontation with a “silverback gorilla” in Canada to rebuilding after near-bankruptcy, Greg’s journey is filled with raw lessons on res...
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. From launching a muffin business with a reality TV contestant to building a 7-figure phone number empire in law school, Hillel’s story is anything but typical. You’ll hear how he became judgment-p...
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 life. In this episode of Fortunate FISHES, Mark breaks down the habits, mindset, and systems that helped him build and exit multiple companies, lead athletes to Olympic medals, and coach CEOs running billion-dollar companies. You’ll hear the story behind his worst business failure, how betrayal shaped ...
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 th...
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