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...

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. 🔥 KEY HIGHLIGHTS: 💰 Wealth Building Secrets: How Frank's sons became millionaires by age 30 saving 50% of their income The Rule of 72 and compound interest explained simply Why living below your means is the ultimate wealth strategy Index fund investing strategy that doubles mon...

Joe McCabe could have followed the family path—law enforcement, stability, tradition. Instead, he chose something far more uncertain: entrepreneurship. In this episode of Fortunate FISHES, presented by R360 Global, we explore how Joe transformed his military discipline into business grit, the mindset shift that changed everything, and why he believes wealth is more than just money. 🔍 What You’ll Learn: The 10X mentality that launched Joe’s journey Why he rejected expectations (and how you ...

In this 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. If you’ve ever felt stuck or underestimated, this episode is your wake-up call to take ownership of your “non-refundable minutes.” With no investors, no fancy degrees, and no shortcuts—just pure obsession, positive mental attitude, and an unwavering belie...

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. From working summer jobs at 40 cents an hour to mentoring others in business and life, Mike’s story is a testament to values-driven success. 🔹 Key Takeaways: ✅ The spiritual foundation behind Mike’s decision to practice reverse tithing ✅ Ho...

In this episode of Fortunate Fishes, host Charlie Garcia interviews Mark Moses, a serial entrepreneur and coach who turned challenges into success. Mark shares his journey of resilience, building billion-dollar businesses, and the importance of health, gratitude, and giving back. Tune in for an inspiring story of overcoming adversity and achieving greatness. Follow us on Social Media! Instagram: https://www.instagram.com/fortunatefishes/ TikTok: https://www.tiktok.com/@fortunatefishespodcast...

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. 🔹 Key Takeaways: ✅ How to build wealth by focusing on passion, not just money ✅ The "FISHES" framework: Financial, Intellectual, Social, Human, Emotional, and Spiritual ...

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. He discusses the importance of mentorship, teaching financial literacy, and staying resilient through challenges. Tune in for an inspiring story of success, family, and legacy. Follow us on Social Media! Instagram: https://ww...

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. Follow us on Social Media! Instagram: https://www.instagram.com/fo...

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. Tune in for an inspiring story of resilienc...