The Fortunate FISHES Podcast
The Fortunate FISHES Podcast
Podcast Description
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.
Podcast Insights
Content Themes
The podcast explores themes of wealth and business insights, community building, and legacy development. Episodes feature stories from guests such as Joe McCabe discussing resilience in real estate, Angel Alvarez highlighting a journey from immigrant to billion-dollar entrepreneur, and Barbara Goodstein focusing on leadership and social impact.
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.
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:
→ Create educational content without gates
→ Distribute across multiple channels (webinars, podcasts, social)
→ Let quality self-select your ideal clients
→ Scale faster than hand-to-hand combat ever could
Here's what separates this from typical advisor thinking: He tells prospects to buy index funds if they only want money management. The real value isn't portfolio returns—it's tax integration, account structure, and behavioral accountability. A mid-level Exxon manager who lived below their means accumulated more wealth than company presidents. The how matters more than the how much.
The Three Account Framework:
→ After-tax: Flexibility, tax-inefficient growth
→ Pre-tax (401k/IRA): Deferred tax, mandatory distributions at 73
→ Roth: Tax-free growth forever if structured correctly
Most people optimize the wrong variables. They chase returns when tax strategy compounds harder. They hire for comfort when they need challenge. They wait to get advice when setup matters most.
Books mentioned:
Good to Great (Jim Collins)
Outliers (Malcolm Gladwell)
Various Rick Edelman financial literacy books
The Little Red Book of Selling (Jeffrey Gitomer)
For entrepreneurs scaling service businesses and families optimizing wealth transfer.
Subscribe for more insights from leaders redefining what it means to be truly wealthy.
Learn more at r360global.com
Charlie's LinkedIn: https://www.linkedin.com/in/charlespgarcia/
Instagram: https://www.instagram.com/fortunatefishes/
TikTok: https://www.tiktok.com/@fortunatefishespodcast?lang=en
X: https://x.com/R360FISHES
#leadership #leadership #investing #businesspodcast #businessgrowth #entrepreneur #entrepreneurship #businesssuccess #millionaire #wealthbuilding
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.