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The Fortunate FISHES Podcast

The Fortunate FISHES Podcast

By: Charlie Garcia
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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.

© 2026 The Fortunate FISHES Podcast
Economics Leadership Management & Leadership
Episodes
  • "An Advil Almost Ended Me — Then I Found My WHY" | The WHY Operating System | Dr. Gary Sanchez
    Jun 4 2026

    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

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    1 hr and 42 mins
  • Surviving the Odds & Reinventing the Orthodontic Industry | Dr. Jason Gladwell
    May 28 2026

    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

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    1 hr and 44 mins
  • Soldier of the Year, Space Force Tech & the Future of Venture | Chris Shonk
    May 21 2026

    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"

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    1 hr and 35 mins
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