Presidential advisor: how to build wealth & legacy like the top 1%

Get Charlie's full post-wealth framework in our free newsletter: https://truewealthshow.com/download-guide/ Subscribe to Charlie's Substack: http://charliepgarcia.substack.com/ What's the biggest mistake successful people make after getting rich? In this episode, True Wealth hosts Anthony Ng Monica and Fintan Costello sit down with Charlie Garcia, founder of R360, one of the world's most exclusive communities for ultra-high-net-worth individuals. Charlie built Sterling Financial across eight countries, advised multiple U.S. presidents, and has spent years studying how some of the world's most successful people think about wealth, purpose, family and legacy. This conversation explores what happens after financial success, and why money is often the easiest problem to solve. From investing mistakes and family dynamics to identity, fulfilment and life purpose, Charlie shares lessons gathered from decades spent around exceptional entrepreneurs, investors and wealth creators. About Charlie Garcia: Charlie Garcia is the founder of R360, a private community for ultra-high-net-worth wealth creators and families. He previously built Sterling Financial across eight countries, advised multiple U.S. presidents, and has spent decades studying leadership, wealth creation and human performance. Follow Charlie: - Website: https://r360global.com - LinkedIn: Charlie Garcia - Instagram: @charliespgarcia - Fortunate Fishes podcast: https://www.youtube.com/@FortunateFISHES/videos Follow True Wealth: - Instagram: @truewealthshow - TikTok: @truewealthshow - Anthony on LinkedIn: https://uk.linkedin.com/in/anthonyngmonica - Fintan on LinkedIn: https://nl.linkedin.com/in/fintancostello - True Wealth website: https://truewealthshow.com/ Book a direct call at Daily Body Coach with Anthony: https://www.dailybodycoach.com/ 0:00 — Money is Energy: The Psychology of Wealth 2:00 — Building Generational Wealth & Legacy (The R360 Mission) 4:15 — The Hidden Struggles of Ultra-Wealthy Families6:30 — The FISHES Framework: 6 Forms of Capital Beyond Money 9:00 — Communication Breakdown: From Corporate Executive to Real Father 11:30 — Teaching Resilience Through Spectacular Failure 14:00 — Learning From Sara Blakely: The Failure Framework 16:30 — R360 Community: Why 73 Families (Including 9 Billionaires) Got Rejected 18:15 — Post-Exit Crisis: What Wealthy Founders Do After Selling 20:00 — Charitable Giving Strategy: $100M Foundation Loophole Explained 22:00 — Contrarian Value Investing: Focus on Yield, Not Growth 24:00 — The CNQ Oil & Gas Play: 18% Dividend in a Crisis 26:30 — Warren Buffett's Coca-Cola Strategy: 39 Years of Dividends 28:00 — Why Bitcoin Could Hit $15M in 20 Years 30:15 — The Trust Fund Trap: How to Structure Inherited Wealth 31:30 — Diversification is a Scam: Concentrated Portfolio Strategy 33:30 — Trading vs Investing: The $120M Stock Competition Lesson 35:30 — When Wealth Creators Lose Half Their Fortune 37:00 — Finding a Wealth Manager: The 10-Year Portfolio Test 39:00 — The Berkshire Hathaway + 3 ETF Genius Portfolio 40:30 — Value Investing Masterclass: The Rolls-Royce Turnaround 42:30 — Ranking the 6 Forms of Capital: What Actually Matters 44:30 — The R360 Accountability System: How Ultra-Wealthy Families Connect 46:30 — When Should You Teach Kids About Money? (Age 5 Blueprint) 50:00 — The $100 Gift Experiment: Teaching Kids Philanthropy 52:30 — Building Family Foundations: Competing to Give Back 54:15 — Work Ethic vs Entrepreneurial Gene: The 10% Rule 56:30 — Parenting Philosophy: Only Questions, Never Lectures 58:00 — Where to Find Charlie Garcia & Resources #charliegarcia #wealth #truewealth