Beyond Curious ® podcast

#258: From Wendy’s Value Meals to Managing $33 Billion & How You Can DESIGN True Wealth w/ Anthony Englert

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At 19, Anthony Englert thought he’d cracked the wealth code.

He was living in a million-dollar mansion, cashing checks from a hedge fund with 12% monthly returns, and feeling on top of the world…

…until his business partners accused him of not being willing to take enough risk, kicked him out of the company, and he lost everything — including his entire life savings and his closest friends.

It was a rock bottom moment.

But in a wild twist of fate… getting kicked out ended up saving him.

Because just a few months later, he learned the truth:

He had unknowingly been part of a Ponzi scheme — and his partners’ betrayal became the thing that protected him from disaster.

But as crazy as that sounds — that near miss taught him the valuable lessons that eventually led Anthony to joining an elite team at Goldman Sachs managing $33 billion in assets.

Today, Anthony is on a mission to help entrepreneurs avoid the mistakes he’s seen made at the highest levels, and truly design holistic wealth… from the inside out.

We jammed on a LOT in this episode — but here are 3 things I especially loved:

  • The “Lifestyle vs. Legacy” decision that will impact every other decision you make in your business
  • Why increasing your profit isn’t the most effective way to unlock value in your company
  • How to use F.A.S.T. thinking to make smarter business and financial decisions (without getting lost in tactics)

If you’re ready to start thinking like an investor — and design a life and business that outlives you — this one’s a must-listen.

ALSO...

I'd highly recommend taking Anthony’s curated financial assessment to reveal whether your current strategy supports long-term wealth or holds you back — and what to do next.

Select founders may be invited to a complimentary 90-minute session (no pitch, just value) with Anthony which is a HUGE value.

👉 Alfa Advisory Founders Financial Assessment

Show Notes Generated With The Help of AI!

00:00 - Introduction to Beyond Curious and today's guest, Anthony Englert

Brandon Fong introduces his friend and financial strategist, Anthony Englert. He highlights Anthony’s journey from surviving a Ponzi scheme to leading a Goldman Sachs team managing $33 billion, and now advising entrepreneurs through Alfa Advisory.

00:44 - Anthony’s teenage entry into real estate and how a Ponzi scheme taught him his first major financial lesson

Anthony recounts his first big “investment” at 19, involving a sketchy hedge fund, fraudulent equity banking, and a $125,000 check—only to find out later it was all part of a Ponzi scheme. His early mistake became a catalyst for pursuing real financial literacy.

02:17 - Why Brandon isn’t a “finance guy” and how Anthony made wealth building accessible for entrepreneurs

Brandon shares his past struggles with understanding finances as a business owner and how Anthony’s clarity and holistic strategy transformed his approach to money and business.

04:07 - Lifestyle vs. Legacy: A framework that will shift how you view your business

Brandon previews Anthony’s “Lifestyle vs. Legacy” framework, explaining how the type of business you choose to build shapes every other financial and strategic decision you make.


05:42 - Brandon reads Anthony’s bio and explains why he trusts him with his financial future

From Goldman Sachs to climbing Kilimanjaro, Brandon reads Anthony’s impressive bio and gives listeners a glimpse into his character, brilliance, and values as both an advisor and adventurer.


08:12 - “The Wendy’s Moment”: How a 7-year-old optimized a fast food order and formed a belief that money = happiness

Anthony shares a vivid...

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