The Epic Investor

How can structured accountability transform business performance? Rich and Jason are joined by Max Reich to discuss what it takes to execute on a vision and turn ideas into measurable results. They share how implementing EOS (Entrepreneurial Operating System) brings structure, clarity, and accountability to businesses, and turns high-level visions into tangible daily results. Having a compelling vision means little without disciplined follow-through, accountability, and a team committed to pushing through challenges. EOS is an incredible system worth considering in your business. Max Reich is an EOS Implementer who helps businesses gain clarity, alignment, and traction in their organizations. He brings extensive experience and a passion for serving others, and specializes in simplifying complex business challenges into actionable systems that drive growth. Max helps businesses eliminate chaos and build organizations that consistently win. What you’ll learn in this episode: (03:29) How to overcome the common "ceiling" in business by diving deep into leadership and execution components. (06:33) The importance of having a partner or coach who holds you more accountable to your goals in a relentless yet supportive way. (09:33) How a 90-day cadence creates focus and consistent progress. (11:31) Why simple systems often outperform complex strategies. (22:33) How structured meetings eliminate wasted time and increase productivity. (34:28) Why strong execution allows any business to scale successfully. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How do fear and market cycles influence poor investment decisions? In this episode, Rich and Jason explore why the most successful investors begin with the end in mind by designing intentional exit strategies. They discuss the dangers of rigid timelines, the impact of fear-driven decisions, and the value of milestone-based flexibility. They show that true success isn’t just “reaching the peak,” it’s bringing your investment safely “back home.” What you’ll learn in this episode: (00:00) How the "E" in the SUCCEED model defines your ideal exit. (05:59) How fear can drive investors to make catastrophic decisions. (11:06) How utilizing Section 1202 can lead to 100% tax-free gains. (13:18) The difference between timeline-driven exits and milestone-based decision making. (16:39) How performance metrics like EBITDA growth can trigger optimal exit opportunities. (21:06) Understanding and communicating expectations, as well as creative ways to structure deals that still meet investor needs, despite circumstances. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How would daily changes and habits create long-term exponential growth for you? In this episode, Jason and Rich explore how the concept of 1% betterment can lead to exponential growth in business, personal health, and relationships. They share real-world examples of how small operational improvements—adjusting expenses or tracking KPIs, for example—can compound into significant financial and cultural gains. This small, consistent, and incremental progress builds lasting momentum that results in massive operational excellence and financial success. It’s also realistically achievable to begin today! What you’ll learn in this episode: (00:08) Applying the 1% betterment principle leads to significant improvements in professional efficiency and personal growth. (04:53) How to identify measurable areas of improvement using business metrics and KPIs. (08:45) How teams achieve major results by improving each line item rather than chasing big wins. (13:06) Exploring practical strategies to reduce expenses and optimize vendor relationships. (18:22) Understanding how individual effort can create ripple effects across an entire team. (28:29) The effect of the 1%. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Have you considered asking the sellers how much they are willing to carry as the seller in order to make the purchase a reality? In this episode, Rich and Jason discuss how business ownership is possible even without significant capital by leveraging creativity, relationships, and strategic partnerships. They share real-world examples of structuring deals through seller financing, SBA loans, partnerships, and investor pools. Persistence and problem-solving are true drivers of successful acquisitions, so contact us if you are interested in buying a business and would like to talk further! What you’ll learn in this episode: (00:00) Buying a business, even with little to no capital. (02:48) Always ask the seller how much they’re willing to carry. (05:00) SBA loans are useful considerations, as long as their limitations are understood. (11:22) Approaching a pool of investors with a pitch deck to syndicate a deal. (13:15) How restructuring deals creatively can make “impossible” acquisitions feasible. (20:00) Micro deals and why starting small builds experience and credibility for larger opportunities. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Are you valuing or de-valuing your money in your deals? How can different funding sources be combined to improve overall returns? Rich and Jason discuss the capital stack, showing how to layer debt and equity to help investors understand how different layers of financing work together to fund large transactions. They share real-world scenarios to demonstrate how valuing your money and structuring decisions directly impact risk, cash flow, and long-term upside. They recommend simplifying complex financing strategies, and give us a practical framework for building stronger, more profitable deals with long-term stability. What you’ll learn in this episode: (00:37) What the capital stack is and why it is essential in structuring investment deals. (03:19) How even cash purchases carry an opportunity cost and require strategic thinking. (09:43) Bringing in equity partners versus secondary debt and how structuring decisions can help retain more ownership and increase profitability. (12:45) How multiple layers of financing can be combined in larger projects. (14:49) The different types of lenders and how to match them to your investment strategy. (20:14) Aligning the right mix of capital can amplify returns and reduce downside risk. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

What advantages does acquiring an established company offer over launching a startup? In this episode, Jason and Rich discuss the differences between starting a company from the ground up versus acquiring an existing business. They share personal stories and lessons about momentum, lifestyle impact, leadership responsibilities, and the financial dynamics behind both approaches. Ultimately, Rich and Jason encourage us to clarify our goals and choose the best path that aligns with our strengths and desired lifestyle. What you’ll learn in this episode: (00:00) Three primary paths into entrepreneurship: starting a business, acquiring an existing company, or investing as a capital partner. (02:40) Why buying a business can create immediate momentum through existing customers, systems, and revenue. (08:15) The difference between purchasing a business versus “buying a job.” (14:56) Survival rate differences between startups and acquired businesses over a five-year period. (19:05) How acquisition entrepreneurs identify underperforming businesses and unlock growth opportunities. (23:24) Why buying a business can sometimes allow for better lifestyle balance than building a startup from scratch. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Are you moving towards something or away from something? In this episode, Rich and Jason talk about the first “C” in the SUCCEED model—Core Teams—and why teams are the backbone of successful investments. They explain how the right people in the right roles create powerful synergy that can overcome market challenges and elevate project performance. Rich and Jason emphasize that growth mindset, accountability, and stewardship are what transform good teams into exceptional ones. They ask the essential question: “Are you moving towards something or away from something?” Make sure you’re moving towards something! What you’ll learn in this episode: (04:31) The SUCCEED model and why the “Core Teams” component plays a critical role in deal success. (08:00) Evaluating team members after acquiring a business and discovering the importance of putting people in the right seats. (11:02) Why strong teams can overcome mediocre deals while weak teams can derail even the best opportunities. (14:38) How team synergy helps investors navigate changing market conditions and capitalize on opportunities. (18:27) The difference between fixed and growth mindsets and why mindset directly impacts team performance. (30:35) How stewardship and long-term commitment to stakeholders strengthen trust and build sustainable investment success. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

The most important step someone can take… is the next one. Does your next step make sense to take? In this episode, Rich and Jason break down the essential role of underwriting in both real estate and private equity acquisitions. They discuss the necessity of using realistic inputs and stress testing models to ensure deals remain viable, even under unfavorable conditions. By focusing on professional data presentation and managing expectations, investors can build the trust required to secure long-term capital partners. What you’ll learn in this episode: (00:53) How presenting incorrect data can lead to lenders backing out of an otherwise viable project. (04:37) Reservoir analysis identifies the remaining net income after servicing debt and management fees. (07:20) How real estate underwriting differs by incorporating land costs, development timing, and market rent trends. (13:38) Why realistic inputs matter more than optimistic projections when presenting opportunities to lenders and investors. (17:28) The strategy of using internal and external pro formas to under-promise and over-deliver to investors. (20:30) How to stress test business and real estate models against delays, revenue attrition, and cost overruns. (25:15) Why revisiting underwriting models quarterly can uncover early warning signs and create opportunities for strategic course correction. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How can you ensure that your initial excitement isn't clouding your professional judgment and due diligence before and during a deal? In this episode, Jason and Rich explore how excitement over a new deal can either fuel success or sabotage it. They highlight the importance of stewardship, and aligning opportunities with a proven operating model. Jason and Rich challenge us to balance excitement and energy with discipline, ensuring every opportunity is examined through the lens of due diligence, accountability, and long-term impact. What you’ll learn in this episode: (00:00) How unchecked excitement can interfere with proper underwriting and due diligence when evaluating new investment opportunities. (05:37) How to maintain team energy while building structure, assigning responsibilities, and defining financial structure. (10:21) Why looking beyond the profit and loss statement reveals deeper operational risks and leadership challenges. (16:33) What red flags during development and acquisition can signal the need to pause a closing. (22:41) How aligning an opportunity with a proven operating framework like EOS improves accountability and execution. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Where are you currently “sprinting” when you should, instead, be thinking long-term? In this episode, James, Rich, and Jason explore why investing mirrors the discipline of endurance racing. Through stories of failed preparation, hard-earned resilience, and long training cycles, they highlight the importance of patience, expectation setting, and emotional control. The conversation reinforces that true achievement in investing and long-term capital growth comes not from sprinting, but from staying steady through inevitable market shifts. What you’ll learn in this episode: (00:28) Why investing requires the same patience, preparation, and emotional control as running a marathon. (01:55) How early overconfidence and ego can sabotage long-term success in both marathons and investments. (06:12) Why discipline, due diligence, and consistent habits are foundational to sustainable portfolio performance. (14:08) How to manage emotional highs and lows by recognizing inevitable cycles in markets and life. (16:27) Why aligning expectations at the beginning of an investment reduces friction during challenges. (19:40) The importance of focusing on outcomes rather than rigid timelines when evaluating long-term holds. (20:47) How visualizing compounding growth over decades strengthens commitment to a long-range strategy. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

What investment and business mistakes have you made because of overconfidence? In this episode, James, Rich, and Jason break down how ego can quietly infiltrate both personal leadership and investment strategy. Through real stories—from painful personal lessons to failed acquisitions and strained partnerships—they reveal how pride, fear, and the need to be right can destroy value. The conversation ultimately highlights humility, data, and strong relationships as the keys to long-term success. What you’ll learn in this episode: (00:26) Ego being both a driver of performance and a destructive force in investing and leadership. (05:38) Personal stories of ego and its effects. (10:20) How refusing to ask for help limits growth and increases operational risk. (16:25) How investor-founder conflicts escalate when pride replaces partnership. (20:00) Why intentionally “checking ego at the door” leads to clearer strategic decision-making. (26:00) How poor due diligence fueled by pride can turn an exciting acquisition into a total blunder. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How can private equity rollups accelerate enterprise value creation? Also, in a business acquisition, what do private equity rollups really mean for an investor and an operator? In this episode, Rich and Jason unpack the real-world power of private equity rollups and why they can outperform starting businesses from scratch. Through a detailed acquisition story, they illustrate how structure, leadership, and systems turn small bolt-on deals into major valuation gains. The conversation highlights how rollups help investors reclaim time, scale intelligently, and build lasting enterprise value. What you’ll learn in this episode: (03:23) Why small bolt-on acquisitions can generate disproportionate increases in enterprise value. (08:47) What the “snowball effect” means in the context of rollups and value creation. (10:22) How eliminating duplicate overhead drives immediate gains to the bottom line. (14:17) Why operational structure and leadership must exist before attempting a private equity rollup. (16:38) How strong operators allow investors to scale without managing daily operations. (19:33) Why predictability and systems attract lenders and long-term investors. (24:56) How private equity rollups create enterprise value faster than building businesses from the ground up. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

In what ways might deal structure impact long-term investor outcomes? In this episode, Rich and Jason unpack why structuring the deal correctly is often the difference between building passive income and buying yourself another obligation. Through real acquisition stories, they explain how legal, financial, and operational decisions shape risk, returns, and flexibility. This episode shows why structure is not paperwork; it is the blueprint for long-term impact and freedom. The SUCCEED acronym stands for: * Structure. * Underwriting. * Core teams. * Capital stack. * Exit strategies. * Execution. * Due diligence. What you’ll learn in this episode: (06:30) Why the SUCCEED framework begins with structure before underwriting or capital. (08:00) How milestone-based acquisitions reduce risk compared to time-bound deals. (11:45) Why joint venture structure can determine whether a deal pencils or fails. (13:30) How incentive alignment creates deeper commitment from partners and operators. (15:50) Why choosing a C-Corp can unlock powerful tax advantages at exit. (18:40) How creative structuring can make both business and real estate acquisitions work together. (25:00) Why structuring equity for employees can strengthen culture and long-term value. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How does focusing on legacy change the way acquisitions are evaluated? In this episode, Rich and James unpack what it truly means to acquire businesses with purpose rather than focusing solely on financial outcomes. They reflect on real acquisition experiences that highlight stewardship, legacy, and responsibility toward people. The conversation reframes ROI as long-term impact created through leadership, culture, and intentional ownership. What you’ll learn in this episode: (00:39) How initial acquisition questions often focus on cash flow, time, and risk before purpose enters the conversation. (02:06) Why understanding the legacy of a business reshapes how acquisitions are evaluated. (04:23) How reservoir analysis helps validate financial viability before deeper stewardship begins. (06:03) Why acquiring a business means taking responsibility for people, not just financial statements. (07:35) How leadership rooted in stewardship affects employee engagement and performance. (09:05) Why transactional cultures limit long-term growth and trust. (12:04) How defining mission and service can transform a toxic organizational environment. (16:07) Why hiring for character and cultural fit protects legacy after acquisition. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

What actually determines whether a business acquisition makes it to closing? In this quarterly review, Rich and Jason reflect on a defining end to the year, highlighted by a successful acquisition and the relationships that made it possible. They unpack what it really takes to close complex deals, support leadership teams, and steward investor capital responsibly. They also explore disciplined execution, long-term thinking, and measuring success by lives impacted, not just dollars raised. What you’ll learn in this episode: (02:40) Why business acquisitions rarely follow clean timelines and how to plan for delays. (05:00) How maintaining strong seller relationships can determine deal success. (09:45) What creative leadership compensation structures look like after an acquisition. (13:30) How investor distributions are balanced with debt obligations and cash flow realities. (18:20) Why leadership sometimes requires personal financial sacrifice to build trust. (22:45) How portfolio-based debt strategies expand access to capital during tight markets. (31:30) What it means to measure success through lives impacted, not just returns. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

If you've just acquired a business, what should you prioritize in the first days after your acquisition closes? In this episode, Rich and Jason James reflect on day two of a business acquisition transition and unpack the emotional, operational, and leadership realities that follow closing a deal. They share real-world experiences around onboarding employees, validating inventory, and building trust while honoring the legacy of the sellers. The conversation highlights why people, culture, and thoughtful leadership ultimately determine whether an acquisition merely meets expectations, or exceeds them. What you’ll learn in this episode: (02:23) Assessing emotional resilience and leadership potential among existing employees. (06:17) Why keeping initial transition meetings short can help stabilize a newly acquired business. (09:08) How one-on-one employee interviews build trust and uncover hidden operational insights. (11:39) How to verify large inventories after closing a deal. (17:14) Why observation and humility accelerate learning. (23:46) How placing the right people in the right seats unlocks growth. (32:20) Why maintaining “business as usual” prevents unnecessary disruption after acquisition. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

In a business acquisition that takes a full year to close, what actually happens? Also, if you’re the acquirer, how can you establish and then maintain trust with the seller? In this episode, Rich and Jason share a raw, real-time debrief from the first day on-site after closing a year-long manufacturing acquisition. They reflect on the complexity of diligence, legal structure changes, and the emotional weight of protecting investor capital while honoring the sellers’ legacy. Together, Rich and Jason emphasize why trust, authenticity, and relationships ultimately determine whether a deal will succeed. What you’ll learn in this episode: (03:56) Why buying a company means acquiring systems, people, and processes, not just numbers. (06:15) How diligence costs and uncertainty factor into responsible investment decisions. (08:38) Why protecting investor capital requires resisting shortcuts during transactions. (12:25) How transparent communication with sellers prevents deals from collapsing under pressure. (17:44) Why trust can eliminate the need for aggressive legal enforcement after closing. (21:30) How leadership transitions affect managers and employees emotionally. (30:12) Why authenticity and consistency matter more than authority on day one. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How can leaders build or reset culture, and then protect it? In this episode, Jason, Rich, and James unpack what culture truly means and why it goes far beyond slogans, perks, or values posted on a wall. They also explore how culture starts at the job post, is shaped by leadership behavior, and is ultimately defined by what leaders tolerate. What you’ll learn in this episode: (00:10) How culture is revealed through everyday actions rather than branding or slogans. (02:19) Why the job post and interview process are the first true indicators of organizational culture. (06:32) How honest expectations attract people who are aligned from the start. (08:01) Why leaders—not teams—are responsible for building culture first. (10:08) How investing in employees’ personal well-being changes engagement. (15:55) What it takes to reset a toxic culture without losing conviction or clarity. (21:32) Why what leaders tolerate becomes the strongest driver of workplace behavior. (29:16) How understanding individual motivation creates genuine buy-in. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How does the Silver Tsunami create opportunities for everyday investors? In this episode, Rich, Jason, and James unpack the Silver Tsunami—which includes population aging and a massive transfer of privately held businesses—and explain why it represents one of the most compelling wealth-building opportunities of the coming decade. They also walk through how buyers and investors can avoid overwhelm by defining a clear “buy box” focused on cash flow, risk tolerance, and proven business models. What you’ll learn in this episode: (01:40) How the Silver Tsunami represents a massive transfer of privately owned businesses coming to market. (02:30) Why limited bank capital is forcing more creative deal structures and financing strategies. (07:29) How defining a clear “buy box” helps filter overwhelming acquisition opportunities. (10:35) Why net income and cash flow matter more than revenue when evaluating a business. (15:14) How risk tolerance and life stage shape what the right investment looks like. (19:23) Why buying a business model matters more than buying a product or service. (25:07) How investing in businesses can generate income without daily operations. (38:32) Why the Silver Tsunami rewards disciplined investors who prepare and act early. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Are you making investment decisions from clarity? If you’re making them from fear or ego, how can you reconnect with your true identity?  In this episode, Rich, Jason, and James explore why it’s beneficial for investors to stop defining themselves by roles, titles, possessions, or deal outcomes, and instead root their identity in who they truly are. This episode will encourage you to know yourself deeply, make decisions intentionally, and build wealth aligned with purpose rather than pressure. What you’ll learn in this episode:  (01:46) Why tying your worth to external success leads to emotional instability and poor decision-making. (05:02) How cultural norms condition investors to focus on “what you do” instead of “who you are.” (11:15) Why discovering your authentic self creates clarity.  (14:42) How taking a “clarity break” helps eliminate noise. (17:02) Why ego-driven decisions often lead to investment losses and regret. (20:33) How confidence grows from understanding your strengths and limits.  (28:40) Why focusing on your highest and best use leads to better outcomes and more aligned investing. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450  * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Are your investments structured to make money only when you work, or even while you sleep? In this episode, Rich, Jason, and James break down why so many aspiring investors unintentionally create second jobs instead of building true passive income. They explain how undervaluing time, avoiding partnerships, and choosing busywork over strategy keeps people locked in the cycle of trading hours for dollars. They also show how you can shift to leveraging teams and letting your money—not your time—do the heavy lifting. What you’ll learn in this episode: (00:50) How common investor strategies like fix-and-flips are often mistaken for passive income. (02:27) How Jason learned the difference between doing busywork and leading for scale. (04:21) How the farmer-and-orchard analogy reveals the difference between working in a business and owning a scalable asset. (06:18) Why many professionals earn well yet lack true passive income because their presence is required for revenue. (08:11) How fear, lack of knowledge, and misunderstanding partnerships keep investors from building leveraged systems. (11:45) How choosing the “uphill path” creates long-term passive income through consistency, systems, and compounding assets. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

What are some of the crucial differences between compounding interest and trying to play the market for quick wins? This episode explores why the compound effect is one of the most powerful forces in building generational wealth. Using real stories—including wins and mistakes—Rich, Jason, and James show how timing the market often destroys opportunity, while steady, disciplined investing unlocks long-term momentum. What you’ll learn in this episode: (00:33) Learn why time in the market consistently outperforms attempts to time the market. (01:19) Hear how missing just a few periods of growth can dramatically reduce long-term wealth. (03:52) Understand how fear-based decisions lead investors to lock in losses instead of gains. (05:33) See how consistent investing habits outperform sporadic, emotionally driven decisions. (06:57) Explore the exponential nature of compounding through practical illustrations and examples. (09:31) Learn how reinvesting returns accelerates growth across real estate and private equity deals. (14:12) Understand why creating automatic monthly investing habits removes emotion and builds confidence. (16:32) Hear how building an emergency fund and eliminating debt will unlock your ability to invest more consistently. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How can investors use the capital stack to balance risk and maximize returns? Rich, Jason, and James unpack one of the most important concepts in real estate and private equity investing—the capital stack. They explain how each layer, from senior debt to common equity, represents a balance of risk, reward, and priority in getting paid. Through real-world examples, they reveal how mastering the capital stack empowers investors like you to evaluate deals and ask smarter questions.  What you’ll learn in this episode:  00:31 What the capital stack is and how it can structure real estate and private equity transactions. 01:20 How each layer—from senior debt to common equity—carries different levels of risk and reward. 03:11 How mezzanine debt and preferred equity add flexibility to deals. 04:11 Why collaboration and creativity in filling the capital stack make large projects possible. 05:30 Examples that compare a simple home purchase to a $100 million development project. 08:28 How private equity transactions mirror real estate structures.  10:01 Why understanding the capital stack helps investors gauge risk, timing, and payout structure. 15:42 How sponsors manage partner relationships in layered financing structures. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450   * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

What if the biggest obstacle to your success isn’t chaos, but a lack of clarity? This episode explores how clarity acts as the guiding rudder that keeps investors and entrepreneurs on course through inevitable storms of chaos. Using the WWII story of the Bismarck as a metaphor, Rich, Jason, and James unpack how losing sight of purpose can cause even the strongest systems to spin in circles. The hosts also reveal how intentional “clarity breaks”—moments of stillness and reflection—can realign your decisions, strengthen your strategy, and renew your focus on what truly matters. What you’ll learn in this episode:  (04:53) Why chaos is inevitable, and how clarity provides the power to steer through it. (07:55) How Rich turned unemployment and uncertainty into innovation through intentional reflection. (09:37) The origin of the “clarity break” and how Rich developed it from his farm upbringing. (13:27) Why asking others for direction can sometimes signal internal confusion, and how to find your own answers. (15:10) How stepping away from the noise, like Jason’s time in Idaho, helped him rediscover purpose. (18:30) Why holding strategy sessions in nature leads to more meaningful, purpose-driven decisions. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450   * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How much freedom could you gain if your business truly ran on systems? Also, What platforms do you need to build that will allow your team to lead without you? In this episode, Rich, Jason, and James discuss how platforms and systems are the real power behind a successful, scalable business, not just the product or service. The conversation emphasizes that the purpose of platforms and systems is to create a repeatable, scalable, teachable process that magnifies growth and capacity, not just for a business but also for one's personal life. What you’ll learn in this episode:  (00:45) Why businesses that rely on one person are ticking time bombs. (03:49) How empowering team members with tools and data builds freedom. (05:13) The difference between building a job and building a business. (07:18) Why leadership without systems eventually leads to burnout. (08:13) How the Epic platform and EOS create traction and alignment. (12:38) How businesses without platforms can become your best investments. (17:19) How reframing your business identity can unlock new markets. (20:48) How applying business systems at home can transform family relationships. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450   * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

What mistakes do some mistakes make—and how can the Epic SUCCEED framework prevent them? In this episode, Rich, Jason, and James break down the Epic SUCCEED model, a practical framework for evaluating real estate and business acquisition opportunities. They walk through each component and share personal stories of investments that succeeded and failed based on these principles. This episode will empower you to approach investing more strategically and reduce avoidable risks. The SUCCEED acronym stands for:  * Structure.  * Underwriting.  * Core teams.  * Capital stack.  * Exit strategies.  * Execution.  * Due diligence. What you’ll learn in this episode:  (00:30) Why the SUCCEED acronym applies to both real estate and business acquisitions. (03:15) Why deal structure is foundational (05:27) The importance of defining your “buy box” and staying disciplined to it. (07:32) Learn how underwriting works beyond pro forma projections and why conservative assumptions matter. (13:03) Discover how core teams with real, tested experience reduce uncertainty and increase confidence. (16:48) Explore the capital stack layers and how debt and equity are structured in larger deals. (18:58) Understand why having multiple exit strategies protects investors during market shifts. (22:55) Learn how execution and due diligence translate deal plans into real-world outcomes.  Mentioned in this episode: Justin Kivel’s course on Udemy, "The Real Estate Pro Forma Modeling Master Class": https://www.udemy.com/course/the-real-estate-pro-forma-modeling-master-class/  Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450   * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How might an equation like "A + ST + GOYR + TA = Results (±)" reshape the way you measure success? In this episode, Rich unpacks a powerful equation that separates ability from strategy—revealing why most people fail to get the results they want. Rich shares a life-changing story about a 32-digit number and the formula that redefined his understanding of performance, accountability, and action. Then Rich, Jason, and James discuss how investors like you can shift from self-doubt to strategic thinking, take the next step forward, and build teams that thrive through challenges instead of avoiding them. What you’ll learn in this episode: (00:30) The origin of Rich’s life-changing formula and how it reshaped his view of success. (02:00) How a 32-digit number exercise became a metaphor for mastering complex challenges through better strategy. (05:15) How breaking problems into memorable, relatable parts can improve your learning and execution. (06:17) How Rich’s full equation for success applies to business, investing, and personal growth. (10:00) Why questioning your strategy, not your ability, leads to more consistent progress. (22:25) The concept of true accountability and how it can turn ordinary results into extraordinary outcomes. (26:25) How to apply this framework to real estate and business investments. Call Dr. Rob Gilbert’s Success Hotline at 973-743-4690 for daily motivation and insights! Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How can everyday investors like you buy real estate and other investments without having all the money upfront?  This episode unpacks the power of syndication—a strategy that allows investors to pool capital to buy real estate or businesses they couldn’t afford alone. Rich, Jason, and James break down how syndications are structured, who participates, and why this model creates both opportunity and freedom for everyday investors. Listeners will learn how syndication bridges the gap between limited personal funds and large-scale investment potential, opening the door to passive income and purpose-driven financial growth. What you’ll learn in this episode:  (0:30) How syndication allows investors to buy real estate or businesses without full capital. (3:38) Why SEC regulations are essential and how to ensure your syndication complies. (5:19) How syndication opens investment opportunities for people with varying amounts of capital. (6:06) The difference between active investing (like fix-and-flip) and passive investing through syndication. (7:52) The main risks of syndication and how to manage investor fear and market volatility. (10:02) How syndication connects to the concepts of financial freedom and time freedom. (19:13) Practical advice for starting your own syndication deal or finding existing opportunities. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450  * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How would your life improve—especially in terms of freedom—if you mastered the connection between capital and time? Freedom isn’t accidental—it’s engineered. And the formula is simple but powerful: “Capital + Time = Purpose-Filled Freedom.” If you master those inputs, you unlock the life you were called to live. In this episode of The Epic Investor, Rich, Jason, and James unpack the Freedom Formula. Through powerful real-world stories and practical frameworks, they reveal how business owners can break free from the grind by installing systems that multiply time, create space for purpose, and build true financial and personal freedom.  What you’ll learn in this episode:  (00:00) Why freedom isn’t accidental but engineered through capital and time. (01:37) How one business owner reclaimed his life by trusting his team and letting go of control. (04:19) The critical difference between freedom from work and freedom through alignment. (06:35) How introducing systems multiplies both time and revenue in business and life. (08:12) Don't make the excuse that your situation is different or you're too busy.  (10:11) The importance of visualizing your ideal organization chart to identify where you should stop doing $25/hour work. (13:06) How to reframe your value using the “$5,000/hour rule” and delegate accordingly. (16:37) Why discovering you’re “the problem” is empowering—and how to become the solution. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor”:  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450   * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com/  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

How can fear and uncertainty become tools for building both personal and financial resilience? In this episode, Rich Jarvis, Jason Morris, and James Morrell dive into the role of fear and uncertainty in both life and investing. Through parables, personal stories, and practical insights, they explore how reframing challenges can turn setbacks into opportunities. You’ll be reminded that embracing uncertainty is not only essential for financial growth but also for achieving a deeper sense of purpose. What you’ll learn in this episode: (00:39) How Shakespeare’s timeless wisdom reveals the power of perception in shaping outcomes. (02:49) Why investors must embrace uncertainty when acquiring businesses and deploying capital. (05:14) How stepping into unfamiliar industries can open unexpected opportunities. (07:27) Why embracing fear led to the founding of a tech company and two patents. (08:56) How courage is choosing action in the face of uncertainty. (11:19) Why adopting Jocko Willink’s “Good” mindset can reframe setbacks into growth opportunities. (15:50) How mistakes and failures often catalyze transformation and stronger results. (17:38) Why change, choice, and principles form the foundation for overcoming fear and risk. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor”: * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com/ * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

As an investor or a business person, what role could systems and processes play in protecting your time and energy? Burnout is a widespread issue that affects people in every aspect of life. However, it can also be a signal for a breakthrough if you implement proper systems, build the right team, and have a strong spiritual foundation. In this episode of The Epic Investor, hosts Jason Morris, Rich Jarvis, and James Morrell discuss their personal experiences with burnout, explaining how it can be a necessary and eye-opening experience that leads to growth and a deeper sense of purpose. What you’ll learn in this episode: (00:00) Why burnout is not a failure but a signal that something is misaligned. (03:17) How personal experiences of overwork reveal the hidden costs of hustle culture. (05:44) Why systems and processes like EOS provide structure to avoid recurring burnout. (09:58) How implementing EOS transformed Epic Capital Funds. (12:30) The difference between organizations with structure and those without. (16:57) Why rest, clarity breaks, and sharpening the blade are critical for performance. (21:15) Practical ways to step away, unplug, and gain clarity in business and life. (26:04) How faith, spiritual grounding, and leaning on your team can create resilience. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor”: * Apple Podcasts: https://podcasts.apple.com/us/podcast/the-epic-investor/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

As an investor, what does freedom of purpose really mean to you? In this first episode of The Epic Investor, hosts Rich Jarvis, Jason Morris, and James Morrell explore the foundational idea of “freedom of purpose.” They share personal stories, investing lessons, and practical strategies to move beyond trading time for money. From creating multiple streams of passive income to embracing teamwork and gratitude, this episode lays the groundwork for living purposefully and building wealth that supports what truly matters. What you’ll learn in this episode:  (00:05) Why freedom of purpose is more than financial security and how it shapes your calling. (01:03) The difference between a job, a career, and a calling—and why many people get stuck. (03:42) How to break free from the W-2 trap by buying assets instead of liabilities. (05:50) Different types of passive income sources, from rentals to dividends to lending. (07:33) Why passive income isn’t truly passive if it becomes another job. (09:00) How partnerships and strategic teams help you scale without burning out. (15:18) The essential balance of time and money in achieving lasting freedom. (23:28) Why gratitude and perspective are critical to sustaining hope on your financial journey. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  * James Morrell: https://www.linkedin.com/in/james-morrell/  Subscribe to "The Epic Investor”:  * Apple Podcasts: https://podcasts.apple.com/us/podcast/the-epic-investor/id1842931450  * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com/  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/  "The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

Learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. Welcome to The Epic Investor, a podcast from Epic Capital Funds. Hosts Rich Jarvis, Jason Morris, and James Morrell are here to guide you towards building passive income and making smarter investment decisions. Whether you're a seasoned investor or just starting out, each episode breaks down complex investment concepts into clear, actionable insights to give you freedom of purpose. But this show isn’t just about returns; it’s about reclaiming your time, aligning your money with your values, and living purposefully. Learning how to invest and what to invest in matters, so join Rich, Jason, and James to focus on what truly fulfills you and live the life you want to lead. Connect with your hosts on LinkedIn: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com/ * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ This episode was produced by Story On Media: https://www.storyon.co/