The Epic Investor

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 emot...

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 i...

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...

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...

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 do...

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 l...

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 cap...

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 ho...

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 t...

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 e...

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. Th...

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 an...

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 Formul...

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 un...

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...

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 an...

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 br...