The Epic Investor

Epic Capital Funds
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"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.

  1. Distributors, Trade Shows, and Relationships | Europe Debrief

    1D AGO ·  VIDEO

    Distributors, Trade Shows, and Relationships | Europe Debrief

    What opportunities are missed when business stays purely transactional? In this episode, Rich and Jason reflect on their recent business trip to Europe to connect with newly acquired customers and distributors. They share how intentional relationship-building, attending a major international trade show, and creating space for authentic conversations uncovered valuable growth opportunities and strengthened long-term partnerships. They discuss all of the experiences and specific interactions that created opportunities that would not have happened through transactional communication alone. We hope you can show up in person for your customers and distributors, and build powerful relationships and growth opportunities as well. Share your experiences with us! What you’ll learn in this episode: (01:12) Why prioritizing face-to-face global travel establishes a stronger relational foundation than just transactional. (04:20) How integrating your family into business travel can build trust and foster authenticity with partners. (11:02) Approach newly acquired business relationships with a fresh perspective, which prevents you from projecting inherited biases. (17:45) Encouraging honest customer feedback creates opportunities for stronger business alignment. (22:55) The value of attending trade shows to better understand competitors, trends, and market positioning. (31:47) Best practices for intentionally balancing high-stakes business obligations with personal downtime while working abroad. 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/

    36 min
  2. Due Diligence and How You Know if it's a Good Deal or Not | The D in SUCCEED

    MAY 19 ·  VIDEO

    Due Diligence and How You Know if it's a Good Deal or Not | The D in SUCCEED

    What are the specific layers of verification needed to ensure an investment aligns with your goals? In this episode, Rich and Jason break down why due diligence is one of the most important steps for reducing risk and making better decisions before capital is committed. They discuss missed assumptions, financial verification, legal pitfalls, and how deeper investigation can save time and money. We hope due diligence can help you know now, rather than suffer later. What you’ll learn in this episode: (00:32) Why due diligence is essential for avoiding costly surprises and determining whether an opportunity is truly sound. (05:19) Financials should be the first layer of evaluation. (09:33) Legal considerations for a deal. (16:30) The Benefit of Third-party verifications. (20:14) Due diligence can also uncover favorable opportunities. (23:12) The emotional aspect of due diligence. 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/

    30 min
  3. Faith, Family, and the 5am Club

    MAY 12 ·  VIDEO

    Faith, Family, and the 5am Club

    What daily mindset and habits create stronger alignment between personal and professional life? In this episode, Rich and Jason explore the essential balance between the professional and the personal by focusing on faith, family, and intentional morning routines. They discuss how faith and reflection can bring clarity and direction, while structured mornings create the discipline needed to stay aligned. Additionally, having a healthy mindset reframes success as integration—not balance—between business, family, and personal purpose. We hope you enjoy the discussion and personal stories, and that it encourages you in your mindset and alignment with your personal and professional life! What you’ll learn in this episode: (01:04) How starting the day with distractions can create stress and reduce clarity. (03:03) Why professional wins can feel empty when family presence is lacking. (05:32) How moments of reflection or spiritual prompting can trigger life-changing adjustments. (09:50) The role of faith alignment in keeping a long-term mission from getting lost in the daily grind. (15:21) How the 5am Club mindset structures mornings for focus, growth, and discipline. (21:08) Why segmenting your day improves productivity and reduces mental overwhelm. (23:38) How consistent routines can strengthen relationships and influence the next generation. (27:41) Why protecting small daily moments with family creates lasting impact. 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/

    32 min
  4. Execution – Turning Vision Into Reality | The Second E in SUCCEED

    MAY 5 ·  VIDEO

    Execution – Turning Vision Into Reality | The Second E in SUCCEED

    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/

    51 min
  5. Avoiding Costly Mistakes With Better Exit Strategies | The First E in SUCCEED

    APR 28 ·  VIDEO

    Avoiding Costly Mistakes With Better Exit Strategies | The First E in SUCCEED

    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/

    31 min
  6. 1% Better: How Tiny Operational Improvements Multiply Profits

    APR 21 ·  VIDEO

    1% Better: How Tiny Operational Improvements Multiply Profits

    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/

    31 min
  7. How to Buy a Business when You Don't Have All the Money

    APR 14 ·  VIDEO

    How to Buy a Business when You Don't Have All the Money

    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/

    29 min
  8. How to Layer Debt and Equity to Maximize Returns and Minimize Risk | The Second C in SUCCEED

    APR 7 ·  VIDEO

    How to Layer Debt and Equity to Maximize Returns and Minimize Risk | The Second C in SUCCEED

    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/

    24 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

"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.

Information

  • Creator
    Epic Capital Funds
  • Years Active
    2025 - 2026
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © Epic Capital Funds
  • Show Website
    The Epic Investor