The Epic Investor

Epic Capital Funds

"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. 20h ago ·  Video

    Turning Small Talk Into Real Connection

    What would change if you became genuinely curious about the people you meet? In this episode, Rich and Jason explore how investors can replace meaningless small talk with authentic, high-value human connections. They talk about becoming more curious, present, and focused on the other person. Rich also shares the FORUM framework: Family and Friends, Occupation, Recreation, Uniqueness, and Making a difference. They use this as a practical guide for discovering common ground, building trust, and moving beyond transactional relationships. It’s an opportunity to strengthen relationships and create opportunities to genuinely serve others. What you’ll learn in this episode:  (01:58) Why traditional surface-level small talk fails. (04:49) The FORUM framework, and how family, occupation, recreation, uniqueness, and making a difference can guide deeper conversations. (09:34) How simple prompts such as “tell me more” can encourage people to open up and reveal what matters to them. (14:25) How connecting over recreational passions exposes real personality traits, and fuels authentic relationship building. (17:33) How recognizing someone's uniqueness can help people feel seen, valued, and understood. (21:44) How approaching differing opinions with humility and curiosity can honor another person while expanding your own perspective. (25:10) How moving beyond your own comfort and priorities to serve someone else can transform an ordinary interaction into a meaningful and impactful experience. 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/

    Turning Small Talk Into Real Connection
  2. Sep 15 ·  Video

    Don't Waste Another Quarter... Start Doing These Things Now!

    Are your weekly activities actually moving you toward your biggest goals? Rich, Jason, and Bryce unpack the value of quarterly reviews and explain how breaking long-term objectives into specific 90-day priorities can create greater clarity, accountability, and traction. They discuss the downfalls of outdated scorecards and vanity metrics, while emphasizing the importance of measuring the activities and outcomes that truly drive the business forward. The conversation also challenges investors and business owners to set bigger goals, embrace discomfort, surround themselves with people who make them better, and stop wasting valuable quarters on work that doesn't move them toward what matters most. About Bryce Esplin: Bryce Esplin serves as the Chief Operating Officer for both Impact Equity Partners and Epic Capital Funds. He brings extensive professional experience in the manufacturing and agricultural sectors, specializing in optimization, procedure standardization, and automation. Passionate about driving growth, Bryce focuses on understanding the granular details of operations to implement effective metrics and scale businesses efficiently. What you’ll learn in this episode:  (00:49) How quarterly reviews revisit core values, accountability structures, previous results, and the priorities that need to be accomplished over the next 90 days. (03:39) Understand the danger of keeping outdated weekly scorecard items that no longer align with your shifting targets. (05:49) How writing specific, controllable goals and eliminating unnecessary metrics can help teams focus on the activities that actually move the needle. (07:10) Identify why cutting out vanity metrics allows your team to focus exclusively on indicators that drive actual results. (10:16) How quarterly reviews can prevent businesses from becoming reactive and help them identify problems early enough to make meaningful changes. (15:00) Why setting significantly bigger goals can force you to abandon old approaches, embrace productive discomfort, and discover new ways to achieve results. (20:51) How an outside coach, advisor, or implementer can help leadership teams stay focused, work on the business instead of simply in it, and get more from strategic meetings. 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/

    Don't Waste Another Quarter... Start Doing These Things Now!
  3. Sep 1 ·  Video

    I'm Scared, But I'm Doing It Anyway! | Interview with Jared Macliver, The Kid Investor

    What fears are keeping you from pursuing an investment opportunity that could change your future? We have an inspirational episode for you today! Rich and Jason interview Jared Macliver (The Kid Investor), who began developing his business and money-management skills as a young person, and purchased his first investment property before turning 18. Jared shares how education, coaching, creative financing, persistence, and a willingness to act despite fear helped him acquire and improve an RV park while continuing to pursue additional real estate opportunities. They discuss what it means to go against conventional expectations, trust yourself while remaining teachable, and keep taking the next step so you can open doors to extraordinary investment opportunities. Jared MacLiver is an entrepreneur and investor whose interest in business began at an early age through bookkeeping, small businesses, and hands-on management. He entered real estate as a teenager, using coaching, relationship building, creative financing, and disciplined underwriting to acquire his first property. Jared's approach is centered on taking action despite uncertainty, learning through experience, and finding creative ways to accomplish ambitious goals. What you’ll learn in this episode:  (01:26) How Jared's early experiences with bookkeeping and small businesses gave him a foundation in revenue, costs, profits, and money management. (07:31) How finding a qualified coach can educate you on best practices, and fast-track your entry into investing. (09:27) Why feeling scared does not always mean an investment decision is wrong and how to use fear as a signal to take action. (13:04) How Jared structured the acquisition of his RV park using seller financing and a loan from a friend. (15:40) Three actionable operational strategies to significantly increase the net operating income (of an RV park, for example). (18:36) Why committing fully to a goal, surrounding yourself with supportive people, and continuing to take the next step can help you move forward when others don't understand your path. (24:32) How to apply creative resourcefulness and delegation to accomplish projects larger than you could handle alone. Jared Macliver hosts a podcast: The Kid Investor - https://the-kid-investor.captivate.fm/ The podcast dives into the world of real estate investing through the eyes of the next generation. Jared interviews high-level investors, operators, and mentors who are doing big things, and shares the raw, behind-the-scenes stories of building wealth from scratch. 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/

    I'm Scared, But I'm Doing It Anyway! | Interview with Jared Macliver, The Kid Investor
  4. Aug 18 ·  Video

    Building a Strong Foundation: An Investment Manager's Perspective

    What simple changes today could strengthen a financial foundation for decades to come? In this episode, George Pace returns, joining Rich and Jason to discuss the principles that create long-term financial stability, emphasizing the importance of starting early, living below your means, consistently investing, and prioritizing income-producing assets over lifestyle inflation. They also explain why it's never too late to begin building wealth and how disciplined investing can compound over time. This episode and conversation brings great advice for investors wanting to create wealth while avoiding common financial mistakes. George Pace is a director with Epic Capital Funds who contributes to evaluating investment opportunities and strategic business acquisitions. He frequently works with operational partners to assess risk management frameworks and optimize portfolio efficiencies. What you’ll learn in this episode:  (01:11) Starting early with consistent savings leverages compound growth to establish long-term financial security. (03:14) Why it’s never too late to begin investing, and how taking the next financial step matters more than dwelling on missed opportunities. (08:56) How to evaluate investment sponsors by examining their track record, conducting background checks, and looking beyond projected returns. (12:49) Why experienced investors who openly discuss past mistakes provide valuable perspective and stronger leadership. (16:41) Why diversification across real estate, stocks, retirement accounts, and income-producing assets can improve both portfolio stability and peace of mind. (22:23) Why generating ongoing investment income provides flexibility, emergency reserves, and additional opportunities without forcing the sale of long-term assets. 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/

    Building a Strong Foundation: An Investment Manager's Perspective
  5. Aug 4 ·  Video

    What No One Tells You About Rollup Acquisitions

    Which lesson learned about rollups did you get the most value from today’s episode? In this episode, Rich and Jason are joined by George Pace to share an inside look at the realities of executing a live rollup acquisition, specifically in the non-emergency medical transportation industry. They discuss the operational, financial, and human challenges that often surprise investors, while highlighting the importance of thorough due diligence and disciplined decision-making. They emphasize the necessity of maintaining strict investment principles, managing human capital transparently, and having the willingness to walk away when things aren’t quite right. George Pace is a director with Epic Capital Funds who contributes to evaluating investment opportunities and strategic business acquisitions. He frequently works with operational partners to assess risk management frameworks and optimize portfolio efficiencies. What you’ll learn in this episode: (03:28) Why demographic trends, insurance coverage, and growing healthcare needs make the NEMT market an attractive investment opportunity. (07:46) How to accurately calculate the difference between a business's sales price and its true overall acquisition price. (11:02) How inadequate due diligence can lead to costly surprises. (14:05) How rising liability and insurance premiums can dramatically impact your budgeted cash flow reserves. (20:07) Explore why successful rollups depend on operational compatibility, employee integration, and carefully evaluating every proposed synergy. (24:09) The value of utilizing third-party industry experts to navigate unfamiliar regulatory frameworks and operational challenges. (29:29) How the due diligence process evolves after the letter of intent and why investors must continually validate financial assumptions before closing. (35:52) How centralized dispatch, expanded transportation services, purchasing power, and regional scale can significantly increase the value of a consolidated business. (41:28) The critical investment discipline required to set aside emotions and walk away from a deal when red flags appear. 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/

    What No One Tells You About Rollup Acquisitions
  6. Jul 28 ·  Video

    The Liquidity Event Playbook | The Do's and Don'ts After You Cash Out

    How can a stewardship mindset change long-term investing outcomes? In this episode, Rich and Jason discuss what investors should do immediately after experiencing a liquidity event. Selling a business or investment is only the beginning. They emphasize shifting from an ownership mindset to a stewardship mindset, that is viewing wealth as something to manage wisely for long-term impact, rather than something to consume immediately. Rich and Jason share actionable guidance for defining long-term goals, evaluating risk, and building a trusted team to make wiser investment decisions. This perspective helps investors avoid emotional decisions and build multi-generational wealth. What you’ll learn in this episode: (01:11) Why a liquidity event requires a complete mindset shift from ownership to stewardship before making any financial decisions. (05:21) The hosts explain how to recognize the psychological dangers of fear and greed, including the risk of capital paralysis. (08:54) Why defining your ideal lifestyle and identifying your personal financial number should come before deploying capital. (13:11) Why understanding different levels of risk tolerance helps investors allocate capital more effectively. (15:46) Why investors should assemble a personal investment committee or board of trusted advisors. 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/

    The Liquidity Event Playbook | The Do's and Don'ts After You Cash Out
  7. Jul 21 ·  Video

    The Most Expensive Mistake Leaders Make | Chasing Away Top Performers By Tolerating Bad Ones

    What message is being sent to a team when poor performance goes unaddressed? In this week’s episode, Rich and Jason tackle one of the most costly leadership mistakes in business: allowing poor performance to persist at the expense of their top talent. They explain how tolerated behavior lowers organizational standards, and why avoiding accountability can drive away high-achieving talent that sustains the company. Jason and Rich share actionable advice and frameworks leaders can use to identify performance issues, protect and strengthen culture, and build a system where high performers thrive. What you’ll learn in this episode: (00:07) Why tolerating poor performance can undermine culture and drive away high-performing employees. (04:27) The severe compounding effect that low workplace standards have on team culture over time. (06:33) What employee disengagement costs businesses and why leadership accountability directly impacts productivity. (11:28) The four unspoken messages leaders send when they avoid addressing poor performance. (15:27) How leaders can develop employees toward clear expectations while maintaining respect and dignity. (17:20) Why avoiding confrontation damages team standards and weakens accountability. (21:29) Three practical questions leaders can use to identify whether a performance issue requires immediate attention. 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/

    The Most Expensive Mistake Leaders Make | Chasing Away Top Performers By Tolerating Bad Ones
  8. Jul 14 ·  Video

    Strategic Networking and Relationship Building | Family Office Club Debrief

    How can networking events create opportunities that never happen through email or cold outreach? In this episode, Rich and Jason share their biggest takeaways from attending the Family Office Club event in New York, where they met family offices, investors, and industry professionals. They discuss the importance of relationship-building, warm introductions, panel appearances, and creating trust before discussing deals. The conversation highlights why the most successful investors focus on people first, recognizing that strong relationships often create opportunities far beyond a single transaction. What you’ll learn in this episode: (00:38) Family offices operate as investment structures that help high-net-worth families deploy capital according to specific investment mandates. (02:04) Immense value found in hallway conversations. (03:06) Speaking on a panel establishes credibility and makes it easier to connect with the right audience. (04:31) Warm introductions create a completely different level of credibility and engagement than cold outreach at conferences. (07:42) Investors are often more interested in learning who sponsors are and why they invest than hearing an immediate sales pitch. (10:24) Sharing past failures and lessons learned can build credibility because investors want to understand how sponsors respond under pressure. (14:47) Active networking and meaningful conversations often uncover opportunities and insights that would otherwise remain hidden. 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/

    Strategic Networking and Relationship Building | Family Office Club Debrief

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.