The Epic Investor

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/