The Epic Investor Podcast

EMPOWERING YOU TO INVEST WITH PURPOSE

Welcome to The Epic Investor, hosted by Rich Jarvis and Jason Morris. Whether you're building your first passive income stream or scaling a diverse portfolio, this show offers clear, actionable insights into real estate, private equity, rollups, and value-creation.

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All Episodes (52)

EPISODE 52

The Epic Investor's Guide to Facing the Storm: Why the Best Way Through Adversity is Through It

Are you making decisions to solve the underlying issue, or simply to relieve the discomfort you feel right now? In this episode, Rich and Jason explore why the best way through adversity is often to face it directly, rather than seek temporary relief or avoid difficult decisions. Rich shares the difference between the natural instincts of buffalo versus cattle in a storm, emphasizing that facing challenges directly leads to faster resolutions and stronger long-term outcomes. They discuss how honest communication, accountability, and emotional clarity are essential tools for overcoming financial stress and leading to better outcomes.

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EPISODE 51

The Deal: How We Analyze and Vet a Potential Acquisition | With Richy Jarvis

When should you walk away from an acquisition instead of trying to make the numbers work? In this episode of The Epic Investor, Rich and Jason sit down with guest Richy Jarvis to break down the framework required to source, analyze, and vet potential business acquisitions.

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EPISODE 50

Inside the Framework Behind a Real Business Acquisition | The SUCCEED Formula in Action

How can you use a specific and structured framework to evaluate a business acquisition? In this 50th milestone episode, Rich Jarvis and Jason Morris walk through the practical application of the Epic SUCCEED formula when analyzing real-world opportunities.

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EPISODE 49

Turning Small Talk Into Real Connection

Learn how to build meaningful relationships and convert casual conversations into lasting strategic partnerships.

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EPISODE 48

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

Actionable quarterly planning strategies to align leadership, optimize cash flow, and achieve growth targets.

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EPISODE 47

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

Overcoming fear and taking decisive action in real estate investments with young entrepreneur Jared Macliver.

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EPISODE 46

Building a Strong Foundation: An Investment Manager's Perspective

The core principles of fund management, risk mitigation, and disciplined underwriting in today's climate.

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EPISODE 45

What No One Tells You About Rollup Acquisitions

Uncovering the operational friction, cultural integration, and hidden multiplier traps during company rollups.

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EPISODE 44

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

Essential tax, wealth preservation, and reinvestment strategies following a major exit or liquidity event.

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EPISODE 43

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

How culture drag impacts company valuations and why key leaders must protect culture above short-term convenience.

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EPISODE 42

Strategic Networking and Relationship Building | Family Office Club Debrief

Key takeaways from the Family Office Club on co-investing, capital raising, and building long-term trust.

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EPISODE 41

Building a Regional Empire: The Rollup Playbook

A step-by-step roadmap to scale regional operations by combining fragmented businesses under one umbrella.

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