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Episode 1

INVEST FOR TRUE FREEDOM

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:

In this episode, Rich Jarvis, Jason Morris, and James Morrell explore the foundational idea of “freedom of purpose".

LISTEN TO THE EPISODE HERE
27:55

Episode Highlights

(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 so many people get stuck.
(03:42) – How to break free from the W-2 trap by buying assets instead of liabilities.
(05:50) – Exploring different types of passive income — from rentals to dividends to lending.
(07:33) – Why passive income isn’t truly passive if it turns into another job.
(09:00) – How partnerships and strategic teams help you scale without burning out.
(15:18) – The essential balance between time and money in achieving lasting freedom.
(23:28) – Why gratitude and perspective are key to sustaining hope on your financial journey.

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About The Epic Investor

The Epic Investor podcast helps you leverage private equity and real estate investing as tools for financial freedom and a more fulfilling life. Each episode turns complex investment concepts into clear, actionable insights — guiding you toward building passive income, making smarter financial decisions, and achieving true freedom of purpose.