--- title: Epic Investor-Episode-44-The Liquidity Event Playbook | The Do's and Don'ts After You Cash Out --- [![Epic Capital Funds logo](https://www.epiccapitalfunds.com/hs-fs/hubfs/EPIC%20Cap%20logo.png?width=3600&height=1200&name=EPIC%20Cap%20logo.png "Epic Capital Funds logo")](https://www.epiccapitalfunds.com?hsLang=en) - [About Us](https://www.epiccapitalfunds.com/about-epic) Show submenu for About Us - [Team](https://www.epiccapitalfunds.com/meet-the-team) - [Our Why](https://www.epiccapitalfunds.com/our-why) - [Impact Equity](https://www.epiccapitalfunds.com/about-impact-equity) - [Portal](https://epiccapital.invportal.com/app/invest-now) - [Contact](https://www.epiccapitalfunds.com/contact) - [Portfolio](https://www.epiccapitalfunds.com/investments) - [Podcast](https://www.epiccapitalfunds.com/epic-investor-podcast) - [About Us](https://www.epiccapitalfunds.com/about-epic) Show submenu for About Us - [Team](https://www.epiccapitalfunds.com/meet-the-team) - [Our Why](https://www.epiccapitalfunds.com/our-why) - [Impact Equity](https://www.epiccapitalfunds.com/about-impact-equity) - [Portal](https://epiccapital.invportal.com/app/invest-now) - [Contact](https://www.epiccapitalfunds.com/contact) - [Portfolio](https://www.epiccapitalfunds.com/investments) - [Podcast](https://www.epiccapitalfunds.com/epic-investor-podcast) ![EPIC PODCAST 527x600 (5)-1](https://www.epiccapitalfunds.com/hs-fs/hubfs/EPIC%20PODCAST%20527x600%20(5)-1.png?width=527&height=600&name=EPIC%20PODCAST%20527x600%20(5)-1.png) #### Episode 44 #### The Liquidity Event Playbook | The Do's and Don'ts After You Cash Out How can a stewardship mindset change long-term investing outcomes?  What you'll learn in this episode: 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.   LISTEN TO THE FULL EPISODE 19:13 ### Episode Highlights 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* - [The Epic Investor](http://lnk.to/EpicInvestor) ### Learn More About Epic Capital Funds - [Website](https://www.epiccapitalfunds.com/?hsLang=en) - [LinkedIn](https://www.linkedin.com/company/77759472/admin/dashboard/) - [Instagram](https://www.instagram.com/epiccapitalfunds/) - [Facebook](https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/) ### About *The Epic Investor* 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. [View More Episodes](https://www.epiccapitalfunds.com/epic-investor-podcast?hsLang=en) [![Full Logo White & Gold](https://www.epiccapitalfunds.com/hubfs/Full%20Logo%20White%20%26%20Gold.svg "Full Logo White & Gold")](https://www.epiccapitalfunds.com?hsLang=en) Epic Capital Funds 1880 S Cobalt Point Way, Ste 300 Meridian, ID 83642 [208.918.5800](tel:2089185800) [Follow us on LinkedIn](https://www.linkedin.com/company/epic-capital-funds/) - [About Us](https://www.epiccapitalfunds.com/about-epic) - [Impact Equity](https://www.epiccapitalfunds.com/about-impact-equity) - [Portal](https://epiccapital.invportal.com/app/invest-now) - [Contact](https://www.epiccapitalfunds.com/contact) - [Portfolio](https://www.epiccapitalfunds.com/investments) - [Podcast](https://www.epiccapitalfunds.com/epic-investor-podcast) ##### Stay updated Get the latest updates and offers powered by Tribute Media - [an inbound marketing agency](https://www.tributemedia.com/)