Why are you working as hard as you are? What is your purpose?

In this episode, former professional baseball player turned wealth coach Matt Morizio, founder of Reconstructing Wealth, joins Dan to explore how purpose transforms not just your financial plan, but your life. Together, they discuss how to detach from money emotionally, build value-aligned goals, and lead with meaning in both wealth and family life.

Key Talking Points:

• Why financial freedom without purpose often feels empty
• How detaching from money can reduce anxiety and build real independence
• Why your “why” is usually a who — and how to find it
• How values-based planning creates resilience through financial setbacks
• Balancing purpose across relationships, marriage, and family
• The shift from chasing success to building significance

Escape The Clock Resources:

• The Book: www.escapetheclock.com/book
• The Planner: www.escapetheclock.com/planner
• 1:1 Help: www.escapetheclock.com/schedule
• Other Resources: www.escapetheclock.com/resources
• Free Weekly Newsletter: https://bit.ly/etc-news

Episode References/Resources:

• 80% of Americans lack a clear sense of purpose in their financial life — Edward Jones & Age Wave (2023)
• Only 36% of U.S. adults have a written long-term financial plan — Charles Schwab (2024)
• 7 in 10 families experience a major financial setback every 10 years — Federal Reserve (2023)

Connect with Jaden:

• Website: www.reconstructingwealth.com
• Instagram: @mattmorizio
• Free Course: DM Matt on Instagram or visitreconstructingwealth.com

Listener Offer!

As mentioned in the episode, in support of the show Matt Morizio is offering his three part education videos directly to you for free. Just reach out to him on Instagram at @mattmorizio.

Support the podcast:

• Subscribe/Follow on your favorite platform.
• Leave a rating & review.
• Share this episode with others.
• Support me by picking up the book atwww.escapetheclock.com/book.

Thank you for listening!

This information is for educational purposes only and not financial advice. Consult a qualified professional for personalized guidance.

Decision paralysis costs investors real money.

In this episode, Jaden Sterling, CEO of Sterling Stock Picker, joins Daniel to unpack how everyday investors can use transparent, data-driven tools to make smarter buy, sell, and hold decisions while staying disciplined for long-term freedom.

Key Talking Points:

• How emotions prevent us from making smart stock investments.
• How data-driven tools can support smarter long-term choices.
• The role of AI in stock picking today and in the future.
• The importance of transparency and education in building investor confidence.
• How to balance technology with human judgment.
• What financial freedom looks like beyond Wall Street.

Escape The Clock Resources:

• The Book: www.escapetheclock.com/book
• The Planner: www.escapetheclock.com/planner
• 1:1 Help: www.escapetheclock.com/schedule
• Other Resources: www.escapetheclock.com/resources
• Free Weekly Newsletter: https://bit.ly/etc-news

Episode References/Resources:

• 60% of Americans own stocks — Gallup (2025)
• 71% want transparency into why recommendations are made - Morningstar (2023)

Connect with Jaden:

• Website: sterlingstockpicker.com
• Book: Alchemy of True Success
• LinkedIn: linkedin.com/in/jadensterling
• YouTube: youtube.com/@SterlingStockPicker
• Email: media-relations@sterlingstockpicker.com

Listener Offer!

Sterling Stock Picker is 30% off for Escape The Clock listeners. Sign up through the VIP dashboard mentioned in the episode.

Support the podcast:

• Subscribe or follow on your favorite platform.
• Leave a rating and review.
• Share this episode with someone who wants to earn more from their investments.
• Support me by picking up the book at www.escapetheclock.com/book.

Thank you for listening!

This information is for educational purposes only and not financial advice. Consult a qualified professional for personalized guidance.

Most people think the only way to make money in the stock market is by buying low and selling high, but that’s only half the story.

In this episode, Dan reveals powerful ways to generate income from the shares you already own. You’ll learn how to glide toward retirement safely, earn passive income through dividends and stock lending, beat inflation with smarter interest-rate strategies, and even use conservative stock-option techniques to turn your patience into cash flow.

Key Talking Points:

• Why nearly 60 % of Americans own stocks but most never learn the other ways to profit.
• How glide-path investing protects growth and smooths the transition from work to retirement.
• Creating early cash flow through dividend reinvestment and stock lending.
• Beating inflation with HYSAs, TIPS, and CD-ladder strategies.
• Generating steady income through covered calls, cash-secured puts, and the Wheel strategy.
• How to move from investor to architect by designing a portfolio that funds your freedom.

Escape The Clock Resources:

• The Book: www.escapetheclock.com/book
• The Planner: www.escapetheclock.com/planner
• 1:1 Help: www.escapetheclock.com/schedule
• Other Resources: www.escapetheclock.com/resources
• Free Weekly Newsletter: https://bit.ly/etc-news

Episode References/Resources:

• 60% of Americans own stocks — Gallup (2025)
• Gold prices historically rise during high inflation periods — Macrotrends (2025)

Support the podcast:

• Subscribe or follow on your favorite platform.
• Leave a rating and review.
• Share this episode with someone who wants to earn more from their investments.
• Support me by picking up the book at www.escapetheclock.com/book.

Thank you for listening!

This information is for educational purposes only and not financial advice. Consult a qualified professional for personalized guidance.