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.

The stock market doesn’t have to be intimidating.

Only about 58% of Americans own any stocks, and many who don’t say it’s because the market feels too risky or confusing. But the truth is, investing isn’t gambling; it’s ownership.

In this episode, Dan explains what the stock market really is, how it works, and why understanding it can transform how you build wealth and achieve financial freedom.

Key Talking Points:

• Introduction to the stock market, how it began, and why prices move.
• The three types of stocks—growth, value, and dividend—and how they fit together in a portfolio.
• What ETFs are and why they make investing easier and more diversified.
• The power of compounding returns and long-term patience.
• How taxes impact short-term and long-term investing decisions.
• Practical steps to start investing and build your financial freedom plan.

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:

• 58% of Americans own stocks — Gallup (2024)
• Only 1% of day traders consistently profit over five years, 13% profit over six months, 72% lose money, and 40% quit within a month — Berkeley Haas (2019)
• The S&P 500 has averaged roughly 10% annual returns over the long term — NYU Stern (2024)
• Long-term investors outperform short-term traders by an average of 6% — Columbia Business School (2020)

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 for yourself or a loved one atwww.escapetheclock.com/book.

Thank you for listening and your support!

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

Are your beliefs about money quietly shaping your life?

In this episode of Escape The Clock, Dan sits down with Pericles Rellas, a money mindset expert and the founder of Reset Your Financial Thermostat, to explore how our subconscious beliefs about money shape our financial behaviors, and how we can reset them to create abundance, freedom, and intentional growth.

Pericles shares how old money scripts, emotional blocks, and comfort zones act like a thermostat — limiting or amplifying our financial potential — and offers practical steps to rewrite those scripts, celebrate progress, and align spending with what truly matters.

Key Talking Points:

• Understanding the “financial thermostat” and how it sets your comfort zone with money.
• How upbringing, emotions, and past experiences shape your money mindset.
• Recognizing and rewriting limiting money scripts.
• The role of small wins and daily reminders in resetting your financial thermostat.
• Why setbacks are part of growth, and how to maintain progress through life’s challenges.
• Reframing financial independence: from deprivation to alignment and intentionality.
• How modeling positive money behaviors can help others reset their mindset.

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

Connect with Pericles:

• Website: resetyourfinancialthermostat.com
• Instagram: @ResetYourFinancialThermostat
• Newsletter/Resources: resetyourfinancialthermostat.com/newsletter

Subscribe, rate, review, share this episode, or support by getting the book at www.escapetheclock.com/book.

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

Ever wonder how to prepare your finances for the next crisis?

In this episode of Escape The Clock, Dan sits down with Kelvin Abrams, entrepreneur and author of Get Uncomfortable or Change Course, to explore how to prepare for the unexpected and thrive through financial adversity.

From layoffs and market crashes to everyday setbacks, Kelvin shares how resilience, adaptability, and a willingness to get uncomfortable can strengthen your financial future.

Key Talking Points:

• How to prepare your financial plan for the unknown.
• The “Learn, Earn, Return” framework for staying resilient.
• Why discomfort and adaptability are vital for long-term success.
• How mindset, not math, drives consistency and calm in hard times.
• Lessons in diversification, balance, and sustainable growth.
• Practical steps to make your plan more resilient today.

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:

• Nearly 40% of Americans would struggle to cover a $400 emergency expense — Federal Reserve, Economic Well-Being of U.S. Households (2023)
• Nearly 60% of U.S. adults live paycheck to paycheck — LendingClub, Paycheck-to-Paycheck Report (2024)
• Those who consistently save at least 15% of income are on track for retirement, while most Americans save under 8% — Fidelity, Retirement Savings Guidelines (2023)
• Investors who pulled out during downturns underperformed by 1–2% annually compared to those who stayed invested — Vanguard, Investor Behavior Study (2022)

Connect with Kelvin:

• Website: kelvinabrams.com
• Book: Get Uncomfortable or Change Course
• LinkedIn: Kelvin Abrams
• Instagram: @kelvinabrams

Subscribe, rate, review, share this episode, or support by getting the book at www.escapetheclock.com/book.

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

Everyone makes financial decisions, but not all choices are purely rational. In this episode of Escape The Clock, I speak with Hugh Massie, founder and CEO of DNA Behavior International, about how our natural behavioral tendencies influence the way we earn, spend, save, and invest.

We explore the concept of Behavioral DNA, how hardwired traits affect decision-making under pressure, and practical strategies to align your financial plan with your instincts. Whether you want to make smarter investments, reduce financial stress, or understand your own biases, this episode gives actionable insights to leverage your behavior for better financial outcomes.

Key Talking Points:

• The Hidden Force in Finance – Why instinct and behavioral biases can impact every money decision.
• Understanding Behavioral DNA – How your natural traits shape risk tolerance, spending, and investment choices.
• Common Biases to Watch – Overconfidence, loss aversion, herd behavior, and their effect on financial outcomes.
• Aligning Strategy with Behavior – Personalizing financial planning, savings, and investment approaches to your tendencies.
• Practical Advice – Steps to increase awareness of your patterns, make smarter choices, and improve financial literacy.

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:

• 85% of people say money-related stress affects their lives – APA, Stress in America (2023)
• $1,000 per person per year lost due to financial illiteracy – National Financial Educators Council (NFEC)
• $240 billion annually lost in the U.S. economy from poor financial decisions – National Financial Educators Council (NFEC)

Connect with Hugh:

• On the Web: www.dnabehavior.com
• LinkedIn: https://www.linkedin.com/in/hughmassie/
• Instagram: @HughMassie
• YouTube: DNA Behavior

Subscribe, rate, review, share this episode, or support by getting the book at www.escapetheclock.com/book.

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

Three powerful real-life stories of financial independence. You’ll hear from Brad, who’s in the trenches of building toward FI; Francis, who’s just crossed the line and is beginning the transition into a new life chapter; and David, a seasoned retiree reflecting on lessons learned from a lifetime of financial choices.

These case studies highlight the realities, challenges, and rewards of financial independence at every stage of the journey. Whether you’re just getting started, midway through, or already retired, you’ll walk away with insights and strategies you can apply to your own path toward freedom.

Key Talking Points:

• Real-life testimonials from three people at different stages of financial independence.
• Insights from their journeys that show why anyone can pursue FI.
• What it takes to reach your FI number and how to prepare for the transition.
• Lessons from those already retired and living with financial freedom.
• Common threads across all three stories — discipline, mindset shifts, and adaptability.

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

Subscribe, rate, review, share this episode, or support by getting the book at www.escapetheclock.com/book.

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