The Exit Plan Podcast - podcast cover

The Exit Plan Podcast

Dana Robinson and Nathaniel Broughtonwww.exitplan.us
Exit Plan is a podcast for business owners and those who want to be business owners. I’m always in search of the lesser known stories of entrepreneurship. In the Exit Plan podcast, you’ll hear stories from start up to sale, and hear from the professionals who helped business owners achieve their exit. Hosted by me, author and private equity manager Dana Robinson, along with my co-hosts and guests, you’ll hear real stories, tips, and tools that will help you plan for the exit you want, whether you are still working a day job or already running a business. From their studio in sunny San Diego, the Opt Out Life welcomes guests who are solopreneurs, entrepreneurs, travelers, and creatives, who are proof that you can choose lifestyle over money . . . But still make money, too. Each episode of the Opt Out Life podcast combines the incredible entrepreneurial stories of our friends, with an instructional approach to applying the tactics people are using right now to earn passive income and travel the world. Our guests live non-traditional lives, without job titles, and often without jobs at all. They wear t-shirts and have no boss. They spend time doing what they want, traveling and earning substantial income in creative ways. We invite you to join the ranks of people who live the Opt Out Life.
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Episodes

Bob Wheeler - I Thought I Was the Only One

In today's episode, we talk to Bob Wheeler. Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy, and is currently the CFO for The World Famous Comedy Store. Take a listen to this epi...

Oct 08, 202052 minEp. 111

Bill Bice - In It for the Journey

In today's episode, we talk to Bill Bice. Bill has always been an entrepreneur, starting his first company at age 14, putting on road races with corporate sponsors. At 18, he started ProLaw Software, the first integrated ERP for law firms. After selling the company, Bill became a VC as a founding partner in the Verge Fund, investing in high tech, high growth companies in the Southwest. One of the core things that Bill has learned in building and investing in companies is that the go-to-market is...

Oct 01, 202053 min

Ben Nachman - Perseverance is a Must

In today's episode, we talk to Benny Nachman. Benny worked as an attorney on corporate law but always had a bug for entrepreneurship. He created his first startup while in Law School, and eventually became a serial entrepreneur. He now has a proven track record in building a global bank with over 30 licenses all over the world, managing hundreds of employees, and thousands of merchants with over $7Bn in volume. Learn more about the companies he has founded, such as Credorax and Jassby, and his e...

Sep 24, 202058 min

Dana & Nate Update (Sept 2020)

Nate and Dana are finally back in the studio! With a bunch of new episodes coming out, they return from their COVID break to give you an update on what they’re doing now, and what’s been going on with Opt Out in these last few months. More at optoutlife.com/podcast/dana-nate-update-sept-2020/

Sep 17, 202022 minEp. 109

Dan Johnston - Stories Beat Stuff

In this episode, our guest is Dan Johnston. He is the host of the Dreams Around The World podcast, and a business and life coach with a mission to help others create the best version of themselves. Dan went from a rock bottom point to living the life of his dreams, learning some incredible lessons along the way, and creating a life of travel, location independence, and freedom over his time. His #1 rule? Stories beat stuff. Listen along and get some inspiration and practical tips you can apply t...

May 14, 202053 minEp. 107

J. Massey - Fail Fast, Fail Forward, and Fail Frequently

Our guest today is J Massey. J is a real estate investor, Podcast Host, and the CEO and Founder of Cashflow Diary, a short-term rental hospitality training company, where he shows people how to build their own short-term rental business from scratch. Listen along as J shares some cool angles on how you can still leverage vacation rentals amid the COVID-19 crisis, and learn about his incredible Opt Out journey, a story of personal success that will inspire you. More at optoutlife.com/podcast/j-ma...

May 07, 202048 min

Michael Green - The Flip Factor

Today’s guest is Michael Green. Michael is an expert real estate investor, entrepreneur, and the host of The Flip Factor podcast. At age 17, he got in trouble with the law and faced a 4-year jail sentence that inspired him to turn his life around. He decided to learn how to flip houses and today, he runs his own house flipping business and has bought and sold over 1,100 deals. Listen to this classic Opt Out story and learn how he managed to change his life's path, and how he runs his successful ...

Apr 30, 202056 minEp. 105

Opt Out in the Age of COVID-19

In this special episode, Nate and Dana talk about COVID-19 and how it’s impacting business and life in general. Listen as they share their experiences navigating quarantine, social-distancing, and work-life in the new normal. More at optoutlife.com/podcast/covid-19/

Apr 23, 202032 minEp. 104

Ken Goodrich - Should've Been a Plumber!

As a young boy, Ken Goodrich used to help his father by holding a flashlight for him as he worked on repairing air conditioners for customers. The first air conditioner unit he shined a flashlight on was a Goettl. With time, he became proficient as an air conditioning technician and ran service calls. Fast forward to today, and Ken owns and operates the Goettl Air Conditioning company. In this episode, you'll hear about his struggles learning how to run a business, how he took that knowledge to ...

Apr 09, 20201 hr 6 minEp. 103

Merrick Lozano - Google Dance, Leap, Scale

In this episode, our guest is not only inspirational to our audience, but has also been part of our own inspiration. Merrick Lozano. Founder of Let's Build A Brand and Co-Founder PRLeap, our long-time friend has been living the Opt Out life before it was even called Opt Out. Listen along as we chat about Google, SEO, business and having to do the 'dirty work' in Mexico. More at optoutlife.com/podcast/merrick-lozano/

Apr 02, 20201 hr 1 minEp. 102

Mindsets and Jets (EP.101)

In this special episode, Dana & Nate go ‘guestless’ to talk about business, life, and opt out mindset - as it relates to private jets. More at optoutlife.com/podcast/mindsets-and-jets/

Mar 26, 202025 minEp. 101

Dan Lu - Making the Leap from Engineer to Entrepreneur

Today's guest is Dan Lu - a listener of the Out Out Life who quit his job as a mechanical engineer and moved to San Diego to start his own marketing business and reinvent his life. In this episode, we talk about the psychological struggles of being stuck in a life that you don't enjoy and working towards making a leap to take back control of your time. Dan's story shows that you don't have to have one of those giant success stories in order to get the life you want. Listen along to learn the det...

Mar 19, 202052 minEp. 100

The Nomad Next Door

In today’s episode, our guest is Kristy – also known as The Nomad Nextdoor. A free spirit from Encinitas, California, who left her career in sales to travel the world and live the opt out life. Dana met her in Bali, traveling between islands, where she shared her story of how she left everything behind to fulfill her dreams. Like many people, she felt stuck in her 9-5 job, so she found a way to leverage her passion for travel, and make a living out of it. Kristy is a great inspiration for everyo...

Mar 12, 202057 min

Listener Q+A (EP. 98)

Today’s episode is all about the listeners! Listen along as we answer YOUR questions about entrepreneurship, how to get the life you want, side gigs and anything Opt Out. Do you have a question? We want to hear from you! Email us your best question at Dana@optoutlife.com or Nate@optoutlife.com and we’ll add it to the list for our next special Listener Q+A episode. More at optoutlife.com/podcast/listener-qanda2/

Feb 27, 202030 minEp. 98

Malcolm Nicholl - Making Words Count

In this week's episode we have a special guest host, Cory Verner, who has brought to the studio a fascinating entrepreneur with quite an opt out journey, Malcolm Nicholl. Malcolm went from high-school dropout to millionaire entrepreneur and has lived and worked remotely, experiencing a variety of careers. Listen along as he takes us back to the initial endeavors that led him off the grid. More at optoutlife.com/podcast/malcolm-nicholl/

Feb 20, 202041 minEp. 97

Opt Out Spirituality (EP.96)

Throughout his spiritual journey, Dana has learned that certain spiritual narratives can become hindrances to our improvement. In today's special episode, he talks about spirituality and the implications it has on your ability to become a successful business person. Listen along as he discusses the importance of finding your own opt-out path to achieve the life you want. More at optoutlife.com/podcast/opt-out-spirituality/

Feb 13, 202040 minEp. 96

Real-Time Buying a New Business

Buying an existing business can be a great path to entrepreneurship, but before rushing out to buy a business, there are some important things you should understand and consider. In this episode, Nate and Dana talk about "the truths" of buying a business, and Dana shares many of the nitty-gritty details of his latest property management business acquisition. If you’re curious about buying your way into entrepreneurship, this is your episode. More about https://optoutlife.com/podcast/real-time-bu...

Feb 06, 202031 minEp. 95

Rich Schefren - The Guru to the Gurus

Our guest in this episode is the “guru to the gurus”, Rich Schefren. Rich was the first guy to do online coaching, and ended up leveraging that to become the godfather to many of the major online marketing players of today. His passion was deepened to share what he had learned with all the aspiring internet marketers who wanted to build real businesses and have more freedom. That's when his consulting business, Strategic Profits, came into existence, adding over 15 Billion dollars of additional ...

Jan 30, 20201 hr 7 minEp. 94

It's The Year of Opt Out

It's officially 2020, and we head into the third calendar year of existence of Opt Out Life! We're recapping our favorite lessons and episodes of 2019, and we talk about where we're headed - personally and professionally. 2019 was a busy and exciting year. Thanks for joining us! More at Optoutlife.com/podcast/its-the-year-of-opt-out/

Jan 02, 202035 min

Jono Bacon - An Empowered Community (EP. 92)

Today we sit down with Jono Bacon. Author of five books, community strategist, and Keynote speaker. Jono spent his career developing his community management skills and decided to do consulting/advising on the side, which led him into founding Jono Bacon Consulting and extending the power of collaboration to a wider range of industries across the world. He wrote the critically acclaimed book The Art of Community, and also founded the Community Leadership Summit. His story gives us some insightfu...

Dec 26, 201947 minEp. 92

Nick Watts - Get Comfortable with Being Uncomfortable (Ep. 91)

About a year ago, we interviewed Courtney Condy - the founder of a business called Occupation Wild. Fast forward a year later, and we're closing the loop with Nick Watts, the new VP. Nick graduated from college and decided to never opt-in. His positive attitude and adventurous approach to life have taken him all over the world - from boat hitchhiking, to Surfing at Cloudbreak in Fiji. This fun, fast-paced story where Jacques Cousteau meets Indiana Jones will enlighten fellow opt-outers as well a...

Dec 19, 20191 hr 6 minEp. 91

I have a business idea! (EP. 90)

Ok, so you've got a business idea - Now what? Dana & Nate go ‘guestless’ on this special episode to talk about how to implement a business idea. They share personal stories of both successes and failures that could give you the information you need if you ever find yourself in a similar situation. More at optoutlife.com/podcast/i-have-a-business-idea/

Dec 12, 201933 min

Michael Dash - Chasing the High (EP. 89)

Today’s guest is Michael Dash. Michael is the author of Chasing the High, a book about his personal journey through addiction, entrepreneurship, legal battles, and all the lessons he learned along the way. Michael battled with gambling and drug addiction for many years, until a perspective-shifting trip to Bali inspired him to have a more positive mental attitude and outlook on life. Through it all, he was able to channel his compulsions into productivity, and find his entrepreneurial passion an...

Dec 05, 201953 min

UNCUT – What's a Million Worth? (EP.88)

For many people, becoming a "millionaire" sounds like a dream come true. Many believe that reaching the million-dollar mark means being set for life and never having to worry about money again. But in today’s world, what's a million really worth? Listen along as we talk about millionaires and the reality of making a million dollars. No notes, no guest, this episode is 100% uncut and raw from the studio. More at optoutlife.com/podcast/whats-a-million-worth/

Nov 14, 201925 minEp. 88

Kristian and Sabrina - The Green Coconut Run

For many opt outers, it’s all about getting out from under the 9 to 5 and building a business. But, what if your opt out is just a little more OUT? Like out on the azure waters of French Polynesia, floating on a boat, and not working a real job ever again? Today’s guests are Kristian and Sabrina, a married duo who designed that very life over a decade ago, and have been floating along in their version of the opt out life while the rest of the world spins on. The cool part about Kristian and Sabr...

Nov 07, 201954 min

Jillian Sassone - The Art of Serendipity - (EP. 86)

Our guest in this episode, Jillian Sassone, started down her own entrepreneurial journey accidentally. She took a piece of an old heirloom and turned it into a cool new ring. Her first day out wearing it, she landed two custom jewelry clients without even trying. From there, Jillian’s business grew quickly as people realized that she could create custom rings. They soon outgrew their dining table, and leased a small space to have meetings. As things grew, she added her husband as a partner, and ...

Oct 31, 201959 minEp. 86

Listener Q+A Episode (EP. 85)

Today's episode is all about the listeners! Listen along as we answer YOUR questions about entrepreneurship, how to get the life you want, side gigs and anything opt out. Do you have a question? We want to hear from you! Email us your best question at Dana@optoutlife.com or Nate@optoutlife.com and we'll add it to the list for our next special Listener Q+A episode. So what do you want to ask? More at optoutlife.com/podcast/listener-qanda/

Oct 24, 201922 minEp. 85

Cory Verner - A Ten-Year Overnight Success

Today’s guest is Cory Verner. Cory had spent years commuting to a job he hated. He made it tolerable by listening to audio books every day. When the time came to launch a business, he decided to start an audio book publisher. That was 15 years ago, and that little business grew until it was sold to a private equity group in 2016. Yes, Cory did fine, but as we’ll hear, he also learned a tough lesson along the way. Today, we find Cory in the midst of a couple of new ventures and one old one. Cory’...

Oct 17, 20191 hr 7 minEp. 84

How to Start Networking . . . [LISTENER SPECIAL] (EP. 83)

Opt Out Life listeners and fellow entrepreneurs Bryton Nield and Matt Mclelland hit us up with a compelling question. How could they best approach launching an "Opt Out" networking event in their city? And how else might we suggest they expand their personal and business networks, in general? In this special episode, we invited Byrton and Matt on to the mics and talk through one of the most important skillsets and strategies any aspiring Opt Out-er needs to master. More at optoutlife.com/podcast...

Oct 10, 201944 minEp. 83

Chuck Longenacker - Can You Care Too Much?

Today’s guest is Chuck Longenacker, the founder of a digital agency who came to us after spending the past two years relaxing and recovering from the long road to success that often ends in burn out. Chuck’s journey as an entrepreneur began a million years ago, the dust of the dotcom crash in 2001. He lost his job in corporate America, and took his $5000 severance as a chance to try and go down a different path. Over time, his little venture grew up into a highly respected digital and design age...

Oct 03, 20191 hrEp. 82
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