Dana Robinson and Nathaniel Broughton
The Exit Plan Podcast
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, t...
Be sure to visit the podcast's website and support the creator: www.exitplan.us
Author
Dana Robinson and Nathaniel Broughton
Category
Podcast website
Latest episode
Jun 10, 2025
Where to listen?
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Episodes
William Stringer - Investing in Entrepreneurs 24.12.2020 47:47
Our guest today is William Stringer. Will is the co-founder & CEO of Chisos, a company that provides capital for early-stage entrepreneurs and start-ups that have a difficult time accessing it. Chisos is the creator of a revolutionary new funding source for founders: the Convertible Income Share Agreement, or CISA - designed to equalize opportunity and give access to funding without all the usual...
Heather Robinson - It's a Ride 17.12.2020 40:51
As our listeners have already heard, the Opt Out Life podcast is all about getting the stories of entrepreneurs who have achieved the Opt Out Life their way- but is the life of entrepreneurship right for everybody? In this episode, Dana talks to his wife and Opt Out partner in crime: Heather Robinson. Heather shares the details of her entrepreneurial journey, her introspection work in the last yea...
Russ and Joey - Wealth without Wall Street 03.12.2020 54:49
Today's guests are Russ and Joey, founders of Wealth Without Wall Street and hosts of the popular podcast. Russ and Joey came from a more traditional advisory model and realized that their methods were keeping them from reaching the financial freedom they had been seeking. They decided to focus on finding an alternative approach to wealth and money, and started an advisory firm to help regular peo...
Thanksgiving 2020 26.11.2020 24:20
Happy Thanksgiving, Opt Outers! It's that time of the year again, and Nate & Dana are both back in the studio to talk about what they've been doing lately and give us an update on what's coming next! More at optoutlife.com/podcast/thanksgiving-2020/
Lance Graulich - Mindset is Everything 19.11.2020 1:05:20
Buying an existing business is often the fastest and least risky way to Opt Out. And if you have ever been curious about franchising, then today's episode with Lance Graulich is for you. Lance is the founder & CEO of ION Franchising, an industry-leading franchise consulting and development group, that represents over 500 franchise brands & business opportunities. Lance helps prospective entreprene...
Gregory Shepard - Meet the Boss 12.11.2020 1:01:51
Today's guest is Greg Shepard. Greg is the CEO and founder of BOSS Capital Partners. He is a Serial Entrepreneur, Author, Speaker, and Angel Venture Capital Investor with a legacy of building and running sustainable growth businesses. But to get to the top, he had to tackle many obstacles. His journey inspired him to start helping entrepreneurs around the world by creating the BOSS Operating Suppo...
Grant Aldrich - "Know Thyself" 05.11.2020 52:40
Today's podcast guest is Grant Aldrich, the CEO and Founder of OnlineDegree.com. After graduating with honors from the University of California Irvine in Economics, and overwhelmed with debt, Grant went on a mission to make higher education more accessible and affordable for everyone - that's when OnlineDegree.com was founded. This for-profit company allows people to take courses and earn degrees...
Geordie Wardman - 100 Days of Ski 29.10.2020 56:27
Our guest today is Geordie Wardman. Geordie has been an entrepreneur for 15 years and currently lives in Switzerland with his family. He helps other people build companies, builds his own software services and products, and still manages to ski 100 days a year while working on all of his businesses. In this episode, Geordie shows us a version of the Opt Out life that you may not have even thought...
Erik the Listener 22.10.2020 54:46
Opt Out Life listener, Erik, hit us up to discuss a situation that many people find themselves in - Erik is in his late 20s, works as a civil engineer, and is looking for opportunities to opt out. How could he best approach this? In this special episode, we invited Erik onto the mic and talked through the most effective strategies he, and other aspiring Opt Out-ers, can use to take back control of...
Chad Peterson - "If It's Meant To Be, It's Up To Me" 15.10.2020 44:26
In today's episode, we talk to Chad Peterson. Chad is an expert business broker and the founder of Peterson Acquisitions, an award-winning M&A firm. Chad is a self-made entrepreneur that has been in the trenches. He has started, built and sold 6 of his own businesses, and also wrote two books: "From Blue to White: A Working Man's Guide to Self-Employment" and "Swinging Doors: A Guide to Selling Yo...
Bob Wheeler - I Thought I Was the Only One 08.10.2020 51:31
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 s...
Bill Bice - In It for the Journey 01.10.2020 52:32
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...
Ben Nachman - Perseverance is a Must 24.09.2020 58:00
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 $...
Dana & Nate Update (Sept 2020) 17.09.2020 21:36
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/
Dan Johnston - Stories Beat Stuff 14.05.2020 52:42
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 #...
J. Massey - Fail Fast, Fail Forward, and Fail Frequently 07.05.2020 48:06
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...
Michael Green - The Flip Factor 30.04.2020 55:38
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 class...
Opt Out in the Age of COVID-19 23.04.2020 32:20
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/
Ken Goodrich - Should've Been a Plumber! 09.04.2020 1:05:41
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 epi...
Merrick Lozano - Google Dance, Leap, Scale 02.04.2020 1:00:35
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/podc...
Mindsets and Jets (EP.101) 26.03.2020 24:52
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/
Dan Lu - Making the Leap from Engineer to Entrepreneur 19.03.2020 52:10
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...
The Nomad Next Door 12.03.2020 56:56
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 le...
Listener Q+A (EP. 98) 27.02.2020 29:50
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/li...
Malcolm Nicholl - Making Words Count 20.02.2020 41:24
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...
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