
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, 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.
Latest episodes

Nov 12, 2020 • 1h 2min
Gregory Shepard - Meet the Boss
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 Support System, a strategic playbook that teaches entrepreneurs how to scale a business through a step-by-step guided process that covers functional alignment, growth, and scale. Listen along as he shares his entrepreneurial journey and explains why focus, drive, discipline, enthusiasm, and optimism are the key to success. More at optoutlife.com/podcast/gregory-shepard/

Nov 5, 2020 • 53min
Grant Aldrich - "Know Thyself"
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 from over a thousand participating universities, all for free. Grant has spent his entire career working in startups with nearly 15 years of experience and 2 prior exits to a publicly traded company. He has also been a board member and donor to several non-profits, an advisor to many publicly traded companies, and a guest speaker at seminars and graduate school courses across the US. In this episode, we talk about how he got to where he's at, his opt out approach to education, and how he manages to run a business with close to 30,000 paying clients. More at optoutlife.com/podcast/grant-aldrich/

Oct 29, 2020 • 56min
Geordie Wardman - 100 Days of Ski
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 of, and teaches us that no matter where you're at in life, you could pick up and move to Switzerland. More at optoutlife.com/podcast/geordie-wardman/

Oct 22, 2020 • 55min
Erik the Listener
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 their time. More at optoutlife.com/podcast/erik-the-listener/

Oct 15, 2020 • 44min
Chad Peterson - “If It's Meant To Be, It's Up To Me”
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 Your Company” Learn more about his process of selling a business, how marketing strategy and online reputation come into play, and get some of his most valuable advice about entrepreneurship. PLUS, our listeners will get a FREE download of the book “Swinging Doors: A Guide to Selling Your Company” by going to petersonacquisitions.com/get-the-book/ and mentioning Opt Out Life!

Oct 8, 2020 • 52min
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 episode and learn more about how our emotions impact financial decision-making, and how we can change our beliefs around money. More at optoutlife.com/podcast/bob-wheeler/

Oct 1, 2020 • 53min
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 always the hardest part of growing a business, which led him to found Boomtime, tackling marketing as a technology problem. Learn more about Bill's journey and his proven marketing techniques that have led him to the entrepreneur he is today. More at optoutlife.com/podcast/bill-bice/

Sep 24, 2020 • 58min
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 exciting entrepreneurial journey. More at optoutlife.com/podcast/benny-nachman/

Sep 17, 2020 • 22min
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/

May 14, 2020 • 53min
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 to your own life. PLUS, our listeners will get a FREE 9-part email course on The Life Design Approach by visiting dreamsaroundtheworld.com/optoutlife/ More at optoutlife.com/podcast/dan-johnston/
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