The Real Estate Agent's Exit Strategy (Why You Need a "Phone in the Ocean" Plan)

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Recorded12 Jun 2025

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When was the last time you went to a real estate agent's retirement party? If you're drawing a blank, you're not alone—most agents never actually retire. They're still taking listings on the way to their funeral. Financial coach Matt Plumer went from $500,000 in debt to complete financial freedom, and his journey reveals why 99% of real estate agents are trapped in a cycle that will never lead to true wealth. His story will challenge everything you think you know about building wealth as an agent. Key Themes and Takeaways: • The "Phone in the Ocean" Moment - Designing your financial exit strategy instead of being trapped in the next-deal cycle forever • Why Your Money Goes Backwards - How agent income patterns destroy long-term wealth and the framework to "add age to your money" • The Power of Radical Sacrifice - How driving one car for eight years led to complete financial transformation • Death by a Thousand Cuts - Why small expenses kill your financial future and how to eliminate them systematically • Consistency Over Intensity - Small decisions that compound over time equal dramatic results • Lifestyle Design Through Financial Freedom - How getting small financially allows you to ask bigger questions about where and how you want to live Matt's approach isn't about following someone else's financial guru philosophy—it's about designing your own plan, getting intentional with your money, and building a life of true freedom instead of just a bigger business. If you're ready to break free from the financial hamster wheel and design an actual exit strategy, this episode will show you exactly how to start. Ready to design your financial future and connect with agents who are building wealth, not just businesses? Learn more about our Next Level Agents community and discover the coaching, mentorship, and systems that successful agents use to create lasting freedom at nextlevelagents.com/exp. Free EBook - Stress Free Wealth - https://www.mattplumer.com/ebook Free Masterclass - Stress Free Wealth -https://www.mattplumer.com/masterclass Please leave us a review at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ratethispodcast.com/nla

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