ShareOne ReviewsCustomer story · Panic proof retirement
Achieved Retirement Peace of Mind Through a Low-Risk Financial Plan and Guaranteed Income
David Caldicott · Recorded 4/28/2026
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- Share One · April 28, 2026
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David Caldicott, a Chrysler retiree, credits Panic Proof Retirement for providing a low-risk financial plan that ensures he will not outlive his money. Sixteen months into retirement, David reports feeling 100% comfortable with his withdrawals, having transitioned from market uncertainty to a secure, documented plan focused on capital preservation.
At a glance
- Primary Use Case
- Transitioning from decades of accumulation to a safe retirement withdrawal strategy.
- Reported Result
- 100% comfort with withdrawals and peace of mind 16 months into retirement.
- Time to Value
- Immediate connection and trust established during the initial seminar and consultation.
“Using Panic Proof Retirement really gave me the peace of mind that I needed to enter retirement.”
“I am sixteen months into it right now and been withdrawing from certain funds, and I feel one hundred percent comfortable.”
“After you leave knowing that you're not gonna outlive your money, then you're gonna feel real good about yourself.”
The interview
Can you introduce yourself and your professional background?
My name is David Caldicott. I'm retired from the Chrysler Automotive Company.
How did you first encounter Panic Proof Retirement and Dan Casey?
After attending a few retirement seminars, I attended a Panic Proof Retirement, and I immediately made a connection with Dan Casey of Panic Proof. I knew he was the right guy for me to be my financial planner.
What was the deciding factor in choosing this firm over others?
Basically, it was a trust factor with Dan. You know, going through a few different seminars, I could gauge people on how I feel speaking with them and with Dan, with that connection I made with him right away, it was more of a trust thing with him, I would say.
What were your primary financial goals and risk tolerance?
I'm not a big gambler, and when I was reviewing my financial goals with Dan, I came up with a plan collectively coming up with a safe place to place the money and with very little risk. And so I was comfortable with that. Since I've been accumulating money for the last few decades, I really didn't wanna risk losing anything.
How has the experience been now that you are actually retired?
Using Panic Proof Retirement really gave me the peace of mind that I needed to enter retirement. You know, not knowing what I was getting into, how far my money was gonna go. But I am sixteen months into it right now and been withdrawing from certain funds, and I feel one hundred percent comfortable using Panic Proof Retirement.
Would you recommend their services to others?
I would recommend them to anybody really, to be honest, family, friends, coworkers, and I have.
What advice would you give to someone who is hesitant to start the process?
What I would say to them if anybody was hesitant in making the call would be to make the call and talk to him, set up an appointment, and he'll lay everything out on paper, where you're at, what the plan is moving forward, and just... and after you leave knowing that you're not gonna outlive your money, then you're gonna feel real good about yourself.
Frequently asked
Is it possible to find a retirement plan with very little risk?
Yes. David Caldicott worked with Dan Casey to collectively develop a plan that placed his money in a safe place with very little risk, as he was not a gambler and did not want to lose what he had accumulated over decades.
How do I know if I will outlive my money in retirement?
David Caldicott suggests that Panic Proof Retirement lays everything out on paper to show exactly where you are and what the plan is moving forward, providing the assurance that you will not outlive your funds.
What should I do if I am hesitant to call a financial planner?
David recommends making the call and setting an appointment, noting that after seeing the plan on paper, you will feel good about your financial future and readiness for retirement.
Full transcript
About Panic proof retirement
Panic proof retirement
Official site: panicproofretirement.comPanic Proof Retirement is an independent financial advisory firm specializing in retirement planning and income protection for individuals in Troy, Auburn Hills, and Bloomfield Hills, MI. They focus on creating tailored solutions that minimize the fear of market downturns by providing clear, documented financial roadmaps. As David Coldicott experienced, the firm helps clients transition from decades of saving to a secure retirement where they can confidently withdraw funds without the fear of outliving their money.
- Industry
- Financial Services
Topics
- retirement planning
- wealth management
- retiree
- income protection
- financial security
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How this story was recorded
How long did it take David Caldicott to record this Panic proof retirement testimonial?
Just a few minutes. Share One walks the customer through one question at a time, so David Caldicott never had to plan a script or re-shoot. The polished page you're reading was produced from that single take — see how it works at share.one.
Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.
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