Mark Shama Achieved Retirement Income Security and Professional Portfolio Diversification

Speaker 0: Hi, my name's Mark Shama, and I am retired. Before panic proof retirement, I accidentally came across Dan through YouTube, actually, and I was thinking about transferring all of my $4.00 1 money over to somebody who could manage it. And after I listened to his audios and I seen him on TV, it kind of solidified the fact that maybe he's the guy to call and interview. Actually, I interviewed him and he passed the interview. When you're working and you've got a four zero one ks, you have no choice of where to put your money. It just kind of goes into the fund that the company uses for you, and it's a very, very conservative investment, which was good, you don't lose it, but you're not making what you should make. And after working all that time, I just didn't wanna make any more decisions. I needed somebody that was a professional, that was top of his game, that I watch my money and make sure I didn't lose it and make sure I made more than what I was making in previous years. And Dan seems to fulfill all those obligations. When I called, his receptionist scheduled a meeting and she said, Dan, we'd like to meet you in person. She said he scheduled the meeting. I went in there, I brought all of my investments and we went over them one by one. And he told me what he could do and where it would lead me. I said, As long as I have enough money till I'm 100, I'll be good. And he said, Why don't you see the problem? He made the transition very easy. The next thing I like about Dan's office is when you call, somebody picks up and leave it. So you're never straddled. If you have a question, if they don't have the answer, then they do get back with you. There's an abusable amount of time. And that's frustrating. I'd say it doesn't hurt. Why not interview, talk to them, and let your gut guide you? And if you don't feel comfortable, go somewhere else. Really, it's a gut feeling. Not everybody's for everybody. So many people are looking for somebody maybe more aggressive. Maybe somebody wants somebody more conservative, but Dan seems to walk that tightrope to assure you that he'll diversify your investment. Okay, I would recommend panic proof retirement only because he's local, and that is, I think is important when you're considering somebody to manage your lifelong investment and make your money last.