ShareOne ReviewsInterview data
Retirement planning: outcome and timeframe data from 69 interviews
Across 69 recorded interviews about retirement planning from 20 organisations: more confidence in the decision was the most commonly volunteered theme, appearing in 13 interviews. Of the 4 who gave a timeframe, the largest group said over a year. These are volunteered themes from open-ended interviews, not success rates, estimates, or survey responses.
Recorded 2024-09-21 to 2026-09-15 across 20 organisations. How these counts are produced.
Changes customers chose to talk about: Retirement planning
Based on 69 open-ended customer interviews. These are themes people mentioned without being asked to rate every possible outcome. If someone did not mention a change, that does not mean it did not happen.
| Volunteered theme | Interview mentions |
|---|---|
| more confidence in the decision | 13 |
| clearer systems and processes | 9 |
| revenue or income growth | 7 |
| feeling heard and supported by the provider | 6 |
| more clients, leads or patients | 5 |
| improved movement or mobility | 5 |
| better family or relationship life | 4 |
| team, hiring or delegation wins | 3 |
| improved mood, anxiety or stress | 3 |
| less pain | 1 |
| sharper focus or mental clarity | 1 |
| better sleep | 1 |
| better digestion or gut health | 1 |
| symptoms resolved or reduced | 1 |
Time to first change — Retirement planning
Counts only the 4 of 69 interviews in which the person gave a timeframe.
| Row | Interviews | Share |
|---|---|---|
| 2 – 6 months | 1 of 4 | 25% |
| Over a year | 3 of 4 | 75% |
Interviews by organisation — Retirement planning
Where the interviews in this topic were recorded.
| Row | Interviews | Share |
|---|---|---|
| Tax Lien Wealth Builders | 21 of 69 | 30% |
| Panic proof retirement | 15 of 69 | 22% |
| Sunrise Capital Investors | 11 of 69 | 16% |
| Compound Real Estate Holdings | 3 of 69 | 4% |
| Free Yourself | 3 of 69 | 4% |
| Elliott Feldman Law Group | 2 of 69 | 3% |
| Insperity | 1 of 69 | 1% |
| bVital | 1 of 69 | 1% |
| Infinite Aloe | 1 of 69 | 1% |
| Byerly Coaching | 1 of 69 | 1% |
| McWright Property Management | 1 of 69 | 1% |
| Safe House Property Management | 1 of 69 | 1% |
| CorpStrat - Corporate Strategies Inc | 1 of 69 | 1% |
| Instantly Ageless | 1 of 69 | 1% |
| Robbins Estate Law | 1 of 69 | 1% |
| Functional Medicine for Life | 1 of 69 | 1% |
| pinnacle integrative orthopedic sports and medicine | 1 of 69 | 1% |
| Upgrade Labs 5th St | 1 of 69 | 1% |
| Joint Vitality Institute | 1 of 69 | 1% |
| Brickyard Property Management | 1 of 69 | 1% |
Interviews recorded by year — Retirement planning
The year the interview was recorded, not the year it was published.
| Row | Interviews | Share |
|---|---|---|
| 2024 | 5 of 65 | 8% |
| 2025 | 42 of 65 | 65% |
| 2026 | 18 of 65 | 28% |
Subjects raised alongside Retirement planning
Other topics the same interviews were tagged with.
| Row | Interviews | Share |
|---|---|---|
| Tax lien investing | 21 of 69 | 30% |
| Wealth Building | 20 of 69 | 29% |
| Real Estate | 18 of 69 | 26% |
| Real Estate Investing | 16 of 69 | 23% |
| Tax Liens | 14 of 69 | 20% |
| Retiree | 12 of 69 | 17% |
| Passive Income | 12 of 69 | 17% |
| Financial Services | 8 of 69 | 12% |
| Legal Services | 3 of 69 | 4% |
| Education | 3 of 69 | 4% |
| Property Management | 3 of 69 | 4% |
| Stem cell therapy | 2 of 69 | 3% |
Use this data
These tables are free to quote and republish with attribution to ShareOne Reviews and a link back to this page. A plain-text version is at /data/retirement-planning.md.