ShareOne ReviewsDo you really need a financial planner for retirement?
37 people answered this on the record, across 13 organisations. The change they described most often was better family or relationship life — 7 of 37 raised it unprompted. 6 described more confidence in the decision. The timeframe described most often was over a year. Each figure is a count of what someone said in a recorded interview.
Based on interviews recorded up to 2026-08-05. Updated as new interviews arrive.
What the answers had in common
Counts of interviews where the person described this in their own words.
| What changed | Interviews | Share |
|---|---|---|
| Family & relationships | 7 of 37 | 19% |
| Confidence | 6 of 37 | 16% |
| Better systems | 5 of 37 | 14% |
| Revenue growth | 5 of 37 | 14% |
| Mood & stress | 4 of 37 | 11% |
| More clients | 3 of 37 | 8% |
- “Couldn't ask for a better experience when it comes to helping your family.”Marcus D Milsap
- “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.”David Coldicott
- “We were getting close to retirement at that time and didn't wanna take big risks, and Dan helped us through that process.”Michael Kennedy
- “But I had to focus more on the programs at the end so to get additional income.”Sailaja Reddy
How long it took them
- 2 – 6 months · 1
- Over a year · 3
The interviews behind this answer
WatchMarketing Director Consolidates Multiple 401(k)s and Simplifies Retirement Planning for GrowthBrian Evans, a marketing director, partnered with Panic Proof Retirement to consolidate lingering 401(k)s into a single, managed plan. By working with Dan Casey, Evans achieved a major financial milestone and gained the confidence to potentially retire within…Brian Evans · Panic proof retirement
WatchSafe Real Estate Bond Investing with Daily Interest and Instant LiquidityRoopa Kohli found Compound Real Estate Bonds to be a safe, simple alternative to the stock market. By investing in these bonds, she earns a fixed amount of interest that accumulates daily and is paid monthly. Kohli reports that withdrawing funds is as easy as…Roopa Kohli* · Compound Real Estate Holdings
WatchEngineer Purchases First Tax Lien Within Four Weeks of Private CoachingHernan Medina achieved rapid success with Tax Lien Wealth Builders, purchasing his first tax lien just four weeks after beginning his private coaching. An engineer from Los Angeles, Medina highlighted the recorded coaching sessions and expert guidance as the…Hernan · Tax Lien Wealth Builders
WatchAffordable Supplemental Insurance Coverage Tailored to Family Needs and BudgetMarcus Milsap recommends Simple Solutions Financial Services for providing personalized, affordable supplemental insurance. As a fire department lieutenant with existing coverage, Milsap worked with John to identify specific gaps. The result was a custom poli…Marcus D Milsap · Simple Solutions Financial Services, LLC
WatchRetired Grandmother Finds Financial Freedom and Joy as an InfiniteAloe Brand RepresentativeEsmerelda Rodriguez, a retiree in Ottawa, joined InfiniteAloe five years ago and transformed her retirement into a rewarding career. She reports generating extra income to fund her grandchildren's education while enjoying the flexibility to travel internation…Esmerelda · Infinite Aloe
WatchEvolving from Private Practice to Founder with Strategic Thought PartnershipKevin Salazar, founder of a financial planning firm, credits Darren Frank of Anima Strategy with being instrumental in his transition from private practice to business owner. Salazar achieved a successful launch and sustained growth over five years by impleme…Kevin A Salazar · Darren Frank
WatchAaron Berman Successfully Bought and Sold a Dayton Home with Financial BonusesAaron Berman worked with Don & Cyndi Shurts of Keller Williams to buy and sell a home in Dayton, Ohio. Berman reported that the team provided honest, educational advice that helped them narrow down their search and eventually sell their home quickly with a 'n…Aaron Berman · Don & Cyndi Shurts - Keller Williams
WatchOvercoming Isolation with Automated Systems for Geographical and Financial FreedomAnna Tubina credits Perfect Practice Mentorship with transforming her functional medicine practice from a lonely, word-of-mouth operation into a systemized business. By implementing automated software systems and customer journey tools, she achieved geographi…Anna Tubina · Living Light
WatchFrom Financial Hardship to Confident Business Growth and High-Value Client PackagesHeather Woodman credits Thrive Academy with transforming her coaching business from a state of financial hardship to one of confidence and growth. By attending the summit, she shifted from 'begging' for clients to offering larger, high-value packages. Despite…Heather Woodman · Thrive Academy
What they doubted first
- “Brian Evans admitted he is inherently skeptical of people's motivations, but built trust with Dan Casey through consistent check-ins and recommendations that led to more meaningful returns than his previous accounts.”Brian Evans
- “Initially, I think there would be hesitation with anyone because it's something new. They're offering an amazing interest rate. But it was such an easy concept to understand. I had a few friends who had made some investments and we sat down and we talked abou…”Roopa Kohli*
- “The reason why I almost didn't join the United Tax Lien is because of the heavy investment.”Hernan
Follow-up questions they answered
- How can I trust a financial advisor if I am inherently skeptical?
- Brian Evans admitted he is inherently skeptical of people's motivations, but built trust with Dan Casey through consistent check-ins and recommendations that led to more meaningful returns than his previous accounts. — Brian Evans
- What is the benefit of consolidating multiple old 401(k) plans?
- Evans wanted to consolidate his 'trail of lingering 401(k)s' to ensure wealth wasn't lost or forgotten and to have all his 'ducks in a row' for retirement under one trusted planner. — Brian Evans
- How does Panic Proof Retirement handle market volatility?
- According to Brian, Dan Casey anticipated economic uncertainty and positioned his assets to minimize hits during bad times in the market, allowing Brian to ignore the news and only check his monthly statements. — Brian Evans
- Is it safe to invest in a new financial platform like Compound Real Estate Bonds?
- Roopa Kohli initially felt hesitation because the concept was new and the interest rates seemed high. She overcame this by speaking with advisors over multiple calls, conducting her own research, and talking to friends who had already invested. — Roopa Kohli*
- What was your financial situation before working with Compound Real Estate Bonds?
- Before working with compound real estate bonds, I was looking to make an investment either in the stock market or in crypto, but I wasn't well-versed and I didn't know too much about it. I wanted to sort of park my money somewhere where it would be safe, but at the same time, if I needed to access those funds, I would… — Roopa Kohli*
- Did you have any hesitations before investing?
- Initially, I think there would be hesitation with anyone because it's something new. They're offering an amazing interest rate. But it was such an easy concept to understand. I had a few friends who had made some investments and we sat down and we talked about it and it kind of made me feel more comfortable. — Roopa Kohli*
Where these people were
- Panic proof retirement · 15
- Tax Lien Wealth Builders · 7
- Vector Marketing · 3
- Compound Real Estate Holdings · 2
- Living Light · 2
- Simple Solutions Financial Services, LLC · 1
- Infinite Aloe · 1
- Darren Frank · 1
- Don & Cyndi Shurts - Keller Williams · 1
- Thrive Academy · 1
- Mortgage Professional Associates · 1
- C60 Power · 1