ShareOne ReviewsDoes working with a retirement planner actually help?
40 people answered this on the record, across 17 organisations. The change they described most often was improved mood, anxiety or stress — 4 of 40 raised it unprompted. 4 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 2026-07-09. Updated as new interviews arrive.
Individual results vary. This is one customer's first-hand account of their own experience, recorded on camera and published unedited. It is not medical advice, and nothing here is intended to diagnose, treat, cure, or prevent any condition. Talk to a qualified healthcare professional before making decisions about your health.
What the answers had in common
Counts of interviews where the person described this in their own words.
| What changed | Interviews | Share |
|---|---|---|
| Mood & stress | 4 of 40 | 10% |
| Confidence | 4 of 40 | 10% |
| More clients | 4 of 40 | 10% |
| Better systems | 3 of 40 | 8% |
| Revenue growth | 3 of 40 | 8% |
| Family & relationships | 2 of 40 | 5% |
- “As you look at retirement, you wanna be able to have some predictability, and so being able to work with the concept of a Panic Proof Retirement approach interested us.”Michael A Mark
- “And then our conversations with Dan, uh, being able to, you know, gain some confidence in who he is and what he does.”Michael A Mark
- “So it's a wonderful experience to be with those people and also the testimony of those clients, the way they use the products, if there's any other way we can help them for a better sale.”Esmerelda
- “So I feel like I've got my hand held through the whole process. because it's quite a learning curve, I'll be honest there.”Nancy Brigham - TLWB
How long it took them
- 2 weeks – 2 months · 1
- Over a year · 2
The interviews behind this answer
WatchTransitioning from Full-Time Work to a Stable and Secure Retirement IncomeDale Waltman turned to Panic Proof Retirement to transition from his career as a physical therapist to a secure retirement. By working with Dan Casey, Waltman gained foresight into his future income stability and a clear understanding of Social Security and M…DALE J WALTMAN · Panic proof retirement
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
WatchNancy Brigham Overcomes Real Estate Inexperience Through Expert Tax Lien CoachingNancy Brigham, reviewing Tax Lien Wealth Builders, successfully transitioned from having no real estate background to actively placing bids on Florida tax lien auctions. By utilizing retirement savings and working with coaches like Erin Lussier, she overcame…Nancy Brigham - TLWB · Tax Lien Wealth Builders
WatchOvercoming 17 Years of Chronic Symptoms to Regain Travel and MobilityDenni David achieved a life-changing recovery with Functional Medicine for Life after 17 years of undiagnosed symptoms. By utilizing Dr. Whisler’s targeted testing and cellular protocols, Denni resolved chronic circulation issues and digestive distress, regai…Denni · Functional Medicine for Life
WatchEmpowered Health and Energetic Healing Through Hands-On Jeevatma Training and Group PracticeKaren Samuelson found Healing Essence Center’s Jeevatma training to be a powerful, empowering experience. By utilizing mantras and hands-on practice, she gained the ability to perform healing sessions for her husband’s health issues and for friends. The cours…Karen L Samuelson · Healing Essence Center
WatchBailey Cunningham Resolves Digestive Issues and Improves Nail Health via BrainCampBailey Cunningham reviewed bVital and Dr. Eckel, highlighting the clinic's comprehensive testing and willingness to explore diverse treatment options. Cunningham reported significant physical improvements, specifically noting that nail pitting is resolving an…Bailey Cunningham · bVital
WatchSeamless Event Pivoting and Scaling Attendance from 66 to 350 MembersAlex Tomei of COABA (Colorado Association of Behavior Analysis) uses OkWhen to manage large-scale conferences and webinars. Tomei reports that OkWhen saves her a solid week’s worth of work per event. Since implementation, the organization has scaled from 66 a…Alexandra Tomei · BehaviorLive LLC
WatchAvoiding Diabetes and Pharmaceuticals Through Practical Lifestyle Changes and Data-Driven MonitoringSandra Barber credits Dr. Beverly Yates with helping her reverse rising A1C levels and avoid pharmaceutical intervention. By using a continuous glucose monitor to identify specific food triggers and implementing sustainable 'small tweaks' to sleep and diet, B…Sandra Barber · Dr Beverly Yates
WatchEarl Jones Reversed Prediabetic Markers and High Triglycerides Through Personalized Wellness CoachingEarl Jones achieved exceptional lab results with Moxie Fitness, moving his blood sugar out of the prediabetic range and lowering high triglycerides. By following Courtney’s personalized workout and digestive health plans, Jones transitioned to exercising five…Earl Jones · Moxie Fitness
What they doubted first
- “He-- and when I asked him r- regarding a referral, without hesitation, he recommended Dan Casey of Panic Proof Retirement.”DALE J WALTMAN
- “I live in Ottawa, Ontario, Canada, and I was retired before I joined the team of Infinitalo five years ago.”Esmerelda
- “If anything would have held me back in the beginning, I was like, oh my God, I've never done real estate before. I don't know if I can do this. Lack of experience would be my hesitation, but the other pro factors just outweighed it.”Nancy Brigham - TLWB
Follow-up questions they answered
- How do I find a trustworthy financial advisor in the Detroit area?
- Dale Waltman found a trustworthy advisor by seeking a referral from his accountant, who recommended Dan Casey of Panic Proof Retirement without hesitation. After attending a seminar and a one-on-one meeting, Dale felt he was in 'good hands' due to Dan's approachable and knowledgeable nature. — DALE J WALTMAN
- Will a financial advisor take the time to answer all my retirement questions?
- According to Dale Waltman, Dan Casey is highly accessible and does not rush his clients; one scheduled half-hour meeting ran over an hour because Dan was genuinely interested in the planning process. Dale encourages new clients to bring a list of questions, as Dan takes the time to address every concern. — DALE J WALTMAN
- How can I understand complex topics like Social Security and Medicare?
- Dale Waltman recommends the book authored by Dan Casey, which breaks down Social Security and Medicare into easy-to-read, informative sections. He found this resource extremely helpful for becoming acclimated to that phase of life and knowing what to expect. — DALE J WALTMAN
- Is sales experience required to join the InfiniteAloe team?
- No, Esmerelda Rodriguez noted that she had no prior experience in sales before joining. She described the first week as 'terrifying' and 'intimidating,' but she succeeded by working with supportive trainers and managers in Montreal who helped her learn little by little. — Esmerelda
- Can you work for InfiniteAloe if you enjoy traveling?
- Yes, Esmerelda highlights that her schedule is very flexible, allowing her to travel for family reasons or for the company. She even traveled to France last year for a show, combining her love for travel with her work. — Esmerelda
- What is the income potential for an InfiniteAloe representative?
- While specific figures aren't mentioned, Esmerelda states the 'extra income is always nice' and provides enough to help pay for her grandchildren's education or to spend on herself, offering more financial freedom than she had previously. — Esmerelda