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 more confidence in the decision — 5 of 40 raised it unprompted. 5 described more clients, leads or patients. 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 2026-08-27. 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 |
|---|---|---|
| Confidence | 5 of 40 | 13% |
| More clients | 5 of 40 | 13% |
| Revenue growth | 4 of 40 | 10% |
| Mood & stress | 3 of 40 | 8% |
| Family & relationships | 3 of 40 | 8% |
| Better systems | 3 of 40 | 8% |
- “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
- “The sales team at our business before using Stanislav to help us was not very transparent with what they were working on and he helped us to get that transparency we need.”Gerri DeRubeis
- “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
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
WatchTripled Confidence in Next Generation Leadership Planning and Sales TransparencyGerri DeRubeis of Rising Oak Advisory reports that working with Stanislav tripled their confidence in planning and coaching next-generation millennial leadership. The engagement successfully resolved issues regarding sales team transparency and provided cruci…Gerri DeRubeis · Rising Oak Advisory
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
WatchUX Designer Integrates Five Calendars Into One Screen for Maximum ProductivityAlexandria Palmer, a UX UI designer, used Life Flow to consolidate five separate calendars and agendas into a single screen. By leveraging AI transcription and one-on-one coaching from CEO Ryan, she eliminated the need for physical planners, allowing her to m…Alexandria Palmer · Life Flow
WatchAmber Spears Avoids Costly Event Mistakes and Secures 100x Investment SavingsAmber Spears, founder of East 4th Rooms Mastermind, credits Event Profit Engine with providing critical event strategy unlocks. Spears highlights that the program offers a 100x return on investment through improved contract negotiations and vendor selection,…Amber Spears · WCE - Alex Moscow & World Class Events
WatchCarol Successfully Transferred Her California Estate Plan to Texas with Robbins Estate LawCarol Sandman utilized Robbins Estate Law to transition her estate plan from California to Texas following a move and a divorce. Working with attorney Lorenza, Carol achieved a fully updated trust that accounted for all assets and addressed state-specific leg…Carol · Robbins Estate Law
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