ShareOne ReviewsIs hiring a retirement planner worth it?
40 people answered this on the record, across 13 organisations. more confidence in the decision was the most commonly volunteered theme, appearing in 7 interviews. revenue or income growth was another volunteered theme, appearing in 6 interviews. The timeframe described most often was over a year. These were open-ended interviews, so an unmentioned change should not be read as a result that did not happen.
Based on interviews recorded up to 2026-07-09. Updated as new interviews arrive.
Changes customers chose to talk about
Based on 40 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 |
|---|---|
| Confidence | 7 |
| Revenue growth | 6 |
| Team & hiring | 6 |
| Better systems | 5 |
| Mood & stress | 4 |
| More clients | 4 |
- “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
- “And each session built on what we had done previously, and it just... i can't say enough good things about her. you know I feel like I'm going to be able to replace a substantial income by doing this and, you know, do…”John Carter
- “Now I have to tell Nick and Curt to tap the brakes a little bit because I need to hire more people in order to service all the leads that you're getting us.”Karl Krummenacher
- “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
How long it took them
- 2 – 6 months · 1
- 6 – 12 months · 1
- Over a year · 2
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
WatchRetired Salesperson Replaces Substantial Income Through Tax Deed Investing EducationJohn Carter, a retired software salesperson, credits Tax Lien Wealth Builders with providing the tools and coaching necessary to replace a substantial professional income. After four months, Carter reports that the program's software and personalized coaching…John Carter · Tax Lien Wealth Builders
WatchSecured Director of Operations Role Through Precision Person-Role-Fit Neural MappingIsaac Coleman utilized SeatMatch to secure a Director of Operations role by leveraging their Person-Role-Fit technology. The process identified his traits as a detail-oriented, long-term planner, resulting in a placement where both he and the employer felt hi…Isaac Coleman · SeatMatch
WatchTransformed a 100-year-old property into a safe, renovated retirement dream homeShelly Jumper hired Mathew Joseph of RSH Engineering to evaluate an inherited 100-year-old property in Dallas. Mathew delivered a 'night and day' difference over standard inspectors by identifying hidden knob-and-tube wiring and structural issues. His enginee…Shelly Jumper · Mathew Joseph
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
WatchFrom Zero Leads to Hiring More Staff to Handle Record Lead FlowKarl Krummenacher of Modern Thyroid Clinic reports that Black Box Social Media, LLC transformed his digital marketing from zero leads in 12 months with a prior agency to generating the lowest cost leads he has ever seen. Within weeks, Curt and Nick optimized…Karl Krummenacher · Black Box Social Media, LLC
WatchCEO Replaces Ad Hoc Workflows With a Structured Executive Assistant ProcessMatthew Moheban, CEO of 220 Youth Leadership, utilized Atlas Assistants to transition from ad hoc task management to a structured executive support system. By leveraging Atlas's vetted hiring process and role scorecards, Moheban gained significant leverage, a…Mattheww Moheban · Atlas Assistants, LLC
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
WatchAchieved Career Clarity and Legacy Planning for Retirement Transition in Higher EducationDr. Linda Latham, a nurse educator with 25 years in higher education, credits Byerly Coaching for providing the clarity needed to plan her career legacy and retirement. Byerly helped her develop tools to manage anxious feelings in real-time and improved her t…Linda Latham · Byerly Coaching
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
- “Ella Webber (00:00) if you try to go into this on your own and figure it out, probably would cost more than the cost of the education in terms of finding your way around and buying the wrong things.”John Carter
- “I live in Ottawa, Ontario, Canada, and I was retired before I joined the team of Infinitalo five years ago.”Esmerelda
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 Tax Lien Wealth Builders a legitimate company?
- John Carter conducted extensive due diligence before joining, including checking the Better Business Bureau site and online testimonials. Four months into the program, he stated he is convinced it was the right decision and is very happy with the education received. — John Carter
- Can I learn tax lien investing on my own?
- John Carter suggests that trying to figure it out alone would likely cost more than the education itself due to potential mistakes and buying the wrong properties. He emphasizes that the program provides the necessary software tools and expert guidance to avoid these pitfalls. — John Carter
- Is tax lien investing suitable for people over 65?
- Yes, John Carter started the program at age 65 after finding it difficult to get hired in the traditional job market. He uses this path to work for himself and maintain his financial independence without relying on LinkedIn or AI-driven hiring agents. — John Carter