ShareOne ReviewsIs panic proof retirement legit?
19 people answered this on the record, across 3 organisations. The change they described most often was improved mood, anxiety or stress — 3 of 19 raised it unprompted. 3 described more confidence in the decision. The timeframe described most often was 2 – 6 months. 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.
What the answers had in common
Counts of interviews where the person described this in their own words.
| What changed | Interviews | Share |
|---|---|---|
| Mood & stress | 3 of 19 | 16% |
| Confidence | 3 of 19 | 16% |
| Revenue growth | 2 of 19 | 11% |
| Family & relationships | 1 of 19 | 5% |
| Better systems | 1 of 19 | 5% |
| Mobility | 1 of 19 | 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
- “We have the income with the both of us living really well, but then if something happens to one of us, it's like, "Hmm, how is that gonna look?" Then I saw the commercial, Panic Proof Retirement, and it was like, "Thi…”Terry & Wendy Williams
- “My wife and I were there, and he showed us both what was going on and what we needed to do and how he could help us build it better.”Donald & Marilyn Cherry
How long it took them
- 2 – 6 months · 1
- Over a year · 1
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
WatchFlipping 50 Founder Automates High-Converting Video Testimonials to Build Menopause Community TrustDebra Atkinson, founder of Flipping 50, used Share One to transition from static Facebook screenshots to professional video testimonials. By leveraging Share One's third-party interviewers, Atkinson captured authentic stories that resonate with her menopause…Debra Atkinson · Share One
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
WatchAchieving Financial Predictability and Control Through a Panic Proof Retirement StrategyMichael Mark reviewed Panic Proof Retirement, noting that the firm helped him move a considerable amount of his investment away from traditional Wall Street markets into a more predictable strategy. Mark achieved greater control over his disbursements and fin…Michael A Mark · Panic proof retirement
WatchRetired IT Professional Achieves 18% Returns Using 401k for Tax Lien InvestingGreg Barks used Tax Lien Wealth Builders to transition from a career in IT to real estate investing. By leveraging private coaching and self-directed 401k funds, he achieved 18% annual returns—significantly higher than the 4% rule. He purchased his first lien…Greg Barks · Tax Lien Wealth Builders
WatchSecuring Retirement Growth to Fund International Travel and Family VisitsGretchen Rosolik recommends Panic Proof Retirement for their honest, client-focused approach to investment growth. Working with Dan, she secured a personalized financial plan that fits her specific needs, even receiving assistance with complex IRS paperwork.…Gretchen Rosalik · Panic proof retirement- Tax Lien Wealth BuildersWatchHeather Parker Acquired Seven Properties and Hundreds of Tax Liens Through Expert GuidanceHeather Parker utilized Tax Lien Wealth Builders to transition from real estate closing to professional investing. Since attending the workshop, she has purchased a few hundred tax liens, with 24 currently pending and seven properties already acquired. She cr…Heather and Jim · Tax Lien Wealth Builders
WatchSecuring Retirement Income Beyond 401Ks with Fiduciary Guidance and Tailored AnnuitiesCarl Nieweld turned to Panic Proof Retirement to secure his financial future before his September retirement. By working with Dan, Carl transitioned from non-fiduciary advice to a specific annuity plan that provides a reliable fallback beyond his 401Ks. Carl…Carl & Barbara Nieweld · Panic proof retirement
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
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
- “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
- “The reason I almost didn't join United Tax Liens was because of the financial commitment. I trusted them because of their approach to coaching; they're really focused on the process and not necessarily the outcome.”Greg Barks
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
- Can I just interview my own customers for video testimonials?
- Debra Atkinson initially believed she should do it herself since she knew the right questions, but she found she never actually prioritized it. She discovered that Share One as a third party actually elicited better, more candid answers than she would have gotten directly. — Debra Atkinson
- How do customers feel about being asked for a video testimonial?
- Atkinson noted that her clients felt like 'celebrities' and that their opinions truly mattered. Instead of it being a chore, they felt they were benefiting by helping to encourage other women in the community to take action. — Debra Atkinson
- Are video testimonials better than text quotes or screenshots?
- According to Debra Atkinson, while Facebook screenshots are legitimate, 'there is nothing like the video testimonial.' She found that her clients need to see and hear someone just like them to believe a program will work for them. — Debra Atkinson
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