Is panic proof retirement worth it?
40 people answered this on the record, across 7 organisations. The change they described most often was more clients, leads or patients — 10 of 40 raised it unprompted. 6 described clearer systems and processes. 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 2026-07-30. 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 |
|---|---|---|
| More clients | 10 of 40 | 25% |
| Better systems | 6 of 40 | 15% |
| Confidence | 5 of 40 | 13% |
| Mobility | 5 of 40 | 13% |
| Family & relationships | 4 of 40 | 10% |
| More energy | 4 of 40 | 10% |
- “So since our inception, we have been receiving what I call love letters from our customer base and they write us heartfelt stories about how carbon sixty has changed their life.”Jessica MacNaughton
- “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
- “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
- “Maybe somebody wants somebody more conservative, but Dan seems to walk that tightrope to assure you that he'll diversify your investment.”Mark Shama
How long it took them
- 2 – 6 months · 2
- 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 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
WatchC60 Power Automates Customer Storytelling with Streamlined Video Testimonial ProductionJessica MacNaughton, CEO of C60 Power, uses Share One to transform customer 'love letters' into high-converting video testimonials. By outsourcing the interview and editing process, C60 Power achieved a fully automated system with 'almost no lift' for their i…Jessica MacNaughton · Share One
WatchJo-Ann Floreal Eliminated Chronic Pain and Lost 30 Pounds with Living Proof InstituteJo-Ann Floreal achieved transformative results with Living Proof Institute, losing 30 pounds and eliminating chronic inflammatory pain. By focusing on healing foods and accountability, she transitioned from stopping every 250 feet during walks to completing 1…Jo-Ann Floreal · Living Light
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 Cancer Diagnosis Panic to a Science-Backed Root-Cause Healing PlanSandra Weise credits Katrina Foe and the Cancer Freedom Program with saving her life after a follicular lymphoma diagnosis. By identifying root drivers like toxicity and emotional trauma through the Terrain 10 framework, Sandra shifted from 'freaking out' to…Sandra Weise · Cancer Freedom Katrina Foe
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
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
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
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
- “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
- “Jo-Ann Floreal initially felt hesitant about the cost of the program. However, after her husband supported the decision and she experienced rapid weight loss and the elimination of physical pain, she found the investment so valuable that she is now starting a…”Jo-Ann Floreal
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 the financial commitment for Tax Lien Wealth Builders worth it?
- Greg Barks initially hesitated due to the financial commitment, but he now describes the program as a 'game changer' with no regrets. He notes that the returns he is seeing are far higher than typical pension returns of 6% to 8%. — Greg Barks
- How long does it take to see results with tax lien coaching?
- Greg Barks joined in November 2024, bought his first lien in December 2024, and received payment on that lien by June 2025. He credits the coaching for helping him see value quickly through a proof-of-concept purchase. — Greg Barks
- Can I use my 401k to invest in tax liens?
- Yes, Greg Barks successfully used his 401k money as self-directed funds to invest in tax liens. He has since scaled his portfolio to include hundreds of thousands of dollars from his retirement accounts. — Greg Barks
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