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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.

Outcomes described by people answering: Is panic proof retirement worth it?
What changedInterviewsShare
More clients10 of 4025%
Better systems6 of 4015%
Confidence5 of 4013%
Mobility5 of 4013%
Family & relationships4 of 4010%
More energy4 of 4010%
  • 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

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

Where these people were

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