ShareOne ReviewsIs paying for retirement planning worth it?
40 people answered this on the record, across 13 organisations. The change they described most often was more clients, leads or patients — 7 of 40 raised it unprompted. 6 described more confidence in the decision. 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 2026-07-09. 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 |
|---|---|---|
| More clients | 7 of 40 | 18% |
| Confidence | 6 of 40 | 15% |
| Better systems | 6 of 40 | 15% |
| Felt supported | 6 of 40 | 15% |
| Family & relationships | 5 of 40 | 13% |
| Mood & stress | 4 of 40 | 10% |
- “And then the other part is just the... picking the property If you're sitting on the fence, my recommendation to you would be don't give up, just try, be patient, My pain point before I started this journey was just o…”UTL-Cynthia Parker
- “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 were getting close to retirement at that time and didn't wanna take big risks, and Dan helped us through that process.”Michael Kennedy
- “Everyone that I heard and spoke to seemed very confident and very knowledgeable of what they were talking about and was able to give good examples and witness testimonies, so I feel more comfortable now.”Tim Donaldson
How long it took them
- 2 – 6 months · 1
- Over a year · 2
The interviews behind this answer
WatchEngineer Achieves 8.5% Return with Daily Liquidity and Five Times Higher InterestRakesh Agrawal, an engineer and investor, reports that Compound Real Estate Holdings delivers an 8.5% return with daily interest deposits and complete liquidity. Agrawal noted the returns were more than five times what traditional banks offered, outperforming…Rakesh Agrawal* · Compound Real Estate Holdings
WatchPersonalized Property Management Delivering Passive Investment Results and Total Peace of MindAmy Castillo reviews Brickyard Property Management as a long-term client who achieved a completely hands-off investment experience. Castillo reports that the team, specifically Michael, manages her properties as if they were their own, providing highly respon…Amy Castillo · Brickyard Property Management
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
WatchCynthia Parker Secures Retirement Stability Through Tax Lien and Deed EducationCynthia Parker utilized Tax Lien Wealth Builders to prepare for retirement after a 37-year career. By working with a coach for one year, she learned to identify pending property liens and select deeds. This education provided the stability and additional inco…UTL-Cynthia Parker · Tax Lien Wealth Builders
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
WatchApril Kerlew Secures Legacy and Avoids $10,000 Probate Costs for Her ChildrenApril Kerlew reviewed Elliott Feldman Law Group, highlighting how the firm helped her avoid potential probate costs exceeding $10,000. By attending an educational webinar, she transitioned from uncertainty about trusts to completing a comprehensive estate pla…April Kerlew · Elliott Feldman Law Group
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
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
WatchMoving From Confusion to Peace With Personalized In-Home Palliative CareChristopher and Richard Bailey turned to Empowered Endings when their mother, Julie Pardi, faced declining health and increasing pain. They transitioned from having 'more questions than answers' to feeling they were doing everything possible. Dr. Bob Uslander…Christopher Bailey & Richard Bailey · Empowered Endings
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
- “April Kerlew noted that while she initially worried about the cost, learning that probate could exceed $10,000 made hiring the firm a 'no-brainer.' She found the firm's fees to be substantially less than the projected cost of probate her children would have f…”April Kerlew
Follow-up questions they answered
- Is the money in Compound Real Estate Bonds actually liquid?
- Yes, Rakesh Agrawal confirmed that the money is completely in the investor's control and can be encashed anytime. He personally tested both depositing and withdrawing funds, including the option to withdraw only the interest, and found the process to be simple and transparent. — Rakesh Agrawal*
- How does the interest rate compare to traditional banks?
- Rakesh Agrawal stated that the 8.5% return was more than five times what banks were giving him as interest. He noted that while large banks were paying almost no interest and money markets were at 4%, Compound Real Estate Bonds maintained a significantly higher rate. — Rakesh Agrawal*
- How often is interest paid out?
- According to Rakesh Agrawal, the interest is deposited every day in a timely manner. He described the experience as excellent because he could see his interest deposited every morning, ensuring complete transparency. — Rakesh Agrawal*
- How can a busy professional manage a rental property without it becoming a second job?
- Amy Castillo found that by hiring Brickyard Property Management, she could treat her property strictly as an investment. She notes that the team takes care of everything, leaving her with no work to do other than paying the bills. — Amy Castillo
- Does Brickyard Property Management provide personalized service to their clients?
- Yes, Amy Castillo describes their service as so personalized that she often feels like she is their only client. She highlights that Michael is always on top of every detail, removing any need for concern. — Amy Castillo
- How does Brickyard Property Management treat tenants and property maintenance?
- According to Amy Castillo, the team manages properties and makes decisions as if the homes were their own. She also observes that they treat renters well, which has led to very good results for her portfolio. — Amy Castillo
Where these people were
- Panic proof retirement · 15
- Tax Lien Wealth Builders · 10
- Elliott Feldman Law Group · 3
- Empowered Endings · 2
- FairSplit.com · 2
- Compound Real Estate Holdings · 1
- Brickyard Property Management · 1
- Infinite Aloe · 1
- Functional Medicine for Life · 1
- Mathew Joseph · 1
- Black Box Social Media, LLC · 1
- Impact LIVEs 2025 · 1
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