ShareOne ReviewsIs professional retirement planning worth it?
40 people answered this on the record, across 21 organisations. The change they described most often was clearer systems and processes — 6 of 40 raised it unprompted. 6 described improved movement or mobility. 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 2026-06-26. 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 |
|---|---|---|
| Better systems | 6 of 40 | 15% |
| Mobility | 6 of 40 | 15% |
| Confidence | 6 of 40 | 15% |
| Family & relationships | 4 of 40 | 10% |
| Felt supported | 4 of 40 | 10% |
| Mood & stress | 3 of 40 | 8% |
- “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
- “Maybe somebody wants somebody more conservative, but Dan seems to walk that tightrope to assure you that he'll diversify your investment.”Mark Shama
- “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
- “And I started to think, ugh, you know, that, I wouldn't wish that on my kids. know, neither one of them have the time or the inclination to go through all those hoops and they probably would end up losing a lot more m…”April Kerlew
How long it took them
- 2 – 6 months · 1
The interviews behind this answer
WatchAchieved Long-Term Retirement Confidence Through a Detailed One-on-One Financial PlanMichael Kennedy achieved long-term financial security with Panic Proof Retirement after seeking a low-risk strategy for property sale proceeds. Over a 14-year partnership, Kennedy transitioned from retirement uncertainty to total confidence, citing Dan’s deta…Michael Kennedy · 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
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
WatchJeff Bowdish Overcomes Chronic Fatigue and Glare to Read Books AgainJeff Bowdish credits MyVisionFirst with restoring his ability to read books and eliminating chronic evening fatigue. After being told by neurologists and optometrists that his eyes and brain were healthy, Jeff used neuro-optometry to resolve severe glare sens…Jeff Bowdish · MyVisionFirst
WatchRetired RN Overcomes Decades of Gut Issues and Fatigue with Urban MonkSusanne Scholl, a retired RN, achieved a significant health turnaround with Urban Monk Productions after struggling with gut issues since her 20s. By utilizing a comprehensive gut microbiome test and a personalized six-week protocol of supplements and coachin…Susanne Scholl · Urban Monk Productions
WatchRegained Mobility and Walked Through the Zoo After Chronic Back Pain ReliefJelaine Reed achieved significant relief from chronic back pain at West & Co. After seeking treatment since 2007 with little success, Reed utilized their spinal decompression therapy. She reported a daily improvement in mobility, enabling her to walk through…Jelaine Reed · West & Co
WatchEmpowered Health and Energetic Healing Through Hands-On Jeevatma Training and Group PracticeKaren Samuelson found Healing Essence Center’s Jeevatma training to be a powerful, empowering experience. By utilizing mantras and hands-on practice, she gained the ability to perform healing sessions for her husband’s health issues and for friends. The cours…Karen L Samuelson · Healing Essence Center
WatchBeverly Sensabaugh Lost 19 Pounds and Identified Critical Food SensitivitiesBeverly Sensabaugh achieved a 19-pound weight loss through the Gapin Institute Peak Launch program. By following a personalized 90-day protocol that identified dairy, gluten, and sugar sensitivities, she addressed long-term health concerns. Despite the emotio…Beverly Sensabaugh · Gapin Institute
WatchAymee Yanes Achieved a Refreshed Facelift Result with Minimal Post-Operative PainAymee Yanes reviewed Dr. Gould Plastic Surgery after undergoing a total facelift and eyelid surgery. Aymee reported an exceptionally low pain level of 3/10 the day after surgery, requiring only Tylenol rather than prescription narcotics. She achieved a refres…Aymee Yanes · Dr gould plastic surgery
What they doubted first
- “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
- “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
- “it's just been an emotional roller coaster But I am really glad I did it, but I'm glad I didn't know what I know now before I started.”Beverly Sensabaugh
Follow-up questions they answered
- Is Panic Proof Retirement a high-pressure sales environment?
- No. Michael Kennedy describes Dan as a straightforward, easy-to-talk-to advisor who is not a high-pressure salesman and does not use intimidation or pressure tactics. — Michael Kennedy
- How does Panic Proof Retirement compare to traditional 401(k) advisors?
- Michael Kennedy noted that Dan's plan made significantly more sense than the competition managing his 401(k) at the time, offering a more personal, one-on-one experience. — Michael Kennedy
- How often does Panic Proof Retirement review client portfolios?
- Michael Kennedy schedules review meetings every six months to monitor his situation, noting that Dan and his team are very responsive to questions between meetings. — Michael Kennedy
- 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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