ShareOne ReviewsIs retirement planning worth it?
40 people answered this on the record, across 12 organisations. The change they described most often was more confidence in the decision — 7 of 40 raised it unprompted. 7 described better family or relationship life. 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.
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 |
|---|---|---|
| Confidence | 7 of 40 | 18% |
| Family & relationships | 7 of 40 | 18% |
| More clients | 7 of 40 | 18% |
| Better systems | 5 of 40 | 13% |
| Felt supported | 5 of 40 | 13% |
| Mood & stress | 4 of 40 | 10% |
- “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
- “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
- “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
- “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
How long it took them
- 2 – 6 months · 1
- 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
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
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
WatchAchieved Predictable Client Results and Precise Resource Planning Using Agency AcceleratorJonathan Williams of Black Box Social Media, LLC achieved predictable client results and precise resource planning after investing in the Agency Accelerator. By implementing Kurt and Nick’s methodical advertising templates, he gained the ability to diagnose f…Jonathan Williams · Black Box Social Media, LLC
WatchEstate Planning Attorney Reduces Administration Time and Prevents Multi-Year Family Property DisputesKlea Harris, an estate planning attorney, uses FairSplit.com to transform estate administration. She reports that the platform's AI-powered photo-to-spreadsheet tool eliminates hours of manual inventory labor. By embedding FairSplit into estate documents, her…Klea Dawn Harris · FairSplit.com
WatchFrom Renting a Room to Owning a Multi-Disciplinary Concussion ClinicMelissa Biscardi credits Impact LIVEs 2025 and Clinician Business Labs for her transition from renting a room to owning her own clinic. By implementing strategic planning and raising prices, she expanded her practice to include a physiotherapist and clinical…Melissa Biscardi · Impact LIVEs 2025
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
- 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
- Will my pension and 401k be enough to live on during retirement?
- Cynthia Parker felt her estimated pension and 401k amounts were insufficient to maintain her lifestyle. She turned to Tax Lien Wealth Builders to create a stable source of additional income to protect her retirement savings. — UTL-Cynthia Parker
- Is tax lien investing too difficult for someone with no experience?
- Cynthia admitted she had no prior knowledge that this field existed. However, through coaching sessions, she learned how to look for deeds and check if properties have pending issues, giving her the confidence to move forward. — UTL-Cynthia Parker
- What kind of support does Tax Lien Wealth Builders provide?
- Cynthia describes the support as 'very great,' specifically highlighting the one-on-one sessions where she learned the technical aspects of property selection and lien verification. — UTL-Cynthia Parker
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