ShareOne ReviewsWhat do real people say about retiree?
12 people recorded interviews about retiree across 10 organisations. 4 of them mentioned more confidence in the decision in their own words. Every figure below is a count of what people said in their recorded interview — not a clinical trial or a survey.
First-hand accounts from people who talked about retiree in their recorded interview.
What people said changed
Counts of interviews where the person described this in their own words.
- Confidence4 of 12 mentioned it
“You know, going through a few different seminars, I could gauge people on how I feel speaking with them and with Dan, with that connection I made with him right away, it was more of a trust thing with him, I would say.”David Coldicott
- Mobility4 of 12 mentioned it
“Maybe somebody wants somebody more conservative, but Dan seems to walk that tightrope to assure you that he'll diversify your investment.”Mark Shama
- Better systems2 of 12 mentioned it
“So as soon as my interest gets above $10, it automatically invest the $10 back into the bond since they're $10 each. a hesitancy when things are significantly better than the norm.”Jan Älsen
- Felt supported2 of 12 mentioned it
“I heard about Sunrise through an investment group, and they recommended checking into Sunrise Capital Investing from the standpoint of more diversification.”Rick Siegel
- Family & relationships1 of 12 mentioned it
“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
Stories in this topic
Showing 12 of 12 interviews.
WatchAchieved Retirement Peace of Mind Through a Low-Risk Financial Plan and Guaranteed IncomeDavid Coldicott, a Chrysler retiree, credits Panic Proof Retirement for providing a low-risk financial plan that ensures he will not outlive his money. Sixteen months into retirement, David reports feeling 100% comfortable with his withdrawals, having transit…David Coldicott · Panic proof retirement
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
WatchRetired Business Owner Achieves 8.5% APY and Seamless Liquidity via Compound Real Estate BondsJan Älsen uses Compound Real Estate Bonds to earn an 8.5% return on his capital, significantly outperforming his bank's 3.5% rate. A customer for 16 months, Älsen highlights the platform's liquidity, noting he successfully tested withdrawals early on and now…Jan Älsen · Compound Real Estate Holdings- Tax Lien Wealth BuildersWatchRetired Investor Purchases Six Liens and Four Deeds Through Expert CoachingRita James Gray achieved significant real estate success with Tax Lien Wealth Builders, purchasing six liens and four deeds under the guidance of her coach, Rachel. By transitioning from an employee to a business owner, Gray now manages a professional team in…Rita James Gray · Tax Lien Wealth Builders
WatchRetired Investor Achieves Portfolio Diversification Through Recession-Resistant Mobile Home Park FundsRick Siegel, a retired investor, chose Sunrise Capital Investors to diversify his portfolio into niche asset classes like mobile home parks. After funding in April 2024, Siegel highlighted the firm's transparency, professional investor relations, and proven t…Rick Siegel · Sunrise Capital Investors
WatchRandy Forbes Achieves Instant Skin Tightening and Increased Confidence at Sixty-TwoRandy Forbes uses Instantly Ageless to target deep wrinkles and crow's feet around his eyes. By applying a minute amount of the product, he reports that it firms and tightens the skin in just two to three minutes, effectively taking a couple of years off his…randy forbes · Instantly Ageless
WatchCarol Successfully Transferred Her California Estate Plan to Texas with Robbins Estate LawCarol Sandman utilized Robbins Estate Law to transition her estate plan from California to Texas following a move and a divorce. Working with attorney Lorenza, Carol achieved a fully updated trust that accounted for all assets and addressed state-specific leg…Carol · Robbins Estate Law
WatchRegained Five-Mile Walking Mobility and Twelve-Mile Cycling Stamina Without SurgeryStephen Garner achieved significant mobility recovery at Pinnacle Integrative Orthopedic Sports and Medicine. By choosing PRP and laser treatments over invasive surgery, Garner increased his walking capacity from one mile to five miles and his cycling to 12 m…Stephen Garner · pinnacle integrative orthopedic sports and medicine
WatchIncreased Energy and Strength Through Short-Duration Muscle Stressing and BiohackingGahana Bonnington reports that Upgrade Labs 5th St significantly improved her energy levels and physical strength. By committing to short periods of high-intensity muscle stressing and utilizing technologies like the AI cheat machine, she achieved a better se…Gahana Bonnington · Upgrade Labs 5th St
WatchCarolyn Restored Mobility and Eliminated Chronic Adductor Pain After Two YearsCarolyn Epstein visited Joint Vitality Institute after two years of chronic adductor pain that physical therapy couldn't fix. Following three sessions of radio shockwave therapy, she regained the ability to walk without pain and climb stairs normally. Carolyn…Carolyn Epstein · Joint Vitality Institute
WatchMark Shama Achieved Retirement Income Security and Professional Portfolio DiversificationMark Shama reviewed Panic Proof Retirement, highlighting how Dan and his team transitioned his 401(k) into a professionally managed, diversified portfolio. Shama sought to move beyond conservative employer-sponsored funds to ensure his money would last until…Mark Shama · Panic proof retirement
WatchSecuring Assets Through a Stress-Free Step-by-Step Estate Planning ProcessJeff worked with Elliott Feldman Law Group to secure his assets following his retirement. By following a straightforward, turnkey process with set milestones and reminders, Jeff achieved a stress-free estate plan. He successfully avoided the costly probate an…Jeff · Elliott Feldman Law Group
What people were sceptical about first
- “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
- “There is a hesitancy when things are significantly better than the norm. Banks are probably averaging 3.5% maybe 4.5% now. I'm comfortable with it after having had money in and out, and with Zelle, it goes very quickly.”Jan Älsen
- “Stephen Garner admitted the cost of concierge service was initially a shock since it required paying out of pocket. However, after weighing the cost-benefit against the effects of major surgery, he decided the investment was worth the mobility he regained.”Stephen Garner
Frequently asked
- Is it possible to find a retirement plan with very little risk?
- Yes. David Coldicott worked with Dan Casey to collectively develop a plan that placed his money in a safe place with very little risk, as he was not a gambler and did not want to lose what he had accumulated over decades. — David Coldicott
- How do I know if I will outlive my money in retirement?
- David Coldicott suggests that Panic Proof Retirement lays everything out on paper to show exactly where you are and what the plan is moving forward, providing the assurance that you will not outlive your funds. — David Coldicott
- What should I do if I am hesitant to call a financial planner?
- David recommends making the call and setting an appointment, noting that after seeing the plan on paper, you will feel good about your financial future and readiness for retirement. — David Coldicott
- Is estate planning expensive compared to the cost of probate?
- 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 faced. — April Kerlew
- What is the benefit of attending an estate planning workshop?
- April found the workshop to be an essential educational tool that explained the risks of probate and the mechanics of trusts. She stated it provided the 'aha moment' needed to move forward without feeling obligated to sign immediately. — April Kerlew
- How difficult is the process of setting up a trust?
- April described the process with Elliott Feldman Law Group as 'idiot proof.' The team walked her through every step, providing the specific language and forms needed to update her bank accounts and insurance policies. — April Kerlew