ShareOne ReviewsIs tax lien investing worth it for beginners?
30 people answered this on the record, across 5 organisations. The change they described most often was clearer systems and processes — 7 of 30 raised it unprompted. 7 described more confidence in the decision. 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 2026-05-09. 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 |
|---|---|---|
| Better systems | 7 of 30 | 23% |
| Confidence | 7 of 30 | 23% |
| Revenue growth | 6 of 30 | 20% |
| Felt supported | 2 of 30 | 7% |
| Family & relationships | 2 of 30 | 7% |
| More clients | 2 of 30 | 7% |
- “Well, my thing is this - sometimes you have to step out on faith and be pretty strong and encouraged that when you are working with this team they will guide you through the process and you will build more confidenc a…”Tim Donaldson
- “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 without United Tax I would never, never be able to to different level with your income and your time and your freedom. very exciting.”Amanda Winchester
- “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
The interviews behind this answer
WatchIT Professional Rolled Over 401k to Purchase Tax Liens with CoachingTim Donaldson utilized Tax Lien Wealth Builders to transition from IT professional to tax lien investor. By working with coaches Erin and Stephanie, he successfully rolled over his 401k into a business entity to purchase tax liens. Donaldson reports that 99%…Tim Donaldson · Tax Lien Wealth Builders
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
WatchAchieving Attractive IRR and Substantial Tax Benefits Through Passive Real Estate InvestingAndrew Cool, a self-employed investor, reports that Sunrise Capital Investors has consistently exceeded their promised and forecasted IRR. By investing in their niche real estate funds, Cool achieved substantial tax benefits and reliable monthly recurring inc…ANDREW COOL · Sunrise Capital Investors
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
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
WatchRetired Investor Masters Tax Lien Strategies Through Personalized One-on-One CoachingDennis McNaught, a retired investor from Albany, Oregon, credits Tax Lien Wealth Builders for his successful entry into Florida tax lien investing. Within four months, McNaught mastered complex strategies through personalized coaching that allowed for real-ti…Dennis Joseph McNaught · Tax Lien Wealth Builders
WatchCommercial Real Estate Professional Achieves Outstanding Passive Returns Through Transparent Niche InvestingKeith Misner, a commercial real estate investor, describes his experience with Sunrise Capital Investors as outstanding. He highlights the firm's transparency regarding portfolio performance and their successful investment thesis in manufactured housing and p…Keith Misner · Sunrise Capital Investors- Tax Lien Wealth BuildersWatchRetired Professional Gains Confidence and Secures Three Tax Lien Auction WinsMichael Windsperger achieved three tax lien auction wins through Tax Lien Wealth Builders. A retired sprinkler fitter from Minnesota, Michael credits his coach, Ashley, for providing the confidence and expert strategies needed to transition into real estate i…Michael Windsperger · Tax Lien Wealth Builders
WatchPassive Mobile Home Park Investing Through Trusted Operators and CommunicationErik Peterson reviewed Sunrise Capital Investors, highlighting his transition into the mobile home park space. Peterson emphasized the firm's strong communication and the reliability of operators Kevin and Brian. By investing in affordable housing, he secured…Erik Peterson · Sunrise Capital Investors
What they doubted first
- “I went to the seminar and I felt a little nervous about it because I didn't know what to expect.”Tim Donaldson
- “It's positive for those less fortunate or in need of housing at a reasonable cost.”ANDREW COOL
- “Keith (00:00) attracted me to Sunrise Capital Investors and the benefits of investing in manufactured housing is the insatiable demand for cost-effective housing.”Keith Misner
Follow-up questions they answered
- Is Tax Lien Wealth Builders trustworthy for beginners?
- Tim Donaldson initially felt nervous and didn't know what to expect, but he built trust through a working relationship with coaches Erin and Stephanie. He noted that the team's knowledge and witness testimonies made him feel comfortable moving forward. — Tim Donaldson
- How does Tax Lien Wealth Builders handle student questions?
- Tim Donaldson stated that 99% of his questions were answered during his sessions. He specifically highlighted the value of having recorded video instructions that he could refer back to whenever he felt unsure while working on his own. — Tim Donaldson
- Can I use my retirement funds for tax lien investing?
- Yes, Tim Donaldson successfully rolled over his 401k into his business entity specifically to fund the purchase of his tax liens under the guidance of the program. — Tim Donaldson
- 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