Is Urban Monk worth the investment for personal health?

Margaret Bates recommends doing research but ultimately deciding to prioritize yourself. Her attitude was "if not now, when?" and she concluded that now was the best time to invest in her own health.

What is the coaching experience like at Urban Monk?

Margaret describes the coaching as highly personal and supportive. She felt an immediate connection with her coach, Kathleen, who she described as personable, kind, and a great listener who provided clear, positive feedback.

How does Urban Monk help with stress and gut issues?

The program uses tools like the VaguVibe to calm the vagus system and de-stress. Margaret found this essential because stress was a major factor in her gut issues, and the device was small and easy to use.

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.

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.

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.

What do people say about retirement planning help?

92 people recorded interviews about retirement planning across 31 organisations. 14 of them mentioned more confidence in the decision in their own words. The most common timeframe people described was over a year. Every figure below is a count of what people said in their recorded interview — not a clinical trial or a survey.

Retirees and near-retirees describing the plan, the fees and the peace of mind.

What people said changed

Counts of interviews where the person described this in their own words.

Confidence14 of 92 mentioned it
“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
Better systems12 of 92 mentioned it
“And as I said, Andy sat me down, he explained the process, that it's actually much better.”Hubert Garvey
Mobility9 of 92 mentioned it
“Then also said, "I think you're gonna find out that you're gonna be able to see tremendous improvements." I'd recommend My Vision First if you're experiencing any sort of issues or symptoms to where you walk into a ma…”Jeff Bowdish
Revenue growth7 of 92 mentioned it
“We have the income with the both of us living really well, but then if something happens to one of us, it's like, "Hmm, how is that gonna look?" Then I saw the commercial, Panic Proof Retirement, and it was like, "Thi…”Terry & Wendy Williams
Family & relationships6 of 92 mentioned it
“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
Felt supported6 of 92 mentioned it
“You just couldn't ask for a better support system.”Beverly Sensabaugh
Mood & stress5 of 92 mentioned it
“As you look at retirement, you wanna be able to have some predictability, and so being able to work with the concept of a Panic Proof Retirement approach interested us.”Michael A Mark
Less pain5 of 92 mentioned it
“Sometimes I wonder if I've had it adjusted until I walk out and I go, "I feel good." They have helped relieve that pain so much.”Jelaine Reed

See the full data tables for Retirement planning →Read the research write-up →

How long it took

2 – 6 months · 1
Over a year · 3

Stories in this topic

Showing 12 of 92 interviews.

What people were sceptical about first

“He-- and when I asked him r- regarding a referral, without hesitation, he recommended Dan Casey of Panic Proof Retirement.”DALE J WALTMAN
“According to Hubert Garvey, the Geobear solution was significantly more affordable, costing in the region of one-third of what a traditional method would have cost. He found it to be a better solution that was also less invasive to his property.”Hubert Garvey
“I live in Ottawa, Ontario, Canada, and I was retired before I joined the team of Infinitalo five years ago.”Esmerelda

Frequently asked

Is Urban Monk worth the investment for personal health?: Margaret Bates recommends doing research but ultimately deciding to prioritize yourself. Her attitude was "if not now, when?" and she concluded that now was the best time to invest in her own health. — Margaret Bates
What is the coaching experience like at Urban Monk?: Margaret describes the coaching as highly personal and supportive. She felt an immediate connection with her coach, Kathleen, who she described as personable, kind, and a great listener who provided clear, positive feedback. — Margaret Bates
How does Urban Monk help with stress and gut issues?: The program uses tools like the VaguVibe to calm the vagus system and de-stress. Margaret found this essential because stress was a major factor in her gut issues, and the device was small and easy to use. — Margaret Bates
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