Episodes

Money decisions later in life often reach far beyond a balance sheet. They can shape family relationships, independence, shared experiences, and the way parents and adult children talk about the future. In this episode, Jesse Lunin-Pack, CFP®, continues his conversation with leadership communication expert and executive coach Deborah Grayson Riegel and speaker, ICF-certified coach, and entrepreneur Sophie Riegel. Together, they explore family money conversations, financial independence, spending...

Family relationships change as parents age, adult children build lives of their own, and roles that once felt permanent begin to shift. How can families prepare for those changes before decisions become urgent? In this episode, Jesse Lunin-Pack, CFP®, continues his conversation with Deborah Grayson Riegel, Keynote Speaker, Executive Coach, and Consultant, and Sophie Riegel, Speaker, Entrepreneur, ICF-Certified Coach, and Best-Selling Author. This week, they explore caregiving, asking for help, e...

Your children may be adults now, but figuring out how to relate to them as adults isn’t always easy. How do you stay close, offer advice, and handle disagreements without slipping back into the parent-child roles that worked when they were younger? In this episode, Jesse Lunin-Pack, CFP®, speaks with Deborah Grayson Riegel, Keynote Speaker, Executive Coach, and Consultant, and Sophie Riegel, Speaker, Entrepreneur, ICF-Certified Coach, and Best-Selling Author. They explore how their mother-daught...

Have you ever wondered whether building more wealth is actually bringing you closer to the life you want? Or are you sacrificing the very things you hope your money will one day help you enjoy? In this episode, Jesse Lunin-Pack, CFP®, explores what true wealth really means beyond the size of an investment portfolio. Drawing from his own career, personal experiences, and ideas from books like The Psychology of Money, The 5 Types of Wealth, and Die With Zero, he explains why retirement planning sh...

Will your body be ready for the retirement you’ve been saving for? Financial planning is only part of preparing for the years ahead. The ability to stay active, independent, and connected to the people and activities you enjoy may depend just as much on the choices you make with your health today. In this episode, Jesse Lunin-Pack, CFP®, welcomes Adam Schersten, Certified Personal Trainer and Posture and Movement Specialist, for a conversation about the connection between physical movement and r...

Retirement isn’t just about having enough money. It’s about having the health, energy, and relationships to enjoy the life you’ve worked so hard to build. What if taking care of your health deserved the same attention as growing your investments? And what if the choices you make today could shape both your financial future and your quality of life years from now? In this episode, Jesse Lunin-Pack, CFP®, explores why health should be treated as an essential part of every retirement plan. He expla...

Retirement planning often centers around savings, investments, and income, but is that enough to create a fulfilling life after work? What happens when your career ends, your routines change, and you have decades ahead of you to fill with purpose, relationships, and meaningful experiences? In this episode, Jesse Lunin-Pack challenges the traditional way retirement is viewed. He explains why retirement should be treated as a long life stage rather than a single date on the calendar. Jesse explore...

Retirement planning often starts with money, but is that enough to create a fulfilling next chapter? What happens when health challenges or social isolation get in the way of the life you’ve worked so hard to build? The answer may require a broader approach to retirement preparation. In this episode, Jesse Lunin-Pack introduces the Healthy, Wealthy, and Connected podcast and shares why retirement planning should go beyond finances alone. Drawing from personal experiences, client conversations, a...

Healthy, Wealthy, and Connected with Jesse Lunin-Pack, CFP®, is a retirement podcast about designing the next chapter of life and living it well. When people start thinking seriously about retirement, most begin with one question: Do I have enough money? But a great retirement requires more than that. It requires the health to enjoy life, the wealth to support it, and the connections that make life meaningful. On this podcast, Jesse talks about the practical side of retirement planning—including...