About Us

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 income planning, taxes, investment strategy, and managing risk—while also exploring the things that make retirement truly fulfilling: health, relationships, lifestyle, and purpose.

Drawing on more than two decades of experience as a financial planner, along with conversations with thoughtful guests, Jesse helps listeners think through the choices ahead and design a retirement that truly fits the life they want to live.

Because retirement isn’t just about leaving work.

It’s about designing the life you want