Category: Financial Planning
Family, Money, and Meaning in Retirement with Deborah Grayson Riegel and Sophie Riegel (Ep. 8)

Family, Money, and Meaning in Retirement with Deborah Grayson Riegel and Sophie Riegel (Ep. 8)

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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 on meaningful experiences, supporting adult children, aging family relationships, and the ongoing work required to stay connected through life’s transitions. 

Deborah and Sophie discuss:

  • How open family money conversations can feel vulnerable even when there isn’t conflict or disagreement
  • Why spending money on meaningful experiences can become part of a family’s approach to wealth and giving
  • How financial independence can change the relationship between parents and their adult children
  • Why family relationships require communication, feedback, boundaries, and consistent effort over time
  • How parents can model work-life balance, intentional choices, and healthy relationships for their children
  • And more!

Resources:

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

Connect with Deborah Grayson Riegel: 

Connect with Sophie Riegel: 

About our Guests: 

Deborah Grayson Riegel is a keynote speaker, executive coach, and consultant who has taught leadership communication for Wharton Business School, Duke’s Fuqua Business School, Columbia Business School’s Women in Leadership Program, and the Beijing International MBA Program at Peking University. She writes on leadership communication and presentation skills for Harvard Business Review, Inc., Psychology Today, Forbes, and Fast Company, and has been featured in Bloomberg Businessweek, The Wall Street Journal, and The New York Times. Deborah’s clients range from Amazon, BlackRock, and Google to J&J, NASA, and The United States Army. She is the author of “Aim High and Bounce Back: A Successful Woman’s Guide to Rethinking and Rising Up from Failure”, “Go to Help: 31 Strategies to Offer, Ask for, and Accept Help” and “Overcoming Overthinking: 36 Ways to Tame Anxiety for Work, School, and Life”.

Sophie Riegel is a professional speaker, ICF-certified coach, entrepreneur, and author who focuses on helping people better understand themselves and one another across generations. She built a six-figure business before the age of 20 and has delivered a TEDx talk focused on destigmatizing mental health. Through her speaking, coaching, and writing, Sophie explores topics including generational differences, communication, personal growth, and relationships. She has also co-authored books with her mother, Deborah Grayson Riegel, bringing their perspectives as both family members and collaborators to their work.

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Preparing Families for Caregiving and Change with Deborah Grayson Riegel and Sophie Riegel (Ep. 7)

Preparing Families for Caregiving and Change with Deborah Grayson Riegel and Sophie Riegel (Ep. 7)

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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, end-of-life wishes, changing family roles, mental health, and resilience. They also share how honest communication, clear boundaries, and early planning can help families stay connected through difficult transitions.

Key points:

  • How adult children and parents can adjust when caregiving begins to change long-standing family roles
  • Why discussing healthcare wishes before an emergency can make difficult family decisions more manageable
  • How parents can respect an adult child’s partner without making them feel forced to choose between relationships
  • Why listening can create connection when family members have different comfort levels around mental health
  • How relationships, purpose, learning, community, and adaptability can shape a meaningful next chapter
  • And more!

Resources:

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

Connect with Deborah Grayson Riegel: 

Connect with Sophie Riegel: 

About our Guests: 

Deborah Grayson Riegel is a keynote speaker, executive coach, and consultant who has taught leadership communication for Wharton Business School, Duke’s Fuqua Business School, Columbia Business School’s Women in Leadership Program, and the Beijing International MBA Program at Peking University. She writes on leadership communication and presentation skills for Harvard Business Review, Inc., Psychology Today, Forbes, and Fast Company, and has been featured in Bloomberg Businessweek, The Wall Street Journal, and The New York Times. Deborah’s clients range from Amazon, Blackrock, and Google to J&J, NASA, and The United States Army. She is the author of “Aim High and Bounce Back: A Successful Woman’s Guide to Rethinking and Rising Up from Failure”, “Go to Help: 31 Strategies to Offer, Ask for, and Accept Help” and “Overcoming Overthinking: 36 Ways to Tame Anxiety for Work, School, and Life”.

Sophie Riegel is a professional speaker, ICF-certified coach, entrepreneur, and author who focuses on helping people better understand themselves and one another across generations. She built a six-figure business before the age of 20 and has delivered a TEDx talk focused on destigmatizing mental health. Through her speaking, coaching, and writing, Sophie explores topics including generational differences, communication, personal growth, and relationships. She has also co-authored books with her mother, Deborah Grayson Riegel, bringing their perspectives as both family members and collaborators to their work.

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Building Stronger Relationships With Adult Children with Deborah Riegel and Sophie Riegel (Ep. 6)

Building Stronger Relationships With Adult Children with Deborah Riegel and Sophie Riegel (Ep. 6)

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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-daughter relationship became more peer-to-peer, why mutual respect matters, and how support can exist without agreement. They also share approaches to feedback, conflict, invitations, decision-making, and the small interactions that help relationships deepen over time.

Key points:

  • How parent-child relationships can become more equal as children enter adulthood and develop their own perspectives
  • Why supporting an adult child’s decision doesn’t require a parent to agree with the decision they’ve chosen to make
  • How positive interactions can create a stronger foundation before difficult feedback or family conflict occurs
  • Why changing how you extend invitations can reduce tension and make spending time together easier for everyone
  • How defining decision rights before a disagreement can make working with family members more manageable and clear
  • And more!

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

Connect with Deborah Grayson Riegel: 

Connect with Sophie Riegel: 

About our Guests: 

Deborah Grayson Riegel is a keynote speaker, executive coach, and consultant who has taught leadership communication for Wharton Business School, Duke’s Fuqua Business School, Columbia Business School’s Women in Leadership Program, and the Beijing International MBA Program at Peking University. She writes on leadership communication and presentation skills for Harvard Business Review, Inc., Psychology Today, Forbes, and Fast Company, and has been featured in Bloomberg Businessweek, The Wall Street Journal, and The New York Times. Deborah’s clients range from Amazon, Blackrock, and Google to J&J, NASA, and The United States Army. She is the author of “Aim High and Bounce Back: A Successful Woman’s Guide to Rethinking and Rising Up from Failure”, “Go to Help: 31 Strategies to Offer, Ask for, and Accept Help” and “Overcoming Overthinking: 36 Ways to Tame Anxiety for Work, School, and Life”.

Sophie Riegel is a professional speaker, ICF-certified coach, entrepreneur, and author who focuses on helping people better understand themselves and one another across generations. She built a six-figure business before the age of 20 and has delivered a TEDx talk focused on destigmatizing mental health. Through her speaking, coaching, and writing, Sophie explores topics including generational differences, communication, personal growth, and relationships. She has also co-authored books with her mother, Deborah Grayson Riegel, bringing their perspectives as both family members and collaborators to their work.

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What Does It Really Mean to Be Wealthy in Retirement? (Ep. 5)

What Does It Really Mean to Be Wealthy in Retirement? (Ep. 5)

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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 should support the life you want to live, not simply the amount of money you accumulate. 

Jesse also shares practical ways to think differently about time, experiences, family, and giving while you’re still able to enjoy them.

Key takeaways:

  • Why financial wealth alone doesn’t create the freedom or fulfillment many people expect
  • How balancing time, health, relationships, and finances changes retirement planning
  • Why delaying meaningful experiences can become one of retirement’s biggest regrets
  • How thoughtful gifting during your lifetime may create greater impact than large inheritances
  • Why a financial plan should give you confidence to enjoy your money while you’re alive
  • And more!

Resources:

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

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Building a Retirement That Keeps You Moving with Adam Schersten (Ep. 4)

Building a Retirement That Keeps You Moving with Adam Schersten (Ep. 4)

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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 retirement planning. Together, they explore why consistency matters more than intensity, how leg strength and mobility influence long-term independence, and why simple movement habits can shape the quality of life you experience decades from now. 

They also discuss posture, fall prevention, practical mobility assessments, and simple ways to improve movement before limitations affect everyday life.

Key takeaways:

  • Why consistent movement habits often matter more than occasional intense workouts for long-term health
  • How leg strength and mobility support independence, confidence, and everyday activities throughout retirement
  • Why improving posture and movement patterns can reduce discomfort before pain becomes a daily issue
  • How simple mobility assessments can reveal limitations before they affect long-term quality of life
  • Why retirement planning should include preparing your body alongside preparing your finances
  • And more!

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

Connect with Adam Schersten: 

About our Guest: 

Adam Schersten is a certified personal trainer and posture movement specialist in NYC with more than 12 years of experience. He is a published author who embraces the concepts of bodyweight training and corrective exercises to empower people to learn healthy movement mechanics and reduce strain on their bodies with minimal or no equipment. He’s also a plant lover with a jungle of houseplants and a rooftop greenhouse.

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Healthy Habits That Help You Enjoy Retirement Longer (Ep. 3)

Healthy Habits That Help You Enjoy Retirement Longer (Ep. 3)

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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 explains how healthy habits, financial planning, and meaningful relationships work together to create a more fulfilling retirement. They discuss the importance of starting where you are, viewing health as part of your retirement plan, thinking about healthspan instead of just lifespan, and designing a retirement that allows you to keep doing the things that matter most.

Key takeaways:

  • Why your health deserves the same planning and long-term attention as your retirement savings
  • How small lifestyle choices today can create lasting benefits that build over the years
  • Why planning for health challenges can strengthen your overall retirement strategy
  • How focusing on healthspan helps you stay active, independent, and connected longer
  • Why retirement planning should support the life you want instead of becoming the end goal
  • And more!

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

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Retirement Is More Than Money: Planning for Purpose, Health, and Connection (Ep. 2)

Retirement Is More Than Money: Planning for Purpose, Health, and Connection (Ep. 2)

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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 explores the often-overlooked questions of identity, purpose, physical health, social connection, and life design. He also shares practical ways to prepare for later years by training for the activities you want to enjoy, building meaningful relationships, and creating a retirement plan that goes far beyond financial projections.

Key takeaways:

  • Why retirement should be viewed as a 30-year life stage instead of a single milestone date
  • How losing a work identity can become one of retirement’s biggest emotional challenges
  • Why physical fitness today impacts the activities you’ll be able to enjoy later in life
  • How social connections contribute to longevity and overall quality of life in retirement
  • Why a complete retirement plan includes purpose, health, relationships, and finances
  • And more!

Resources:

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

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Meet Jesse Lunin-Pack: From Wall Street to Retirement Advisor (Ep. 1)

Meet Jesse Lunin-Pack: From Wall Street to Retirement Advisor (Ep. 1)

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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, and his two decades as a financial advisor, he explores the three essential pillars of retirement: wealth, health, and meaningful relationships. Jesse discusses how habits built long before retirement can shape future quality of life, why purpose matters after leaving work, and how thoughtful preparation can help people create a retirement filled with activity, connection, and meaning.

Key takeaways:

  • Why having enough money alone may not create a fulfilling retirement experience over time
  • How health habits built years earlier can influence retirement lifestyle and independence
  • The role meaningful relationships play in creating purpose after leaving the workforce
  • Why retirement should be viewed as a beginning rather than the finish line of planning
  • How small actions in finances, health, and connection can compound over many years
  • And more!

Connect with Lunin-Pack Financial Group: 

Connect with Jesse Lunin-Pack: 

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