What Does It Really Mean to Be Wealthy in Retirement? (Ep. 5)
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:
- The 5 Types of Wealth by Sahil Bloom
- The Psychology of Money by Morgan Housel
- Die With Zero by Bill Perkins
Connect with Lunin-Pack Financial Group:
- 845-265-4300
- info@lunin-pack.com
- Website: Lunin-Pack Financial Group
- Facebook: Lunin-Pack Financial Group
- Instagram: Lunin-Pack Group (@luninpackgroup)
Connect with Jesse Lunin-Pack:
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