Meet Jesse Lunin-Pack: From Wall Street to Retirement Advisor (Ep. 1)
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:
- 845-265-4300
- info@lunin-pack.com
- Website: Lunin-Pack Financial Group
- Website: Healthy, Wealthy, and Connected
- Facebook: Lunin-Pack Financial Group
- Instagram: Lunin-Pack Group (@luninpackgroup)
Connect with Jesse Lunin-Pack:
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