Family, Money, and Meaning in Retirement with Deborah Grayson Riegel and Sophie Riegel (Ep. 8)
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:
- Building Stronger Relationships With Adult Children with Deborah Riegel and Sophie Riegel (Ep. 6)
- Preparing Families for Caregiving and Change with Deborah Grayson Riegel and Sophie Riegel (Ep. 7)
- Book: Money Talks: 100 Strategies to Master Tricky Conversations about Money by Deborah Grayson Riegel & Jesse Lunin-Pack
- Book: Don’t Tell Me to Relax by Sophie Riegel
- Book: Aim High and Bounce Back by Fiona M Macaulay & Deborah Grayson Riegel
- Book: Go To Help by Deborah Grayson Riegel & Sophie Riegel
- TEDx talk: The Enigma of Stigma: Redefining The Way We Talk About Mental Health by Sophie Riegel
- Website: The Me Menu
- Podcast: I Turned Out Fine: Two Generations. Zero Filter
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:
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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