Retirement Income – Healthy, Wealthy, and Connected

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

By Healthy, Wealthy, and Connected | September 9, 2026

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:

LinkedIn: Jesse Lunin-Pack

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

By Healthy, Wealthy, and Connected | July 29, 2026

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.