Retirement Lifestyle – Healthy, Wealthy, and Connected

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

By Healthy, Wealthy, and Connected | August 28, 2026

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:

LinkedIn: 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)

By Healthy, Wealthy, and Connected | August 12, 2026

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:

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.

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:

LinkedIn: Jesse Lunin-Pack

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

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

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:

LinkedIn: Jesse Lunin-Pack

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