Tag: Wealth Management

Healthy Habits That Help You Enjoy Retirement Longer (Ep. 3)

Healthy Habits That Help You Enjoy Retirement Longer (Ep. 3)

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: 

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

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: 

Connect with Jesse Lunin-Pack: