Gregg Lunceford appeared on the Be It Till You See It podcast with host Lesley Logan, where he discussed how retirement planning extends beyond financial strategies to include identity, purpose and structure. During the conversation, Gregg shared perspectives from his research and experience working with individuals and families navigating retirement transitions. He introduced the idea of the āthird ageā of life ā a stage where planning for how you will spend your time, stay engaged, and maintain a sense of purpose can be just as important as planning for income and investments. The episode reflects Greggās holistic approach to wealth management, helping clients think intentionally about what comes next and how financial planning can support a meaningful and fulfilling next chapter.
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