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Ph.D., CFPÂź
CFPÂź
âThe third age is a twenty year life bonus. You get to choose who you are and how you want to live.â
On the BeIt Till You See It podcast, Gregg Lunceford Ph.D., CFPŸ speaks with host Lesley Logan, discussing how retirement planning extends beyond financial strategies to include identity, purpose, and structure. During the conversation, Gregg  introduces the idea of the âthird ageâ of lifeâa 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 Greggâs 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.
âFor many people, the word retirement carries a negative meaning, perhaps because the word itself contains âtired.ââ
In this episode of the Serving Seniors podcast, Gregg talks about achieving financial well-being â think âwealth without worryâ â and psychological success in the golden years. Itâs all about thriving, not just surviving, after we exit the workforce. If youâre rethinking what retirement means beyond just the numbers, youâll want to tune in as Gregg and host Matt Helton discuss how aligning your finances with your purpose leads to a more fulfilling next chapter of life.
âYou are the architect of your future, and it becomes a lot of fun once you've drawn up the plan and start executing it.â
What does life look like after your career? For many, retirement isnât just about leaving workâitâs about discovering a new purpose. On The Maturepreneur Podcast, Gregg shares expert perspectives on planning for this next chapter. Drawing from his book Exit From Work â What Will The New You Look Like?, Gregg explores how to prepare financially and emotionally for a fulfilling life beyond the office. This conversation is packed with insights for anyone thinking about their futureâor guiding others through theirs.
âWe often mistake wealth for financial savvy. Many people know how to make money, but lack true financial literacy.â
Gregg recently appeared on Money and You with Michelle Perkins â Designing your Third Age âwhere he reframed retirement as a liberating and purposeful âThird Ageâ rather than simply an ending. Drawing from his doctoral research and 30+ years of financial services experience, Gregg shares how emotional awareness and personal values are critical in planning a retirement that truly fulfills.. Listen to Greggâs conversation and learn how to approach this life design with insight and intention.
âYou can never have too many allies. Reach out and make a friend. You never know the value of that relationship until you try.â
Gregg discusses what it is like to redefine retirement for the 21st Century and shares how todayâs retirees are seeking more than financial stability â theyâre redefining success to include identity, purpose, and personal fulfillment. Listen to Greggâs conversation and gain practical insights to help you plan your next chapter with clarity and confidence.
âYour identity is tied to your work, whether you recognize it or not, especially if you've been doing something for a long period of time.â
Gregg joins the Informed Decisions podcast to discuss how to prepare emotionally and financially for retirement as well as why the old retirement playbook no longer applies. This isnât just a conversation for retirees. Itâs for professionals thinking long-term.
Gregg was named a 2021 50 Business Leaders of Color by Chicago United, an honor recognizing leaders who are outstanding examples of what it means to overcome obstacles and biases, navigate the corporate landscape and ascend to leadership with boldness and confidence.
Greggâs book, âExit From Work: What Will the New You Look Like?â is written for the growing number of people living longer lives in retirement. Gregg walks readers through the many options available in todayâs opportunity-expansive world.
We all have preconceived notions about retirement. In this Mesirow Minute video, Gregg shares commonly held beliefs that he challenge as myths.
In this Mesirow Minute video, Gregg challenges and debunks myths about retirement.
Retirement has changed greatly in recent decades and yours may be different from what your parents and grandparents experienced. To prepare for what retirement could be for you, it is important to understand a few retirement myths and what retirement may not be.
At one time or another you may be offered the opportunity to âretire earlyâ â well before your 65th birthday. It is important to plan for this contingency in advance.
Discussions between parents and children are not easy and get more complex as we advance to different stages in life. Regardless of how mature we think we are as the parent or the child, some discussions are just not fun. Preparing and engaging in them
Lifestyle goals and other accomplishments may take longer as individuals need more time to establish themselves.
Life in retirement may exceed the life of your career. Having a financial plan and a plan for how you plan to spend the next 30+ years has never been more important. People with a plan are significantly more satisfied in retirement.
Making a New Year's resolution can be positive if done correctly, as it requires us to reflect and analyze our personal position as well as set goals than can motivate change. However, it is not uncommon for individuals to finish the year unsuccessfully and with regrets.
The ups and downs of the economy may cause people to give up hope. However, recent studies show that Generation Z is the most optimistic about retirement â even with a global pandemic in the equation.
Having a family conversation about your estate and your legacy can be challenging. But, during times of uncertainly, it becomes more important than ever.
Planning for retirement as a couple can have several benefits including confirming common goals, creating accountability to achieve a greater probability of success, and building retirement confidence.
Our doctorsâ visits and daily exercises focus on our physical and mental well-being â yet, is there something else required in order for us to have a positive health experience in retirement? Yes. Financial wellness.
Present generations will have life experiences and responsibilities that are far different and potentially more demanding than others before us and must do more to anticipate them. This leads to the question, how many of us consider aging loved ones as we prepare for retirement? If so, how many of us are prepared to support our loved ones, and what is the impact on our retirement future?
Given increased longevity and improvements in health, todayâs retirees have a greater number of lifestyle options that may be difficult to choose from. This post helps you to think them through.
Now more than ever individuals are considering transition from their primary careers into a retirement period that may be much longer, and different, than those experienced by prior generations. If you are thinking about making a career transition to retirement, this article outlines a few steps you should consider.
Retirement used to mean the end of an era, and was solidified by a personâs complete exit from the workplace, not any more. Learn how entrepreneurship can be a retirement lifestyle choice for you.
As Many Postpone Big Life Events, Financial Planning Is Crucial  Read more
Should Inheritance Be A Retirement Strategy? Â Read more
How Financial Planning Factors Into Retirement Satisfaction  Read more
What is Your Relationship with Money? Â Read more
Unanticipated Responsibility: How Will Caring For Others Impact Your Retirement? Â Read more
Yours, Mine And Ours: Do Couples Work Together To Prepare For Retirement? Â Read more
Entrepreneurship: The Retirement Solution? Â Read more
Should Your Retirement Include Work? Â Read more
What is Retirement in the 21st Century? Â Read more
Financial Planning for Retirement: A Psychosocial Perspective  Read more
Planning for life's "what-ifs". how couples can prepare for lifeâs hardest âwhat ifsâ â from organizing financial accounts and legacy documents to preparing for large health care expenses and ensuring a partner can stay in the home they love. Â Listen to the broadcast
Gen Z's path to financial stability. Gregg discussed showing grace to Gen Z and their thoughts on finances. Â Listen to the broadcast
Retirement Success. Gregg appeared on WGN to discuss key factors that help contribute to retirement success. Â Listen to the broadcast
Financial New Year's resolutions. Gregg discussed how to create a plan to follow through on your financial New Yearâs resolutions on WGN. Â Listen to the broadcast
How to prepare in case you are forced to retire early. Â Gregg returned to WGN to discuss how ageism, natural disasters, and more are affecting retirement. Â Listen to the broadcast
How much money should you plan to have as a caregiver? Gregg addresses WGN Â listeners' concerns about annual caregiving expenses and how to prepare in advance for these possibilities. Â Listen to the broadcast
Caregiver guide and tips.  Gregg  discusses the pitfalls, financial stresses, and resources associated with aging parents.  Listen to the broadcast
How do couples work together to create a financial plan?  Gregg  discusses how couples can work together to plan financially, especially for retirement.  Listen to the broadcast
Retirement lifestyle choices. Â Gregg discusses how your retirement transition requires social, emotional readiness and financial readiness and how he guides clients as they reimagine retirement. Â Listen to the broadcast
ABC 7 Chicago - Â As the programs committee chair for Chicago's Juvenile Protective Association, Gregg appeared on ABC 7 Chicago news to discuss JPA's WeROCK volunteer program. Â Listen to the broadcast
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The Greenwood Project. Â Hosted a Wealth Management Career Panel for young scholars to learn more about the industry and different roles within it. Through his work with the organization, David had the opportunity to speak on the panel and talk about navigating career growth through setbacks, importance of behavioral finance and more.
An inspirational row. Jennifer recently had the opportunity to participate in The Head of the Charles River, the largest regatta in the world over 3 days in Boston, MA. 828, 74 events, 2,625 boats/entries. This year HOCR highlighted the Survivor Rowing Network exhibition race where 11 boats competed. Jen explained, "We had 20 athletes competing in Boston for the first time. It was inspiring to row against the best athletes int he world."
Chicago Sky Event. Gregg recently hosted an event at a Chicago Sky game in June. The entire team joined in on the event and enjoyed  a night filled with great food, drinks and conversation.
JPA Fundraiser. Gregg and his wife recently attended the 2024 All in for Kids Spring Benefit on May 3. The event was hosted by Juvenile Protective Association (JPA) to raise funds for continued access to services for children in challenged neighborhoods.
Helping Chicago's children. Gregg and other Mesirow volunteers helped pack backpacks for Chicago youth as part of the 2023 Cradles to Crayons Backpack-A-Thin at the Daley Center.
Painting community classrooms. David Moore recently volunteered to help paint classrooms at the Children's Place Associations Early Learning Center.
Northwestern Presentation. Gregg provided in-person instruction to Northwestern University football players on the basics of finance. Topics included financial literacy, budgeting and tax planning, and money, banking and investment basics.
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