Please share the details below and we will be in touch shortly...
Meet Gregg Lunceford, PhD, CFP®. As a Wealth Advisor at Mesirow Wealth Management and a published author, Gregg offers transformative insights on navigating the emotional and social aspects of retirement, discussing comprehensive planning strategies that go beyond the financial aspect.
Gregg Lunceford has 32 years of experience in financial services. He is a Managing Director, Wealth Advisor in Mesirow Wealth Management and Vice Chair of the Mesirow DEI Council. He creates comprehensive financial planning strategies for individuals, families, organizations, athletes and business owners.
He is the Investment Committee Chair for the American Heart Association, on the Board of Directors for the Juvenile Protective Association, an Advisory Board Member for the Nathan Manilow Sculpture Park at Governors State University and is an Advisory Board Member for the Quinlan School of Business at Loyola University. Gregg is also a frequent speaker on WGN radio’s “Your Money Matters.”
Gregg earned a B.A. from Loyola University, an MBA from Washington University, and a PhD from Case Western Reserve University where he conducted research on retirement. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Certificate in Financial Planning Studies from Northwestern University.
Gregg Lunceford has 32 years of experience in financial services. He is a Managing Director, Wealth Advisor in Mesirow Wealth Management and Vice Chair of the Mesirow DEI Council. He creates comprehensive financial planning strategies for individuals, families, organizations, athletes and business owners.
He is the Investment Committee Chair for the American Heart Association, on the Board of Directors for the Juvenile Protective Association, an Advisory Board Member for the Nathan Manilow Sculpture Park at Governors State University and is an Advisory Board Member for the Quinlan School of Business at Loyola University. Gregg is also a frequent speaker on WGN radio’s “Your Money Matters.”
Gregg earned a B.A. from Loyola University, an MBA from Washington University, and a PhD from Case Western Reserve University where he conducted research on retirement. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Certificate in Financial Planning Studies from Northwestern University.
The conventional view of retirement as a time for leisure and relaxation is outdated. With increased longevity and changing societal norms, many retirees find themselves unprepared for the realities of life after work. This has led to an identity crisis for many, as they struggle to find purpose beyond their professional roles. Without a clear understanding of what retirement can be, individuals risk falling into boredom, dissatisfaction, or even depression.
On your podcast, Gregg will reframe the concept of retirement, highlighting the opportunities available in the 21st century. He’ll draw upon his extensive experience in financial planning and research on retirement, discussing how to redefine personal goals and create a fulfilling lifestyle. By encouraging listeners to view retirement as a chance for personal growth, new experiences, and meaningful contributions, Gregg will empower them to thrive in this new phase of life.
Many individuals approaching retirement struggle with the psychological transition from a structured work life to the uncertainties of retirement. This shift can lead to feelings of disorientation, loss of identity, and anxiety about the future. Studies indicate that without proper emotional preparation, retirees may face significant mental health challenges, including depression and stress-related illnesses, issues that often arise from an inability to redefine their sense of self outside of their careers.
On your podcast, Gregg will discuss the importance of cultivating a “retirement identity” and preparing emotionally for this life change. Drawing from his research, he will provide practical strategies for managing the psychological aspects of retirement. By fostering self-awareness and encouraging proactive planning that goes beyond the financial aspects, Gregg will help listeners understand how to create a fulfilling and meaningful retirement, ensuring they prepare for this transition with confidence and purpose.
Retirees often find themselves unexpectedly thrust into caregiving roles, which can strain their financial resources and emotional well-being. This often-unplanned responsibility can lead to significant costs—both monetary and personal—affecting their quality of life in retirement. Sadly, the truth is that many of us may not be fully aware of the financial and emotional toll that caregiving can impose.
On your podcast, Gregg will explore the hidden costs and implications of caregiving on retirement. He will share practical strategies for proactive planning, including family discussions and long-term care insurance. Your listeners will understand how, by addressing these challenges early, they can protect their financial health and emotional well-being, ensuring a more satisfying and sustainable retirement experience.
As individuals transition into retirement, they often find that their social networks change significantly. The loss of daily interactions with colleagues can lead to feelings of isolation and loneliness, which negatively impact overall well-being. Many retirees underestimate the importance of social connections, resulting in diminished life satisfaction and a lack of engagement in meaningful activities.
On your podcast, Gregg will emphasize the importance of building and maintaining a robust support network during retirement. He’ll provide practical strategies for cultivating friendships and community ties that can enhance emotional health and personal fulfilment. By discussing the concept of “laddering” friendships and creating intentional social plans, Gregg will help listeners understand how to foster meaningful relationships that thrive in their third age, leading to a more enriched and satisfying retirement experience.
If there is a specific topic you would like Gregg to focus on during the interview that is not listed here, please do let us know.
We would be more than happy to run this by Gregg to see if he is able to talk in detail and deliver value to your audience.
Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc. an SEC-registered investment advisor. Mesirow is not affiliated with Fame or any of its affiliates.Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. 2024. All rights reserved.