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Redefining Retirement Planning

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.

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Who is Gregg?

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.

Highlights
Managing Director, Wealth Advisor at Mesirow Wealth Management, specializing in comprehensive retirement planning strategies for high-net-worth individuals and families
Author of “EXIT FROM WORK - What Will The New You Look Like?”
Over 32 years of experience in financial services with a focus on creating holistic financial plans that address emotional well-being and lifestyle changes in retirement
Vice Chair of the Mesirow DEI Council and active board member for several organizations, including the American Heart Association and the Juvenile Protective Association
Frequent speaker on WGN radio’s “Your Money Matters,” discussing retirement planning, personal development, and the psychological aspects of transitioning into retirement
Who is Gregg?

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.

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Media Appearances
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Topics
What Your Audience Could Learn
Redefining Retirement for the 21st Century​

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.

Navigating the Psychological Shift into Retirement

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.

The Hidden Costs of Caregiving in Retirement

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.

Building Meaningful Connections in Your Third Age

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.

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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.