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Gregg Lunceford, PhD, CFP®, helps adults over 50 navigate the emotional, social, and psychological transition into modern retirement, guiding them into the “third age,” a stage of reinvention, meaning, and longevity.
Gregg Lunceford, PhD, CFP®, is a Managing Director and Wealth Advisor at Mesirow, where he helps clients protect, preserve, and grow their assets as they approach and enter retirement. With more than two decades of experience advising individuals aged 50 and above, he brings a unique lens to retirement planning, one that extends beyond finances to include identity, lifestyle, mental readiness, and long-term psychological success.
An academic researcher in 21st-century retirement transition, Gregg studies the gap between traditional retirement frameworks and modern realities, including increased life expectancy, shifting social structures, and changing work identities. His work highlights the “phenomenon of retirement” and the emotional and social obstacles that cause many financially prepared adults to delay or struggle with transitioning out of full-time work.
Gregg is the author of Exit from Work and a frequent speaker on how individuals can intentionally design their “third age”, a 20-year chapter between middle age and elderhood defined by reinvention, purpose, and improved quality of life. Through his writing, speaking, and advisory work, he empowers people to rethink retirement as an exciting, opportunity-rich stage of life.
Gregg Lunceford, PhD, CFP®, is a Managing Director and Wealth Advisor at Mesirow, where he helps clients protect, preserve, and grow their assets as they approach and enter retirement. With more than two decades of experience advising individuals aged 50 and above, he brings a unique lens to retirement planning, one that extends beyond finances to include identity, lifestyle, mental readiness, and long-term psychological success.
An academic researcher in 21st-century retirement transition, Gregg studies the gap between traditional retirement frameworks and modern realities, including increased life expectancy, shifting social structures, and changing work identities. His work highlights the “phenomenon of retirement” and the emotional and social obstacles that cause many financially prepared adults to delay or struggle with transitioning out of full-time work.
Gregg is the author of Exit from Work and a frequent speaker on how individuals can intentionally design their “third age”, a 20-year chapter between middle age and elderhood defined by reinvention, purpose, and improved quality of life. Through his writing, speaking, and advisory work, he empowers people to rethink retirement as an exciting, opportunity-rich stage of life.
This topic explores how adults over 50 can embrace the “third age,” a stage of life defined by reinvention, purpose, and personal fulfillment. Gregg will discuss how to navigate the social, emotional, and psychological changes that come with leaving a long-term career while maintaining meaningful relationships, cultivating new interests, and finding renewed purpose. Audiences will leave with a clear understanding of how to structure their life after work to maximize well-being and satisfaction. Gregg’s expertise in retirement transition ensures that listeners gain practical strategies for thriving beyond traditional financial planning.
Modern retirement is no longer just a financial milestone; it is a complex life transition influenced by identity, relationships, and personal growth. Gregg examines how shifting life expectancies, societal expectations, and evolving work patterns impact the way people experience retirement today. He will highlight common challenges, such as social isolation, loss of purpose, and the need to reinvent one’s daily structure. Through this discussion, audiences will gain insight into the psychological and social factors that influence retirement success. Gregg’s extensive research and advisory experience provide actionable guidance to help listeners approach retirement as an opportunity for meaningful engagement and fulfillment.
Transitioning out of a long-term career can be a disorienting process, but it can also be an opportunity for intentional personal growth. Gregg will introduce principles from intentional change theory and demonstrate how late-career adults can apply them to navigate retirement transitions with clarity and confidence. Topics include setting goals aligned with personal values, identifying opportunities for reinvention, and building supportive networks to maintain purpose and connection. Gregg’s expertise bridges academic research and real-world application, equipping audiences with strategies to not only plan their retirement financially but also thrive socially, psychologically, and emotionally
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.