Lunin-Pack Financial Group

Lunin-Pack Financial Group Helping successful families turn decades of saving into decades of living. A copy of our current Form ADV Part 2 is available upon request.

Retirement income, tax, and investment planning — Home of The Healthy, Wealthy, and Connected Retirement Podcast hosted by Jesse Lunin-Pack, CFP®. Lunin-Pack Financial Group LLC is a holding company for Lunin-Pack Planning and Advice, LLC, an SEC Registered Investment Adviser; Lunin-Pack Insurance Advisors, LLC; and Lunin-Pack Consulting, LLC. Financial Planning and Investment Advice are offered t

hrough Lunin-Pack Planning and Advice, LLC, an SEC Registered Investment Adviser. Being registered as an investment adviser does not imply any level of skill or training. The information on this website is provided for general informational purposes only. We are neither your attorneys nor your accountants, and this information is not intended as legal, accounting, or tax advice. Please consult qualified professionals for advice specific to your situation. CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

08/20/2026

Am I designing the life I actually want in retirement?

That's a question more people are starting to ask as retirement gets closer.

Not your investment balance.

Not your retirement date.

Your life.

Jesse Lunin-Pack shares a perspective that's easy to overlook. Financial planning isn't the destination. It's one of the tools that helps you live the life you want.

Your health, your relationships, and your financial decisions all support one another.

When one area gets ignored, the others often become harder to enjoy.

If someone asked you to describe your perfect retirement without mentioning money, what would you say?

Watch the full episode to hear how Jesse connects all of these ideas, then share it with someone who's planning for retirement. https://youtu.be/5jCV7k58fEo

08/06/2026

Spreadsheets matter.

But they can't tell you whether you'll enjoy retirement.

You can build an income plan.
You can create a spending strategy.
You can organize your investments.

And still struggle if you haven't thought about how you'll spend your time.

Jesse Lunin-Pack makes an important point in this episode: questions about purpose, relationships, and health aren't "soft" questions.

They're life questions.

They're the things that keep people engaged, active, and connected throughout retirement.

A complete retirement plan should include more than numbers.

It should include a vision for the life you want to live.

Catch the full episode and start thinking beyond the spreadsheet. https://youtu.be/9QB2epy-PQo

08/05/2026

Imagine training for years to reach a goal, only to realize you never planned what comes next.

That's the powerful analogy Jesse Lunin-Pack shares in the first episode of the Healthy, Wealthy, and Connected podcast.

Using a story from D-Day history, he explains how many people spend decades preparing financially for retirement but never stop to define what retirement actually looks like.

The result?

They reach the milestone they worked so hard to achieve and find themselves wondering what's next.

Retirement planning isn't only about getting there.

It's about creating a vision for what comes after.

What activities will fill your days?

Who will you spend time with?

What gives your life purpose and direction?

The sooner you answer those questions, the more meaningful your transition into retirement can become.

Check out the full conversation and start building your plan for life beyond the finish line. https://youtu.be/6OF6vB3ZD0U

07/31/2026

What if your fitness goals weren't about looking better?

What if they were about being able to enjoy retirement the way you've imagined it?

Jesse Lunin-Pack talks about training for real life.

Carrying groceries, lifting grandchildren, taking hikes, and staying active as the years go by.

The little things we do today can have a big impact years down the road.

What's one activity you'd love to keep doing well into retirement?

Play the conversation and share it with someone who's planning for the future. https://bit.ly/4h42H1O

07/30/2026

When people retire, they often prepare financially.

But do they prepare socially?

Many retirees discover that work provided more than income.

It also provided friendships, routines, and a sense of community.

Jesse Lunin-Pack discusses why staying connected should be part of every retirement plan, especially when major life changes like relocation are involved.

What do you think is the biggest adjustment people face in retirement?

Play the episode and share your thoughts below. https://bit.ly/4fIgIjo

Now Available: Healthy, Wealthy, and ConnectedHosted by Jesse Lunin-Pack, CFP®, this podcast explores how thoughtful ret...
07/29/2026

Now Available: Healthy, Wealthy, and Connected

Hosted by Jesse Lunin-Pack, CFP®, this podcast explores how thoughtful retirement planning connects with the broader goal of living well.

Each episode combines practical insights on retirement income, taxes, and risk management with conversations about health, relationships, and designing a fulfilling next chapter of life.

Listen here: https://bit.ly/4bQpASI

For more information, visit https://www.lunin-pack.com to explore resources or request a consultation.

07/27/2026

The wait is almost over…

Launching in 3 days: Healthy, Wealthy, and Connected

Hosted by Jesse Lunin-Pack, CFP®, this new podcast explores how thoughtful retirement planning connects to the broader goal of living well in the years ahead.

Listeners will gain insight into:

• retirement income planning
• tax and risk considerations
• aligning financial strategy with lifestyle and family priorities
• approaching retirement as a meaningful next chapter

Follow the podcast so you don’t miss the first episode.

https://bit.ly/4bQpASI

When people start thinking seriously about retirement, one question often rises to the surface:“Do I have enough money?”...
07/23/2026

When people start thinking seriously about retirement, one question often rises to the surface:

“Do I have enough money?”

The upcoming Healthy, Wealthy, and Connected podcast explores that question — and the many others that follow.

Hosted by Jesse Lunin-Pack, CFP®, the show will combine practical retirement planning conversations with thoughtful discussions about health, relationships, and the choices that shape the next chapter of life.

What topics would you like to hear explored?

📢 Big News 📢Coming Soon: Healthy, Wealthy, and ConnectedJesse Lunin-Pack, CFP®, founder of Lunin-Pack Financial Group, i...
07/21/2026

📢 Big News 📢

Coming Soon: Healthy, Wealthy, and Connected

Jesse Lunin-Pack, CFP®, founder of Lunin-Pack Financial Group, is launching a new podcast exploring what it really means to design a fulfilling retirement.

The show will combine practical conversations about retirement planning with thoughtful discussions about health, relationships, and living well in the next chapter of life.

Follow along for updates as the launch approaches.

https://bit.ly/4bQpASI

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