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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 through 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.

10/14/2026

Parents often spend years helping their children. What happens when those roles begin to change?

Jesse Lunin-Pack explores that transition with Deborah Grayson Riegel and Sophie Riegel.

Sophie says she's grateful her parents are willing to ask her for help. She doesn't describe helping them as a burden. She sees being able to support them as an honor.

That perspective may be worth hearing for parents who hesitate to ask because they're worried about placing too much on their adult children.

If a parent needed more help tomorrow, would your family know how to begin that discussion?

Watch the full conversation and share it with a family member who may want to talk about this too. https://youtu.be/vmBLCtjCA9Q

10/01/2026

You know something needs to be said to a family member. But before you say it, ask yourself one question: What do I actually want this conversation to accomplish?

Deborah Grayson Riegel distinguishes between trying to change someone's behavior and simply needing to express something that's been weighing on you.

Sometimes you already know the other person isn't going to change. Recognizing that can help clarify what you're bringing into the discussion and what outcome is realistically available.

When you have a difficult family discussion, do you usually know what you want from it before you begin?

Hear Deborah's approach to difficult conversations and the rest of Jesse's discussion with Deborah and Sophie. https://youtu.be/_jVbXpQi_aE

09/17/2026

If you had the opportunity to make a life-changing difference for your children today, would you do it?

Many families want to help the people they love while they're here to see the impact.

The question isn't always whether you want to help. It's whether you know you can do it without putting your own retirement at risk.

That's why we believe a financial plan should give you clarity before you make life-changing financial decisions. When you understand what you can comfortably afford, generosity becomes much easier.

Watch the full conversation, then tell us what "wealth" means to you today. https://youtu.be/Xly7vj5IUww

09/02/2026

What happens if I fall as I get older?

A serious fall can change the retirement you've been planning for.

Adam Schersten explains how leg mobility affects the way your body responds when you trip or lose your balance.

Jesse Lunin-Pack expands on that idea by reminding us that preparing for retirement includes protecting the lifestyle we hope to enjoy.

Have you ever thought about mobility as part of your retirement plan?

Watch the full episode here: https://youtu.be/P7A6FGbxeXU

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

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