People in Transition · 2026-05-10 · 31 min
Welcome to this week’s episode of " People in Transition" . I’m your host, Bob Gerst, and today I’m joined by Gregg Lunceford, PhD, CFP®, a seasoned wealth advisor and thought leader who is redefining how we think about retirement. As a Managing Director at Mesirow and an academic researcher focused on 21st-century retirement transitions, Gregg brings a rare combination of real-world experience and deep intellectual insight to this conversation. With more than two decades of advising individuals approaching and entering retirement, his work goes far beyond finances - exploring identity, purpose, and what it truly means to thrive in life’s “third age.” Gregg is also the author of " Exit from Work" , where he challenges conventional thinking and opens the door to a more intentional, fulfilling vision of retirement. In this engaging and thought-provoking discussion, Gregg and I explore several important yet often overlooked aspects of retirement. We dig into why so many people struggle to feel excited about retirement - touching on the loss of structure, daily accomplishment, and social connection that work provides - and what can be done to address those challenges.
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