Latest / Be It Till You See It
634. You Need to Form a Strong Retirement Identity
Gregg Lunceford, Managing Director at Mesirow Wealth Management and a retirement transition researcher, joins Lesley Logan to explore why retirement is about more than financial planning. He introduces the concept of the “third age”—a longer, undefined stage of life where identity, purpose, and structure matter just as much as money.
Together, they discuss why work identity is so hard to release and how shaping your retirement identity early can make your next chapter feel intentional instead of uncertain.
If you have any questions about this episode or want to get some of the resources we…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.