People in Transition
People in Transition
Bob Gerst
146. Gregg Lunceford - Managing Director/Wealth Advisor/Life Transition Scholar
31 minutes Posted May 10, 2026 at 12:00 pm.
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Show notes
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 individual...