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Gregg Lunceford

Gregg Lunceford is a wealth advisor and researcher focused on how people navigate the transition into retirement. A Managing Director at Mesirow, he works with individuals over 50 to plan not just financially, but psychologically and socially for life beyond full-time work. His research explores the mismatch between traditional retirement models and longer, more fluid modern lives—where identity, purpose, and structure often need to be rebuilt. Author of Exit from Work, he examines what he calls the “third age”: a potentially rich, 20-year phase shaped by reinvention, meaning, and a rethinking of what it means to live well.

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