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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. If you have any questions about this episode or want to get some of the resources we mentioned, head over to https://lesleylogan.co/podcast/be-it-... If you have any comments or questions about the Be It pod shoot us a message at beit@lesleylogan.co. And as always, if you’re enjoying the show please share it with someone who you think would enjoy it as well. It is your continued support that will help us continue to help others. Thank you so much! Never miss another show by subscribing at LesleyLogan.co/subscribe. In this episode you will learn about: • Why modern retirees now face a long “third age” requiring purpose beyond leisure. • How work identity provides recognition, social connection, and daily structure. • The difference between living as your “ought self” versus your “ideal self.” • Why failing to plan identity often leads retirees to burn through money. • Why creating a shared retirement vision helps guide future decisions together. #LesleyLogan #BeItTillYouSeeIt ---- Chapter 1: Introduction - 01:10 - 03:48 Chapter 2: Rethinking retirement beyond money - 03:48 - 07:37 Chapter 3: Emotional side of retirement transitions - 07:37 - 09:07 Chapter 4: Understanding the third age - 09:07 - 13:59 Chapter 5: How work identity is formed - 13:59 - 19:06 Chapter 6: Developing a retirement identity - 19:06 - 25:13 Chapter 7: Creating purpose without a job - 25:13 - 26:47 Chapter 8: Boundary less careers and freedom - 26:47 - 36:04 Chapter 9: Defining work on your terms - 36:04 - 43:14 Chapter 10: Where to find Gregg - 43:14 - 44:56 Chapter 11: Creating a shared retirement vision - 44:56 - 48:18