The Secrets to a Happy Retirement: Decades of Experience with Retirees
What separates retirees who feel confident and fulfilled from those who constantly worry about the next market headline?
After working with hundreds of retirees, we've found that the happiest retirees often have more than financial resources - they have a thoughtful plan, a long-term perspective, and portfolios designed to help them stay disciplined through both bull and bear markets.
Join Senior Wealth Managers Chris Gilmor, CFP®, and Ryan Walker, CFP®, CEPA, for an educational webinar on the real-world lessons they've learned helping clients transition from building wealth to living off it.
This timely discussion will also explore the behavioral side of investing. Markets are often driven by emotion as much as fundamentals, and investors can be tempted to chase excitement, fear missing out, or react emotionally during periods of volatility.
Topics will include:
✔ What happy retirees do differently
The habits, behaviors, and planning decisions that help retirees maintain confidence during uncertain markets
✔ Why portfolio construction matters more than ever
How active management, diversification, and downside protection may help investors navigate periods of market speculation, volatility, and changing leadership
✔ Understanding market cycles and IPO enthusiasm
How excitement around transformational companies can influence investor behavior, valuations, and risk taking across the broader market
✔ The planning details that can make a major difference
From Medicare and healthcare costs to estate organization, tax efficient withdrawal strategies, and preparing for major life transitions
Chris Gilmor, CFP®
Senior Wealth Manager
In Chris’s role as a Senior Wealth Manager, he focuses exclusively on client relations and is dedicated to bringing a high level of service. Throughout his career he has worked closely with both institutional and individual investors.
Chris worked for Prudential Securities in New York before leaving to pursue his MBA in Finance & International Business from Tulane University in 1996. Upon completion of his MBA, Chris moved to San Francisco where he joined Fisher Investments as an Investment Consultant managing high net worth client accounts totaling over $200 million in assets. Following that he worked at Silicon Valley Bank in their Institutional Assets Management Group developing and managing client relations for venture funded corporations.
Prior to joining SAM, Chris was a Senior Investment Advisor and member of the Investment Policy Committee with MCM Wealth, a regional Register Investment Advisor. Chris is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds a Series 65 license. He resides in Mill Valley with his wife and daughter where he enjoys tennis, biking, hiking, and spending time with his family.
Ryan Walker, CFP®, CEPA
Senior Wealth Manager
Ryan Walker began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner at Prosperity Wealth Planning. Ryan also spent approximately eight years with Fisher Investments, where he supported clients in achieving their financial and retirement goals.
Ryan holds a bachelor’s degree in Operations Management with a concentration in Finance from Bridgewater State University in Massachusetts. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013. He resides in Southwest Washington state with his daughter and partner. In his free time, Ryan enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262