Financial Education Videos & Downloads | Bryan E Barnhart

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

2025 Year in Review

Our annual Year in Review contains a detailed look at the global economy in 2025. We review the results of the year through the lens of economic growth, the labor market, inflation, & monetary policy. We will then highlight financial market returns.

The New Tax Bill: Opportunities for High-Net-Worth Families

2025 Year-End Tax Strategies Workshop Recap

Learn the top 10 short-term tax reduction strategies that we have seen make an impact on our clients' lives.

Navigating your job transition

This brochure provides practical guidance for individuals navigation a job transition.

Connecting your business and your broader financial objectives

A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.

Expense supplement

This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.