Financial Education Videos & Downloads | Douglas Gehrke

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Douglas Gehrke

Financial Advisor

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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)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:40)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:40)

Insurance: What are living benefits

Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

Confident Retirement conversation guide for wealth builders

This interactive brochure helps clients evaluate their current financial situation and prepare for the future.

Understanding Medicare

If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.

Ameriprise Financial wellness flyer

Highlight that your practice offers a complimentary financial education program for local businesses.

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

Ameriprise Financial client relationship summary

Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.

Annual equity market outlook

See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.