Financial Education Videos & Downloads | Michelle Young

Michelle Young

Private Wealth Advisor

Confetti Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC

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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)

Creating more to Celebrate in our Clients Financial Lives

Creating more to Celebrate in our Clients Financial Lives

Learn more about how we work with our clients and their families to create more in their financial life to celebrate.

(3:08)

Grow & Preserve Your Business Equity for Business Owners

Grow & Preserve Your Business Equity for Business Owners

We work with business owners to create financial plans and integrated strategies that not only seek to grow and preserve your business equity but are also designed to help you reach your personal financial goals. (1:53)

Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

Confetti Wealth Intro

Confetti Wealth Intro

Creating more to Celebrate in our Clients Financial lives.

(3:07)

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)

Business Transition Planning for Business Owners

Business Transition Planning for Business Owners

You’ve worked hard to build your business equity—and you shouldn’t face a succession transition alone. We can help you navigate business decisions and work toward long-term financial well-being for you and your family. (1:45)

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)

Strategies to reduce investment risk

Strategies to reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:48)

Retirement Plan Solutions for Business Owners

Retirement Plan Solutions for Business Owners

There’s only one you—one business, one future you’re planning for. At Ameriprise Financial, we help business owners like you design and implement retirement plans that are appropriate for both you and your employees. (2:12)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (1:59)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

2026 Investment Outlook & Themes

2026 Outlook

Ameriprise Family Legacy Planner

A plan for your family's future

Putting clients first: Our fiduciary commitment

Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.

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.

Confident Retirement conversation guide for wealth builders

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

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.

SSAnalyzer information form

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

Elements of an effective estate strategy

Use this guide to help you navigate the important elements of an effective estate strategy.

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.