Financial Education Videos & Downloads | Ryan Narasaki

Ryan Narasaki

Private Wealth Advisor

Kaizen Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Why I Became a Financial Advisor

Why I Became a Financial Advisor

I became a financial advisor because the huge transition my family went through when my dad died

(1:07)

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)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:32)

Data summary sheet – interactive version

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

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.

Understanding Complexity Within Some Financial Products

Putting clients first: Our fiduciary commitment

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