Welcome to A Life Well Lived! Join us in this episode as we dive into the world of retirement planning with Ken Ouellette, BPM Certified Portfolio Manager and founder of Orca Wealth Management. With over three decades of experience, Ken and Don shed light on the often overlooked aspect of transitioning from saving to spending during retirement. Discover actionable steps, mindset shifts, and practical insights to help you build, preserve, and transfer your wealth.
Key Points:
Discover the insights and strategies that can make your retirement a fulfilling and financially secure chapter of life. Whether you're approaching retirement or have already retired, this episode provides valuable guidance to help you make the most of your wealth. Tune in and gain the confidence to navigate the complexities of retirement with ease.
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