A Life Well Lived: Grow, Preserve and Transfer Your Wealth
Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette CPM® Certified Portfolio Manager and founder of Orca Wealth Management. Managing wealth in today’s complex financial world can sometimes seem like an impossible task like boiling the ocean. Join Ken as he tempers the fierce waves of finance and provides suggestions and ideas about building, preserving, and transferring your wealth all while helping to overcome life’s heated and oftentimes, tidal size financial obstacles. Ken will provide easy-to-follow steps to help you plan through your financial ebbs and flows. Don’t risk a lifetime of work and savings in today’s rip current financial environment without a clear strategy in place.
Episodes
Looking back to move forward. Ken recaps the defining financial moments of last year and outline the essential focus points for your money this year.
Update: At 21m 5s we incorectly say the S&P 500 had a negative return during 2010-2020 when it was actually the 2000-2010 decade.
Join Ken in this discussion of mid-year strategies for reviewing often neglected areas of financial plans. He and his guest speaker will provide actionable steps and goals to set when preparing and evaluating your financial plan.
Join us for an inspiring tribute to Warren Buffett, the legendary investor, philanthropist, and business icon known as the Oracle of Omaha. In this special podcast, we dive into Buffett’s remarkable journey—from his humble beginnings in Nebraska to becoming one of the world’s most influential financial minds. Explore his timeless investment philosophy, uncover the secrets behind Berkshire Hathaway’s success. With stories of his wit...
Trade Talks: Navigating Tariffs & Markets dives into the world of international trade, unpacking the impact of tariffs on global economies.This episode explores how markets react to trade policies, featuring expert insights, real-world examples, and analysis of the latest economic trends. From supply chain shifts to stock market ripples, we break down the forces shaping commerce today.
When work ends - Imagine a retirement filled with open trails, historical landscapes, and personal discovery. We are exploring the Camino de Santiago, and how this ancient pilgrimage can be the perfect adventure for your retirement years. We discuss things like what it is, where to stay, food and drink, safety and even the spiritual benefits of walking the way. Join us as we explore the freedom of beyond 9 to 5.
Dive into the murky waters of stagflation—a rare beast of high inflation, slow growth, and unemployment—and explore how today’s tariff battles are stirring the pot. This podcast unravels the 1970s roots of stagflation, dissects the current tariff showdown under Trump’s second term, and asks: Are we on the brink of an economic déjà vu?
Join us as we explore the ins and outs of Terrace Taurus tariffs—a unique economic policy shaking up trade and industry. In this podcast, we break down what these tariffs mean, how they impact businesses and consumers, and why they’re sparking heated debates. Whether you’re a policy buff or just curious about the buzz, we’ve got you covered with clear insights and lively discussion.
Looking for financial wisdom that's stood the test of time? Then you NEED to check out "The Richest Man in Babylon." This classic book, often disguised as entertaining stories set in ancient Babylon, is packed with practical advice on saving, investing, and building wealth. In this podcast, we dive deep into the core principles, breaking down each parable and discussing how its lessons apply to our modern lives. We explore everythi...
Ready to make 2025 your most financially successful year yet?
This podcast is your guide to achieving your financial goals. We'll cover:
* Budgeting tips & tricks
* Maximizing your retirement savings
* Strategies to crush your debt
* **Planning for the unexpected (emergencies, insurance, estate planning) **
* Essential yearly financial reviews
Join us for practical advice and actionable steps to improve your financial well-being in 20...
Dividend investing involves acquiring shares in companies that distribute a portion of their profits to shareholders. This strategy offers several key advantages:
* Consistent Income: Dividends provide a regular stream of income, potentially enhancing financial stability and supplementing other income sources.
* Potential for Growth: While focused on income, dividend investing can still offer capital appreciation as the underlying ...
Ever wondered why some stocks trade at sky-high prices while others seem undervalued? Join us on 'The PE Perspective' as we explore the fascinating world of Price-to-Earnings ratios. We'll uncover the secrets behind these numbers, analyze real-world examples, and help you navigate the often-confusing landscape of stock market valuation
Are you prepared to navigate the complexities of Social Security as you approach retirement? Join Ken Ouellette, Certified Portfolio Manager, and founder of Orca Wealth Management, as he dives into the ins and outs of one of the most critical income sources for retirees.
In this episode, Ken and his guest explore:
- The surprising rules around Social Security benefits, including earning thresholds and tax implications.
- How the Cost ...
Welcome to A Life Well-Lived, where financial success meets strategic planning! In this episode, host Ken Ouellette, Certified Portfolio Manager, and founder of Orca Wealth Management—dives into the art of growing, preserving, and transferring your wealth with practical advice that everyone can apply. Whether you’re navigating financial storms or preparing for the future, Ken brings over three decades of experience to help you over...
Welcome to A Life Well Lived with Ken Ouellette, Certified Portfolio Manager, and founder of Orca Wealth Management. In this episode, Ken draws from over three decades of experience to offer clarity and guidance on growing, preserving, and transferring your wealth—especially during the turbulence of an election year. Are you wondering how political shifts might impact your investments? This episode is for you.
Ken dives deep into ac...
Are you letting social media influence your financial decisions without even realizing it? In this episode of "A Life Well Lived," Ken Ouellette, Certified Portfolio Manager at Orca Wealth Management, takes you on a deep dive into the often unseen impact that social media has on your money mindset. With over three decades of experience, Ken sheds light on how your daily scrolling habits could be distorting your financial reality an...
Welcome to "A Life Well-Lived," your go-to podcast for growing, preserving, and transferring your wealth. Join Ken Ouellete, CPM Certified Portfolio Manager and founder of Orca Wealth Management, as he shares his three decades of experience to help you set financial goals, overcome obstacles, and navigate the ups and downs of your financial journey.
In this episode, Ken dives into the timely topic of the Federal Reserve cutting inte...
Ever find yourself lying awake at night, anxious about your financial future? You’re not alone. In this episode, host Ken Ouellette dives deep into one of the most common and pressing concerns of our time: why we worry about money. Ken, a seasoned Certified Portfolio Manager with over 30 years of experience, offers insights and strategies to help you understand and alleviate your financial anxieties.
In this episode, you’ll discover...
Welcome to A Life Well-Lived, the podcast that guides you through the complexities of growing, preserving, and transferring your wealth. Join Ken Ouellette, CPM Certified Portfolio Manager and founder of Orca Wealth Management, as he shares his three decades of experience to help you navigate life's financial challenges with clarity and confidence.
In today's episode, Ken tackles the top ten questions he gets asked as a financial ad...
Welcome to "A Life Well-Lived," where we delve into the intricacies of financial planning with Ken Ouellette, CPM Certified Portfolio Manager and founder of Orca Wealth Management. In this episode, Ken takes us on a journey through the history, benefits, and drawbacks of the 60/40 portfolio, shedding light on its relevance in today's ever-changing financial landscape.
Key Points:
- Explore the origins of the 60/40 portfolio and its...
Welcome to "A Life Well Lived," where Ken Ouellette, founder of Orca Wealth Management, shares insights on growing, preserving, and transferring wealth. In this episode, Ken dives into the topic of Financial FOMO (Fear of Missing Out), shedding light on how it impacts our financial decisions and offering actionable strategies to combat it.
In this insightful episode, Ken draws from his three decades of experience to explore the psyc...
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