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
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...
Welcome to another empowering episode of "Wealth Guardians," the podcast dedicated to helping you navigate the complexities of financial planning and wealth management. I'm your host, Ken Ouellette, BPM Certified Portfolio Manager and founder of Oracle Wealth Management.
In today's episode, we're delving into a crucial and often overlooked aspect of financial well-being - protecting seniors from financial abuse. Join us on this insi...
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, pre...
Navigating the Waves of Fixed Income: Strategies for a Secure Financial Voyage
Embark on a financial journey with Ken Ouellette and Orca Wealth Management in this episode of "A Life Well Lived." Today's captivating topic, "Principles to Successful Fixed Investing," dives into the often overlooked world of fixed income. Discover the keys to making fixed income investing exciting and how it can serve as the secure foundation of your i...
Navigating Key Retirement Milestones: Planning Your Financial Journey
Welcome to Orca Wealth Management's podcast. In this episode, join Ken Ouellette, CPM Certified Portfolio Manager and founder of Orca Wealth Management, as he delves into the critical financial milestones leading up to retirement. Ken brings over three decades of experience to guide you through the intricacies of building, preserving, and transferring wealth, pro...
Are you thinking about signing up for Medicare or Medicaid insurance?
In this episode, Ken Ouellette speaks with Chris Bracciale, a Medicare insurance agent about Medicare insurance. Chris covers a variety of information, from emphasizing how important thinking about Medicare in advance is, to explaining the difference between Medicare and Medicaid, and the various plan options available.
Chris discusses:
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Is America in a recession right now? How can investment portfolios be prepared for one? There are many questions about America’s current economic state and the possibility of a recession, so let’s start off with the basics.
In this episode, Ken Ouellette educates listeners on 9 important pieces of information about recessions and shares his professional opinion about whether or not America is currently in a recession, and what list...
Are you looking to buy or sell a house? Tampa Bay’s real estate market is hot right now!
In this episode, Ken Ouellette speaks with Tanner Tillung, one of the top real estate agents in West-Central Florida, about Tampa Bay’s current real estate market. Tanner reports what the current market looks like, compares the current market to previous markets, and shares stories and tips about buying and selling properties in Tampa Bay.
Tann...
Have you started your estate planning? Without the help of a specialist to guide you through the planning process, it’s possible to make some mistakes along the way.
In this episode, Ken Ouellette identifies nine estate planning mistakes and shares some advice on how you can avoid them.
Ken discusses:
- How estate taxes have changed over time
- The mistake of delaying your planning
- A TOD (transfer on death) account and the issues ...
Stagflation is when the price of goods is rising at an above average rate, and the growth of assets is falling in many cases.
In this episode, Ken Ouellette explains the key ingredients of stagflation to give you a glimpse into what causes it, and describes his opinion of a healthy outcome for the country.
Ken discusses:
- Why you rarely hear economists speak of stagflation
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Is your financial advisor doing all they can to keep you on the path of success?
There are six main areas that your financial advisor should be focusing on and providing to you, the client as part of their services.
In this episode of A Life Well Lived, Ken Ouellette explains the six different areas of financial advising in detail along with sharing stories and solutions.
Ken discusses:
- The importa...
Are you working the land of the market landscape and trying to find those dividend-paying companies?
When you invest in dividend-paying stocks, you’re essentially investing in companies committed to returning value to their shareholders. But not all dividends are created equal.
Listen in as Ken Ouellette explains how dividends work in good and bad markets and how you can successfully integrate a dividend approach into your portfoli...
Making investment decisions based on fear, greed, and listening to the media has the potential to cause some major damage to your portfolio.
Investing can be risky, but the potential for reward is high if you know how to handle your investments when the market is low.
In this episode, Ken Ouellette takes a look at the stock market from the perspective you didn’t know you needed as Ken examines the market corrections and provides v...
Volatility is often associated with the markets going down. But, if you have well thought-out and effective strategies in place, volatility can be what makes you money.
In this episode, Ken Ouellette talks about the importance of volatility. He shares must-know recommendations to handle its ups and downs with less stress, and more financial security.
Ken discusses:
- The importance of not panicking...
If you commute regularly you might have noticed an increase in the price of gas.
What’s the reason behind it? When are the prices going to stabilize?
In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered.
Ken discusses:
- Potential sig...
If you commute regularly you might have noticed an increase in the price of gas.
What’s the reason behind it? When are the prices going to stabilize?
In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered.
Ken discusses:
- Potential sig...
It’s no secret that interest rates are going up, leaving many people feeling helpless.
In this episode, Ken Ouellette dives deep into interest rates and addresses some fears and concerns people may have when it comes to changing interest rates. He offers strategic advice on how to stay on top of changes to your financial account that could affect your finances.
Ken discusses:
- How interest rates c...
It can be challenging to know when exactly to invest, how, and what strategies are going to work for your portfolio.
Diversification is an investment strategy that has the potential to be incredibly powerful when used correctly and strategically.
In this episode, Ken Ouellette explains why diversification is so important when it comes to risk mitigation with your investment portfolio. He also reveals how, when not done properly, di...
It’s no surprise that prices have been rising and inflation is at an all time high. But what can you do about it today to help protect your finances tomorrow?
More than you might think.
In this episode, Ken Ouellette talks about the recent increase in inflation that our country and the rest of the world have been having. He also provides some advice to help combat inflation.
Ken discusses:
- How fas...
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