A Life Well Lived: Grow, Preserve and Transfer Your Wealth

May 29 2024
A Life Well Lived: Grow, Preserve and Transfer Your Wealth Podcast artwork

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.

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Top Ten Financial Questions Answered: Expert Insights from Ken Ouellette (Ep 23)

May 29 2024 35 mins  
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 th

Maximizing Your Wealth: The Power of the 60/40 Portfolio (Ep 22)

May 13 2024 20 mins  
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:* E

Overcoming Financial FOMO: Building Wealth with a Plan (Ep 21)

Mar 20 2024 34 mins  
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

Wealth Guardians: Safeguarding Your Finances & Protecting Against Financial Abuse (Ep 20)

Feb 16 2024 30 mins  
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

Transitioning from Savings to Spending: Navigating Retirement with Ken Ouellette (Ep 19)

Jan 02 2024 37 mins  
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 sh

Navigating the Waves of Fixed Income: Strategies for a Secure Financial Voyage (Ep 18)

Nov 20 2023 40 mins  
Navigating the Waves of Fixed Income: Strategies for a Secure Financial VoyageEmbark 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

Navigating Key Retirement Milestones: Planning Your Financial Journey (Ep 17)

Oct 16 2023 22 mins  
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

Navigating The Medicare Maze With Chris Bracciale (Ep.16)

Dec 20 2022 41 mins  
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 … Continu

9 Key Points You Need To Know About A Recession (Ep.15)

Nov 29 2022 31 mins  
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 … Continue reading 9 Key Points You

The What, Why, and How of Tampa Bay’s Real Estate With Tanner Tillung (Ep.14)

Oct 25 2022 33 mins  
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 … Continue reading The What, Why, and How of Tampa Ba