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

Ken Ouellette
  • 5.0 (5)
  • Business
  • Updated Biweekly

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.

  1. Jun 24

    Book Review – The Strategic Dividend Investor

    In this insightful episode, Ken Ouellette of Orca Wealth Management is joined by Don for a timely book review of The Strategic Dividend Investor. With markets dominated by high-flying growth stocks, AI hype, and speculation, Ken and Don step back to examine what has truly driven long-term wealth creation: consistent dividends and compounding. Drawing from the book and decades of experience, Ken explains why dividends compounded have historically accounted for ~85% of S&P 500 total returns since 1960. They discuss the dangers of a pure price-appreciation mindset, the pitfalls of stock buybacks, the power of dividend growth (the “tortoise” strategy), and how to evaluate companies based on real cash flows rather than manipulated earnings. Key topics include: Margin of safety and avoiding speculative trapsWhy dividend growers have significantly outperformed non-payers over timeBuilding a “slow and steady” portfolio of blue-chip dividend payersThe difference between investing in companies versus gambling on tickersPractical selection criteria: yield + sustainable growthWhether you’re a seasoned investor or just starting out, this conversation delivers a clear paradigm shift: focus on cash returns to your pocket, not just stock price movements. Ken shares why this philosophy has shaped his approach at Orca Wealth and how it helps clients build, preserve, and transfer wealth through market cycles. Tune in for timeless, actionable wisdom backed by data and real-world examples. Available now wherever you get your podcasts. Visit www.orcawealth.com or call (727) 741-6077 to learn more about Orca Wealth Management. This episode is for informational and educational purposes only and is not investment advice.

    36 min

  2. Feb 27

    2025 Review and 2026 Points to Watch

    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.

    49 min

  3. 06/30/2025

    The Forgotten Corners of Financial Plans

    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.

    30 min

  4. 05/16/2025

    The Oracle of Omaha: A Tribute to Warren Buffett

    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, frugality, and unparalleled generosity through the Giving Pledge, this episode celebrates Buffett’s enduring legacy and the principles that continue to shape wealth and wisdom for generations. Tune in for a heartfelt homage to a true American legend. Available on all major podcast platforms. Subscribe now!

    34 min

  5. 04/10/2025

    Trilogy of the Tariffs

    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.

    30 min

  6. 03/28/2025

    Beyond 9 to 5: Camino de Santiago

    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.

    41 min

  7. 03/22/2025

    Tariffs Part Deux

    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?

    39 min

  8. 02/20/2025

    Tariffs: A tool to hyper inflation or A prudent weapon to boost domestic productivity

    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.

    29 min
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About

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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