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

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

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. 2 DAYS AGO

    Election Year Investing

    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 actionable financial strategies, helping you navigate market volatility with confidence. Whether you're a seasoned investor or just starting out, Ken breaks down complex topics in a way that anyone can understand.In this episode, we’ll cover:* How to prepare your portfolio for the uncertainty of an election year* Common mistakes investors make when reacting to political events* Key sectors that historically perform well during elections* Why patience pays off: long-term vs. short-term financial strategies* Spoiler alert: Does the election really matter for your investments? Ken reveals the surprising answer.Tune in for expert insights that will help you stay calm, focused, and financially resilient through political ups and downs. Don't miss this valuable episode packed with practical advice for a more secure financial future. Tune in now!

    29 min

  2. AUG 27

    Navigating the Financial Maze: How Social Media Shapes Your Money Mindset (Ep 26)

    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 and provides actionable steps to protect your wealth from the pitfalls of digital influence.Tune in as Ken discusses:* The hidden risks of basing financial decisions on social media trends.* How the "highlight reel" effect can distort your perception of success and wealth.* The psychology behind doom scrolling and its impact on your investment choices.* Strategies to use social media wisely, ensuring it enhances rather than hinders your financial well-being.* Real-life examples of how social media manipulation can lead to disastrous financial outcomes.This episode is packed with insights that will help you navigate the financial landscape with clarity and confidence. Whether you're an avid social media user or just a casual browser, Ken's expert advice will help you build, preserve, and transfer your wealth effectively. Don't let social media dictate your financial future. Join us in this eye-opening episode to gain the tools you need to make informed, strategic decisions that align with your goals. Tune in now and take control of your financial journey!

    27 min

  3. JUL 31

    The Fed's Rate Cuts Explained (Ep 25)

    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 interest rates. What does it mean for the economy, your investments, and your financial future? Ken breaks it down in a clear and understandable way, offering practical advice and insights to help you make informed decisions.Episode Highlights:* Understanding the implications of the Fed cutting rates* How rate cuts affect the economy and your investments* The impact on fixed income and equity investments* Historical context and what we can learn from past rate cuts* The role of the Federal Reserve and its relationship with global economies* Practical steps to take when interest rates changeWhy Listen?* Gain valuable insights into the effects of monetary policy on your finances.* Learn how to adapt your investment strategy in response to interest rate changes.* Discover ways to protect and grow your wealth in a shifting economic landscape.Don't forget to subscribe to stay updated on future episodes and follow us on our journey to financial clarity and security. Tune in to this episode for expert advice and actionable steps to keep your wealth on course. Don't miss out—hit play and let's dive in!

    34 min

  4. JUL 31

    Understanding Financial Anxiety and How to Overcome It (Ep 24)

    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:* The Root Causes of Financial Anxiety: Explore why money worries are so prevalent, from the fear of the unknown to the complexity of financial responsibilities.* Planning for the Unknown: Learn how comprehensive financial planning can help you manage uncertainties and reduce stress about future economic conditions.* Managing Responsibilities: Understand the emotional burden of financial responsibilities to family and how proper estate planning can provide peace of mind.* Maintaining Financial Independence: Gain practical advice on how to ensure your financial stability through retirement and avoid common pitfalls.* Real-Life Stories: Hear how real clients have navigated their financial worries and the transformative impact of tailored financial planning.This episode is packed with actionable steps and expert insights to help you navigate financial challenges with confidence. Whether you’re just starting to think about your financial future or are nearing retirement, Ken’s advice will empower you to take control of your money worries.Tune in now to uncover the secrets to overcoming financial anxiety and start living a life of financial peace.Listen and subscribe today—your future self will thank you!

    24 min

  5. MAY 29

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

    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 advisor, providing invaluable insights and practical advice to help you secure your financial future.In This Episode, You’ll Learn:* The Fundamentals of Wealth Management: Understanding the essential goals needed to build, preserve, and transfer your wealth.* The 60/40 Portfolio Debate: Insights into the strengths and weaknesses of this classic investment strategy.* The Importance of a Financial Advisor: Why having a professional on your side can significantly impact your financial success.* Understanding Fiduciary Duty: What it means to be a fiduciary and why it’s crucial for your financial advisor to have this commitment.* Advisor Compensation Explained: The various ways financial advisors get paid and what aligns best with your interests.Ken also shares real-life examples of how proper financial planning can make a significant difference, especially as you approach retirement.Why You Should Listen:* Expert Insights: Gain wisdom from Ken's extensive experience and deep understanding of the financial markets.* Practical Advice: Learn actionable steps you can take today to improve your financial situation.* Clarity and Confidence: Understand complex financial concepts in simple terms.* Real-Life Applications: Hear how others have navigated financial challenges and achieved their goals.Tune in to this episode of A Life Well-Lived and empower yourself with the knowledge to make informed financial decisions. Don’t miss out on Ken’s expert advice that could change your financial future for the better!

    36 min

  6. MAY 13

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

    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 evolution over time.* Understand the principles behind the 60/40 allocation: 60% equities, 40% fixed income.* Learn how diversification and moderation play pivotal roles in managing portfolio risk.* Discover the historical performance of the 60/40 portfolio and its resilience through various market cycles.* Delve into the benefits and drawbacks of the 60/40 strategy, including its simplicity and potential limitations during low-interest-rate environments.* Gain insights into the practical implications of rebalancing and customizing portfolio allocations based on current market conditions.* Explore actionable steps to optimize your wealth management strategy and navigate financial uncertainties effectively.By tuning in to this episode, you'll gain a comprehensive understanding of the 60/40 portfolio strategy and its implications for your financial well-being. Whether you're a seasoned investor or just starting on your wealth-building journey, Ken's expert insights and practical advice will equip you with the knowledge and confidence to make informed decisions and secure your financial future.Have questions or insights to share? Reach out to Ken directly at Orca Wealth Management via their website or give him a call at (727) 741-6077. Don't miss out on their monthly webinars covering a range of financial topics—visit their website to join the mailing list and stay updated on upcoming events.Thank you for joining us on this exploration of the 60/40 portfolio. Don't forget to hit the subscribe button to stay updated on future episodes of "A Life Well-Lived." Remember, the journey to financial empowerment begins with knowledge, and we're here to guide you every step of the way.

    21 min

  7. MAR 20

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

    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 psychology behind FOMO and its detrimental effects on financial planning. From impulsive investments to short-term speculation, Ken highlights the dangers of succumbing to the allure of immediate gains without a solid strategy in place.Key points covered in this episode include:* Understanding the concept of FOMO and its prevalence in financial decision-making.* Exploring historical examples of FOMO-driven market behaviors, from the dot-com bubble to the real estate boom.* Recognizing the difference between value and price in investment decisions.* Unveiling the harm caused by FOMO, including the disruption of long-term financial goals and the erosion of disciplined investing principles.* Offering practical tips and strategies for overcoming FOMO and staying committed to a well-defined financial plan.Join Ken and Don as they navigate the complex landscape of financial psychology, offering invaluable insights and guidance to help listeners build a secure financial future. Whether you're a seasoned investor or just starting your wealth-building journey, this episode provides actionable steps to help you overcome the fear of missing out and achieve your financial goals.Don't miss out on this opportunity to gain clarity and confidence in your financial decisions. Tune in to "Overcoming Financial FOMO: Building Wealth with a Plan" and take the first step towards a life of financial security and abundance.

    34 min

  8. FEB 16

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

    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 insightful journey where we'll explore the five key strategies to shield your loved ones and yourself from potential threats. With over three decades of experience, I'll share actionable steps and expert insights to help you build, preserve, and transfer your wealth securely.The topics covered include:* Facilitating Discussions: Starting conversations with family members about financial abuse and being aware of warning signs.* Simplifying Finances: Limiting the number of credit cards and automating bill payments to reduce exposure to potential risks.* Regular Monitoring: Subscribing to credit monitoring services, like Experian, to receive alerts about potential fraudulent activities and freezing credit when not actively seeking new credit.* Reviewing Financial Statements: Regularly reviewing bank and investment statements for any suspicious or unusual activities.* Securing Legal Documents: Keeping important legal documents, such as trusts, wills, and credit card statements, in a secure and fireproof location.* Exercising Caution in Sharing Information: Being cautious about sharing personal information and verifying the legitimacy of requests, especially when dealing with sensitive data.So, whether you're planning for retirement, supporting aging family members, or simply keen on strengthening your financial defenses, this episode is packed with practical advice and valuable information. Stick around as we unravel the complexities and provide clarity on securing your financial legacy.

    30 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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