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

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. HACE 1 DÍA

    Financial Resolutions for the New Year 2025

    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 reviewsJoin us for practical advice and actionable steps to improve your financial well-being in 2025.

    35 min

  2. 1 ENE

    Dividend Investing: A Strategy for Income and Growth

    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 company's stock price increases. * Reduced Volatility: Dividend-paying companies often exhibit greater stability compared to high-growth stocks, potentially mitigating some market fluctuations. * Inflation Hedge: Dividends can help maintain purchasing power as they may increase over time, potentially offsetting the effects of inflation. * Compounding Growth: Reinvesting dividends to acquire additional shares can significantly enhance long-term returns through the power of compounding.Key Considerations: * Dividend Yield: Represents the annual dividend payment per share relative to the stock's current price. * Dividend Growth: A history of consistent dividend increases indicates a company's commitment to shareholder returns. * Payout Ratio: The percentage of earnings distributed as dividends; a sustainable payout ratio is crucial for long-term dividend sustainability. * Financial Strength: Thoroughly analyze a company's financial health, including profitability, debt levels, and cash flow, to assess the sustainability of its dividend payments.Disclaimer: Investing in stocks involves inherent risks, and past performance is not indicative of future results.This information is for general knowledge and educational purposes only and does not constitute financial advice.

    34 min

  3. 11/12/2024

    Does value matter anymore? Price to earnings why it still matters.

    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

    34 min

  4. 18/11/2024

    Social Security Unveiled: Maximizing Your Benefits for Retirement Success

    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 of Living Adjustment (COLA) works and what it means for your monthly check.* The impact of delaying benefits versus taking them early—and how to make the right decision based on your unique situation.* Tools and strategies for predicting longevity and planning around it.With decades of experience, Ken provides actionable advice to help you plan for the financial road ahead, ensuring your retirement is as secure and fulfilling as possible. Tune in to learn how to make the most of every dollar in your golden years!

    40 min

  5. 22/10/2024

    Mastering Financial Resilience: Building, Preserving, and Transferring Wealth (Ep 28)

    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 overcome life’s financial obstacles with clarity and confidence.Tune in as Ken discusses:* How to set effective financial goals that help you navigate wealth building.* The crucial steps to ensure you don’t risk a lifetime of savings without a proper plan.* Key considerations when deciding whether to pay off your mortgage or invest elsewhere.* Why refinancing might be a smart move for newlyweds or homeowners with rising rates.* The power of compounding savings versus extra mortgage payments.* Understanding the current housing market, interest rates, and credit card debt trends.Financial clarity is within reach, and this episode is packed with insights to help you build a solid foundation. Don’t miss out—tune in now and take the next step toward a secure, prosperous future!

    35 min

  6. 13/09/2024

    Election Year Investing (Ep 27)

    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

  7. 27/08/2024

    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

  8. 31/07/2024

    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
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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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