13 episodes

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.

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

    • Business
    • 5.0 • 5 Ratings

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.

    The Curse Of Stagflation (Ep.12)

    The Curse Of Stagflation (Ep.12)

    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. … Continue reading The Curse Of Stagflation (Ep.12) →

    • 27 min
    Why Doesn’t My Financial Advisor Do That? (Ep.11)

    Why Doesn’t My Financial Advisor Do That? (Ep.11)

    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 … Continue reading Why Doesn’t My Financial Advisor Do That? (Ep.11) →

    • 26 min
    Farming For Dividends (Ep.10)

    Farming For Dividends (Ep.10)

    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 … Continue reading Farming For Dividends (Ep.10) →

    • 30 min
    Understanding Corrections While Investing and Powering Through Bear Markets (Ep.9)

    Understanding Corrections While Investing and Powering Through Bear Markets (Ep.9)

    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 … Continue reading Understanding Corrections While Investing and Powering Through Bear Markets (Ep.9) →

    • 28 min
    5 Steps to Handle Market Volatility (Ep.8)

    5 Steps to Handle Market Volatility (Ep.8)

    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.  … Continue reading 5 Steps to Handle Market Volatility (Ep.8) →

    • 28 min
    The Reality of Rising Oil Prices (Ep.7)

    The Reality of Rising Oil Prices (Ep.7)

    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 … Continue reading The Reality of Rising Oil Prices (Ep.7) →

    • 23 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

SABOviedo ,

A Proven Plan

The key to Ken Ouellette’s philosophy of investing is having a plan that can face all eventualities. My wife and I have been with Ken for a few years now and I can say that not only does the plan work, but it gives great peace of mind in times like we’re having now. Ken is also a big believer in educating his clients and because of this we not only have peace of mind but we now understand the positive side of corrections and bear markets. As he said in his latest podcast, this is the time to buy stocks on sale in order to be well-positioned for the future. And it was his plan and expertise that had him retain a sizable portion of cash to be able to do just that. Knowledge is power and Ken’s podcasts, newsletters, and especially direct communication has really given us peace and confidence as we begin retirement.

dengmart ,

No nonsense, just helpful informatiin

This series of podcasts are very helpful. Sure, Orca has a business to grow, but Ken focuses on information that can help any investor, whether you use his team or not.
I highly recommend these podcasts, and Orca Wealth Management!