23 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.

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

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

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

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

    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 shifts, and practical insights to help you build, preserve, and transfer your wealth.Key Points:* Shifting Mindsets: Explore the transition from a saver-investor mindset to a distribution mindset and the challenges it brings.* Embracing Experiences and Personal Growth: Learn about the importance of embracing new experiences and personal growth during retirement.* Freedom to Live on Your Terms: Understand the freedom retirement brings and how to live life on your terms.* Planning for Healthcare: Navigate the financial aspects of healthcare, especially when retiring before Medicare eligibility.* Evaluating and Adjusting: Ken shares his approach to scenario-based planning, evaluating financial scenarios, and making adjustments for changing circumstances.* Client Scenarios: Hear real-life examples and scenarios that clients face during the transition from saving to spending in retirement.* Evaluations and Check-ins: Learn about the importance of regular evaluations and check-ins to ensure your financial plan aligns with your evolving goals.Discover the insights and strategies that can make your retirement a fulfilling and financially secure chapter of life. Whether you're approaching retirement or have already retired, this episode provides valuable guidance to help you make the most of your wealth. Tune in and gain the confidence to navigate the complexities of retirement with ease.

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

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

    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 how it can serve as the secure foundation of your investment portfolio.Key Points:* Understanding Fixed Income: Explore the concept of fixed income as the bedrock of your investment portfolio, akin to the secure foundation of your home.* The Importance of Fixed Income: Uncover why fixed income is crucial in moderating portfolio volatility and reducing overall risk.* Historical Perspective: Delve into the historical performance of fixed income investing and why it has lost its luster in recent years due to low-interest rates.* Yield Curve Insights: Learn about the yield curve and how it plays a pivotal role in fixed income strategies, offering opportunities to hedge bets and maximize returns.* Risks in Fixed Income: Examine the three major risks associated with fixed income – reinvestment risk, opportunity loss, and pricing dynamics.* Professional Guidance: Understand the significance of working with a financial professional with expertise in fixed income markets to optimize your investment strategy.Discover how fixed income, often overshadowed by equities, can be a powerful tool in achieving your financial goals. Join Ken and his guest, Don, as they share valuable insights, personal experiences, and practical advice on navigating the complexities of fixed income investing.

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

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

    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 building, preserving, and transferring wealth, providing actionable steps to plan through life's financial challenges. From catch-up contributions to maximizing Social Security benefits, this episode offers insights and strategies to empower your financial journey.In this episode, Ken and Don engage in a dynamic discussion on key retirement milestones, exploring financial avenues and demystifying complexities for a typical investor approaching retirement. They delve into various segments, unraveling the essential steps and considerations at each stage.Key Points Covered:* Maximizing retirement savings through catch-up contributions at age 50.* The significance of age 55 in terms of penalty-free withdrawals from retirement accounts.* The advantages and considerations of starting Social Security at age 62.* Navigating the tax implications and benefits of delaying Social Security up to age 70.* Essential insights into Medicare eligibility and its impact on healthcare costs at age 65.* Maximizing Social Security benefits by waiting until full retirement age (66-67).* Understanding required minimum distributions (RMDs) and their penalties at age 73.Gain valuable insights and strategies to optimize your financial decisions leading up to retirement. Discover actionable steps and key considerations to enhance your retirement savings, plan for healthcare costs, and make informed choices regarding Social Security and required minimum distributions.Have questions or thoughts to share? Reach out to Ken Ouellette and the Orca Wealth Management team for personalized financial guidance.Tune in to this episode for expert insights, actionable advice, and a roadmap to navigate the critical milestones on your path to a secure and prosperous retirement. Let's embark on this journey together, ensuring a life well lived through thoughtful financial planning.Connect with Ken Ouellette:* Orca Wealth Management (https://www.orcawealth.com/)* Book An Appointment (https://outlook.office365.com/owa/calendar/OrcaWealthManagement1@OrcaWealth.com/bookings/)* LinkedIn: Ken Ouellette (https://www.linkedin.com/in/kenneth-ouellette-3a822225)* Facebook: Ken Ouellette (https://www.facebook.com/ken.ouellette.5682) * Twitter: Ken Ouellette (https://twitter.com/orcawealth) * Instagram: Orca Wealth Management (https://www.instagram.com/orcawealth/?fbclid=IwAR2FCDL9aIXA9a3Fe72MzXOl5sg1L8B0aM2F-UePcoQE-htkT90VvBWmzvM) * YouTube: Orca Wealth Management (https://www.youtube.com/channel/UCT4QYrrQNEJM5uhMB_v8vbQ)

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

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

    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 … Continue reading Navigating The Medicare Maze With Chris Bracciale (Ep.16) →

    • 41 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!

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Dough
Lemonada Media
Money Rehab with Nicole Lapin
Money News Network
The Marketing Architects
Marketing Architects
The Money Mondays
Dan Fleyshman