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?
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.
Looking for financial wisdom that's stood the test of time? Then you NEED to check out "The Richest Man in Babylon." This classic book, often disguised as entertaining stories set in ancient Babylon, is packed with practical advice on saving, investing, and building wealth. In this podcast, we dive deep into the core principles, breaking down each parable and discussing how its lessons apply to our modern lives. We explore everything from the importance of paying yourself first to the power of l...
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 reviews Join us for practical advice and actionable steps to improve your financial well-being in 2025.
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-p...
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
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 month...
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...
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 volat...
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 pitfa...
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,...
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 worrie...
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 hel...
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 al...
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 plan...
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, CPM 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 sh...
Welcome to A Life Well Lived! Join us in this episode as we dive into the world of retirement planning with Ken Ouellette, CPM 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: E...
Navigating the Waves of Fixed Income: Strategies for a Secure Financial Voyage Embark 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: Exp...
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 challeng...
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 options available. Chris discusses: When people should start thinking about Medicare The costs associated with Medicare The dif...
Is America in a recession right now? How can investment portfolios be prepared for one? There are many questions about America’s current economic state and the possibility of a recession, so let’s start off with the basics. In this episode, Ken Ouellette educates listeners on 9 important pieces of information about recessions and shares his professional opinion about whether or not America is currently in a recession, and what listeners can do to prepare themselves for one. Ken discusses: What a...
Are you looking to buy or sell a house? Tampa Bay’s real estate market is hot right now! In this episode, Ken Ouellette speaks with Tanner Tillung, one of the top real estate agents in West-Central Florida, about Tampa Bay’s current real estate market. Tanner reports what the current market looks like, compares the current market to previous markets, and shares stories and tips about buying and selling properties in Tampa Bay. Tanner discusses: What differentiates his buying and selling processe...
Have you started your estate planning? Without the help of a specialist to guide you through the planning process, it’s possible to make some mistakes along the way. In this episode, Ken Ouellette identifies nine estate planning mistakes and shares some advice on how you can avoid them. Ken discusses: How estate taxes have changed over time The mistake of delaying your planning A TOD (transfer on death) account and the issues with it Not accounting for a beneficiary divorce The mistake of not ha...
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. Ken discusses: Why you rarely hear economists speak of stagflation Three key ingredients that differentiate stagflation from all other calamities in the financial world The shocks to the syste...
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 of financial advising in detail along with sharing stories and solutions. Ken discusses: The importance of planning before retirement How estate planning can go horribly wrong without proper advice W...
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 and how you can successfully integrate a dividend approach into your portfolio. Ken discusses: The basics of dividends Three qualities that ma...
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 at the stock market from the perspective you didn’t know you needed as Ken examines the market corrections and provides valuable techniques you can use to handle a bear market situation. ...
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. Ken discusses: The importance of not panicking during market volatility What it means to actively assess your risk portfolio and how it’s done Why ...
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 just the war in Ukraine and different insights you may not have considered. Ken discusses: Potential signs of gas and oil prices going down in the near future How the higher gas prices can affect other in...
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 just the war in Ukraine and different insights you may not have considered. Ken discusses: Potential signs of gas and oil prices going down in the near future How the higher gas prices can affect other in...
