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.

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Episodes

The Vicious Cycle of Interest Rates (Ep.6)

It’s no secret that interest rates are going up, leaving many people feeling helpless. In this episode, Ken Ouellette dives deep into interest rates and addresses some fears and concerns people may have when it comes to changing interest rates. He offers strategic advice on how to stay on top of changes to your financial account that could affect your finances. Ken discusses: How interest rates can put a hamper on your fixed-income investments How interest rates affect the 10-year treasury causi...

Mar 29, 2022•20 min

The Power of Adding Diversification to Your Investment Strategy (Ep.5)

It can be challenging to know when exactly to invest, how, and what strategies are going to work for your portfolio. Diversification is an investment strategy that has the potential to be incredibly powerful when used correctly and strategically. In this episode, Ken Ouellette explains why diversification is so important when it comes to risk mitigation with your investment portfolio. He also reveals how, when not done properly, diversification can result in some devastating consequences. Ken di...

Mar 15, 2022•27 min

The Truth About Inflation (Ep.4)

It’s no surprise that prices have been rising and inflation is at an all time high. But what can you do about it today to help protect your finances tomorrow? More than you might think. In this episode, Ken Ouellette talks about the recent increase in inflation that our country and the rest of the world have been having. He also provides some advice to help combat inflation. Ken discusses: How fast prices are rising and methods we can use to measure it What type of relief the government can prov...

Mar 01, 2022•22 min

Taking the Fear Out of Creating a Financial Plan (Ep.3)

Signing up with a financial advisor can be intimidating and often is something many don’t do until a crisis occurs and they need financial guidance. Don’t let it happen to you! In this episode, Ken Ouellette, CPM® explains how the experience doesn’t have to be scary and why you should do it before a crisis … Continue reading Taking the Fear Out of Creating a Financial Plan (Ep.3) →...

Feb 15, 2022•25 min

Taking the Fear Out of Your Financial Planning with Ken Ouellette, CPM® (Ep.2)

Do you find it difficult to call a financial advisor for the first time when building your financial plan? You might be missing out on all the value a financial advisor can offer you. In this episode, Ken Ouellette explains the process of the first initial meetings with him while revealing how his team works … Continue reading Taking the Fear Out of Your Financial Planning with Ken Ouellette, CPM® (Ep.2) →...

Feb 01, 2022•20 min

Opening the Door to A Life Well Lived with Ken Ouellette, CPM® (Ep 1)

Are you looking for ways to grow, preserve, and transfer your wealth? Don’t risk a lifetime of work and savings in today’s current financial environment without a clear strategy in place. Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette from Orca Wealth Management. In this inaugural episode, Ken … Continue reading Opening the Door to A Life Well Lived with Ken Ouellette, CPM® (Ep 1) →...

Feb 01, 2022•26 min

COMING SOON!

Dec 16, 2021•55 sec

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