A Life Well Lived: Grow, Preserve and Transfer Your Wealth
By Ken Ouellette
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Episodes: 42
Description
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.
| Episode | Date |
|---|---|
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2025 Review and 2026 Points to Watch
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Feb 27, 2026 |
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The Forgotten Corners of Financial Plans
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Jun 30, 2025 |
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The Oracle of Omaha: A Tribute to Warren Buffett
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May 16, 2025 |
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Trilogy of the Tariffs
|
Apr 10, 2025 |
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Beyond 9 to 5: Camino de Santiago
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Mar 28, 2025 |
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Tariffs Part Deux
|
Mar 22, 2025 |
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Tariffs: A tool to hyper inflation or A prudent weapon to boost domestic productivity
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Feb 20, 2025 |
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Book Review: The Richest Man in Babylon by George S. Clason
|
Jan 30, 2025 |
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Financial Resolutions for the New Year 2025
|
Jan 14, 2025 |
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Dividend Investing: A Strategy for Income and Growth
|
Jan 01, 2025 |
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Does value matter anymore? Price to earnings why it still matters.
|
Dec 11, 2024 |
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Social Security Unveiled: Maximizing Your Benefits for Retirement Success
|
Nov 18, 2024 |
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Mastering Financial Resilience: Building, Preserving, and Transferring Wealth (Ep 28)
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Oct 22, 2024 |
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Election Year Investing (Ep 27)
|
Sep 13, 2024 |
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Navigating the Financial Maze: How Social Media Shapes Your Money Mindset (Ep 26)
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Aug 27, 2024 |
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The Fed's Rate Cuts Explained (Ep 25)
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Jul 31, 2024 |
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Understanding Financial Anxiety and How to Overcome It (Ep 24)
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Jul 31, 2024 |
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Top Ten Financial Questions Answered: Expert Insights from Ken Ouellette (Ep 23)
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May 29, 2024 |
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Maximizing Your Wealth: The Power of the 60/40 Portfolio (Ep 22)
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May 13, 2024 |
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Overcoming Financial FOMO: Building Wealth with a Plan (Ep 21)
|
Mar 20, 2024 |
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Wealth Guardians: Safeguarding Your Finances & Protecting Against Financial Abuse (Ep 20)
|
Feb 16, 2024 |
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Transitioning from Savings to Spending: Navigating Retirement with Ken Ouellette (Ep 19)
|
Jan 02, 2024 |
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Navigating the Waves of Fixed Income: Strategies for a Secure Financial Voyage (Ep 18)
|
Nov 20, 2023 |
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Navigating Key Retirement Milestones: Planning Your Financial Journey (Ep 17)
|
Oct 16, 2023 |
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Navigating The Medicare Maze With Chris Bracciale (Ep.16)
|
Dec 20, 2022 |
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9 Key Points You Need To Know About A Recession (Ep.15)
|
Nov 29, 2022 |
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The What, Why, and How of Tampa Bay’s Real Estate With Tanner Tillung (Ep.14)
|
Oct 25, 2022 |
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9 Estate Planning Mistakes and How to Avoid Them (Ep.13)
|
Oct 11, 2022 |
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The Curse Of Stagflation (Ep.12)
|
Sep 27, 2022 |
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Why Doesn’t My Financial Advisor Do That? (Ep.11)
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Sep 13, 2022 |
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Farming For Dividends (Ep.10)
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Jul 19, 2022 |
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Understanding Corrections While Investing and Powering Through Bear Markets (Ep.9)
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May 24, 2022 |
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5 Steps to Handle Market Volatility (Ep.8)
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Apr 26, 2022 |
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The Reality of Rising Oil Prices (Ep.7)b
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Apr 14, 2022 |
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The Reality of Rising Oil Prices (Ep.7)
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Apr 12, 2022 |
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The Vicious Cycle of Interest Rates (Ep.6)
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Mar 29, 2022 |
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The Power of Adding Diversification to Your Investment Strategy (Ep.5)
|
Mar 15, 2022 |
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The Truth About Inflation (Ep.4)
|
Mar 01, 2022 |
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Taking the Fear Out of Creating a Financial Plan (Ep.3)
|
Feb 15, 2022 |
|
Taking the Fear Out of Your Financial Planning with Ken Ouellette, CPM® (Ep.2)
|
Feb 01, 2022 |
|
Opening the Door to A Life Well Lived with Ken Ouellette, CPM® (Ep 1)
|
Feb 01, 2022 |
|
COMING SOON!
|
Dec 16, 2021 |