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

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Recent Episodes

9 Key Points You Need To Know About A Recession (Ep.15)

Posted November 29, 202200:31:01

Is America in a recession right now? How can investment portfolios be prepared for one? There are many questions about America’s current economic...

The What, Why, and How of Tampa Bay’s Real Estate With Tanner Tillung (Ep.14)

Posted October 25, 202200:33:02

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...

9 Estate Planning Mistakes and How to Avoid Them (Ep.13)

Posted October 11, 202200:37:21

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...

The Curse Of Stagflation (Ep.12)

Posted September 27, 202200:27:15

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,...

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

Posted September 13, 202200:26:18

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...