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

The Vicious Cycle of Interest Rates (Ep.6)

Posted March 29, 202200:20:08

It’s no secret that interest rates are going up, leaving many people feeling helpless. 

In this episode, Ken Ouellette dives deep into interest...

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

Posted March 15, 202200:27:21

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...

The Truth About Inflation (Ep.4)

Posted March 1, 202200:22:27

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...

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

Posted February 15, 202200:24:51

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....

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

Posted February 1, 202200:19:34

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...