A Life Well Lived: Grow, Preserve and Transfer Your Wealth

This episode breaks down the recent surge in U.S. Treasury bond yields to 19-year highs and explains why these shifting rates act as a financial "weight" on the broader economy. It explores the primary drivers behind rising yields, including persistent inflation, stock market dynamics, and national debt surpassing $40 trillion. Finally, the discussion examines how high bond yields directly impact everyday borrowing costs, such as mortgages and auto loans, while increasing pressure on heavily ind

In this insightful episode, Ken Ouellette of Orca Wealth Management is joined by Don for a timely book review of The Strategic Dividend Investor. With markets dominated by high-flying growth stocks, AI hype, and speculation, Ken and Don step back to examine what has truly driven long-term wealth creation: consistent dividends and compounding. Drawing from the book and decades of experience, Ken explains why dividends compounded have historically accounted for ~85% of S&P 500 total returns since

Looking back to move forward. Ken recaps the defining financial moments of last year and outline the essential focus points for your money this year. Update: At 21m 5s we incorectly say the S&P 500 had a negative return during 2010-2020 when it was actually the 2000-2010 decade.

Join Ken in this discussion of mid-year strategies for reviewing often neglected areas of financial plans. He and his guest speaker will provide actionable steps and goals to set when preparing and evaluating your financial plan.

Join us for an inspiring tribute to Warren Buffett, the legendary investor, philanthropist, and business icon known as the Oracle of Omaha. In this special podcast, we dive into Buffett’s remarkable journey—from his humble beginnings in Nebraska to becoming one of the world’s most influential financial minds. Explore his timeless investment philosophy, uncover the secrets behind Berkshire Hathaway’s success. With stories of his wit, frugality, and unparalleled generosity through the Giving Pledg

Trade Talks: Navigating Tariffs & Markets dives into the world of international trade, unpacking the impact of tariffs on global economies.This episode explores how markets react to trade policies, featuring expert insights, real-world examples, and analysis of the latest economic trends. From supply chain shifts to stock market ripples, we break down the forces shaping commerce today.