Episodes

Navigating the Waves of Fixed Income: Strategies for a Secure Financial Voyage Embark on a financial journey with Ken Ouellette and Orca Wealth Management in this episode of "A Life Well Lived." Today's captivating topic, "Principles to Successful Fixed Investing," dives into the often overlooked world of fixed income. Discover the keys to making fixed income investing exciting and how it can serve as the secure foundation of your investment portfolio. Key Points: Understanding Fixed Income: ...

Navigating Key Retirement Milestones: Planning Your Financial Journey Welcome to Orca Wealth Management's podcast. In this episode, join Ken Ouellette, CPM Certified Portfolio Manager and founder of Orca Wealth Management, as he delves into the critical financial milestones leading up to retirement. Ken brings over three decades of experience to guide you through the intricacies of building, preserving, and transferring wealth, providing actionable steps to plan through life's financial challen...

Are you thinking about signing up for Medicare or Medicaid insurance? In this episode, Ken Ouellette speaks with Chris Bracciale, a Medicare insurance agent about Medicare insurance. Chris covers a variety of information, from emphasizing how important thinking about Medicare in advance is, to explaining the difference between Medicare and Medicaid, and the various plan options available. Chris discusses: When people should start thinking about Medicare The costs associated with Medicare Th...

Is America in a recession right now? How can investment portfolios be prepared for one? There are many questions about America’s current economic state and the possibility of a recession, so let’s start off with the basics. In this episode, Ken Ouellette educates listeners on 9 important pieces of information about recessions and shares his professional opinion about whether or not America is currently in a recession, and what listeners can do to prepare themselves for one. Ken discusses: Wha...

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 Tillung, one of the top real estate agents in West-Central Florida, about Tampa Bay’s current real estate market. Tanner reports what the current market looks like, compares the current market to previous markets, and shares stories and tips about buying and selling properties in Tampa Bay. Tanner discusses: What differentiates his buying and selling proce...

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 along the way. In this episode, Ken Ouellette identifies nine estate planning mistakes and shares some advice on how you can avoid them. Ken discusses: How estate taxes have changed over time The mistake of delaying your planning A TOD (transfer on death) account and the issues with it Not accounting for a beneficiary divorce The mistake of...

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, Ken Ouellette explains the key ingredients of stagflation to give you a glimpse into what causes it, and describes his opinion of a healthy outcome for the country. Ken discusses: Why you rarely hear economists speak of stagflation Three key ingredients that differentiate stagflation from all other calamities in the financial world The shocks to the ...

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 be focusing on and providing to you, the client as part of their services. In this episode of A Life Well Lived, Ken Ouellette explains the six different areas of financial advising in detail along with sharing stories and solutions. Ken discusses: The importance of planning before retirement How estate planning can go horribly wrong without proper adv...

Are you working the land of the market landscape and trying to find those dividend-paying companies? When you invest in dividend-paying stocks, you’re essentially investing in companies committed to returning value to their shareholders. But not all dividends are created equal. Listen in as Ken Ouellette explains how dividends work in good and bad markets and how you can successfully integrate a dividend approach into your portfolio. Ken discusses: The basics of dividends Three qualities th...

Making investment decisions based on fear, greed, and listening to the media has the potential to cause some major damage to your portfolio. Investing can be risky, but the potential for reward is high if you know how to handle your investments when the market is low. In this episode, Ken Ouellette takes a look at the stock market from the perspective you didn’t know you needed as Ken examines the market corrections and provides valuable techniques you can use to handle a bear market situation...

Volatility is often associated with the markets going down. But, if you have well thought-out and effective strategies in place, volatility can be what makes you money. In this episode, Ken Ouellette talks about the importance of volatility. He shares must-know recommendations to handle its ups and downs with less stress, and more financial security. Ken discusses: The importance of not panicking during market volatility What it means to actively assess your risk portfolio and how it’s done ...

If you commute regularly you might have noticed an increase in the price of gas. What’s the reason behind it? When are the prices going to stabilize? In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered. Ken discusses: Potential signs of gas and oil prices going down in the near future How the higher gas prices can affect oth...

If you commute regularly you might have noticed an increase in the price of gas. What’s the reason behind it? When are the prices going to stabilize? In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered. Ken discusses: Potential signs of gas and oil prices going down in the near future How the higher gas prices can affect oth...

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 c...

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...

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...

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) →

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) →

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) →

COMING SOON!