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

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

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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.

Recent Episodes

  • Mastering Financial Resilience: Building, Preserving, and Transferring Wealth (Ep 28)

    1 month ago

  • Election Year Investing (Ep 27)

    2 months ago

  • Navigating the Financial Maze: How Social Media Shapes Your Money Mindset (Ep 26)

    3 months ago

  • The Fed's Rate Cuts Explained (Ep 25)

    4 months ago

  • Understanding Financial Anxiety and How to Overcome It (Ep 24)

    4 months ago

  • Top Ten Financial Questions Answered: Expert Insights from Ken Ouellette (Ep 23)

    6 months ago

  • Maximizing Your Wealth: The Power of the 60/40 Portfolio (Ep 22)

    6 months ago

  • Overcoming Financial FOMO: Building Wealth with a Plan (Ep 21)

    8 months ago

  • Wealth Guardians: Safeguarding Your Finances & Protecting Against Financial Abuse (Ep 20)

    9 months ago

  • Transitioning from Savings to Spending: Navigating Retirement with Ken Ouellette (Ep 19)

    11 months ago