A Life Well Lived: Grow, Preserve and Transfer Your Wealth Podcast Por Ken Ouellette arte de portada

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

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

De: Ken Ouellette
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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.Copyright 2026 A Life Well Lived: Grow, Preserve and Transfer Your Wealth Economía
Episodios
  • 2025 Review and 2026 Points to Watch
    Feb 27 2026

    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.

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    49 m
  • The Forgotten Corners of Financial Plans
    Jun 30 2025

    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.

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    30 m
  • The Oracle of Omaha: A Tribute to Warren Buffett
    May 16 2025

    :Description:

    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 Pledge, this episode celebrates Buffett’s enduring legacy and the principles that continue to shape wealth and wisdom for generations. Tune in for a heartfelt homage to a true American legend.

    Available on all major podcast platforms. Subscribe now!

    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 Pledge, this episode celebrates Buffett’s enduring legacy and the principles that continue to shape wealth and wisdom for generations. Tune in for a heartfelt homage to a true American legend.

    Available on all major podcast platforms. Subscribe now!egendary 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 Pledge, this episode celebrates Buffett’s enduring legacy and the principles that continue to shape wealth and wisdom for generations. Tune in for a heartfelt homage to a true American legend.

    Available on all major podcast platforms. Subscribe now!

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    34 m
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