Category Archives: Financial Planning

Navigating The Medicare Maze With Chris Bracciale (Ep.16)

December 20, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Health Insurance, Insurance, Life Insurance, Medicaid, Medicare, Orca Wealth Management, Podcast, Portfolio ManagementA-Life-Well

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
The difference in coverage between pre-Medicare insurance and Medicare
How likely it is to keep your doctor when you switch to Medicare insurance
Where to sign up for Medicare
The primary difference between Medicare and Medicaid
And more

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About Our Guest:

Chris Bracciale is originally from Philadelphia and currently resides in Florida. Chris works in health insurance and life insurance, specifically with Medicare. Chris is well versed with The Affordable Care Act and helps individuals find the lowest available premiums.

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9 Key Points You Need To Know About A Recession (Ep.15)

November 29, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Bonds, Economic Indicators, Economy, Financial Advisor, Financial Security, Inflation, Podcast, Recession, StocksA-Life-Well

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:

What a recession is
What causes a recession to happen
How long a recession typically lasts
What happens to the stock market during a recession
The 5 economic indicators that warn of a recession
How to position your stock and bond portfolios to prepare for a recession
And more

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The What, Why, and How of Tampa Bay’s Real Estate With Tanner Tillung (Ep.14)

October 25, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Deflation, Economy, Financial Security, Florida, Inflation, Podcast, Real Estate, Recession, StagflationA-Life-Well

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 processes from other real estate agents in Florida
What Florida’s current real estate market looks like
What is considered peak season for Tampa Bay, and what months are usually the slowest in real estate
His key tips for preparing a house and making it looks appealing before putting it on the market
And more

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About Our Guest:

Tanner Tillung has a varied history and is one of the top real estate agents, along with Terry Tillung, in West-Central Florida. Before going into real estate, Tanner lived in New York for three years after high school. He was a professional model and actor from ages 14 to 23, working for major brands like Dior, Tommy Hilfiger, Calvin Klein, and Hollister. He moved to Colorado to study sustainable development and worked for the largest privately held developer in Colorado after college.

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9 Estate Planning Mistakes and How to Avoid Them (Ep.13)

October 11, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Deflation, Economy, Financial Security, Inflation, Podcast, Recession, StagflationA-Life-Well

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 not having a spillover will
And more

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The Curse Of Stagflation (Ep.12)

September 27, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Deflation, Economy, Financial Security, Inflation, Podcast, Recession, StagflationA-Life-Well

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 system that can cause stagflation
Why economics is much like medicine
And more

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Why Doesn’t My Financial Advisor Do That? (Ep.11)

September 13, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedDividends, Financial Advisor, Inflation, Investing, Orca Wealth Management, Planning, Retirement, Wealth ManagementA-Life-Well

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 advice
Why your financial advisor should be focusing on tax management
Education funding – gifting $100 on their birthday or contributing to a 529 plan?
And more

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Farming For Dividends (Ep.10)

July 19, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedDividends, Inflation, Investing, Orca Wealth Management, Wealth ManagementA-Life-Well

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 that make a good dividend investor
What defines a good dividend stock
The types of dividend stocks
And more

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Understanding Corrections While Investing and Powering Through Bear Markets (Ep.9)

May 24, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Bear Markets, Corrections, Financial Advice, Financial Advisor, Financial Security, Investing, Investing Strategies, Investments, Investor, Podcast, Portfolio, Wealth StrategiesA-Life-Well

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.

Ken discusses:

The difference between corrections and bear markets
The causes of a bear market
Bear markets from a historical perspective
How to approach a bear market to protect your investments
And more

Resources:

E.F. Hutton Commercial 1986

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5 Steps to Handle Market Volatility (Ep.8)

April 26, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, UncategorizedA Life Well Lived, Diversification, Financial Advice, Financial Advisor, Financial Security, Media, Podcast, Portfolio, Volatility, Wealth StrategiesA-Life-Well

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
Why you can’t trust everything you hear about volatility on various advertised media outlets
How to remove emotions from your finances
And more

Resources:

A Life Well Lived: Opening the Door to A Life Well Lived with Ken Ouellette, CPM® (Ep. 1)

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The Reality of Rising Oil Prices (Ep.7)

April 12, 2022Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, RetirementA Life Well Lived, Economy, Financial Advice, Financial Advisor, Gas Prices, Oil Prices, Podcast, Saving Money, Wealth StrategiesA-Life-Well

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 other industries
Ways you can save money when filling your tank up
Ways high gas prices can affect the economy
And more

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