Category Archives: Retirement

FEATURE

The Power of Adding Diversification to Your Investment Strategy (Ep.5)



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 discusses: 

  • What it really means to have a well-diversified portfolio
  • How history has proven the effectiveness of diversification
  • Strategies to diversify your portfolio
  • Getting over the loyalty mindset when holding stocks for certain companies 
  • And more

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FEATURE

The Truth About Inflation (Ep.4)



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 provide 
  • Effects of new technology on our economy 
  • How wages and the stock market are being affected by inflation 
  • And more

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FEATURE

Taking the Fear Out of Creating a Financial Plan (Ep.3)



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 occurs. He explains the experience clients have with Orca Wealth Management after they sign up with the company, and how the company works to ensure your retirement is robust and prosperous. 

Ken discusses: 

  • The client experience after signing up with Orca Wealth Management 
  • How Orca helps their clients build a retirement plan that is secure and actionable for you
  • How the envision plan works to ensure clients are in a comfortable financial area prior to retirement
  • What major life events your advisor needs to know about and why
  • The importance of open communication 
  • And more

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FEATURE

Taking the Fear Out of Your Financial Planning with Ken Ouellette, CPM® (Ep.2)



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 hard to help quantify your goals to help you build a successful financial plan.

Ken discusses: 

  • The process of the first initial call to the office –– a “fit process”
  • The purpose of the second “root canal” meeting
  • The valuable documentation to bring when meeting a financial advisor 
  • How he and his team put a plan in place to maximize your benefits 
  • How he handles clients with unrealistic goals 
  • And more!

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FEATURE

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



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 teaches you the lessons his family never knew about money, income transfer, and preservation. He also talks about his own history, passions, and what fuels him every day to help others not be pained by their money.

Ken discusses: 

  • How his childhood helped him decide his future in the financial industry
  • The role of his team members in the office
  • How he acquires new clients and who is his ideal client
  • Reasons his financial philosophy is around timing
  • What his idea of success looks like and why it’s closely related to living our best life
  • And more!

Resources:

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About Your Host:

For almost three decades, Ken Ouellette has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Ken has dedicated his career to delivering the personalized investment planning services his clients deserve.