Tag Archives: Wealth Management

FEATURE

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

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, Uncategorized, , , , , , ,

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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FEATURE

Farming For Dividends (Ep.10)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, Uncategorized, , , ,

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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FEATURE

The Truth About Inflation (Ep.4)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , ,

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)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , , , ,

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)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , ,

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)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , , ,

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.

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