Welcome to A Life Well-Lived, the podcast that guides you through the complexities of growing, preserving, and transferring your wealth. Join Ken Ouellette, CPM Certified Portfolio Manager and founder of Orca Wealth Management, as he shares his three decades of experience to help you navigate life's financial challenges with clarity and confidence.
In today's episode, Ken tackles the top ten questions he gets asked as a financial advisor, providing invaluable insights and practical advice to help you secure your financial future.
In This Episode, You’ll Learn:- The Fundamentals of Wealth Management: Understanding the essential goals needed to build, preserve, and transfer your wealth.
- The 60/40 Portfolio Debate: Insights into the strengths and weaknesses of this classic investment strategy.
- The Importance of a Financial Advisor: Why having a professional on your side can significantly impact your financial success.
- Understanding Fiduciary Duty: What it means to be a fiduciary and why it’s crucial for your financial advisor to have this commitment.
- Advisor Compensation Explained: The various ways financial advisors get paid and what aligns best with your interests.
Ken also shares real-life examples of how proper financial planning can make a significant difference, especially as you approach retirement.
Why You Should Listen:- Expert Insights: Gain wisdom from Ken's extensive experience and deep understanding of the financial markets.
- Practical Advice: Learn actionable steps you can take today to improve your financial situation.
- Clarity and Confidence: Understand complex financial concepts in simple terms.
- Real-Life Applications: Hear how others have navigated financial challenges and achieved their goals.
Tune in to this episode of A Life Well-Lived and empower yourself with the knowledge to make informed financial decisions. Don’t miss out on Ken’s expert advice that could change your financial future for the better!
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