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January 2, 2024 37 mins

Welcome to A Life Well Lived! Join us in this episode as we dive into the world of retirement planning with Ken Ouellette, BPM Certified Portfolio Manager and founder of Orca Wealth Management. With over three decades of experience, Ken and Don shed light on the often overlooked aspect of transitioning from saving to spending during retirement. Discover actionable steps, mindset shifts, and practical insights to help you build, preserve, and transfer your wealth.

Key Points:

  • Shifting Mindsets: Explore the transition from a saver-investor mindset to a distribution mindset and the challenges it brings.
  • Embracing Experiences and Personal Growth: Learn about the importance of embracing new experiences and personal growth during retirement.
  • Freedom to Live on Your Terms: Understand the freedom retirement brings and how to live life on your terms.
  • Planning for Healthcare: Navigate the financial aspects of healthcare, especially when retiring before Medicare eligibility.
  • Evaluating and Adjusting: Ken shares his approach to scenario-based planning, evaluating financial scenarios, and making adjustments for changing circumstances.
  • Client Scenarios: Hear real-life examples and scenarios that clients face during the transition from saving to spending in retirement.
  • Evaluations and Check-ins: Learn about the importance of regular evaluations and check-ins to ensure your financial plan aligns with your evolving goals.

Discover the insights and strategies that can make your retirement a fulfilling and financially secure chapter of life. Whether you're approaching retirement or have already retired, this episode provides valuable guidance to help you make the most of your wealth. Tune in and gain the confidence to navigate the complexities of retirement with ease.

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