About A Life Well Lived: Grow, Preserve and Transfer Your Wealth
Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette CPM® Certified Portfolio Manager and founder of Orca Wealth Management. Managing wealth in today’s complex financial world can sometimes seem like an impossible task like boiling the ocean. Join Ken as he tempers the fierce waves of finance and provides suggestions and ideas about building, preserving, and transferring your wealth all while helping to overcome life’s heated and oftentimes, tidal size financial obstacles. Ken will provide easy-to-follow steps to help you plan through your financial ebbs and flows. Don’t risk a lifetime of work and savings in today’s rip current financial environment without a clear strategy in place.
The Heavyweight Bond Market: Yields, Debt, and Economic Strain
This episode breaks down the recent surge in U.S. Treasury bond yields to 19-year highs and explains why these shifting rates act as a financial "weight" on the broader economy. It explores the primary drivers behind rising yields, including persistent inflation, stock market dynamics, and national debt surpassing $40 trillion. Finally, the discussion examines how high bond yields directly impact everyday borrowing costs, such as mortgages and auto loans, while increasing pressure on heavily indebted tech companies driving the stock market.
24 Jun 2026
Book Review – The Strategic Dividend Investor
In this insightful episode, Ken Ouellette of Orca Wealth Management is joined by Don for a timely book review of The Strategic Dividend Investor. With markets dominated by high-flying growth stocks, AI hype, and speculation, Ken and Don step back to examine what has truly driven long-term wealth creation: consistent dividends and compounding.
Drawing from the book and decades of experience, Ken explains why dividends compounded have historically accounted for ~85% of S&P 500 total returns since 1960. They discuss the dangers of a pure price-appreciation mindset, the pitfalls of stock buybacks, the power of dividend growth (the “tortoise” strategy), and how to evaluate companies based on real cash flows rather than manipulated earnings.
Key topics include:
Margin of safety and avoiding speculative traps
Why dividend growers have significantly outperformed non-payers over time
Building a “slow and steady” portfolio of blue-chip dividend payers
The difference between investing in companies versus gambling on tickers
Practical selection criteria: yield + sustainable growth
Whether you’re a seasoned investor or just starting out, this conversation delivers a clear paradigm shift: focus on cash returns to your pocket, not just stock price movements. Ken shares why this philosophy has shaped his approach at Orca Wealth and how it helps clients build, preserve, and transfer wealth through market cycles.
Tune in for timeless, actionable wisdom backed by data and real-world examples.
Available now wherever you get your podcasts.
Visit www.orcawealth.com (https://www.orcawealth.com/) or call (727) 741-6077 to learn more about Orca Wealth Management.
This episode is for informational and educational purposes only and is not investment advice.
27 Feb 2026
2025 Review and 2026 Points to Watch
Looking back to move forward. Ken recaps the defining financial moments of last year and outline the essential focus points for your money this year.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
65,788
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 44 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
34
Social presence
0
YouTube
76
Engagement
60
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