<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://www.otgcapital.com.au/blogs/tag/retirement-transition/feed" rel="self" type="application/rss+xml"/><title>OTG Capital - Blog #retirement transition</title><description>OTG Capital - Blog #retirement transition</description><link>https://www.otgcapital.com.au/blogs/tag/retirement-transition</link><lastBuildDate>Wed, 13 May 2026 09:44:32 +1000</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025]]></title><link>https://www.otgcapital.com.au/blogs/post/summer-7-looking-for-alpha-dollars-making-sense-28-jan-2025</link><description><![CDATA[<img align="left" hspace="5" src="https://www.otgcapital.com.au/CRN Alpha.jpg"/>The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_XskiLeNfQyOwFsIAXaB2Xg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_0ymIo-4RR12c3usF1BjHeQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"> [data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA"].zpelem-col{ border-radius:1px; } </style><div data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew" data-element-type="imagetext" class="zpelement zpelem-imagetext "><style> @media (min-width: 992px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width: 304.48px !important ; height: 177px !important ; } } @media (max-width: 991px) and (min-width: 768px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:294.24px !important ; height:171px !important ; } } @media (max-width: 767px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:294.24px !important ; height:171px !important ; } } [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } @media (max-width: 767px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } } @media all and (min-width: 768px) and (max-width:991px){ [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } } </style><div data-size-tablet="size-original" data-size-mobile="size-original" data-align="left" data-tablet-image-separate="false" data-mobile-image-separate="false" class="zpimagetext-container zpimage-with-text-container zpimage-align-left zpimage-tablet-align-left zpimage-mobile-align-left zpimage-size-custom zpimage-tablet-fallback-custom zpimage-mobile-fallback-custom "><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/CRN%20Alpha.jpg" width="294.24" height="171" loading="lazy" size="custom" alt="choosing an adviser" data-lightbox="false"/></picture></span></figure><div class="zpimage-text zpimage-text-align-left " data-editor="true"><div style="color:inherit;"><div style="color:inherit;"><div style="color:inherit;"><div style="font-size:13.3333px;"><div style="color:inherit;"><div style="font-size:13.3333px;"><span style="color:inherit;">Welcome to our Summer Series of archive blogs from the past year.&nbsp; We'll be featuring our favourite shows from 2024 until we return in Feb'2025.&nbsp; Thanks for watching/listening.</span></div><div style="font-size:13.3333px;"><span style="color:inherit;">Andrew Inwood, CEO of Coredata is no stranger to data and statistics and today, we're teasing out some devil in the detail regarding a recent presentation about &quot;looking for alpha&quot;, and what exactly means.&nbsp; The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha &amp; beta investing, active &amp; passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.</span><br/></div></div></div></div></div></div><p>@FMRNB<br/></p><p>@Radio Northern Beaches&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p></div>
</div></div><div data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"> [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; margin-block-start:39px; } @media (max-width: 767px) { [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; } } @media all and (min-width: 768px) and (max-width:991px){ [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; } } </style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="https://podcasters.spotify.com/pod/show/ray-trevisan/embed/episodes/Looking-for-Alpha-e2mjpoa" width="1500px" height="180px" align="left" frameBorder="0" scrolling="no"></iframe></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Tue, 28 Jan 2025 10:26:00 +1100</pubDate></item><item><title><![CDATA[Looking for Alpha - Dollars & Making Sense 13 Aug 2024]]></title><link>https://www.otgcapital.com.au/blogs/post/looking-for-alpha-dollars-making-sense-13-aug-2024</link><description><![CDATA[<img align="left" hspace="5" src="https://www.otgcapital.com.au/CRN Alpha.jpg"/>The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_XskiLeNfQyOwFsIAXaB2Xg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_0ymIo-4RR12c3usF1BjHeQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"> [data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA"].zpelem-col{ border-radius:1px; } </style><div data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew" data-element-type="imagetext" class="zpelement zpelem-imagetext "><style> @media (min-width: 992px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width: 246px !important ; height: 143px !important ; } } @media (max-width: 991px) and (min-width: 768px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:294.24px !important ; height:171px !important ; } } @media (max-width: 767px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:294.24px !important ; height:171px !important ; } } [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } @media (max-width: 767px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } } @media all and (min-width: 768px) and (max-width:991px){ [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } } </style><div data-size-tablet="size-original" data-size-mobile="size-original" data-align="left" data-tablet-image-separate="false" data-mobile-image-separate="false" class="zpimagetext-container zpimage-with-text-container zpimage-align-left zpimage-tablet-align-left zpimage-mobile-align-left zpimage-size-custom zpimage-tablet-fallback-custom zpimage-mobile-fallback-custom "><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/CRN%20Alpha.jpg" width="294.24" height="171" loading="lazy" size="custom" alt="choosing an adviser" data-lightbox="false"/></picture></span></figure><div class="zpimage-text zpimage-text-align-left " data-editor="true"><div style="color:inherit;"><div style="color:inherit;"><div style="color:inherit;"><div style="font-size:13.3333px;"><div style="color:inherit;"><div style="font-size:13.3333px;"><span style="color:inherit;">Andrew Inwood, CEO of Coredata is no stranger to data and statistics and today, we're teasing out some devil in the detail regarding a recent presentation about &quot;looking for alpha&quot;, and what exactly means.&nbsp; The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha &amp; beta investing, active &amp; passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.</span><br></div></div></div></div></div></div><p>@FMRNB<br></p><p>@Radio Northern Beaches&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p></div>
</div></div><div data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"> [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; margin-block-start:39px; } @media (max-width: 767px) { [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; } } @media all and (min-width: 768px) and (max-width:991px){ [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; } } </style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="https://podcasters.spotify.com/pod/show/ray-trevisan/embed/episodes/Looking-for-Alpha-e2mjpoa" width="1500px" height="180px" align="left" frameBorder="0" scrolling="no"></iframe></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Tue, 13 Aug 2024 09:00:00 +1000</pubDate></item><item><title><![CDATA[Retire On Purpose - Dollars & Making Sense 6 Feb 2024 Summer Series #8]]></title><link>https://www.otgcapital.com.au/blogs/post/retire-on-purpose-dollars-making-sense-6-feb-2024-summer-series-8</link><description><![CDATA[<img align="left" hspace="5" src="https://www.otgcapital.com.au/CRN RetireOnPurpose-1.jpg"/>Finish work on Friday, have some farewell drinks and then come Monday, you start a 30 year holiday. Sounds like a dream scenario, right? Maybe not if you haven't planned.]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_XskiLeNfQyOwFsIAXaB2Xg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_0ymIo-4RR12c3usF1BjHeQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"> [data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA"].zpelem-col{ border-radius:1px; } </style><div data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew" data-element-type="imagetext" class="zpelement zpelem-imagetext "><style> @media (min-width: 992px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width: 272.6px !important ; height: 152px !important ; } } @media (max-width: 991px) and (min-width: 768px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:272.6px ; height:152px ; } } @media (max-width: 767px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:272.6px ; height:152px ; } } [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } </style><div data-size-tablet="size-original" data-size-mobile="size-original" data-align="left" data-tablet-image-separate="false" data-mobile-image-separate="false" class="zpimagetext-container zpimage-with-text-container zpimage-align-left zpimage-size-custom zpimage-tablet-fallback-custom zpimage-mobile-fallback-custom "><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/CRN%20RetireOnPurpose-1.jpg" width="272.6" height="152" loading="lazy" size="custom" alt="choosing an adviser" data-lightbox="false"/></picture></span></figure><div class="zpimage-text zpimage-text-align-left " data-editor="true"><div style="color:inherit;"><div style="color:inherit;"><div style="color:inherit;"><div style="font-size:13.3333px;"><div style="color:inherit;"><div style="font-size:13.3333px;"><span style="color:inherit;"><span style="font-size:13.3333px;">Finish work on Friday, have some farewell drinks and then come Monday, you start a 30 year holiday.&nbsp; Sounds like a dream scenario, right?&nbsp; Maybe not if you haven't planned.&nbsp; This week we chat with Nick Freedman about Retiring on Purpose, a path to education and transition from full time work to full time retirement, and whatever that looks like.&nbsp; There's a lot more to it than just money, be assured.&nbsp; Tune in for a life changing show, literally!</span></span><br></div></div></div></div></div></div><p>@FMRNB<br></p><p>@Radio Northern Beaches&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p></div>
</div></div><div data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"> [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; } </style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="https://podcasters.spotify.com/pod/show/ray-trevisan/embed/episodes/Retire-On-Purpose-e2bku4u/a-aaj4a8q" width="1500px" height="180px" align="left" frameBorder="0" scrolling="no"></iframe></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Tue, 06 Feb 2024 09:00:00 +1100</pubDate></item><item><title><![CDATA[Retire On Purpose - Dollars & Making Sense 21 Nov 2023]]></title><link>https://www.otgcapital.com.au/blogs/post/retire-on-purpose-dollars-making-sense-14-nov-2023</link><description><![CDATA[<img align="left" hspace="5" src="https://www.otgcapital.com.au/CRN RetireOnPurpose-1.jpg"/>Finish work on Friday, have some farewell drinks and then come Monday, you start a 30 year holiday. Sounds like a dream scenario, right? Maybe not if you haven't planned.]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_XskiLeNfQyOwFsIAXaB2Xg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_0ymIo-4RR12c3usF1BjHeQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"> [data-element-id="elm_OxuTDRy6R5mf4ifi0wvEAA"].zpelem-col{ border-radius:1px; } </style><div data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew" data-element-type="imagetext" class="zpelement zpelem-imagetext "><style> @media (min-width: 992px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width: 272.6px !important ; height: 152px !important ; } } @media (max-width: 991px) and (min-width: 768px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:272.6px ; height:152px ; } } @media (max-width: 767px) { [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"] .zpimagetext-container figure img { width:272.6px ; height:152px ; } } [data-element-id="elm_NvqmnDAuV_faldDSa3Z-ew"].zpelem-imagetext{ border-radius:1px; } </style><div data-size-tablet="size-original" data-size-mobile="size-original" data-align="left" data-tablet-image-separate="false" data-mobile-image-separate="false" class="zpimagetext-container zpimage-with-text-container zpimage-align-left zpimage-size-custom zpimage-tablet-fallback-custom zpimage-mobile-fallback-custom "><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/CRN%20RetireOnPurpose-1.jpg" width="272.6" height="152" loading="lazy" size="custom" alt="choosing an adviser" data-lightbox="false"/></picture></span></figure><div class="zpimage-text zpimage-text-align-left " data-editor="true"><div style="color:inherit;"><div style="color:inherit;"><div style="color:inherit;"><div style="font-size:13.3333px;"><div style="color:inherit;"><div style="font-size:13.3333px;"><span style="color:inherit;"><span style="font-size:13.3333px;">Finish work on Friday, have some farewell drinks and then come Monday, you start a 30 year holiday.&nbsp; Sounds like a dream scenario, right?&nbsp; Maybe not if you haven't planned.&nbsp; This week we chat with Nick Freedman about Retiring on Purpose, a path to education and transition from full time work to full time retirement, and whatever that looks like.&nbsp; There's a lot more to it than just money, be assured.&nbsp; Tune in for a life changing show, literally!</span></span><br></div></div></div></div></div></div><p>@FMRNB<br></p><p>@Radio Northern Beaches&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p></div>
</div></div><div data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w" data-element-type="iframe" class="zpelement zpelem-iframe "><style type="text/css"> [data-element-id="elm_ilqNR8h2JQb2C1ypfZ077w"].zpelem-iframe{ border-radius:1px; } </style><div class="zpiframe-container zpiframe-align-left"><iframe class="zpiframe " src="https://podcasters.spotify.com/pod/show/ray-trevisan/embed/episodes/Retire-On-Purpose-e2bku4u/a-aaj4a8q" width="1500px" height="180px" align="left" frameBorder="0" scrolling="no"></iframe></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Tue, 21 Nov 2023 09:00:00 +1100</pubDate></item></channel></rss>