OTG Capital - Blog #retirement transitionOTG Capital - Blog #retirement transitionhttps://www.otgcapital.com.au/blogs/tag/retirement-transitionThu, 02 Jul 2026 17:54:47 +1000http://zoho.com/sites/<![CDATA[The Impact of Menopause - Dollars & Making Sense 23 Jun 2026]]>https://www.otgcapital.com.au/blogs/post/the-impact-of-menopause-dollars-making-sense-23-jun-2026the impact of menopause on women can not be understated. Tune in this week to find out about a pilot support program and valuable research into this widely misunderstood issue]]>
choosing an adviser
A troubling subject that has been swept under the carpet for too long.  This week, Lina Saliba, Chief Customer & Marketing Officer from MetLife Australia joins us to discuss a recent study of the financial and health impact of menopause and perimenopause on Australian women.  The study involving over 1000 Australian women provides some sobering results about a much hidden issue with women, and their families.  Join us to learn about the data, and what is being done to address and support these issues in our communities, and what we can all do to listen more closely and be there to assist.  Find out about a MetLife program launched to assist and support women suffering through this life stage.  The report can be found at this link.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 23 Jun 2026 09:00:00 +1000<![CDATA[When to Retire - Dollars & Making Sense 16 Jun 2026]]>https://www.otgcapital.com.au/blogs/post/when-to-retire-dollars-making-sense-16-jun-2026when to retire is a serious consideration, tune in to find out more]]>
choosing an adviser
Understanding retirement age is rather important.  Is it 60, 65 or 67? or none of the above?  Justin Bott from Services Australia joins us to discuss some interesting considerations when deciding on when to retire.  Money is just a small part of the equation, albeit important!  We need to consider aspiration, health, finances, super, retirement aims, and what to do with the nest egg you've been planning for all your life.  Now its time to spend it all - but can we?  Tune in to find out what are some of the many considerations of when is the right time to retire - or maybe not retire at all?

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Mon, 22 Jun 2026 10:48:52 +1000<![CDATA[Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025]]>https://www.otgcapital.com.au/blogs/post/summer-7-looking-for-alpha-dollars-making-sense-28-jan-2025The 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.]]>
choosing an adviser
Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
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 "looking for alpha", and what exactly means.  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.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 28 Jan 2025 10:26:00 +1100<![CDATA[Looking for Alpha - Dollars & Making Sense 13 Aug 2024]]>https://www.otgcapital.com.au/blogs/post/looking-for-alpha-dollars-making-sense-13-aug-2024The 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.]]>
choosing an adviser
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 "looking for alpha", and what exactly means.  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.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 13 Aug 2024 09:00:00 +1000<![CDATA[Retire On Purpose - Dollars & Making Sense 6 Feb 2024 Summer Series #8]]>https://www.otgcapital.com.au/blogs/post/retire-on-purpose-dollars-making-sense-6-feb-2024-summer-series-8Finish 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.]]>
choosing an adviser
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.  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.  There's a lot more to it than just money, be assured.  Tune in for a life changing show, literally!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 06 Feb 2024 09:00:00 +1100<![CDATA[Retire On Purpose - Dollars & Making Sense 21 Nov 2023]]>https://www.otgcapital.com.au/blogs/post/retire-on-purpose-dollars-making-sense-14-nov-2023Finish 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.]]>
choosing an adviser
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.  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.  There's a lot more to it than just money, be assured.  Tune in for a life changing show, literally!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 21 Nov 2023 09:00:00 +1100