Novem Nexus cover art

Novem Nexus

By: ROC Vox Podcast Network
  • Summary

  • Welcome to Novem Nexus: Navigating Your Financial Narrative, where we explore the various
    topics of finance, the stories, strategies, and psychology behind our financial decisions with
    host Greg Wagner as we dive into the intersection between finance and the human experience.

    The financial landscape is saturated with advice and rules, Novem Nexus aims to stand out by
    focusing on the underlying motivations, beliefs, and emotions that drive our financial behavior.
    We explore not only the "what" and "how" of finance but, more importantly, the "why." At
    Novem Group, we believe that finance is not just about numbers and equations; it's about real
    people with real emotions. That's what this podcast is all about: understanding the reasons
    behind our financial decisions and uncovering the narratives that shape our financial lives.

    Novem Nexus is more than just a podcast. Connect with us on social media, share your
    experiences, and join the conversation. Together, let's navigate our financial narratives with
    confidence. Welcome to Novem Nexus: Navigating Your Financial Narrative.

    Greg Wagner is a Registered Representative with American Portfolios Financial Services, Inc. (APFS),
    Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered
    Investment Adviser. APFS and Novem Group are independent and unaffiliated entities. All opinions
    expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem
    Group or American Portfolios Financial Services. This podcast is for informational purposes only, and
    does not constitute tax, investment, or other financial advice, and is not endorsement of any securities
    discussed, and listeners should not rely on it for their financial decisions.
    ©2024 Novem Group
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Episodes
  • Financial Goal Setting and Planning with Greg Wagner
    Jun 29 2024
    Welcome to Novem Nexus: Navigating Your Financial Narrative, where we explore the various topics of finance, the stories, strategies, and psychology behind our financial decisions with host Greg Wagner as we dive into the intersection between finance and the human experience.

    The financial landscape is saturated with advice and rules, Novem Nexus aims to stand out by focusing on the underlying motivations, beliefs, and emotions that drive our financial behavior. We explore not only the "what" and "how" of finance but, more importantly, the "why." At Novem Group, we believe that finance is not just about numbers and equations; it's about real people with real emotions. That's what this podcast is all about: understanding the reasons behind our financial decisions and uncovering the narratives that shape our financial lives.

    Novem Nexus is more than just a podcast. Connect with us on social media, share your experiences, and join the conversation. Together, let's navigate our financial narratives with confidence. Welcome to Novem Nexus: Navigating Your Financial Narrative.

    Greg Wagner is a Registered Representative with American Portfolios Financial Services, Inc. (APFS), Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser. APFS and Novem Group are independent and unaffiliated entities. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or American Portfolios Financial Services. This podcast is for informational purposes only, and does not constitute tax, investment, or other financial advice, and is not endorsement of any securities discussed, and listeners should not rely on it for their financial decisions. (AP PMR #34375 5-23-24)

    In this episode, Greg Wagner embarks on a journey to demystify the process of setting and achieving financial goals, a cornerstone of financial well-being. In Segment 1, we delve into understanding financial goals, and underscore their fundamental importance in guiding our financial journey. Different types of financial goals, from short-term to long-term objectives, are explored, accompanied by examples ranging from purchasing a home to saving for education or achieving financial independence.

    Transitioning to Segment 2, we explore the importance of aligning financial goals with personal values and priorities. By aligning our goals with what truly matters to us, we foster intrinsic motivation and maintain focus on achieving them. Strategies for assessing and prioritizing financial goals based on individual circumstances are provided, empowering listeners to craft a roadmap that resonates with their unique aspirations.

    In Segment 3, we shift our focus to creating a comprehensive financial plan. We break down the components of a robust financial plan, spanning budgeting, saving, investing, and retirement planning. The importance of setting SMART goals – Specific, Measurable, Achievable, Relevant, and Time-bound – is emphasized, laying the groundwork for clear and actionable steps. Practical tips and tools are shared to aid listeners in crafting a personalized financial blueprint tailored to their goals and circumstances.

    As we near the conclusion in Segment 4, we underscore the significance of implementation and review in the pursuit of financial success. Regularly adjusting financial goals and plans as circumstances evolve is essential for staying on track. Guidance on implementing and tracking progress towards financial goals is provided, along with the benefits of seeking professional advice and support from financial advisors or planners. By embracing a proactive approach to financial planning and goal setting, listeners can chart a course towards a more secure and prosperous future.
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    26 mins
  • Understanding Investor Psychology with Greg Wagner
    Jun 29 2024
    Welcome to Novem Nexus: Navigating Your Financial Narrative, where we explore the various topics of finance, the stories, strategies, and psychology behind our financial decisions with host Greg Wagner as we dive into the intersection between finance and the human experience.

    The financial landscape is saturated with advice and rules, Novem Nexus aims to stand out by focusing on the underlying motivations, beliefs, and emotions that drive our financial behavior. We explore not only the "what" and "how" of finance but, more importantly, the "why." At Novem Group, we believe that finance is not just about numbers and equations; it's about real people with real emotions. That's what this podcast is all about: understanding the reasons behind our financial decisions and uncovering the narratives that shape our financial lives.

    Novem Nexus is more than just a podcast. Connect with us on social media, share your experiences, and join the conversation. Together, let's navigate our financial narratives with confidence. Welcome to Novem Nexus: Navigating Your Financial Narrative.

    Greg Wagner is a Registered Representative with American Portfolios Financial Services, Inc. (APFS), Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser. APFS and Novem Group are independent and unaffiliated entities. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or American Portfolios Financial Services. This podcast is for informational purposes only, and does not constitute tax, investment, or other financial advice, and is not endorsement of any securities discussed, and listeners should not rely on it for their financial decisions. (AP PMR #34375 5-23-24)

    In this inaugural episode of Novem Nexus, Greg Wagner dives deep into the intricacies of investor psychology, uncovering the hidden factors that shape our financial decisions. In Segment 1, we explore Cognitive Biases and Investment Choices. We define cognitive biases and their profound impact on investment decisions. Common biases such as anchoring, confirmation bias, and overconfidence are dissected, accompanied by real-life examples illustrating their influence on investment choices. We emphasize the critical importance of recognizing and mitigating these biases to make more informed and rational investment decisions.

    Moving on to Segment 2, we examine Emotions and Financial Decision-Making. Fear, greed, and regret are explored as powerful emotional drivers that can lead to impulsive and irrational investment decisions. We discuss strategies for managing these emotions and maintaining discipline in investment strategies. Practical tips are shared to help listeners stay grounded and rational, especially during periods of market volatility, ensuring they make decisions aligned with their long-term financial goals.

    Finally, in Segment 3, we delve into the Perception of Risk and Uncertainty. We analyze how individuals perceive and assess risk in investment decisions, including the concept of risk tolerance and its influence on investment strategies. Techniques for assessing and managing risk in investment portfolios are explored, highlighting the importance of distinguishing between perceived risk and actual risk. By understanding these psychological nuances, listeners can navigate the complex world of investing with greater clarity and confidence, ultimately enhancing their financial well-being.
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    39 mins

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