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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...
show more
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.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Novem Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or Osaic Wealth. 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.
show less
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.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Novem Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or Osaic Wealth. 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.
22 OCT 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.
In this episode, Greg Wagner is joined by licensed real estate agent Stephen Cass to take listeners through the exciting and sometimes overwhelming journey of purchasing a home. They begin by discussing the importance of financial preparation, from assessing your budget to saving for a down payment and being ready for closing costs. For first-time buyers, understanding these key steps can make the process smoother and prevent surprises down the road.
The discussion then shifts to mortgage options. Greg and Stephen break down the differences between fixed-rate and adjustable-rate mortgages, the benefits of getting pre-approved, and how to choose the right lender. These insights are crucial for homebuyers looking to secure the best deal and position themselves competitively in today’s market.
Once listeners have their financials and mortgage options sorted, the focus turns to finding the perfect home. Greg and Stephen emphasize the importance of creating a list of must-haves versus nice-to-haves, researching neighborhoods, and working with a real estate agent who can provide local market expertise. These tips help ensure buyers make informed decisions that align with their long-term goals.
After finding the right home, the episode covers making a competitive offer and navigating the closing process. From negotiating terms to conducting inspections and appraisals, Greg and Stephen highlight the key moments that can make or break a deal. By being prepared, buyers can avoid common pitfalls and enjoy a smoother closing experience.
Finally, the episode wraps up with essential tips for first-time homebuyers, reminding listeners not to rush the process, stick to their budget, and think long-term about their future needs. Greg also stresses the importance of asking for help and utilizing the resources available, including real estate agents and financial advisors.
Whether you’re buying your first home or adding to your property portfolio, this episode offers valuable insights into the entire home-buying journey.
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)
8 OCT 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 cracks open the often daunting topic of debt, shedding light on its various forms, impacts, and management strategies.
Segment 1 lays the groundwork by defining different types of debt and exploring their implications on financial wellness. From consumer debt to mortgages, we explore the multifaceted impact of debt, ranging from stress to interest costs, and debunk common misconceptions surrounding borrowing.
Transitioning to Segment 2, Debt Management Strategies take center stage as we provide actionable guidance on navigating the labyrinth of debt. Practical tips, from budgeting to debt prioritization, empower listeners to take control of their financial destinies. We unpack popular debt repayment methods like the snowball and avalanche techniques, alongside debt consolidation and refinancing options, offering insights to help listeners chart a course towards financial freedom.
Segment 3, Promoting Financial Wellness, underscores the symbiotic relationship between debt management and overall financial health. We explore the nexus between financial literacy, budgeting, and saving, illuminating pathways to empowerment. Strategies for enhancing financial literacy and cultivating healthy financial habits are discussed, emphasizing the transformative potential of emergency savings, debt repayment plans, and long-term financial goals.
Finally, Section 4 covers practical tips and resources, equipping listeners with tools to fortify their debt management arsenal. Recommendations span from books and podcasts to websites and financial tools, enabling listeners to bolster their financial acumen and take proactive steps towards financial well-being. Empowered with knowledge and resources, listeners are encouraged to embark on their journey towards financial freedom with confidence and determination.
24 SEP 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)
This week, we explore innovative industries and emerging technologies, unraveling their potential for investors and society at large. Segment 1, Understanding Innovative Industries, lays the groundwork by defining these sectors and their significance in the investment landscape. We look at the benefits of investing in innovation, highlighting opportunities for growth, disruption, and diversification through real-world examples driving market trends.
In Segment 2, opportunities and risks come into focus as we navigate the dynamic terrain of innovative investments. Here, we examine the allure of high returns and market leadership juxtaposed with the inherent volatility and uncertainty. Through insightful discussions, we emphasize the importance of thorough research, industry understanding, and risk management to navigate these sectors prudently.
Segment 3 unveils strategies tailored for innovation seekers. We present practical approaches such as thematic investing, active management, and venture capital, empowering listeners to construct portfolios adept at capturing innovation's potential while managing risk and volatility. Tips for building diversified portfolios round out this segment, ensuring resilience in the face of market fluctuations.
In Segment 4, we ponder the long-term implications and future trends of investing in innovation. We explore its profound impact on investors and society, delving into advancements in AI, biotechnology, and renewable energy. Stressing the importance of adaptability, we urge listeners to stay informed and agile to seize tomorrow's opportunities in the ever-evolving landscape of innovative industries.
10 SEP 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 digs into the world of financial advisors, exploring their value, how to choose the right one, fee structures, and the financial planning process. Segment 1 unpacks the myriad benefits of seeking professional guidance. From personalized financial advice to expertise in investment management, financial advisors offer invaluable support in navigating complex financial decisions and achieving long-term goals.
In Segment 2, Greg provides guidance on finding the perfect fit. Factors such as qualifications, experience, and specialization are discussed, empowering listeners to make informed decisions. We explore various types of advisors, from registered investment advisors to certified financial planners.
During Segment 3, fee structures and fiduciary duty take center stage as Greg dissects the nuances of advisor compensation and ethical obligations. We explain different fee arrangements and emphasize the importance of working with a fiduciary advisor who prioritizes clients' best interests. Transparency regarding fees, conflicts of interest, and biases is paramount for building trust and fostering a mutually beneficial advisor-client relationship.
Segment 4 demystifies the financial planning process, providing a roadmap for listeners embarking on their financial journey. From goal setting to implementation and monitoring, we outline the key stages of the planning process and the pivotal role of financial advisors in each step. Collaboration between advisor and client is emphasized, ensuring that financial plans are tailored to individual needs and aspirations.
27 AUG 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 covers the intricate terrain of retirement planning, offering practical insights and strategies to help listeners chart a course towards a secure and fulfilling retirement. Segment 1, he underscores the importance of establishing clear retirement savings targets tailored to individual needs and aspirations, and provides actionable tips for calculating these goals, considering factors like desired retirement age, expected expenses, and the impact of inflation.
Transitioning to Segment 2, we dive into the art of constructing a resilient retirement portfolio. Different asset allocation strategies, from diversification to risk assessment, are explored, emphasizing the delicate balance between growth potential and downside protection. Risk management emerges as a key theme, guiding listeners in crafting portfolios optimized for long-term success.
In Segment 3, income planning and withdrawal strategies take center stage as we unravel the intricacies of generating sustainable retirement income. We offer guidance on creating a robust income plan, drawing from retirement savings, Social Security, pensions, and other income sources. Withdrawal strategies, including the renowned 4% rule and dynamic spending strategies, are discussed, empowering listeners to maximize the longevity of their retirement assets.
In Segment 4, we confront the specter of longevity risk and contingency planning head-on. Strategies such as annuities, longevity insurance, and healthcare planning are examined as tools for managing longevity risk and safeguarding financial well-being in retirement. Moreover, the importance of contingency planning for unexpected expenses or changes in financial circumstances is underscored, ensuring resilience in the face of uncertainty.
13 AUG 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 delves into ethical investing, a practice gaining traction among conscientious investors seeking to align financial objectives with their values and beliefs.
Segment 1 introduces us to understanding ethical investing. We define ethical investing and socially responsible investing (SRI), exploring principles and criteria for evaluating ethical and social impact. Examples illustrate industries and companies associated with ethical investing, showcasing diverse opportunities.
Segment 2 examines the impact of investment decisions on environmental, social, and governance (ESG) factors. Ethical investing's role in fostering positive change and addressing societal challenges like climate change and human rights is explored, and financial benefits of investing in companies with strong ESG practices are highlighted.
In Segment 3, we present strategies for ethical investing. Practical approaches for integrating ethical principles into portfolios are discussed, including negative screening, positive screening, and ESG integration. Resources for identifying ethical investments and assessing ESG performance are provided.
Finally, in segment 4 Greg addresses challenges and considerations in ethical investing. Common hurdles like performance trade-offs and greenwashing are discussed. Strategies for navigating challenges while aligning with ethical and financial objectives are explored, empowering listeners to make informed decisions.
11 JUL 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 speaks with Novem Group Portfolio Manager Tim Gerlach, as they explore the dynamics of market volatility, shedding light on its causes, impacts, and strategies for navigating its tumultuous waters. In Segment 1, we define market volatility and dissect its origins, ranging from economic indicators to geopolitical events and investor sentiment. Historical examples underscore the profound impact of market volatility on investors, illustrating its far-reaching consequences.
In Segment 2, we examine the intricate relationship between emotions and investment decision-making, particularly amidst market volatility. Fear, greed, and panic emerge as common emotional responses, capable of clouding judgment and fostering impulsive behavior. Through insightful discussions, we highlight the importance of recognizing and managing these emotions to make informed and rational investment decisions.
In Segment 3, Strategies for Managing Emotions, we offer practical guidance for navigating periods of market volatility with composure and resilience. From staying informed and maintaining perspective to adhering to a well-defined investment plan, listeners are equipped with actionable strategies to weather the storm. Moreover, we emphasize the significance of mindfulness and emotional resilience in fostering a steadfast approach to investing amidst uncertainty.
In Segment 4, we underscore the importance of adopting a long-term outlook when investing, despite short-term market fluctuations. Through the lens of successful investors, we explore the benefits of a buy-and-hold strategy, highlighting the rewards that await those who remain steadfast in pursuit of their long-term objectives. By embracing a disciplined and patient approach, listeners can navigate market volatility with confidence, ultimately realizing their financial goals.
29 JUN 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.
29 JUN 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.
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...
show more
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.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Novem Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or Osaic Wealth. 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.
show less
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.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Novem Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or Osaic Wealth. 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.
Information
| Author | ROC Vox Podcast Network |
| Organization | ROC Vox Podcast Network |
| Categories | Business , Investing |
| Website | novemgroup.com |
| fitz@rocvox.com |
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