Novem Nexus

By: ROC Vox Podcast Network
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  • 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.

    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.
    ©2024 Novem Group
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Episodes
  • Investing in Innovation and Emerging Technologies

    Investing in Innovation and Emerging Technologies
    Sep 24 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.
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    25 mins
  • The Role of Financial Advisors

    The Role of Financial Advisors
    Sep 10 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.
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    22 mins
  • Retirement Planning Strategies

    Retirement Planning Strategies
    Aug 27 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.
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    34 mins
Economics Personal Finance
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