Novem Nexus

著者: ROC Vox Podcast Network
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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 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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あらすじ・解説

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
エピソード
  • The Psychology of Spending: Behavioral Traps and How to Avoid Them
    2024/12/17
    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.

    In Episode 3 of Season 2, "The Psychology of Spending: Behavioral Traps and How to Avoid Them," we take a deep dive into the emotional and psychological factors influencing spending habits. We explore common behavioral traps like impulse buying, the impact of advertising and social media, and the concept of retail therapy. We discuss how emotions such as FOMO, identity, and self-esteem shape financial decisions and how spending habits can become ingrained through habitual behavior.

    Our first segment outlines these behavioral traps, highlighting the role of emotional triggers and societal pressures in driving spending. In the second segment, we dive into the emotional drivers behind these behaviors, explaining how factors like FOMO and self-esteem influence spending decisions.

    In the final segment, we provide strategies for managing spending habits, such as developing a mindful spending approach, setting financial boundaries, and finding healthier ways to cope with emotions. We conclude by emphasizing the importance of self-awareness in managing finances and invite listeners to reflect on their spending habits and apply the strategies shared in the episode.

    Greg Wagner is a Registered Representative with Osaic Wealth, Inc., Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. 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, Inc. 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.

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    26 分
  • Building a Diverse and Resilient Investment Portfolio
    2024/12/03
    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.

    In this podcast episode, Greg explores the fundamental principles of diversification, asset allocation, and effective portfolio management strategies. Segment 1, Understanding Diversification and Asset Allocation, lays the groundwork by defining these concepts and their pivotal role in investment success. We explore the manifold benefits of diversification, from risk reduction to potential for higher returns, and examine the role of various asset classes in constructing a well-diversified portfolio.

    In Segment 2, Investment Options and Risk Management come into focus as we navigate the plethora of investment vehicles available to investors. From individual securities to mutual funds and ETFs, we provide an overview of investment options and discuss risk management techniques essential for navigating dynamic market conditions. Insights into assessing risk tolerance and constructing portfolios tailored to individual goals empower listeners to navigate the investment landscape with confidence.

    In Portfolio Rebalancing Strategies, we take a look at ways to maintain a resilient investment portfolio over time, and explore the importance of periodic reviews and rebalancing, and offer practical tips for realigning asset allocations with target objectives and risk preferences. Through disciplined rebalancing strategies, listeners learn to mitigate portfolio drift and optimize long-term investment performance.

    Towards the end of the episode, Greg underscores the importance of monitoring and adjusting portfolios in response to changing market dynamics and personal financial goals. We discuss strategies for evaluating portfolio performance, assessing risks, and making informed decisions about portfolio adjustments. Empowered with insights into strategic changes to investment allocations, listeners are equipped to navigate evolving market conditions with agility and precision.

    Greg Wagner is a Registered Representative with Osaic Wealth, Inc., Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. 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, Inc. 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.
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    24 分
  • Health and Wealth: Financial Planning for Healthcare Costs
    2024/11/19
    In Episode 1 of Season 2, "Health and Wealth: Financial Planning for Healthcare Costs," we explore the crucial role that healthcare costs play in financial planning, especially in retirement. We discuss how rising medical expenses and the limitations of Medicare create significant challenges for retirees and how these factors must be accounted for in a comprehensive financial plan.

    In the first segment, we focus on the increasing cost of healthcare, its impact on retirement savings, and strategies for managing out-of-pocket expenses. In the second segment, we discuss tools like Health Savings Accounts (HSAs), long-term care insurance, and self-insurance as methods to prepare for healthcare costs effectively.

    The final segment integrates healthcare planning into broader investment strategies, highlighting how adjusting risk tolerance and diversifying investments can support long-term medical needs. We provide actionable insights for listeners looking to incorporate healthcare planning into their financial strategies.

    Greg Wagner is a Registered Representative with Osaic Wealth, Inc., Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. 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, Inc. 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.
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    25 分

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