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Novem Nexus

Novem Nexus

Auteur(s): ROC Vox Podcast Network
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À propos de cet audio

 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 Finances personnelles Économie
Épisodes
  • Culture, Cash, and Identity: How Our Backgrounds Shape Our Financial Lives

    Culture, Cash, and Identity: How Our Backgrounds Shape Our Financial Lives
    Jul 15 2025
    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.
    Episode 18: “Culture, Cash, and Identity: How Our Backgrounds Shape Our Financial Lives”
    Have you ever wondered why you handle money the way you do—or where those habits come from? In this episode, Greg Wagner explores how our cultural backgrounds shape our financial behavior, often in ways we don’t consciously realize. From communal saving circles and family-first mindsets to rugged financial individualism, Greg unpacks the emotional and cultural tensions we experience when traditional values collide with modern financial systems.
    We explore how religious beliefs, inherited values, and immigration pressures affect everything from budgeting to investing. Greg dives into how Millennials and Gen Z are rewriting money scripts with a blend of tradition and tech—and why redefining wealth on your own terms is one of the most empowering things you can do.
    Whether you grew up in a home where money was taboo or in a culture where sharing wealth is a responsibility, this episode will prompt reflection on what money really means to you—and how to bring your financial habits into alignment with your identity.
    Greg Wagner is an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group. 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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    17 min
  • Charitable Giving and Philanthropy: Making a Financial Impact

    Charitable Giving and Philanthropy: Making a Financial Impact
    Jul 1 2025
    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 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.
    In Episode 17 of Season 2, “Charitable Giving and Philanthropy: Making a Financial Impact”, we delve into the emotional and strategic dimensions of charitable giving. Greg explores why generosity is more than a transaction—it’s a powerful reflection of identity, values, and purpose. From childhood influences and emotional triggers to tax strategies and legacy planning, this episode uncovers how and why we give. Whether you're donating time, money, or energy, Greg challenges listeners to rethink their approach to giving—not as obligation, but as an act of alignment and empowerment. Thought-provoking and heartfelt, this episode encourages you to give with intention, not impulse, and to ensure your generosity mirrors the world you want to help shape.
    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 an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group. 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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    14 min
  • The Psychology of Taxes: Avoidance, Resentment, and Empowered Planning

    The Psychology of Taxes: Avoidance, Resentment, and Empowered Planning
    Jun 23 2025
    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.

    Episode 16: “The Psychology of Taxes: Avoidance, Resentment, and Empowered Planning”

    In this episode, Greg Wagner explores the emotional undercurrent of tax season—why taxes trigger such strong feelings of avoidance, resentment, and shame, and how those reactions impact our financial decisions. This isn’t just a discussion about Roth IRAs and tax-loss harvesting—though those come up too—it’s an invitation to examine how we relate to control, power, and fairness through the lens of taxation. Greg shares personal stories and practical strategies for creating a tax-savvy investment approach that reflects both your values and long-term goals. The result? Not just better returns, but a sense of agency and peace of mind.
    Greg Wagner is an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group. 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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    19 min

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