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.

    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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  • The Role of Financial Advisors

    The Role of Financial Advisors
    2024/09/10
    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 分
  • Retirement Planning Strategies

    Retirement Planning Strategies
    2024/08/27
    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 分
  • Ethical Investing and Social Responsibility

    Ethical Investing and Social Responsibility
    2024/08/13
    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.
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    18 分

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.

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
個人ファイナンス 経済学
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