Novem Nexus cover art

Novem Nexus

Novem Nexus

By: ROC Vox Podcast Network
Listen for free

About this listen

 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 Economics Personal Finance
activate_mytile_page_redirect_t1
Episodes
  • Maximizing Employee Benefits: From 401(k)s to Stock Options

    Maximizing Employee Benefits: From 401(k)s to Stock Options
    May 6 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.
    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.
    In Episode 13 of Season 2, "Maximizing Employee Benefits: From 401(k)s to Stock Options," we explore how employees can take full advantage of workplace benefits to boost their financial health and build long-term wealth. We cover a wide range of benefits, from retirement plans and stock options to health insurance and flexible spending accounts.
    In the first segment, we discuss retirement benefits like 401(k)s, employer matches, and additional options such as 403(b) and 457 plans. We also explore the potential of HSAs as a powerful tool for retirement planning. In the second segment, we dive into stock options, ESOPs, and equity compensation, highlighting their benefits and the risks associated with equity concentration.
    The final segment focuses on additional employee benefits, including health, dental, and vision insurance, life and disability coverage, and FSAs. We provide strategies for making the most of these offerings to enhance financial well-being and minimize costs. This episode offers listeners practical advice on maximizing their workplace benefits to achieve financial stability and growth.
    Show More Show Less
    16 mins
  • The Role of Insurance in Wealth Protection

    The Role of Insurance in Wealth Protection
    Apr 22 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.
    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.
    In Episode 12 of Season 2, "The Role of Insurance in Wealth Protection," we explore the crucial role of various types of insurance in securing financial stability and preserving wealth. We discuss how life, health, and property insurance are integral components of a comprehensive financial plan, ensuring that individuals and families are protected against unexpected events.
    The first segment focuses on life insurance, detailing the different types and their role in providing financial security and wealth building. The second segment covers health and disability insurance, highlighting their importance in income protection and managing medical expenses.
    In the final segment, we delve into property and liability insurance, including homeowners, auto, and umbrella policies, as well as business insurance for entrepreneurs. We provide actionable strategies for choosing the right coverage and ensuring that assets are protected.
    Show More Show Less
    25 mins
  • Generational Wealth: Strategies for Building and Maintaining Wealth Across Generations

    Generational Wealth: Strategies for Building and Maintaining Wealth Across Generations
    Apr 8 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.

    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.

    In Episode 11 of Season 2, "Generational Wealth: Strategies for Building and Maintaining Wealth Across Generations," we dive into best practices for creating and preserving wealth that lasts. We discuss investment strategies, multiple income streams, and risk management as essential components of building wealth that can be passed down through generations.

    In the first segment, we focus on building generational wealth through diversified investments and income sources. In the second segment, we explore methods for maintaining and preserving wealth, such as estate planning, tax minimization strategies, and financial education for heirs.

    The final segment emphasizes ensuring a smooth wealth transfer, addressing the importance of comprehensive wealth transfer plans, managing family dynamics, and incorporating philanthropy into legacy planning. This episode equips listeners with practical steps to secure and grow wealth across generations while ensuring a smooth and meaningful transfer.
    Show More Show Less
    16 mins

What listeners say about Novem Nexus

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.