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Novem Nexus

Novem Nexus

By: ROC Vox Podcast Network
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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
Episodes
  • Paradoxical Markets: Growth, Risk, and Reality - A Conversation with Portfolio Manager Tim Gerlach

    Paradoxical Markets: Growth, Risk, and Reality - A Conversation with Portfolio Manager Tim Gerlach
    Sep 25 2025
    An important reminder: 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 an endorsement of any securities discussed. Listeners should not rely on it for their financial decisions. In this episode of Novem Nexus: Navigating Your Financial Narrative, host Greg Wagner is joined by Tim Gerlach, portfolio manager and head of the asset management team at Novem Group, for a wide-ranging conversation on today’s paradoxical markets. Over the past year, we’ve seen record highs alongside recession fears, AI optimism colliding with inflation concerns, and concentrated growth in just a handful of mega-cap tech stocks. Greg and Tim break down market performance across sectors, the risks of concentration, the role of diversification, and what investors should consider when balancing short-term headlines with long-term strategy. They also explore Fed policy, interest rate expectations, and whether the AI boom is truly sustainable. At the heart of it: why patience, discipline, and diversification remain the most important tools for navigating uncertainty.

    Disclosure:
    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 an endorsement of any securities discussed. Listeners should not rely on it for their financial decisions.
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    43 mins
  • Burn the Budget: When Traditional Tools Can’t Handle Human Complexity

    Burn the Budget: When Traditional Tools Can’t Handle Human Complexity
    Sep 9 2025
    In this episode of Novem Nexus: Navigating Your Financial Narrative, host Greg Wagner reimagines the role of budgeting in our lives. Rather than a rigid spreadsheet exercise, Greg frames budgeting as a tool for reflection and alignment—a way to bring your money in step with your values. He explains why so many traditional budgets fail: they’re built for an idealized, perfectly disciplined version of us that doesn’t exist.
    Through personal stories and practical guidance, Greg introduces the idea of a value-based budget, one that bends with life’s unpredictability while keeping us grounded in what truly matters. By categorizing spending into essential needs, aligned values, and friction points, he offers a framework for creating a budget that resonates instead of restricts.
    This episode invites listeners to rethink budgeting not as a test of willpower but as an ongoing conversation with their finances—one that can reduce regret, enhance meaning, and ultimately support a life that feels more aligned and fulfilling.

    Disclosure:

    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 an endorsement of any securities discussed. Listeners should not rely on it for their financial decisions.
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    22 mins
  • This Is Not Financial Advice—It’s Something Deeper

    This Is Not Financial Advice—It’s Something Deeper
    Aug 26 2025
    In this special kickoff to Season 3 of Novem Nexus: Navigating Your Financial Narrative, host Greg Wagner takes a step back to reflect on the deeper purpose of the show. Rather than offering stock tips, quick fixes, or formulaic financial advice, Greg dives into the “why” behind our financial decisions—the stories, fears, hopes, and values that shape the way we spend, save, and invest.

    Money, as Greg explains, isn’t just math—it’s meaning. Every dollar spent or saved carries echoes of past experiences, cultural expectations, and subconscious biases. From the stress of checking a bank balance to the pressure of chasing wealth for status, financial choices are mirrors that reflect our identity, our values, and the narratives we’ve inherited. By examining these stories, we gain the power to move from automation to agency and from noise to clarity.

    Throughout the episode, Greg challenges common myths—like the idea that “more money” automatically means “more security”—and invites listeners to redefine what true financial success looks like. Instead of chasing someone else’s version of prosperity, he encourages us to ask: What does financial freedom mean for me? Is it alignment, peace of mind, generosity, or the ability to say yes and no without fear?

    This episode sets the stage for the season ahead: conversations that go beyond numbers and spreadsheets to uncover the psychology and philosophy of money. Listeners are reminded that real financial freedom begins not with a spreadsheet, but with self-knowledge.

    Disclosure:
    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 an endorsement of any securities discussed. Listeners should not rely on it for their financial decisions.
    Show More Show Less
    22 mins
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