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 6 of Season 2, “The Role of Technology in Personal Finance: Apps, Automation, and AI,” we explore how technology is transforming personal finance management. We discuss the evolution of budgeting apps, the rise of investment automation through robo-advisors and micro-investing platforms, and the growing influence of AI in financial planning.
The first segment highlights how budgeting apps have simplified financial tracking and the potential privacy concerns they bring. In the second segment, we delve into investment platforms, including robo-advisors and micro-investing apps, and the benefits and risks associated with automated investing.
The final segment focuses on the role of AI in personal finance, from credit monitoring to personalized financial planning. We explore the future possibilities and ethical considerations of AI in managing money. Listeners will gain insights into how to effectively integrate technology into their financial routines while staying aware of potential risks and privacy concerns.
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.