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.
Listen here or on your favorite podcast platform!
https://podcasts.apple.com/us/podcast/generational-wealth-strategies-for-building-and/id1754757651?i=1000702687446