Financial Goal Setting and Planning with Greg Wagner

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 embarks on a journey to demystify the process of setting and achieving financial goals, a cornerstone of financial well-being. In Segment 1, we delve into understanding financial goals, and underscore their fundamental importance in guiding our financial journey. Different types of financial goals, from short-term to long-term objectives, are explored, accompanied by examples ranging from purchasing a home to saving for education or achieving financial independence.

Transitioning to Segment 2, we explore the importance of aligning financial goals with personal values and priorities. By aligning our goals with what truly matters to us, we foster intrinsic motivation and maintain focus on achieving them. Strategies for assessing and prioritizing financial goals based on individual circumstances are provided, empowering listeners to craft a roadmap that resonates with their unique aspirations.

In Segment 3, we shift our focus to creating a comprehensive financial plan. We break down the components of a robust financial plan, spanning budgeting, saving, investing, and retirement planning. The importance of setting SMART goals – Specific, Measurable, Achievable, Relevant, and Time-bound – is emphasized, laying the groundwork for clear and actionable steps. Practical tips and tools are shared to aid listeners in crafting a personalized financial blueprint tailored to their goals and circumstances.

As we near the conclusion in Segment 4, we underscore the significance of implementation and review in the pursuit of financial success. Regularly adjusting financial goals and plans as circumstances evolve is essential for staying on track. Guidance on implementing and tracking progress towards financial goals is provided, along with the benefits of seeking professional advice and support from financial advisors or planners. By embracing a proactive approach to financial planning and goal setting, listeners can chart a course towards a more secure and prosperous future.

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