The Psychology of Taxes: Avoidance, Resentment, and Empowered Planning
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The Psychology of Taxes: Avoidance, Resentment, and Empowered Planning
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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.
Episode 16: “The Psychology of Taxes: Avoidance, Resentment, and Empowered Planning”
In this episode, Greg Wagner explores the emotional undercurrent of tax season—why taxes trigger such strong feelings of avoidance, resentment, and shame, and how those reactions impact our financial decisions. This isn’t just a discussion about Roth IRAs and tax-loss harvesting—though those come up too—it’s an invitation to examine how we relate to control, power, and fairness through the lens of taxation. Greg shares personal stories and practical strategies for creating a tax-savvy investment approach that reflects both your values and long-term goals. The result? Not just better returns, but a sense of agency and peace of mind.
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.
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