In this episode of The Generational Investors Podcast, John Woodard III sits down with Matthew Blades, CFP®, to begin a new Financial Planning Series with a broad discussion on the foundations of financial planning. The conversation covers the difference between investing and true financial planning, the core pillars every financial plan should include, and why long-term planning often matters more than simply picking investments. They also discuss retirement planning basics and introduce basic concepts, which will be explored in greater detail in future episodes. This episode serves as the starting point for a broader series that will dive deeper into topics such as tax strategy, Roth conversions, estate planning, and planning for future generations. John’s Weekly Pick: Ryan’s Restaurant – Winston-Salem

In this episode of The Generational Investors Podcast, John Woodard III and John Woodard Jr. discuss the historical role of gold and silver and how these metals behave in modern markets.

The conversation looks at how precious metals have performed across different periods of economic history and how those historical patterns relate to today’s environment. They also cover why investors turn to gold and silver during times of uncertainty, how the metals tend to trade in relation to inflation, interest rates, and the U.S. dollar, and the role they can play within a diversified portfolio.

The episode concludes with John’s Weekly Pick: Meditations by Marcus Aurelius.

In this episode of the Woodard & Company Asset Management Group Podcast, John 3 sits down with Steve Hungerford to break down everything you need to know about Roth IRAs.

They discuss how Roth IRAs work, the key benefits of tax-free growth, contribution limits, income restrictions, and how Roth accounts fit into a long-term retirement strategy. John and Steve also cover common misconceptions, Roth conversions, and when a Roth IRA may — or may not — be the right choice for you.

Whether you're just starting to save for retirement or reviewing your current financial plan, this conversation provides practical insights to help you make informed decisions about your future.

If you have questions about your retirement strategy or would like to learn more about Roth IRAs, contact Woodard & Company Asset Management Group to schedule a consultation.

John’s Pick of the Week: Micro-Plastics — John shares his thoughts and insights on this trending topic and why it caught his attention.