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.

In Episode 3 of The Generational Investors Podcast, the team from Woodard & Company Asset Management Group is joined by John 3 and Todd Senter for a practical conversation on employer-sponsored 401(k) plans. They break down how these plans work, common mistakes employers and employees make, and key strategies for building stronger retirement outcomes across generations. Whether you’re offering a plan or participating in one, this episode delivers clear insights you can put to work.

In Episode 2 of The Generational Investor, John Woodard III and John Woodard Jr break down the key market trends that defined 2025 and share their forward-looking outlook for 2026. This episode offers a multigenerational perspective on navigating an evolving financial landscape.

Whether you are a seasoned investor or just beginning your wealth-building journey, this conversation delivers practical insights, thoughtful analysis, and timeless principles to help you prepare for the year ahead.

Welcome to The Generational Investors, the introduction podcast from Woodard & Company Asset Management Group, Inc., hosted by John Woodard III and John Woodard Jr. This series brings together the power of experience and the energy of the next generation to explore smart, values-driven investing. In this opening episode, John III and John Jr. share the story behind Woodard & Company, their multi-generational approach to wealth management, and a clear vision for helping individuals, families, and businesses build, protect and transition wealth with confidence. Whether you're a seasoned investor or just beginning your financial journey, this podcast sets the foundation for practical insights, long-term thinking and strategies designed to stand the test of time.