Woodard & Company Asset Management Group, Inc.

06/08/2026

In Episode 12 of The Generational Investors, host John Woodard III sits down with advisor Matthew Blades, CFP® to break down the most important numbers in retirement. Retirement is not a single date on a calendar. It is a series of them, and missing one can cost you thousands in penalties or missed opportunities.

Matt also tackles the magic number debate, the popular idea that everyone should be chasing one specific dollar figure in their retirement accounts, and explains why the real answer is more nuanced than a single target. From there he walks through the key ages that matter, from penalty-free access at 59½, to Social Security and Medicare decisions in your sixties, to Required Minimum Distributions, Qualified Charitable Distributions, and more. If you are approaching retirement or helping someone navigate it, this is the roadmap you have been looking for.

John's Weekly Pick this week: Weight Lifting.

Watch Here:
https://www.youtube.com/watch?v=XGzLTPjhszs

Listen Here:
https://thegenerationalinvestors.podbean.com/e/the-magic-numbers-of-retirement-with-matthew-blades-cfp%c2%ae/

In Episode 12 of The Generational Investors, host John Woodard III ...

05/22/2026

In Episode 11 of The Generational Investors, host John Woodard III sits down with WCAMG Chief Compliance Officer and Investment Advisor Todd Senter, CFP®, for one of the most important conversations the podcast has had yet. Most people spend decades building wealth and very little time thinking about what happens to it when they are gone. This episode changes that.

Todd walks through what every account owner should be doing right now to prepare their beneficiaries, what the process looks like at Woodard and Company when a client passes, and what beneficiaries can expect when that moment comes. The conversation covers beneficiary designations, the common mistakes families make, real examples of what works and what does not, and an introduction to the WCAMG Wealth Transfer Guide, a resource the firm offers to help clients and their families get organized before it is too late.

This is the episode to share with a parent, a spouse, or anyone who has accounts and loved ones who will one day need to navigate this process.

John's Weekly Pick this week: Man's Search for Meaning by Viktor Frankl.

Watch Here:
https://youtu.be/tvFlCtvytdo?si=6sgOn7tICjN3t_mC

Listen Here:
https://mcdn.podbean.com/mf/web/bzke2usfa67sedai/Beneficiary_Readyazhgm.mp3

In Episode 11 of The Generational Investors, host John Woodard III sits down with WCAMG Chief Compliance Officer and Investment Advisor Todd Senter, CFP®, fo...

05/07/2026

In Episode 10 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for one of the most educational episodes yet. The episode opens with a look at what is currently moving markets, with a focused conversation on memory chip stocks and what the recent action in that space is signaling for the broader technology sector.

From there they break down the Federal Reserve from the ground up, what it is, what it actually does, and why it is the most consequential financial institution in the world. John Woodard Jr. walks through the history of the Fed in depth, including the Boskin Commission and its lasting impact on how inflation is measured and reported. The conversation then moves into the Fed balance sheet, what it is, how it grew to $6.7 trillion, and why it matters far more to investors than most people realize. The episode closes with a thorough look at incoming Fed Chair Kevin Warsh, who he is, what he believes, and what a Warsh led Federal Reserve means for monetary policy and your portfolio going forward.

John's Weekly Pick this week: Blue Light Glasses.

Watch Here:
https://youtu.be/ZDdWyUvtcuY

Listen Here:
https://mcdn.podbean.com/mf/web/9zj4zyda8itfrdv4/The_Federal_Reserveb8b53.mp3

In Episode 10 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for one of the most educationa...

04/24/2026

In Episode 9 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for a full breakdown of the first quarter of 2026. From record highs in January to the disruption of Operation Epic Fury in late February, they walk through what happened, where the major indices landed, and what the data says about where markets go from here.

The conversation covers the resilience of corporate earnings, which remained the quiet anchor of the quarter with forward estimates climbing to record highs despite the volatility, as well as the behavior of oil and gold through the conflict period. They also touch on the Federal Reserve's current posture and the rate outlook, with a deeper monetary policy episode coming soon, and walk through the positioning changes made across client portfolios during the quarter.

John's Weekly Pick this week: Stretching.

Watch Here:
https://youtu.be/6vr_2wMC5Qc?si=fX0kHQs1umCq_YCZ
Listen Here:
https://TheGenerationalInvestors.podbean.com/e/q1-recap-what-the-market-told-us-where-we-go-from-here/

Q1 Recap: What the Market Told Us & Where We Go From Here

04/14/2026

When John is not researching stocks, meeting with clients, or working toward his CFP® certification, chances are he is training for something.

More recently, John completed the Badwater® Cape Fear, a 51.4 mile ultramarathon on Bald Head Island, North Carolina. The course begins with a 12 mile stretch through the car free roads and maritime forest trails of the island, before sending runners onto the open beach for the final 38 miles between Cape Fear and Fort Fisher State Recreation Area. Sand, wind, and ocean for as far as the eye can see, for most of the day.

This past weekend, John also took first place at the Dynamis 5k, crossing the finish line in 20:05.

John's 2026 race calendar does not slow down from here. He is set to compete in Ironman 70.3 Chattanooga this May, Ironman Florida in November, and a few marathons in between. We think the commitment it takes to show up on race day, prepared, focused, and willing to push through discomfort, is the same commitment he brings to everything he does here at Woodard & Company.

04/08/2026

In Episode 8 of The Generational Investors, host John III is joined by WCAMG Chief Financial Officer, Joan Woodard, CPA, for a timely deep dive into tax season. With the April 15th deadline closing in, Joan walks through the documents every filer needs, the most common mistakes she sees — especially among investors — and critical IRA and HSA contribution windows that close with the deadline regardless of extensions. The conversation also covers proposed changes from the Big Beautiful Bill, what to do with a refund, and the penalties that come with waiting too long to act.

The episode closes with John's Weekly Pick: Fasting.

Watch Here:
https://youtu.be/sIuVGwkSEJc

Listen Here:
https://thegenerationalinvestors.podbean.com/e/taxes-deadlines-whats-changing-with-joan-woodard-cpa/

In Episode 8 of The Generational Investors, host John III is joined by WCAMG Chief Financial Officer, Joan Woodard, CPA, for a timely deep dive into tax seas...

04/06/2026

Congratulations to Jane Simpson on being named one of the Triad Business Journal’s 2026 Outstanding Women in Business honorees. This recognition is deeply deserved.

We have truly enjoyed working with Jane during her time as President and Chief Executive Officer of the Davie Community Foundation. Her leadership, vision, and steady commitment helped transform the foundation and shape it into the impactful organization it is today. Under her guidance, the foundation grew into a stronger, more influential force for good in Davie County, creating lasting benefits for the community, its nonprofits, and future generations.

Jane’s legacy is not only seen in the growth of the foundation, but in the trust, generosity, and community spirit she helped cultivate along the way. We are grateful for her service and proud to see her honored in this way. Congratulations, Jane, on a remarkable and well-earned recognition.

03/31/2026

In Episode 7 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for an in-depth conversation on one of the most consequential commodities in the world — oil. Together, they explore what is driving the current dynamics in oil markets and why energy remains a foundational force in any serious investment discussion.

From the early days of the oil industry to its modern role in geopolitics, inflation, and global trade, this episode traces the full arc of oil's influence on the economy we invest in today.

The episode wraps with the John’s Pick of the Week: Running.

Watch here:
https://youtu.be/r9L7YiSCNgY

Listen here:
https://mcdn.podbean.com/mf/web/hrmt4gcapmta7chs/John_John_Oilawwo4.mp3

In Episode 7 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for an in-depth conversation on...

03/20/2026

New Episode Alert:

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

Watch:
https://youtu.be/BTm4sbBsiPQ?si=bRFFWRrfH_WK3kis

Listen:
https://TheGenerationalInvestors.podbean.com/e/financial-planning-series-with-matthew-blades/

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 ...

03/11/2026

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.

Watch the video link
https://youtu.be/mB1Ppv_j9aU?si=mNCSXeV3MMAXc_CK

Or listen in the Car
https://www.podbean.com/eas/pb-chzm9-1a66e26

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 met...