The Generational Investors Podcast

The Magic Numbers of Retirement with Matthew Blades, CFP®

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.

Beneficiary Ready: A Guide to Wealth Transfer and Family Preparedness with Todd Senter, CFP®

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.

The Federal Reserve: History, the Balance Sheet & Kevin Warsh

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.

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

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.

Taxes, Deadlines & What's 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 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.