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The Generational Investors Podcast

The Generational Investors Podcast is brought to you by Woodard & Company Asset Management Group, Inc., a trusted name in financial guidance since 1985 that manages over $1 billion in assets.

Podcast · By Woodard & Company Asset Management Group · English · Official site

Indexed episodes, last 90 days
5
Latest publication
Sep 11, 2026
Audience
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Earliest in this view
Jul 17, 2026

Latest episodes

  1. Episode · Sep 11, 2026

    Charitable Giving in 2026: QCDs and the New Rules with Joan Woodard, CPA (opens the original)

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    In Episode 19 of The Generational Investors, host John Woodard III sits down with WCAMG Chief Financial Officer and CPA Joan Woodard to break down one of the most tax-efficient and underused strategies available to retirees: the Qualified Charitable Distribution. Joan explains what a QCD is and how it works, who qualifies, the contribution limits, and the year-end deadline that leaves no room for error. The conversation covers why a QCD is so valuable once required minimum distributions begin, a

  2. Episode · Aug 28, 2026

    Always Buy Quality and Diversify®: The Story Behind Our Motto (opens the original)

    Episode notes · Neutral tone

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    In Episode 18 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. to tell the story behind the four words that close every episode of this show: Always Buy Quality and Diversify. John Woodard Jr. explains why those two principles, quality and diversification, became the foundation of the firm in 1985, using real examples of what happens to a portfolio when either one is missing. The conversation moves into how that philosophy comes to

  3. Episode · Aug 13, 2026

    Faith Meets Business: A Conversation with Stu Epperson (opens the original)

    Episode notes · Positive tone

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    In Episode 17 of The Generational Investors, host John Woodard III sits down with a special guest and good friend of the firm, Stu Epperson Jr., founder and president of The Truth Network, host of the nationally syndicated Truth Talk, author, and member of the Salem Media Group Board of Directors. Stu shares the story of how he came into broadcasting and built a network that now reaches more than 400 affiliates nationwide, and why he has always seen the work as a calling rather than a career. Th

  4. Episode · Jul 31, 2026

    Q2 2026 Recap: The Market Roars Back (opens the original)

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    In Episode 16 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for a full recap of a strong second quarter in the markets. After a first quarter defined by the shock of the Iran conflict, stocks staged a broad and powerful recovery, with the S&P 500 up 14.9 percent, the Dow closing at a record high, and the Russell 2000 surging more than 21 percent. John and his father discuss the strong corporate earnings and AI-driven demand behin

  5. Episode · Jul 17, 2026

    Understanding Trump Accounts (opens the original)

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    In Episode 15 of The Generational Investors, host John Woodard III sits down with advisor Matthew Blades, CFP® to break down one of the most talked about new savings vehicles in the country: the Trump Account. Launched on July 4, 2026, Trump Accounts are a brand new type of retirement account for children, and they come with a one-time $1,000 contribution from the federal government for eligible kids. Matt explains exactly what these accounts are, who qualifies for the free money and how to clai

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