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.

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.