Woodard & Company Asset Management Group, Inc.

10/23/2026

New episode out now.

Earlier this month we hosted a client seminar on cybersecurity at Forsyth Country Club with David McSweeney of Fidelity. The questions that night told us this is on people’s minds more than almost anything else we cover, so we brought the best of it to the podcast.

John and Matthew Blades, CFP® talk through how criminals are using artificial intelligence to clone voices and impersonate the people you trust, the warning signs worth memorizing, and the simple habits that stop nearly every one of these schemes before it starts.

We put these tips into a client guide, Protecting What You Have Built, along with a card holding the key phone numbers. Call us at 336-998-7000 or email [email protected] and we will send you a copy.

Listen now wherever you get your podcasts.

John’s Weekly Pick this week: finishing strong.

Watch Here:
https://www.youtube.com/

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/cybersecurity-essentials-for-protecting-what-you-have-built-with-matthew-blades-cfp%c2%ae/

10/23/2026

Thank you to the clients, friends, and neighbors who spent Tuesday evening with us on October 6 for “Securing Your Digital Life.”

We were privileged to host David McSweeney, Vice President in the Enterprise Cybersecurity Group at Fidelity Investments. He brought nearly thirty years in cybersecurity and investigations, including a long career in law enforcement, to a subject that now reaches into every household. His account of how criminals actually operate today, the measures Fidelity takes to safeguard client accounts, and the practical habits that make a family a far harder target was as useful as it was eye-opening.

Our own team opened the evening with the role Fidelity plays as our independent custodian, a look at how we invest through our Tactical Asset Allocation and Market Leaders strategies, and where we see markets heading into year-end.

The best part of an evening like this is always the conversation that follows. Thank you for your questions, for your attention, and for the trust you have placed in this firm for more than forty years.

10/09/2026

New episode out now.

The third quarter was a choppier stretch, and the bond market was the story. John and John Woodard Jr. break down the Fed's first rate hike since 2023, a 10-Year Treasury at levels not seen since 2002, and why corporate earnings still have them optimistic heading into year end.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: Beef Tallow

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/q3-recap-rates-rise-and-the-market-holds/
Watch Here:
https://youtu.be/UrKZCHlN2Lo

09/25/2026

Episode 20 is live.

Most people believe at least one thing about their money that simply is not true. John and Matthew Blades, CFP® go rapid-fire through the misconceptions they hear most often from clients, from Social Security and Medicare to tax brackets and retirement accounts.

Some of these are harmless. A few of them are expensive.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: cast iron and stainless steel cookware.

Watch Here:
https://youtu.be/tDi7jrd6ktE

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/common-misconceptions-in-personal-finance-with-matthew-blades-cfp%c2%ae/

09/11/2026

Episode 19 is live.

If you are over seventy and give to charity, there is a strategy in the tax code that most people have never heard of. John sits down with WCAMG CFO and CPA Joan Woodard to break down Qualified Charitable Distributions: how they work, who qualifies, the limits, and the year-end deadline.

They also cover how a QCD can lower your Medicare premiums, and what changed this year under the new charitable giving rules.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: walking.

Always Buy Quality and Diversify®

Watch Here:
https://youtu.be/Df-JZ3xp7-o?si=vGK-IWyLyay5v7Ov

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/charitable-giving-in-2026-qcds-and-the-new-rules-with-joan-woodard-cpa/

08/28/2026

New episode out now.

This week, John sits down with his father, 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 Jr. shares real examples of what happens to a portfolio when quality or diversification is missing, and how that same philosophy comes to life today in the firm's Market Leaders Portfolio.

Over four decades later, the idea has never changed.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: Daingerfield's at Westglow in Blowing Rock.

Watch Here:
https://youtu.be/4tGt8BUwfBI?si=XxGmOjLQF86ZxdvC

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/always-buy-quality-and-diversify%c2%ae-the-story-behind-our-motto/

In Episode 18 of The Generational Investors, host John Woodard III ...

08/14/2026

New episode out now.

This week, John sits down with a good friend of the firm, Stu Epperson Jr., founder and president of The Truth Network and host of the nationally syndicated Truth Talk. Stu shares his journey into broadcasting, why he has always seen the work as a calling rather than a career, and the role that faith and gratitude have played in building a network that reaches more than 400 affiliates nationwide.

A conversation about purpose, positivity, and building something that matters.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: the power of prayer.

Watch Here:
https://www.youtube.com/watch?v=clUvF55arKA
Listen Here:
https://TheGenerationalInvestors.podbean.com/e/faith-meets-business-a-conversation-with-stu-epperson/

07/31/2026

New episode out now.

After a turbulent first quarter, the market roared back in Q2. John and John Woodard Jr. break down one of the strongest quarters for investors in years: the S&P 500 up 14.9 percent, the Dow closing at a record high, and small caps surging more than 21 percent.

They cover the earnings and AI-driven demand behind the rally, the Fed under new Chairman Kevin Warsh, the strengthening dollar, and what could lie ahead in the second half.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: farming.

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

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/q2-2026-recap-the-market-roars-back/

In Episode 16 of The Generational Investors, host John Woodard III ...

07/17/2026

Episode 15 is live.

The new Trump Accounts are here, and the details matter more than the headlines. John and Matthew Blades, CFP® break down the $1,000 government contribution, the contribution rules, the fine print families miss, and who should actually open one.

Available now on YouTube, Spotify, Apple Podcasts, Amazon Music, and iHeartRadio.

John's Pick of the Week: ketosis and the keto diet.

Always Buy Quality and Diversify®

Watch Here:
https://youtu.be/mACF2BNocjA
Listen Here:
https://thegenerationalinvestors.podbean.com/e/understanding-accounts/

07/10/2026

Our new website is live!!

Visit wcamg.com for a clearer look at who we are and how we serve our clients. Founded in 1985, Woodard & Company is an independent, fee-only fiduciary serving individuals, families, and institutions across the Piedmont Triad and beyond.

Come take a look www.wcamg.com!