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 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