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Michael Yoder, CFP®, CRPS®

Principal, Yoder Wealth Management


Michael Yoder, CFP®, CRPS® is Principal at Yoder Wealth Management, which provides holistic financial advice for retirees and those transitioning into retirement. The firm specializes in income generation, lifetime tax planning, Medicare, Social Security and other retirement-related issues.

Michael formerly served as a Director within the Financial Planning and Advice department for a large national firm.

Securities and advisory services offered through Commonwealth Financial Network®, member /, a Registered Investment Adviser. Yoder Wealth Management, 2033 N. Main St., Suite 1060, Walnut Creek, CA 94596. 925-691-5600.

Latest Features

Building Wealth
September 2017

6 Hidden Benefits of Consulting in Retirement

There's a lot to love about working part-time in retirement. Earning a paycheck is one obvious benefit, but there are other less-obvious reasons why it could be a great decision for you.

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Building Wealth
August 2017

1 Tax Shift Most People Miss in Retirement

Many retirees inadvertently end up with a tax plan that’s upside-down from what would be best for them.

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Building Wealth
June 2017

How Early Retirees Can Get Cheap Health Insurance

Early retirees might qualify for thousands of dollars of subsidies if they can keep their incomes between certain limits.

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Building Wealth
May 2017

One Way Retirees Could Pay 0% in Capital Gains Taxes

Holding onto stock shares for fear of a big tax bill? Think again. If you can manage your income right, you may not have to pay any taxes at all when you sell.

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