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Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder

Welcome everyone! Welcome to the 510th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Yoder. Michael is the founder of Yoder Wealth Management, an RIA based in Walnut Creek, California, that oversees approximately $400 million in assets under management for 64 client households. What’s unique about Michael, though, is […]

11h ago

Michael Kitces

What a Less Dominant America Might Mean For Your Money

By Rick Kahler, originally published at Financial Awakenings. International diversification has long been part of a balanced investment strategy. Rick Kahler explores why looking beyond U.S. stocks may matter more than ever in today’s changing global economy. The post What a Less Dominant America Might Mean For Your Money first appeared on Kahler Financial. Rick […]

1d ago

Rick Kahler

Claude For Financial Advisors Debuts To Tie Together The Advisor Tech Stack – But Will Tech Providers Play Along? (And More Of The Latest In Financial #AdvisorTech – October 2026)

Welcome to the October 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Anthropic has announced the launch of Claude […]

1d ago

Michael Kitces

The Social Security Earnings Limit: Who Could See Benefits Withheld?

Social Security’s Trump Bump-Led 2027 COLA Will Be One of the Largest in 35 Years, but It May Financially Cripple America’s Leading Retirement Program

Outsize Social Security raises come with unintended consequences.

2d ago The Motley Fool

Social Security Spousal and Divorced-Spouse Benefits: The Basics

If you're married or have been married, here's how to find out whether you qualify for spousal benefits.

2d ago The Motley Fool

The Trump Bump for Your 2027 Social Security COLA Could Be Bigger Than Expected. Here’s the Good News — and the Bad News.

Next year's Social Security increase could exceed the 3.5% consensus estimate.

2d ago The Motley Fool

Social Security’s Earnings Test: What Could Change in 2027

Soon enough, seniors could get more leeway to earn money while collecting benefits.

2d ago The Motley Fool

Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder

Social Security’s 2027 COLA Could Be a Classic Good News/Bad News Situation

What a Less Dominant America Might Mean For Your Money

Social Security COLA Announcement Drops Oct. 14. Here’s What to Know Ahead of It

What Every 62-Year-Old Should Know About Social Security

Trumpflation Is Accelerating, Raising the Odds of the 5th-Largest Social Security COLA Over the Last 35 Years

Claude For Financial Advisors Debuts To Tie Together The Advisor Tech Stack – But Will Tech Providers Play Along? (And More Of The Latest In Financial #AdvisorTech – October 2026)

The Social Security Earnings Limit: Who Could See Benefits Withheld?

Why Claiming Social Security at 62 Could Be Your Most Brilliant Move Yet

Age 45-54? Here’s the Average Retirement Savings for People Your Age

3 Reasons Not to Claim Social Security at 62

2 Reasons It Might Be Worth Applying for Social Security Sooner Than You Originally Planned

If You’ve Saved This Much for Retirement by Age 50, You’re Ahead of the Game

What Every 70-Year-Old Should Know About Social Security

Social Security’s Trump Bump-Led 2027 COLA Will Be One of the Largest in 35 Years, but It May Financially Cripple America’s Leading Retirement Program

Social Security Spousal and Divorced-Spouse Benefits: The Basics

The Trump Bump for Your 2027 Social Security COLA Could Be Bigger Than Expected. Here’s the Good News — and the Bad News.

Social Security’s Earnings Test: What Could Change in 2027

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