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This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts.

Guest:

Henry Yoshida CFP Co-Founder & CEO of Rocket Dollar

Company: Rocket Dollar (parent company retired.com)

Assets Under Custody ~ $12B

Website: https://rocketdollar.com/

Henry's Bio:

Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. Henry was founder of venture capital backed roboadvisor retirement plan platform Honest Dollar[acquired by Goldman Sachs in 2016], was the founder of MY Group LLC[acquired by Captrust], and spent 10 years at Merrill Lynch.

Henry is a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his two daughters.

Company Bio:

Rocket Dollar is a financial services company that lets individuals open self-directed retirement accounts like IRAs and Solo 401(k) plans that give you much greater control over what you invest in like real estate, private equity, cryptocurrency, precious metals, and more.