“Today’s guest is Henry Yoshida, CEO and Co-founder of Rocket Dollar, a platform that allows people to invest their tax-advantaged retirement funds into private and alternative investments—well beyond the traditional stock-and-bond model.
Henry has spent over 25 years in financial services, particularly in the IRA and retirement investing space. Before Rocket Dollar, he founded Honest Dollar, a venture-backed retirement platform that was acquired by Goldman Sachs, and MY Group LLC, which was later acquired by Captrust. Earlier in his career, he also spent a decade at Merrill Lynch.
He’s a Certified Financial Planner, has brought multiple innovative financial products to market, and has built—and successfully exited—multiple fintech companies.
Henry is a graduate of The University of Texas at Austin, holds an MBA from Cornell University, lives in Austin, and is the father of two daughters.
This conversation dives into retirement investing, self-directed IRAs, alternative assets, and what decades in finance teach you about building wealth the right way.”
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