Investing for Generational Wealth

EP. 75- Diversifying into Private Equity using Retirement Monies with Henry Yoshida


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🚀 Your 401(k) can do way more than stocks and mutual funds.


Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more.


In this episode:

Why 83% of $100M+ revenue companies are privately held

How self-directed IRAs and solo 401(k)s work

The barbell strategy for tax-smart investing

Why six deals at $50K beats one deal at $375K

What UBIT actually means for your returns

How to plan early retirement drawdowns before 59½

💡 Bottom line: stop chasing stock picks. Focus on what you can control.


Connect with Henry:

https://www.rocketdollar.com

Instagram: @FitFinanceHenry


Learn more about Clive Capital: https://www.clivecapital.com


⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing


#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome


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Investing for Generational WealthBy Keshav Kolur