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EP189: How to Unlock Retirement Wealth Through Alternatives - Henry Yoshida, CFP®
Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditional markets to build true diversification and long-term wealth.
Key Takeaways To Listen For
- The story behind Honest Dollar
- Why big financial institutions resist alternative investments
- How self-directed IRAs empower investors to fund private real estate
- What true diversification means in investing
- Psychological advantages of investing through tax-advantaged retirement accounts
Resources/Links Mentioned In This Episode
- Honest Dollar
- Greenlights by Matthew McConaughey | Hardcover and Audiobook
- The Richest Man in Babylon by George S. Clason | Kindle and Paperback
- Rocket Dollar Knowledge Base
About Henry Yoshida, CFP®Henry Yoshida, CFP®, is the Co-Founder and CEO of Rocket Dollar, a platform that empowers individuals to unlock their retirement savings by investing through Self-Directed IRAs and Solo 401(k)s. A three-time entrepreneur in the retirement services industry, Henry previously founded Honest Dollar, which was acquired by Goldman Sachs, and served as a Vice President of Retirement Business at Merrill Lynch, where he managed over $2.5 billion in client assets. He has been recognized by InvestmentNews as one of the "Top 40 Under 40" financial professionals and is a nationally sought-after voice on retirement innovation, alternative investing, and fintech. Henry frequently appears in major media outlets, including CNBC, Bloomberg, Yahoo! Finance, and TechCrunch, where he shares insights on modern retirement planning and wealth-building strategies.
Connect with Henry
- Website: Rocket Dollar
- LinkedIn: Henry Yoshida, CFP®
- Phone: (855) 762-5383
Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
Follow Keith's social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554
View all episodes
By Keith BorieWant to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditional markets to build true diversification and long-term wealth.
Key Takeaways To Listen For
- The story behind Honest Dollar
- Why big financial institutions resist alternative investments
- How self-directed IRAs empower investors to fund private real estate
- What true diversification means in investing
- Psychological advantages of investing through tax-advantaged retirement accounts
Resources/Links Mentioned In This Episode
- Honest Dollar
- Greenlights by Matthew McConaughey | Hardcover and Audiobook
- The Richest Man in Babylon by George S. Clason | Kindle and Paperback
- Rocket Dollar Knowledge Base
About Henry Yoshida, CFP®Henry Yoshida, CFP®, is the Co-Founder and CEO of Rocket Dollar, a platform that empowers individuals to unlock their retirement savings by investing through Self-Directed IRAs and Solo 401(k)s. A three-time entrepreneur in the retirement services industry, Henry previously founded Honest Dollar, which was acquired by Goldman Sachs, and served as a Vice President of Retirement Business at Merrill Lynch, where he managed over $2.5 billion in client assets. He has been recognized by InvestmentNews as one of the "Top 40 Under 40" financial professionals and is a nationally sought-after voice on retirement innovation, alternative investing, and fintech. Henry frequently appears in major media outlets, including CNBC, Bloomberg, Yahoo! Finance, and TechCrunch, where he shares insights on modern retirement planning and wealth-building strategies.
Connect with Henry
- Website: Rocket Dollar
- LinkedIn: Henry Yoshida, CFP®
- Phone: (855) 762-5383
Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
Follow Keith's social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554