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Henry Yoshida – CEO & Co-Founder of Rocket Dollar
The road to building that business is hard, and we’re talking about kind
Henry Yoshida
Henry Yoshida is the CEO and Co-Founder of Rocket Dollar, a fintech company based in Austin, Texas that enables individuals to take control of their retirement savings by investing in alternative assets such as real estate, startups, cryptocurrency, and private equity through self-directed retirement accounts. He founded Rocket Dollar in 2018 with the mission of making retirement investing more flexible and accessible, helping investors move beyond traditional stock and bond portfolios and gain broader diversification opportunities. Yoshida is a seasoned entrepreneur and financial expert with more than two decades of experience in wealth management, retirement planning, and fintech innovation. Prior to Rocket Dollar, he co-founded Honest Dollar, a venture-backed robo-advisor retirement platform that was acquired by Goldman Sachs and later integrated into Marcus Invest. He also founded MY Group, an investment advisory firm managing billions in assets that was later acquired by CAPTRUST, and he previously served as a Vice President at Merrill Lynch, where he built extensive expertise in retirement and investment strategies. A Certified Financial Planner and recognized leader in the fintech and retirement industry, Yoshida has helped bring innovative investment products and platforms to market throughout his career. He holds a degree from The University of Texas at Austin and an MBA from Cornell University, and he continues to advocate for empowering individuals to diversify their portfolios and gain greater control over their financial futures through modern retirement investing solutions.
View people with an open heart, give them the benefit of the doubt.
John Baldoni
John Baldoni is an internationally recognized keynote speaker and author of 16 books that have been translated into ten languages. He is also ranked globally as a top ten leadership coach. John’s thought leadership is reflected in his writing as well as his choice of media: columns, videos and books. John also integrates piano improvisations into his keynotes which he illustrates with his still life photos. John is also the host of LinkedIn Live’s GRACE under pressure interview series, a platform that has enabled him to interview more a hundred global business, academic and thought leaders and doers. John’s books include Grace Under Pressure: Leading Through Change and Crisis; Grace Notes: Leading in an Upside-Down World; GRACE: A Leader’s Guide to a Better Us; MOXIE: The Secret to Bold and Gutsy Leadership; Lead with Purpose; Lead Your Boss and The Leader’s Pocket Guide. In 2022, Thinkers 360 named John a Top 10 Thought Leader for both Leadership and Management. Also in 2022, Global Gurus ranked John a Top 20 global leadership expert, a list he has been on since 2007. In 2021, the International Federation of Learning and Development named John a World-Class Mentor and named him to its Hall of Fame. In 2018 Inc.com named John a Top 100 speaker and Trust Across America honored John with its Lifetime Achievement Award for Trust. In 2014 Inc.com listed John as a Top 50 leadership expert. John is also a member of the renowned 100 Coaches, a group of executive coaches and thought leaders from the worlds of business, academia and social service. 100 Coaches was founded by Marshall Goldsmith. John established a career as a highly sought-after executive coach, where he has had the privilege of working with senior leaders in virtually every industry from pharmaceutical to real estate, packaged goods to automobiles, and finance to health care. John has authored more than 800 leadership columns for a variety of online publications including Forbes, Harvard Business Review and Inc.com. John also produced and appears in a video coaching series for SmartBrief, a news channel with over 4 million readers. John is the author and host of two online leadership courses: “Leading through Change & Crisis” and “Leading with Resilience + Grace” for Methods of Leaders/100 Coaches.
By Jim BeachHenry Yoshida – CEO & Co-Founder of Rocket Dollar
The road to building that business is hard, and we’re talking about kind
Henry Yoshida
Henry Yoshida is the CEO and Co-Founder of Rocket Dollar, a fintech company based in Austin, Texas that enables individuals to take control of their retirement savings by investing in alternative assets such as real estate, startups, cryptocurrency, and private equity through self-directed retirement accounts. He founded Rocket Dollar in 2018 with the mission of making retirement investing more flexible and accessible, helping investors move beyond traditional stock and bond portfolios and gain broader diversification opportunities. Yoshida is a seasoned entrepreneur and financial expert with more than two decades of experience in wealth management, retirement planning, and fintech innovation. Prior to Rocket Dollar, he co-founded Honest Dollar, a venture-backed robo-advisor retirement platform that was acquired by Goldman Sachs and later integrated into Marcus Invest. He also founded MY Group, an investment advisory firm managing billions in assets that was later acquired by CAPTRUST, and he previously served as a Vice President at Merrill Lynch, where he built extensive expertise in retirement and investment strategies. A Certified Financial Planner and recognized leader in the fintech and retirement industry, Yoshida has helped bring innovative investment products and platforms to market throughout his career. He holds a degree from The University of Texas at Austin and an MBA from Cornell University, and he continues to advocate for empowering individuals to diversify their portfolios and gain greater control over their financial futures through modern retirement investing solutions.
View people with an open heart, give them the benefit of the doubt.
John Baldoni
John Baldoni is an internationally recognized keynote speaker and author of 16 books that have been translated into ten languages. He is also ranked globally as a top ten leadership coach. John’s thought leadership is reflected in his writing as well as his choice of media: columns, videos and books. John also integrates piano improvisations into his keynotes which he illustrates with his still life photos. John is also the host of LinkedIn Live’s GRACE under pressure interview series, a platform that has enabled him to interview more a hundred global business, academic and thought leaders and doers. John’s books include Grace Under Pressure: Leading Through Change and Crisis; Grace Notes: Leading in an Upside-Down World; GRACE: A Leader’s Guide to a Better Us; MOXIE: The Secret to Bold and Gutsy Leadership; Lead with Purpose; Lead Your Boss and The Leader’s Pocket Guide. In 2022, Thinkers 360 named John a Top 10 Thought Leader for both Leadership and Management. Also in 2022, Global Gurus ranked John a Top 20 global leadership expert, a list he has been on since 2007. In 2021, the International Federation of Learning and Development named John a World-Class Mentor and named him to its Hall of Fame. In 2018 Inc.com named John a Top 100 speaker and Trust Across America honored John with its Lifetime Achievement Award for Trust. In 2014 Inc.com listed John as a Top 50 leadership expert. John is also a member of the renowned 100 Coaches, a group of executive coaches and thought leaders from the worlds of business, academia and social service. 100 Coaches was founded by Marshall Goldsmith. John established a career as a highly sought-after executive coach, where he has had the privilege of working with senior leaders in virtually every industry from pharmaceutical to real estate, packaged goods to automobiles, and finance to health care. John has authored more than 800 leadership columns for a variety of online publications including Forbes, Harvard Business Review and Inc.com. John also produced and appears in a video coaching series for SmartBrief, a news channel with over 4 million readers. John is the author and host of two online leadership courses: “Leading through Change & Crisis” and “Leading with Resilience + Grace” for Methods of Leaders/100 Coaches.