On this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠Henry Yoshida⁠, Co-founder of Rocket Dollar, about his mission to improve financial literacy and make private market investing accessible to everyday investors. Henry shares how his family’s experience as immigrants fueled his career in financial services, why he built Rocket Dollar to help people use IRAs and 401(k)s for alternative investments, and how the landscape of public vs. private markets has shifted. He also discusses the future of self-directed retirement accounts and why he believes alternative investments are on their way to becoming mainstream.

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In this episode, ⁠Adam Torres⁠ and reconnects with Mission Matters authors ⁠Bradley Kissler,⁠ Founder of VanCap and host of the upcoming Transformative Finance podcast, and ⁠Ed Hetherington⁠, President of Hetherington Advisors, LLC. Brad and Ed explain how manufacturers can use financing strategically through virtual captive structures, why many companies don’t need to “be in” the finance business to benefit from it, and how this shift can free up capital, reduce risk, and drive equipment sales.

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On Mission Matters, Adam Torres interviews Kristen Wonch, Founder of Compounding Queens, about teaching women to manage their own portfolios, avoid hidden fees, and lean into steady, diversified growth for long-term compounding.

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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Richard McWhorter⁠, Managing Partner & Private Wealth Advisor at SRM Private Wealth, on building fixed-income “floors” for athletes, entertainers, and ultra-HNW clients, assembling independent advisory teams, and navigating rates, tariffs, and inflation as year-end approaches.

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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Bill Saad⁠, Founder & Chairman of Jota2 Group, about leveraging trusted networks (Milken Asia Summit), AI, and cross-border founder matching to build real-world solutions—while advancing women’s empowerment through Tara for Women.

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On Mission Matters, Adam Torres welcomes Kathleen Tepley, Founder of Los Angeles Consulting Group, to preview November/December events and share how LACG builds a 30-year, values-aligned community for family offices and investors. From aviation media to risk, legacy, and global FO convenings, the focus is peer-to-peer connection with intentional curation.

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On Mission Matters, ⁠ Adam Torres⁠ interviews ⁠Sylvia Solit⁠, Founder of The Prime Process at Prime Quadrant, about weaving life purpose into family governance, IPS design, and portfolio construction. She shares why the state of consciousness behind decisions matters as much as the decisions themselves—helping families pursue meaning and performance together.

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On Mission Matters, Adam Torres speaks with Paul Cecil, VP of Strategy at reAlpha (NASDAQ: AIRE), about an AI-powered, end-to-end homebuying platform that unifies brokerage, mortgage, and title. Cecil explains how reAlpha’s model drives efficiency and shares savings back to buyers—resonating especially with veteran and repeat buyers—and outlines plans for multi-state expansion and a seamless “one-person”

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In this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠David Berry⁠, Managing Partner at Averin Capital, about his firm’s mission to transform health through technology. From AI and decentralization to wearable innovation, Berry shares how Averin Capital is investing in solutions that empower people to live longer, healthier lives.

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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Stewart Heath⁠, Founder & CEO of Harvard Grace Capital, on building passive income through stabilized commercial real estate (suburban/medical office, retail, storage) along the I-65 corridor. Heath shares his conservative playbook—fixed-rate debt, high occupancy, no ground-up or heavy value-add—and explains how investors benefit from cash flow and bonus depreciation. He also previews a Q1 fund launch targeting “boring but beautiful” deals.

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