Episode 238: Invest in 9,000 Alternatives: Inside Your Rocket Dollar Self Directed IRA

What if your biggest edge isn’t what you buy, but where you hold it?

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder,  who shares how his earlier robo-advisor exit to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs holding private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep retirement expertise and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow.

 

Key Takeaways:

→ How Rocket Dollar provides infrastructure while investors source their own deals.

→ How Rocket Dollar doesn’t manufacture or recommend investments.

→ Why asset location is crucial.

→ Why innovation is critical as incumbents eye alternatives.

 

Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters.

 

Connect With Henry:

 

Website: https://www.rocketdollar.com/

https://bit.ly/4nKw0WT

Instagram: https://www.instagram.com/fitfinancehenry/

LinkedIn: https://www.linkedin.com/in/henryyoshida/

 

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