Henry Yoshida on Building the Future of Retirement Investing

2025-12-15

Download

Send us a text🎯 The ONE Thing You Need to KnowAsset LOCATION beats asset selection. Stop obsessing over what to invest in. Focus on WHERE you save first: 401(k) with match (instant 100% return) → IRA (tax deduction) → Taxable account.Guest: Henry YoshidaFounder of Rocket Dollar | Former Merrill Lynch (10 years) | Finalist at major fintech competition (judged by Shaq!) | Acquired by retired.com💰 What is Rocket Dollar?Platform for investing retirement funds in alternatives: real estate, private equity, crypto. Think Uber for ...

Send us a text

🎯 The ONE Thing You Need to Know

Asset LOCATION beats asset selection. Stop obsessing over what to invest in. Focus on WHERE you save first: 401(k) with match (instant 100% return) → IRA (tax deduction) → Taxable account.

Guest: Henry Yoshida

Founder of Rocket Dollar | Former Merrill Lynch (10 years) | Finalist at major fintech competition (judged by Shaq!) | Acquired by retired.com

💰 What is Rocket Dollar?

Platform for investing retirement funds in alternatives: real estate, private equity, crypto. Think Uber for retirement investing - it sounds crazy until it becomes normal.

🔥 Best Quotes

"Company 401(k) match = instant 100% return. No investment beats that."
"My parents lost everything starting a restaurant. Now I help people retire rich."
"Consistency beats motivation. Be pretty good most of the time."
"You're not someone who doesn't smoke. You're a non-smoker. Identity = habits."

📚 Must-Read

Atomic Habits by James Clear - Remove friction, build identity-based habits

Action Items