Podcast appearances and mentions of henry yoshida

When I first started raising money for real estate syndications, I had lunch with a prospective investor who was interested but didn't have the $50,000 minimum it took to get in on the deal.But then I asked, ‘Do you have an IRA or anything?' And it turned out he had $500,000 sitting in his retirement account. $500,000 he could use to buy real estate.So, how do we educate potential investors about the opportunity to invest through a retirement account? What steps can passive investors take to shift money from a 401(k) or IRA into real estate?Henry Yoshida, CFP, is the Founder and CEO of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments.On this episode of Financial Freedom with Real Estate Investing, Henry joins Garrett and me to explain what alternative investments you can and cannot invest in using 401(k) or IRA money.Henry walks us through the process of moving retirement money into a self-directed account and describes the differences between traditional custodians and self-directed capable custodians like Rocket Dollar.Listen in to understand the pros and cons of investing with an IRA versus cash and learn how Rocket Dollar accelerates the process of investing in stock market alternatives like multifamily syndications!For full episode show notes visit: https://themichaelblank.com/podcasts/session362/

Much of what we do here at Brand Builders Group and on this podcast is geared toward helping you grow your income, but there is more to being a successful business owner than just that! Today we are reflecting on our recent chat with Henry Yoshida and sharing 15 powerful tax-saving strategies. Our conversation with Henry was packed with amazing insight and useful tactics, and taxes only made up a portion of what he covered, so make sure to go back and listen to that episode if you have not already. These are all legitimate, legal, and ethical tax strategies that you can implement today if you want to save, and the crazy thing is that so many of these are not widely known about! It is important to remember that these strategies are applicable to the US, as tax laws differ across the world, but there is also a good possibility that if you live elsewhere, there may be a comparable rule that you could adhere to in order to save. So without further ado, let's get into the 15 ways you and your business can start saving today! 

Today we are very excited to bring you a finance and investment focussed episode of the show, as we welcome the CEO and Co-Founder of Rocket Dollar, Henry Yoshida! Rocket Dollar is a fintech platform aimed at helping investors prepare smartly for retirement by offering private alternative investment options. Henry has been a CFP since he was 22, and spent 10 years at Merrill Lynch before the segue into building his own companies. He is also a licensed realtor, so he knows a thing or two about the important subject of investing in real estate! In our chat today, Henry shares some amazing wisdom and insight that will help any listener improve their understanding of self-directed IRAs, pension plans, and real estate purchases. He also unpacks why he chose to pursue building a fintech company, and how this work compares to his previous position as an active advisor. Tune in to hear it all! 

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, “self-directed IRAs” enable owners to invest their retirement savings into alternative asset classes.   In this episode, Kevin Kaylakie speaks with Henry Yoshida, CFP®, founder and CEO of Rocket Dollar, Inc. They provide a brief … Continue reading Latest Trends in Retirement Plan Distributions With Henry Yoshida (Ep. 27) →

Your marketplace startup funding options aren't limited to bootstrapping or raising venture capital. Listen to our CEO Juho's best tips on an increasingly popular startup funding method: crowdfunding.Article available at:  Marketplace funding: How to crowdfund your marketplace. Juho Makkonen, Marketplace Academy Sources and further reading: Sharetribe raises EUR 1.1 million in crowdfunding. Good News from Finland Two-sided: Lessons from building Kickstarter with Charles Adler. Sharetribe Platform cooperavitism. Platform Cooperativism Consortium What are community shares? Ethex Percentage of successfully funded Kickstarter projects as of April 2022. Statista Crowdfunding Limit Increase Benefits Investors And Companies. Henry Yoshida, Forbes Cycle.land: From marketplace idea to profitability in a matter of months. Juho Makkonen, Marketplace Academy  How A 'Non-Techie' Oxford Graduate Built A Booming Online Bike-Sharing Scheme. Alison Coleman, Forbes Rinse and repeat – An interview with Daan Weddepohl. Thea Sørvig Østbye, Marketplace Academy Crowdfunding pages of campaigns mentioned: Ghost's Kickstarter campaign The Octopus Club's Crowdcube campaign Peerby's OnePlanetCrowd campaign The Marketplace Academy Podcast is hosted and narrated by Katri Antikainen.You can learn more about building a marketplace at www.sharetribe.com/academy/.Looking to build a marketplace of your own? Visit www.sharetribe.com to learn more about our marketplace software products!

Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets.With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game to change the narrative and make HERstory known.Being a true contemporary journalist branded for our time, WTFintech also offers a newsletter, YouTube Channel, and a podcast covering the evolution of FinTech with a focus on innovation and inclusion. Tired of hearing one-dimensional stories from the same “pale, male, and stale” voices that dominate the space, Nicole is bringing stories of diverse leaders.Through her podcast, Nicole has interviewed numerous industry leaders like Shark Tank star Kevin O'Leary, Rishi Khanna from StockTwits, Flori Marquez from BlockFi, Henry Yoshida of Rocket Dollar, and more. Like Nicole, most of her guests were outsiders to the world of Fintech—but now they're making their mark on it.In today's episode, Nicole takes us through her journey from reporter to creator. Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content to create a new financial system that gives equal access to everyone.Tune into this jaw-dropping conversation to hear all about:(1:38): What exactly defines a success story? (5:41): Coming to terms with perspective.(7:22): Beginnings into the fintech industry.(10:25): How the pandemic changed outlooks on life.(14:12): People follow people, not institutions.(22:59): Taking a spin at different leadership companies.(29:08): The power of responsibility(36:43): Attracting the next-gen talent & telling a meaningful story.(46:20): When two worlds collide.(50:48): Resonating to crypto & analyzing why it is the way it is.(56:20): Moving mountains in community and charitable giving.Resources WTFintech? on WorkweekWTFintech? on YouTubeHumans of Fintech Podcast Nicole Casperson on Twitter Nicole Casperson on LinkedIn ExchangeETFs ConferenceFuture Proof Festival Fintech is Femme - September 21, 2022 - The Village East Theater

On today's show we answer questions straight from the listeners with some help from Rocket Dollar's Henry Yoshida.   Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 

On today's show we answer questions from the listeners on Roth IRAs, HELOCs, budgeting for home improvements and more with some help from Henry Yoshida at Rocket Dollar.   Find complete shownotes on our blogs...‍ Ben Carlson's A Wealth of Common Sense‍ Michael Batnick's The Irrelevant Investor‍ Like us on Facebook‍ And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.‍

On episode 51 I talk with Henry Yoshida of Rocket Dollar. Rocket Dollar makes it easy to unlock retirement savings and helps everyone access savings to follow their dreams. Through Rocket Dollar savings can be used to fund a start-up, as a small business loan, peer-to-peer lending, buy real estate, and invest in cryptocurrency.Alternative assets have skyrocketed in the last few years, with the last 18 months seeing greater interest than ever before.Henry and I discuss some of the driving factors behind the alt boom, the definition of alternative investments, the language used to describe the accounts, why a simple fee structure works for the customers, raising capital, and a whole lot more.So without further ado, I present Henry Yoshida of Rocket Dollar. I hope you all enjoy the show and be prepared to learn:Henry's journey to Rocket DollarWhy Henry likes having Dollar in company namesLessons from his days at Merrill LynchThe definition of alternative assetsHow Rocket Dollar works with different partnersThe simplicity of subscriptionsThe education gap that exists with retirement accountsWhy calling them retirement accounts is wrongThe key drivers behind alt boomThe risky nature, or not, of altsThe growth of crypto and why is surpassed the alt definitionRecommended reading: The Sovereign Individual by James Dale DavidsonAnd much more...

Growing up, Henry believed successful people won because they knew the rules. Now he's rewriting those rules, making sure more people win when it comes to retirement investment. Retirement is a hot topic and how we invest and prepare for it is crucial. Through his company, Rocket Dollar, Henry has created a platform that lets people invest tax-advantaged retirement dollars into private alternative investments, like venture capital and crypto. Nicole and Henry talk about what it's like growing up outside the dominant culture, how he felt working in traditional firms like Merrill Lynch, and why sometimes you need to be the change you want to see. You'll hear how reflection as a fintech founder is key, why Henry believes you need to confront your own experiences in order to build solutions, and why fintech needs more transparency. Dive into this fascinating episode and meet a founder determined to rewrite the rules. Follow Henry:  LinkedIn: https://www.linkedin.com/in/henryyoshida (linkedin.com/in/henryyoshida) Twitter: https://twitter.com/henryyoshida (twitter.com/henryyoshida) You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ (https://workweek.com/brand/wtfintech/) And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

"I'm actually very surprised the structure and amounts of financial advisor bonuses have never been outed broadly in the mainstream in the last 10-20 years." Henry Yoshida"When you look at the marketplace here, there's about $14 trillion in IRAs, $33 trillion overall in retirement accounts in the US." Henry YoshidaWhy are financial advisors more likely to quit on a Friday before a 3-day holiday week? How much do finanical advisors at the top tier wirehouses actually make? How are their bonuses calculated? With decades of financial advisor experience under his belt, Henry Yoshida outs the secrets of the world of financial advisors on The RazReport. How they plan their moves from one wirehouse to another, how they manage and grow their customer base, and how they monetize their network. "Just so you know, when you start at McDonalds and you're 16, you don't even start on the burgers, you start by cleaning the kitchen. You don't actually cook any food. That's a promotion." Henry Yoshida"People introduce me as a FinTech entrepreneur. I think of myself probably much longer as a financial advisor" Henry YoshidaTune in to listen to the world of financial advisors, lucrative profit margins and the war of AUMs (assests under management).Episode Summary:On this episode of The Raz Report, Jason Raznick speaks with Henry Yoshida, Co-Founder and CEO of Rocket Dollar. Before Rocket Dollar, Henry was the founder of venture capital-backed robo-advisor fintech platform, Honest Dollar which was later acquired by Goldman Sachs.Yoshida started out his career as as an intern under Bill Clinton one term after the "most famous intern in history." Eager to learn to the rules of money making and after his family had a bad experience with a financial advisor, Yoshida started working for BoA Merrill Lynch as a financial advisor with a focus on 401k and retirement funds.After a decade of experience and surviving 2 financial crises, he he quit BoA Merrill Lynch and started his own investment firm, MyGroup which was then acquired by CAPTRUST.Now at Rocket Dollar, Yoshida manages ~$0.5 billion in retirement funds with a 20 people team and helps everyone access savings to follow their dreams.Hosts:Jason RaznickTwitter: https://twitter.com/jasonraznickSign Up to Benzinga Pro today to receive most exclusive interviews, news and stock picks fast!https://pro.benzinga.com/Click here for more episodes of The RazReport.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Support this podcast at — https://redcircle.com/the-raz-report/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this conversation, we chat with Henry Yoshida – Co-Founder & Chief Executive Officer, Rocket Dollar. Prior to Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, and Financial Times. Henry has a passion for helping people be the best that they can be and contributes as a member in several financial and technology industry organizations. He graduated from The University of Texas at Austin and has an MBA from Cornell University. More specifically, we touch on Henry's career at BoA Merrill Lynch, his role at building a multi-billion dollar RIA business, how he started a digital retirement account platform called Honest Dollar which was sold to Goldman Sach's neobank Marcus, the inception of Rocket Dollar, we talk IRAs and 401ks and how important these are for the current Gen-Z market, and so so much more!

Click Subscribe to keep up to date on the world of fintech!  Reach us at info@fintechnewscast.com or at @fintechnewscast on Twitter How do you get Bitcoin into your IRA? Why can’t your retirement account hold your start up investments? We talk to Rocket Dollar CEO Henry Yoshida on how you can use your retirement account to … Continue reading Ep 159- Rocket Dollar CEO Henry Yoshida

Before Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. He is a NextGen Venture and Central Texas Angel Network Partner, as well as a Techstars and Capital Factory mentor. In addition, Yoshida is a Certified Financial Planner™ and a former Merrill Lynch Vice President. He was a two-time finalist for PLANSPONSORs Retirement Plan Advisor of the Year and a 401(k) Leadership finalist for the American Society of Pension Professionals and Actuaries. What You Will Learn: How Henry's upbringing impacted his interest in the financial industry Why automated investment technology may be good for beginner investors What unique way Henry learned to start a business while managing 401(k)s  How women view the financial service industry differently than men Why bitcoin should make up 5-10% of an advanced investor's investment portfolio Why the old 60/40 investment infrastructure no longer works What is an accredited investor, and what are the income qualifications How potential new tax laws being considered by Congress would impact investors What do women need to know to get into the FinTech industry How to contact Sonja Pemberton: Website: https://www.rocketdollar.com/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ https://www.linkedin.com/company/rocketdollar Facebook: https://www.facebook.com/rocket401k/ Twitter: https://twitter.com/rocketdollar

Chris Lustrino welcomes Henry Yoshida, Co-founder, and CEO of Rocket Dollar

Henry Yoshida is the CEO and Co-Founder of Rocket Dollar, the fastest-growing self-directed IRA platform. Henry Yoshida is a Certified Financial Planner™ and second-time founder. In the past, Henry was the founder of venture capital-backed Robo-advisor Honest Dollar, acquired by Goldman Sachs, was the founder of MY Group LLC, a $2.6 billion assets under management retirement plan advisory firm, and spent 10 years at Merrill Lynch.

Julie is joined by Henry Yoshida, Co-Founder/CEO of Rocket Dollar (alternative investment retirement account) to discuss:- the company Henry founded prior to Rocket Dollar, Honest Dollar (3:13)- the impact of COVID on Rocket Dollar (7:35)- if alt. investments are that risky (9:10)- the types of alt. investments Rocket Dollar clients invest in (11:52)- the potential for a cap on tax-free gains (15:41)- common misconceptions of alt. investments (20:07)New episodes every Monday and Thursday!For daily updates on the fintech space sent right to your email, subscribe to the FTT Newsletter HERE.For a more in-depth breakdown and analysis of the fintech space, subscribe to the premium newsletter, FTT+, HERE.Follow us on Twitter:FTT - @fintechtoday_Julie - @julieverhage[Theme Song Credit]

In this special episode of Rocket Your Dollar, CEO Henry Yoshida hosts Michael Sigmore, Partner & Co-founder of Broadhaven Ventures where they discuss how culture as an asset brings the "alt alts" into mainstream investing with the help of growing infrastructure in niche trading platforms.

In this episode, Hall welcomes back Henry Yoshida Founder and CEO of Rocket Dollar Inc. Rocket Dollar was founded in 2018 with the belief that retirement is changing. They believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. Rocket Dollar makes it safe, simple, and fast for people to take control of their retirement savings. Henry is a successful entrepreneur and an experienced angel investor. He was the founder of the venture capital-backed robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs), and MY Group LLC (acquired by CAPTRUST), a $2.5 billion assets under management investment firm. He was a Merrill Lynch Vice President, and proudly serves as a Central Texas Angel Network Partner, Techstars + Capital Factory mentor, and NextGen Venture Partner. In this episode, we catch up with Henry and what he has been up to since our previous episode. Since we last spoke, Henry has been progressing his business and spending most of his time on the entrepreneur operator side of things. He shares some of his investing experience with both the best and worst experiences he has encountered and shares what he ultimately thinks is key- balance. In a startup, you have to come to work and you have to execute every day, but there's always a limited lifeline for every startup by definition until it's no longer a startup.  

Today we learn about Self-Investing and the Rocket Dollar platform with co-founder Henry Yoshida:Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax-advantaged retirement monies into private alternative investments. Henry was the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar[acquired by Goldman Sachs], was the founder of MY Group LLC[acquired by Captrust], a $2.5 billion assets under management investment firm, and a Merrill Lynch Vice President. QUOTE: “The only person who never makes mistakes is the person who never does anything.” - Teddy (my brother's name too) Roosevelt Henry has many retirement and financial industry accolades and certifications. Henry is a Certified Financial Planner and was a finalist for the ASPPA/NAPA 401(k) Leadership Award and was recognized as a finalist for Plansponsor Magazine’s Retirement Plan Adviser of the Year. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, Inc. Magazine, and Financial Times. He is extremely passionate about FinTech innovation in wealth management and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters. Top 3 Hot Point Takeaways:Become Self-Directed. Gain Control over your investing. It's always better to be a giver.   Today’s Resource Links from the Podcast:rocketdollar.com linkedin.com/in/henryyoshida twitter.com/henryyoshida twitter.com/rocketdollar linkedin.com/company/rocketdollar   Timestamped Show Notes:00:30: Introduction 10:00: I was reading in the Wall Street Journal this week that about $1 trillion of decision-making is being done by folks between eight to fifteen-years-old. Snapchat is around 90% of that audience right now. So they're really concentrating on ads and the Wall Street Journal article went into trying to communicate with these companies need to synthesize the ads to both maybe spend 75% of the time speaking to the younger generation, because they do have some influence over maybe us as parents, and they're in the buying behavior for our children. 20:20: I always tell people you should understand where you live, the market around you, and especially if there are benefits, which you were hinting at. So let's pause on that. I never realized what my local community was about, it was about your local community and how there are tax benefits. 30:00: I just saw that there is a new technology, it's a tech platform, getting funded as such because it's basically just a chain of bars. However, they serve non-alcoholic drinks ONLY. They're capitalizing on the fact that people don't really see each other as much as they used to. It's a hot, hot space. I'm kind of wondering when there's going to be more technologies that actually force us to go non-digital and force you to sort of communicate, touch, feel, and see people that's like playing sports, doing exercises and stuff like that. 42:40: I used to do a lot more of the direct sort of financial planning and working with individuals. Now, I think to myself more of how can I make the product usable for a broader base because I'm not there to talk people through it. So it's a different way of thinking you know, running the business and when you run the business, you try to grow it the way that we're growing. It's different than if I were just trying to work individually and solve people's problems. 50:00: If you don't have passion for it, then why am I putting my dollars into it? I don't know that I agree. I want to feel good about where I'm going with my financial angle. 53:20: Final Words   Our Final Words of the Show:For me, it's

On the show this week Henry Yoshida speaks about what it was like to be a White House Intern, the values he was raised on, what it took to grow his company Rocket Dollar, retirement advice, what caused change in his revenues and expenses, his favorite book, favorite quote, most important routine and favorite charity!

Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. Henry was the founder of venture capital backed robo-advisor retirement plan platform Honest Dollar[acquired by Goldman Sachs], was the founder of MY Group LLC[acquired by Captrust], a $2.5 billion assets under management investment firm, and a Merrill Lynch Vice President. Henry has many retirement industry accolades over his career. Henry is a Certified Financial Planner and was a finalist for the ASPPA/NAPA 401(k) Leadership Award and was recognized as a finalist for Plansponsor Magazine's Retirement Plan Adviser of the Year. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, Inc. Magazine, and Financial Times. He is extremely passionate about FinTech innovation in wealth management and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters. About The Project EGG Show: The Project EGG Show is a video talk show that introduces you to entrepreneurs from around the world. It is broadcast from studios in Metairie, Louisiana to online platforms including YouTube, iTunes, Google Play, Spotify and Stitcher, and hosted by Ben Gothard. Our goal is to give you a fresh, unscripted and unedited look into the lives of real entrepreneurs from around the globe. From billionaires to New York Times best selling authors to Emmy Award winners to Forbes 30 Under 30 recipients to TEDx speakers – we present their real stories – uncensored and uncut. Subscribe To The Show: https://projectegg.co/podcast/ Get Access To: 1. Resources: https://projectegg.co/resources/ 2. Financing Solutions: https://projectegg.co/epoch/ 3. Payment Solutions: https://projectegg.co/sempr/ 4. Services: https://projectegg.co/resources#services 5. Courses: https://projectegg.co/resources#courses 6. Software: https://projectegg.co/resources#software 7. Book: https://projectegg.co/resources#books --- Support this podcast: https://anchor.fm/projectegg/support

About this episode: In this episode we have Henry Yoshida, founder and CEO of Rocket Dollar.   Rocket Dollar, offers an Enhanced Retirement Account (ERA), which allows the 80 million Americans with more than $50k to invest in alternative assets such as rental properties, startups, other private companies, and more, without losing the tax savings of an IRA or 401(k).  About this show: Before the A, is a show dedicated to telling the stories of fintech founders who’s startups are seeking their “A round” of financing. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Overcast and Spotify. About the host: John Siracusa is the host of the twice-weekly “Bank On It” podcast. He’s a highly sought after fintech, VC and financial services industry enthusiast and connector. He’s in the center of the fintech ecosystem, keeping current with the ever-innovating industry. Follow John on LinkedIn, Twitter or on Medium

This week on Limit Up! Mark Meadows is back with this week’s MARKet reaction. Then Jeff brings on Henry Yoshida, the co-founder and CEO of Rocket Dollar. Founded in 2018, Rocket Dollar is an innovative fintech startup putting the power to make investment decisions in the hands of the individual investor. Jeff and Henry discuss the impact the broader economic climate can have on a startup, the future of robo-advisors and the two sides to having a public profile as a CEO.Finally, our very own Jack Pelzer is here to give you a little hope with a traditional Irish trader blessing.Have thoughts about this episode? Don’t forget, we want to hear from you! We’re rolling out a new call-in line for listeners of the show, so be sure to give us a call at 855-902-0331 and let us know what’s on your mind. [00:55] - This week[03:00] - MARKet Reaction with Mark Meadows[05:00] - Jeff Carter Interview with Henry Yoshida[05:13] - What was your career like after starting when the internet bubble blew up?[06:48] - What was is like to find a way to survive during times of economic stress?[07:32] - How your mind has to work to be successful[11:35] - Why did you become an RIA at that time?[16:12] - What are your thoughts on robo-advisors?[22:41] - Do you see the role of human advisors changing?[25:55] - Does Rocket Dollar work like a self-directed IRA?[29:40] - What are the tax differences between real and retirement money when investing in a startup?[34:55] - Why did you choose to go B2C when you had so much success with B2B before?[37:15] - Do you have the tools on Rocket Dollar to analyze real estate?[43:36] - Being a public vs private CEO[44:43] - What are the downsides and upsides to raising your public profile?[47:02] - What advice do you have for someone starting a startup?[49:33] - The importance of execution & focus[50:58] - What is your next big goal?[52:43] - How do you know when to quit?[55:00] - Traditional Irish Trader Blessing with Jack Pelzer Henry Yoshida is the co-founder and CEO of Rocket Dollar. Prior to Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. Henry graduated from The University of Texas at Austin and holds an MBA from both the Johnson School of Management at Cornell University and Queen’s University in Canada. He resides in Austin with his wife and two daughters.This episode of Limit Up! is hosted by Jeff Carter. Jeff is a general partner at West Loop Ventures. In April of 2007, he co-founded Hyde Park Angels and spearheaded the growth and development of one of the most active angel groups in the United States. He has consulted on the startup of several other angel groups. He is a former independent trader and member of the CME Board of Directors and was part of a small group that transformed CME from an open outcry exchange to the largest electronic exchange in the world. In 1998, CME was worth $182,134,000 in membership enterprise value.  Today it’s worth $55 Billion.If you'd like to receive new episodes as they're published, please subscribe to Limit up! in Apple Podcasts, Google Podcasts, Spotify or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts. It really helps others find the show.This podcast episode was produced by Dante32.

Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio In this episode the host John Siracusa chats with Henry Yoshida fintech founder with successful exits, fintech investor, founder and the CEO of Rocket Dollar.    Tune in and Listen.   Subscribe now on iTunes, Google , Stitcher, Spotify and iHeartRadio to hear next Tuesday's episode with Tal Kol from Orbs.   About the host:   John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio   In this episode the host John Siracusa chats with Jeff Carter from West Loop Ventures in Chicago.  Before founding West Loop, Jeff started his career on the trading floor of the the Chicago Mercantile Exchange, where he was for about 25 years.   Tune in and Listen.   Subscribe now on iTunes, Google , Stitcher, Spotify and iHeartRadio to hear Thursday's episode with Henry Yoshida.   About the host:   John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in alternative investments within tax-advantaged accounts such as IRAs and Roth IRAs.

Should you let employees choose when they're paid? Are you looking for more options for your retirement account? Disruption is everywhere, even when it comes to how employees are made and where their money may be invested. In this episode, Forbes Councils member Jason Lee of DailyPay discusses new options for payroll, and Henry Yoshida of RocketDollar delves into possibilities for retirement benefits.

In this episode, Hall interviews Henry Yoshida of Rocket Dollar. Henry is Founder and CEO of Rocket Dollar, which helps people invest retirement income in start-ups, real estate, peer-to-peer, and more. A successful entrepreneur and certified financial planner, Henry was the founder of the venture capital backed robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs), and MY Group LLC (acquired by CAPTRUST), a $2.5 billion assets under management investment firm. He was a Merrill Lynch Vice President, and proudly serves as a Central Texas Angel Network Partner, Techstars + Capital Factory mentor, and NextGen Venture Partner.

On this episode Henry Yoshida talks about leaving the big company to join the world of a start up. And then re-inventing again. It is hard to leave that salary and big name on the letter head, but for some it is a calling they cannot resist.Hear how Henry approached his re-invention, and how he is currently doing it again. His advice for anyone wanting to start a business hits close to home for everyone that is going to take a leap of faith.