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!

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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