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Podcast: Registered Investment Advisor Podcast
Episode: Invest in 9,000 Alternatives: Inside Your Rocket Dollar Self Directed IRA
Description: 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 asse...