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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 isnโt what you buy, but where you hold it?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFPยฎ, Rocket Dollar CEO & Co-Founder,ย 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...