EPISODE · Mar 4, 2026 · 44 MIN
EP. 75- Diversifying into Private Equity using Retirement Monies with Henry Yoshida
from Investing for Generational Wealth · host Keshav Kolur
🚀 Your 401(k) can do way more than stocks and mutual funds.Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more. In this episode:Why 83% of $100M+ revenue companies are privately heldHow self-directed IRAs and solo 401(k)s workThe barbell strategy for tax-smart investingWhy six deals at $50K beats one deal at $375KWhat UBIT actually means for your returnsHow to plan early retirement drawdowns before 59½💡 Bottom line: stop chasing stock picks. Focus on what you can control.Connect with Henry:https://www.rocketdollar.com Instagram: @FitFinanceHenryLearn more about Clive Capital: https://www.clivecapital.com⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome
What this episode covers
🚀 Your 401(k) can do way more than stocks and mutual funds.Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more. In this episode:Why 83% of $100M+ revenue companies are privately heldHow self-directed IRAs and solo 401(k)s workThe barbell strategy for tax-smart investingWhy six deals at $50K beats one deal at $375KWhat UBIT actually means for your returnsHow to plan early retirement drawdowns before 59½💡 Bottom line: stop chasing stock picks. Focus on what you can control.Connect with Henry:https://www.rocketdollar.com Instagram: @FitFinanceHenryLearn more about Clive Capital: https://www.clivecapital.com⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome
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EP. 75- Diversifying into Private Equity using Retirement Monies with Henry Yoshida
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