Find Your Stranded Money - Unlocking Retirement Wealth with Henry Yoshida | BWI #219

Episode 219 - Find Your Stranded Money - Unlocking Retirement Wealth with Henry Yoshida   Henry Yoshida transformed from a Merrill Lynch veteran to a fintech pioneer after realizing trillions in retirement wealth were trapped in limited public markets. He founded Rocket Dollar to democratize access to private investments. We explore how to unlock existing funds for alternatives like real estate and private equity to build truly diversified wealth.   Key Takeaways Follow large institutions by shifting retirement funds from public markets to high-growth private investments. Unlock existing 401ks and IRAs to invest in alternatives while keeping your tax-advantaged status. Diversify beyond correlated stocks and bonds to protect your portfolio during market volatility cycles. Search state government records for escheatment funds to recover forgotten retirement and bank account money. Tackle your hardest tasks first by front-loading your day to maximize energy and productivity.   Resources HENRY YOSHIDA, CFP® is the Co-founder and CEO of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. He previously founded Honest Dollar (acquired by Goldman Sachs in 2016) and MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his two daughters. Henry Yoshida's LinkedIn: https://www.linkedin.com/in/henryyoshida Rocket Dollar Website: https://www.rocketdollar.com Escheatment Search: Recommended via state government websites for "found money". Connect with Jeanne I believe that Anything is Possible and that people have the genius within them to find and live in their Genius Zone, their ultimate potential, and to live in abundance without burnout and without burning those who surround them. For more information on Jeanne's coaching programs for coaches and consultants: ● https://jeanneomlor.com/reviews For elite coaching for CEOs, celebrities, and icons: ● https://jeanneomlor.com/private-label-advisory Follow Jeanne on Instagram: ● https://www.instagram.com/jeanneomlor