EPISODE · Dec 15, 2025 · 41 MIN
Henry Yoshida on Building the Future of Retirement Investing
from Nice To Meet You | Behind The Scene Stories of Busy Professionals
🎯 The ONE Thing You Need to KnowAsset LOCATION beats asset selection. Stop obsessing over what to invest in. Focus on WHERE you save first: 401(k) with match (instant 100% return) → IRA (tax deduction) → Taxable account.Guest: Henry YoshidaFounder of Rocket Dollar | Former Merrill Lynch (10 years) | Finalist at major fintech competition (judged by Shaq!) | Acquired by retired.com💰 What is Rocket Dollar?Platform for investing retirement funds in alternatives: real estate, private equity, crypto. Think Uber for retirement investing - it sounds crazy until it becomes normal.🔥 Best Quotes"Company 401(k) match = instant 100% return. No investment beats that.""My parents lost everything starting a restaurant. Now I help people retire rich.""Consistency beats motivation. Be pretty good most of the time.""You're not someone who doesn't smoke. You're a non-smoker. Identity = habits."📚 Must-ReadAtomic Habits by James Clear - Remove friction, build identity-based habitsAction ItemsMax out 401(k) match (free money)Open/fund an IRAStop researching perfect investments - just startRemove friction from savings (automate it)Connect🌐 rocketdollar.com 📱 @fitfinancehenry 💼 LinkedIn: Henry YoshidaTags#retirement #investing #fintech #passiveincome #wealth #moneytips #financialfreedom #realestate #crypto
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🎯 The ONE Thing You Need to Know Asset LOCATION beats asset selection. Stop obsessing over what to invest in. Focus on WHERE you save first: 401(k) with match (instant 100% return) → IRA (tax deduction) → Taxable account. Guest: Henry Yoshida Founder of Rocket Dollar | Former Merrill Lynch (10 years) | Finalist at major fintech competition (judged by Shaq!) | Acquired by retired.com 💰 What is Rocket Dollar? Platform for investing retirement funds in alternatives: real estate, private equit...
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Henry Yoshida on Building the Future of Retirement Investing
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