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A New Age of Investing, with Henry Yoshida

Episode 80

Before Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm.

He is a NextGen Venture and Central Texas Angel Network Partner, as well as a Techstars and Capital Factory mentor. In addition, Yoshida is a Certified Financial Planner™ and a former Merrill Lynch Vice President. He was a two-time finalist for PLANSPONSORs Retirement Plan Advisor of the Year and a 401(k) Leadership finalist for the American Society of Pension Professionals and Actuaries.

What You Will Learn:

  • How Henry’s upbringing impacted his interest in the financial industry
  • Why automated investment technology may be good for beginner investors
  • What unique way Henry learned to start a business while managing 401(k)s 
  • How women view the financial service industry differently than men
  • Why bitcoin should make up 5-10% of an advanced investor’s investment portfolio
  • Why the old 60/40 investment infrastructure no longer works
  • What is an accredited investor, and what are the income qualifications
  • How potential new tax laws being considered by Congress would impact investors
  • What do women need to know to get into the FinTech industry

How to contact Henry Yoshida:

Meet your hosts:

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