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Rocket Your Dollar

Latest episodes

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Sep 14, 2022 • 25min

S2E6: Enabling Investors More Access to Opportunity with Hana Yang

In this week's episode, Henry interviews Hana Yang, Co-Founder of Allocate. A digital platform that is providing solutions specifically tailored to benefit investors of all types. Allocate’s digital platform makes it easy for investors to access, evaluate, and manage investments into highly curated venture funds and co-investments at industry-low minimums. With over 75 years of combined experience powering their team, it's no wonder Allocate continues to grow at such a rapid rate.Listen in on this episode as Hana discusses:Her background and path to co-founder.How the business started.The opportunities Allocate offers.The Inner workings of Allocate's operations.The various reasons fund managers are turning to Allocate.& much more!Hana's book recommendation: Essentialism by Greg MckeownListen on Apple or Spotify
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Aug 31, 2022 • 24min

S2E5: The "Upside" to Real Estate Investing with Yuen Yung

In this week's episode, we talk with Yuen Yung, Chief Executive Officer of Upside Avenue. Upside Avenue offers investors diversification with Multi-Housing Income REIT. Non-traded REIT stocks are offered to investors looking to invest in America's favorite asset class as an alternative, historically stable path to grow their wealth. They are helping the American public gain access to multi-housing and commercial properties through relatively low minimums. If you're interested in real estate, you will love this episode. Listen in on this episode to hear about:How to be an investor alongside Yuen.Yuen's background and how he got to where he is today.The day-to-day structure between the Casoro Group, Upside Avenue, and Yuen's responsibilities.The challenges and triumphs of real estate in today's economy.The growth and income strategy behind real estate investing.All of that and more in this episode!
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Jul 27, 2022 • 28min

S2E4: The Future for Financial Planners

In this week's episode, we talk with Steve Larsen, Senior Instructor at Interaxis and Co-Founder of PlannerDAO. Interaxis provides crypto education for financial planners.  PlannerDAO is a decentralized community of financial advisors and the Certified Digital Asset Advisor designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs.Listen in on this episode to hear about:Challenges the current market is facing.How Steve and his advisers assess a portfolio.How most advisers are implementing digital asset purchases.Why Steve started his company.The changing landscape of investment firms.All of that and more in this week's episode!
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Jul 13, 2022 • 12min

S2E3 - What to Do When You Turn 59 1/2

In this week's episode, we go to our Office Hours where Henry answers questions submitted by you, our listeners. When speaking to our audience members, it becomes clear that many folks have similar questions about our accounts, alternative assets, and how a Rocket Dollar account can help you reach your retirement goals.Have you ever thought about what happens when you contribute to a Roth IRA after you turn 59 1/2? What about some good place to park short-term cash in self-directed IRA accounts or what position should you start your portfolio at?All of those questions are answered and more in this week's Office Hours.
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Jun 15, 2022 • 26min

S2E2: Helping to Expand the Housing Supply - The Groundfloor Story

In today's episode, Henry talks with Brian Dally CEO and Co-Founder of Groundfloor. Groundfloor offers short-term, high-yield real estate debt investments to the general public. Groundfloor believes everyone should be free to invest on their terms.Listen in as Brian Talks about:His background and how he got to where he is today.What helped him shape his company.The benefits of diversifying into real estate.Groundfloor and their average returns of 10%.How he and his team are trying to help grow the US housing supply.& much more!With the current state of the housing market, this is one episode you don't want to miss.
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May 24, 2022 • 24min

S2E1: Building the Amazon of Real Estate with Andrew Luong

In this episode of Rocket Your Dollar, Henry talks with Andrew Luong, one of the Co-Founders of real estate investment startup, Doorvest is an entirely-online platform for owning income-producing real estate. They empower individuals to unlock homeownership, passive income, and equity by simplifying the process of buying and managing an investment property.Listen in as Andrew tells about:How he and his co-founder came up with the concept for DoorvestHis background and how he got to where he is now.The process behind Doorvest and its growthSome of the biggest challenges the Real Estate industry is facing todayLaunching new markets& More!The real estate market has changed over the last few years and become increasingly difficult to navigate. It has also continued to grow and be a leading alternative asset in investors’ portfolios, and Doorvest makes the process of buying a rental home easier. Prepare for launch.
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Apr 6, 2021 • 36min

Ep. 48: Simplicity, Probability, & Leverage with Rick Sapio

Rick Sapio, co-founder and general partner of Mutual Capital Partners joins the podcast to discuss his philosophies of business and success.
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Feb 24, 2021 • 33min

Ep. 47: Is culture a financial asset? — with Henry Yoshida & Michael Sidgmore

In this special episode of Rocket Your Dollar, CEO Henry Yoshida hosts Michael Sigmore, Partner & Co-founder of Broadhaven Ventures where they discuss how culture as an asset brings the "alt alts" into mainstream investing with the help of growing infrastructure in niche trading platforms.
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Dec 23, 2020 • 23min

Ep. 46: Understanding REITs with Upside Avenue

Upside Avenue CIO, Chi Hathiramanis, goes in-depth into REITs.
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Oct 20, 2020 • 25min

Ep. 45: Precious Metals IRAs with OneGold

CEO of OneGold (and APMEX), Ken Lewis, shares how the modern platform provides a fast, easy, and cost-effective alternative to investing with precious metals and discusses the advantages of a Precious Metals IRA.

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