A New Age of Investing, with Henry Yoshida

<p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">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.</span></p> <p><strong>What You Will Learn:</strong></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How Henry’s upbringing impacted his interest in the financial industry</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Why automated investment technology may be good for beginner investors</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">What unique way Henry learned to start a business while managing 401(k)s </span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How women view the financial service industry differently than men</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Why bitcoin should make up 5-10% of an advanced investor’s investment portfolio</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Why the old 60/40 investment infrastructure no longer works</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">What is an accredited investor, and what are the income qualifications</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How potential new tax laws being considered by Congress would impact investors</