In this episode of Money Moves, Matty A. dives deep into the world of Self-Directed IRAs with Henry Yoshida, co-founder and CEO of Rocket Dollar. Henry breaks down how investors can take control of their retirement accounts and use them to invest in real estate, startups, private equity, crypto, and other alternative assets.
You’ll learn how the $20+ trillion retirement account market is shifting, what structures you need to know (Self-Directed vs. Checkbook IRA), and how to avoid the common legal pitfalls that derail investors. Henry also shares how Rocket Dollar is democratizing access to private deals through fast onboarding, tech-driven compliance, and investor education.
What You’ll Learn:
Timestamps:
00:00 – Henry’s background & Rocket Dollar’s mission
03:00 – Retirement capital: A $20 trillion opportunity
06:30 – Comparing IRA types and structures
10:00 – IRS rules: what’s allowed and what’s not
15:00 – Tax deferral benefits for long-term wealth
20:00 – Platform, fees & investor experience at Rocket Dollar
25:00 – Accepting SDIRA capital as a fund manager
30:00 – Generational shifts in retirement investing
35:00 – Common SDIRA mistakes & how to avoid them
39:00 – Henry’s closing advice to investors and operators
Connect with Henry Yoshida & Rocket Dollar
Website: https://www.rocketdollar.com
LinkedIn: https://www.linkedin.com/in/henryyoshida/
Instagram: http://instagram.com/fitfinancehenry
Facebook: http://facebook.com/henrythecfp
YouTube: https://www.youtube.com/c/RocketDollar
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