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Find Your Stranded Money - Unlocking Retirement Wealth with Henry Yoshida | BWI #219
Episode 219 - Find Your Stranded Money - Unlocking Retirement Wealth with Henry Yoshida
Henry Yoshida transformed from a Merrill Lynch veteran to a fintech pioneer after realizing trillions in retirement wealth were trapped in limited public markets. He founded Rocket Dollar to democratize access to private investments. We explore how to unlock existing funds for alternatives like real estate and private equity to build truly diversified wealth.
Key Takeaways
Follow large institutions by shifting retirement funds from public markets to high-growth private investments.
Unlock existing 401ks…
The skinny
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