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S2E13: Estate Planning for the New Age

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast : December 21, 2022

Startups Investment Opportunity Taxes

In this episode, Henry speaks with Co-Founder Tim White and Chief Product Officer Danny Lohrfink of Wealth.com. Their company is on a mission to modernize estate planning. While most people recognize the need for an estate plan, the process is confusing, time-consuming, and inaccessible. Wealth.com is here to change that.

 

In this episode, the trio discusses:

  • How the team came together to start Wealth.com
  • How wealth.com works and what to expect
  • The difference between them and your traditional estate planning.
  • Reasons you should update your estate plan.
  • Scenarios when estate planning needs to be done.
  • and more!

Listen on Apple or Spotify
S2E20: Private Equity: How OneFund Opens Doors for More Investors

S2E20: Private Equity: How OneFund Opens Doors for More Investors

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast: October 10, 2024

In this episode of Rocket Your Dollar, Henry is joined by John Bailey, co-founder of OneFund, a platform aimed at increasing access to private equity...

Alternative Investing Investment Opportunity
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S2E19: Your Next Opportunity in Real Estate

S2E19: Your Next Opportunity in Real Estate

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast: May 9, 2024

Henry Yoshida, Head of Rocket Dollar is joined by Charles Clinton, CEO of Equity Mulitple. In this episode, you'll get to know more about Charles and...

Self-Directed IRA Alternative Investing Investment Opportunity
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S2E18: Invest on Main Street Using Private Equity with Patrick Grimes

S2E18: Invest on Main Street Using Private Equity with Patrick Grimes

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast: July 27, 2023

In this episode, Henry Yoshida is joined by the founder of Invest on Main Street, Patrick Grimes. The two discuss how Patrick's company finds real...

Self-Directed IRA Alternative Investing Investment Opportunity
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S2E11: Build Your Real Estate Empire with CEO Dana Dunford

S2E11: Build Your Real Estate Empire with CEO Dana Dunford

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast : November 23, 2022

Henry interviews Founder and CEO Dana Dunford. Hemlane makes property management simple and easy. They offer rental listing management, local agent...

Real Estate Alternative Investing Startups Investment Opportunity
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S2E15: Uncorking the Secret World of Fine Wine and Rare Spirits Investing with Nick King

S2E15: Uncorking the Secret World of Fine Wine and Rare Spirits Investing with Nick King

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast : February 15, 2023

In this episode of Rocket Your Dollar, Henry speaks with Nick King, Founder and CEO of Vint. Vint is an investment platform that makes it possible...

Alternative Investing Startups Investment Opportunity
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S2E10: Building a New Culture in Venture Capital with Trish Costello

S2E10: Building a New Culture in Venture Capital with Trish Costello

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast : November 9, 2022

Henry interviews Trish Costello, Founder and CEO of Portfolia. Portfolia creates investment funds designed for women, backing innovative companies,...

Self-Directed IRA Self-Directed Solo 401(k) Alternative Investing Investment Opportunity
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