<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=191325388179113&amp;ev=PageView&amp;noscript=1">
Skip to the main content.
Log In Get Started

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, Steve 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!

Retiring with Alternatives, Henry Yoshida & Chris Kline

Retiring with Alternatives, Henry Yoshida & Chris Kline

In this episode of Rocket Your Dollar, Henry interviews Chris Kline of BitcoinIRA about how the retirement landscape is shifting beyond traditional...

Read More
The Trillion Dollar AI Bubble, Shannon Joy Show

The Trillion Dollar AI Bubble, Shannon Joy Show

In this interview, Rocket Dollar CEO Henry Yoshida joins "The Shannon Joy Show" to explore the broader market landscape and what investors are...

Read More
Surviving Setbacks: Sales, Startups, and Seizing Opportunity in Crisis

Surviving Setbacks: Sales, Startups, and Seizing Opportunity in Crisis

In this episode of Point of Impact, Aaron Hale sits down with Henry Yoshida, co-founder and CEO of Rocket Dollar, to explore his remarkable journey...

Read More
S2E9: Try Before You Buy Private Credit Investing with CEO Nelson Chu

S2E9: Try Before You Buy Private Credit Investing with CEO Nelson Chu

In this week's episode, Henry interviews Nelson Chu, Founder and CEO of Percent. Percent helps investors find alternative investments that align with...

Read More
S2E8: Unlocking Venture Capital through Index Investing with Dave Thornton

S2E8: Unlocking Venture Capital through Index Investing with Dave Thornton

In this week's episode, Henry interviews Dave Thornton, CEO of Vested. Vested helps startup employees take charge of their earned equity. They also...

Read More
S2E5: The

S2E5: The "Upside" of 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...

Read More