S2E4: The Future for Financial Planners

The Rocket Your Dollar Podcast : July 27, 2022

Self-Directed IRA Self-Directed Solo 401(k) Startups

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!

Understanding How Gold Can Be Held in a Self-Directed IRA

The Rocket Your Dollar Podcast: December 18, 2025

RocketDollar CEO Henry Yoshida appears on the Monetary Metals podcast to discuss common misconceptions about retirement accounts, the evolving role...

Self-Directed IRA Alternative Investing

How to Build Financial Freedom Through Real Estate with Dustin Heiner

The Rocket Your Dollar Podcast: December 5, 2025

In this episode of the Rocket Dollar Podcast, Henry talks with Dustin Heiner, founder of Master Passive Income, about how he went from a laid-off...

Self-Directed IRA Alternative Investing

Retiring with Alternatives, Henry Yoshida & Chris Kline

The Rocket Your Dollar Podcast: November 18, 2025

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

Alternative Investing

S2E8: Unlocking Venture Capital through Index Investing with Dave Thornton

The Rocket Your Dollar Podcast : October 12, 2022

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

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

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

The Rocket Your Dollar Podcast : October 26, 2022

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

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

S2E5: The "Upside" of Real Estate Investing with Yuen Yung

The Rocket Your Dollar Podcast : August 31, 2022

In this week's episode, we talk with Yuen Yung, Chief Executive Officer of Upside Avenue. Upside Avenue offers investors diversification with...

Self-Directed IRA Self-Directed Solo 401(k) Real Estate