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S2E4: The Future for Financial Planners

Picture of The Rocket Your Dollar Podcast The Rocket Your Dollar Podcast : July 27, 2022

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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!
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,...

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

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

Picture of The Rocket Your Dollar Podcast 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...

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S2E8: Unlocking Venture Capital through Index Investing with Dave Thornton

S2E8: Unlocking Venture Capital through Index Investing with Dave Thornton

Picture of The Rocket Your Dollar Podcast 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
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