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Jul 24, 2019

About this episode:

In this episode we have Henry Yoshida, founder and CEO of Rocket Dollar.  

Rocket Dollar, offers an Enhanced Retirement Account (ERA), which allows the 80 million Americans with more than $50k to invest in alternative assets such as rental properties, startups, other private companies, and more,...


Jul 10, 2019

About this episode:

In this episode we have Nathan Stevenson, founder and CEO of ForwardLane.  

ForwardLane, is highly focused on supercharging the relationship manager in wealth and asset management by providing them with personalized insights for their clients.

About this show:

Before the A, is a show dedicated...