Rocket Dollar Newsletter Reviews: Sales, Deals & Coupon Codes 2023

1d ago

[Newsletter] The Future Of Work With Workbox Ventures, 6 Essentials Of Diversifying Your Portfolio, And More!

🗞️ Phillip Leslie of Workbox Ventures joins Brendan to discuss the future of work, what Digital Trust has to offer, and more. September 2023 Webinar The Future of Work with Workbox Ventures Phillip Leslie of Workbox Ventures joins Brendan Walsh to discuss the future of work, possible disruption, and how that changes investment opportunities of today's landscape. Workbox was founded to transform how value is created in the workplace. The venture business is focused on accelerating the growth of companies that also aim to reshape the future of work in a post-pandemic world. Learn all about Workbox and its mission in today's webinar. Watch Now Rocket Dollar Upgrades to Digital Trust You can now upgrade your Rocket Dollar account. The upgrade offers features like free ACH money movement for all accounts, expanded e-signature on common documents, direct reporting for clients’ uninvested money balances, allowing us to work on future improvements for partner issuers and advisors, and much more! Learn more about the features Digital Trust offers. Learn More The 6 Essentials of Diversifying Your Portfolio Diversification is a crucial step in managing risk and maximizing returns. While traditional investments like stocks and bonds have their place, alternative investments can play a vital role in diversifying your portfolio. This article will explore six essential tips to help you develop a well-diversified investment portfolio. Read More In Case You Missed It 6-Day Self-Directed Solo 401(k) Email Course We're excited to announce our all-new "6-Day Solo 401(k)" email course. In this course, you'll get introduced to the self-directed Solo 401(k) and understand how they work. You will also learn the advantages a Solo 401(k) offers those with self-employment income and gain a better understanding of how to contribute to a Solo 401(k) that will maximize retirement account benefits—sign-up for the course to supercharge your Solo 401(k) knowledge today. Learn More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4d ago

[Webinar Tomorrow] Learn About Investing In The Future Of Work With Workbox Ventures.

The Webinar Series is back! Register Today to learn more about investing in the future of work and diversifying your portfolio all at once! WEBINAR TOMORROW The Future of Work: Disruption and Opportunity Wednesday, September 20 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Workbox Ventures is a Seed and Series A fund that backs startups that empower hybrid and distributed teams to succeed. Their inspiration for the fund is the thousands of current and future Workbox members who make hybrid work part of their competitive advantage. These teams can’t reach high performance with legacy systems, tools, and processes. They turn to the next generation of Future of Work solutions brought to market by new ventures. We invest in those ventures – those that power the Future of Work for hybrid and distributed teams around the world. The way Workbox Ventures works has changed dramatically in the past three years, and more change is ahead. Some see the changes as a disruption to existing norms, and others see them as an opportunity. Workbox Ventures sees both. Join us for a discussion of how disruption leads to opportunity for those willing to dive into the "Future of Work." You'll Learn About... The Way We Work: What’s changed. Timely stats & stories about just how much of our work routines have changed and adapted. Winners & Losers: Who stands to gain, and who stands to lose, in the emerging Future of Work. When It’s Messy: The role of venture capital and early-stage technology companies when there is a trend that is still “messy,” i.e., still daily learning / iterating / experimenting about what the eventual technologies, traditions, and tools will be. Speakers Phil LeslieManaging Partner Phillip Leslie is Managing Partner at Workbox Ventures, where he seeks to grow the firm’s impact on the Future of Work, by managing relationships with limited partners, nurturing proprietary deal flow, evaluating investment opportunities, and supporting portfolio companies. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

1wk ago

[Webinar Next Week] Learn About Investing In The Future Of Work With Workbox Ventures.

The Webinar Series is back! Register Today to learn more about investing in the future of work and diversifying your portfolio all at once! WEBINAR NEXT WEEK The Future of Work: Disruption and Opportunity Wednesday, September 20 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Workbox Ventures is a Seed and Series A fund that backs startups that empower hybrid and distributed teams to succeed. Their inspiration for the fund is the thousands of current and future Workbox members who make hybrid work part of their competitive advantage. These teams can’t reach high performance with legacy systems, tools, and processes. They turn to the next generation of Future of Work solutions brought to market by new ventures. We invest in those ventures – those that power the Future of Work for hybrid and distributed teams around the world. The way Workbox Ventures works has changed dramatically in the past three years, and more change is ahead. Some see the changes as a disruption to existing norms, and others see them as an opportunity. Workbox Ventures sees both. Join us for a discussion of how disruption leads to opportunity for those willing to dive into the "Future of Work." You'll Learn About... The Way We Work: What’s changed. Timely stats & stories about just how much of our work routines have changed and adapted. Winners & Losers: Who stands to gain, and who stands to lose, in the emerging Future of Work. When It’s Messy: The role of venture capital and early-stage technology companies when there is a trend that is still “messy,” i.e., still daily learning / iterating / experimenting about what the eventual technologies, traditions, and tools will be. Speakers Phil LeslieManaging Partner Phillip Leslie is Managing Partner at Workbox Ventures, where he seeks to grow the firm’s impact on the Future of Work, by managing relationships with limited partners, nurturing proprietary deal flow, evaluating investment opportunities, and supporting portfolio companies. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

2wk ago

[Newsletter] Bitcoin Mining In A Self-Directed IRA, Account Upgrades, Financial Planning Pitfalls, And More!

🗞️ Let's dive into common financial planning pitfalls, talk Bitcoin mining, and learn how you can upgrade your account today. September 2023 Blog/Webinar Bitcoin Mining in a Self-Directed IRA Brendan Walsh brings in a Bitcoin expert Ben Epling from River Financial to talk about Bitcoin mining in an IRA. River Financial offers a Bitcoin brokerage platform and investment tools for the long-term investor. In this webinar-blog combination, you'll learn about the rules involved with Bitcoin investing, how investors can buy the currency or mining machines, the advantages of the IRA LLC model, and much more. Read Now Upgrade Your Rocket Dollar Account You can now upgrade your Rocket Dollar account. The upgrade offers features like free ACH money movement for all accounts, expanded e-signature on common documents, direct reporting for clients’ uninvested money balances, allowing us to work on future improvements for partner issuers and advisors, and much more! Fill out the short form to start the upgrade process today. Upgrade Now Avoid These 7 Common Pitfalls of Financial Planning Financial planning is a critical aspect of securing a stable future. Without proper financial planning, individuals may face challenges such as insufficient retirement funds and avoidable tax losses. Fortunately, many common issues encountered in personal financial planning are preventable with the right approach. Read More Learning 6-Day Self-Directed Solo 401(k) Email Course We're excited to announce our all-new "6-Day Solo 401(k)" email course. In this course, you'll get introduced to the self-directed Solo 401(k) and understand how they work. You will also learn the advantages a Solo 401(k) offers those with self-employment income and gain a better understanding of how to contribute to a Solo 401(k) that will maximize retirement account benefits—sign-up for the course to supercharge your Solo 401(k) knowledge today. Learn More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4wk ago

[Newsletter] The Rules When Rolling Over Your Pension To An IRA, New Partnership With Digital Trust, And More!

🗞️ Rolling over your pension isn't easy, but this article will help put you on the right path. August 2023 Blog Here are the Rules When Rolling Over Your Pension to an IRA If you have a traditional pension plan, you may have the option of taking a lump sum disbursement when you leave your job or retire. One of your options might be to roll the money into an IRA account. Here are some things you should consider when deciding whether rolling your pension over into an IRA is the right move for you. Read Now Key Partnership with Digital Trust With this new partnership, we will be able to offer significant upgrades like free ACH money movement for all accounts, expanded e-signature on common documents, direct reporting for clients’ uninvested money balances, allowing us to work on future improvements for partner issuers and advisors, and much more! Follow the link to start the upgrade process today. Learn More 5 Types of Alternative Investments To Utilize An alternative investment can help an investor diversify to improve returns, reduce risks, and meet unique financial or personal goals. In particular, alternative assets held in a self-directed retirement account give savvy retirement savers a chance to control their financial futures better. That way you don’t have to rely on the ups and downs of equity markets or more traditional investments. Read More In Case You Missed It 6-Day Self-Directed Solo 401(k) Email Course We're excited to announce our all-new "6-Day Solo 401(k)" email course. In this course, you'll get introduced to the self-directed Solo 401(k) and understand how they work. You will also learn the advantages a Solo 401(k) offers those with self-employment income and gain a better understanding of how to contribute to a Solo 401(k) that will maximize retirement account benefits—sign-up for the course to supercharge your Solo 401(k) knowledge today. Learn More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

1mo ago

[Newsletter] 7 Common Financial Planning Pitfalls, Commercial Real Estate Equity, 6-Day Solo 401(k) Course, And More!

🗞️ Let's dive into common financial planning pitfalls, talk commercial real estate, and sign-up to learn all about Solo 401(k)s. July 2023 Blog Avoid These 7 Common Pitfalls of Financial Planning Financial planning is a critical aspect of securing a stable future. Without proper financial planning, individuals may face challenges such as insufficient retirement funds and avoidable tax losses. Fortunately, many common issues encountered in personal financial planning are preventable with the right approach. This article will explore common financial planning pitfalls and provide practical solutions to address or avoid them. Read Now Podcast: Invest on Main Street Using Private Equity with Patrick Grimes 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 estate opportunities in the current market, the advantage of their UBIT blocker, recessionary acquisitions, and more! Listen Now How to Diversify Your Portfolio Using Commercial Real Estate from Equity Multiple Nick Gonzaga talks with Daniel Brereton of Equity Multiple. In this webinar, you will learn how investors can gain access to professionally managed and curated commercial real estate investments through EquityMultiple. Watch Now Learning 6-Day Self-Directed Solo 401(k) Email Course We're excited to announce our all-new "6-Day Solo 401(k)" email course. In this course, you'll get introduced to the self-directed Solo 401(k) and understand how they work. You will also learn the advantages a Solo 401(k) offers those with self-employment income and gain a better understanding of how to contribute to a Solo 401(k) that will maximize retirement account benefits—sign-up for the course to supercharge your Solo 401(k) knowledge today. Learn More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

2mo ago

[Webinar Tomorrow] Learn About Investing In Commercial Real Estate With Your SDIRA And Equity Multiple.

Register Today to learn more about adding commercial real estate investments to your portfolio! WEBINAR TOMORROW Building and Diversifying Your Portfolio with Commercial Real Estate Wednesday, July 19 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Equity Multiple is a platform for accredited investors to access professionally managed and curated commercial real estate investments. Helping investors diversify their portfolios with alternative investments. In this webinar, you will learn how investors have gained access to professionally managed and curated commercial real estate investments through EquityMultiple. Discover new potential sources of income and portfolio diversification for a fraction of the cost of other alternatives. You'll Learn About... Equity Multiple and how they operate to give you the ability to invest in real estate. Commercial real estate and what sets it apart from other asset classes. Diversifying your portfolio with commercial real estate investments. The overall benefits and advantages of investing in real estate compared to the alternatives. Speakers Daniel BreretonDirector of Investor Relations Daniel Brereton leads the Investor Relations Team. He and his team are responsible for educating investors about EquityMultiple and private real estate investments. Prior to joining EquityMultiple, Daniel spent several years at UBS in high-net-worth and corporate wealth management consulting for retirement plans in excess of $3 billion. He has experience with all types of alternative investments with a keen interest in real estate. Daniel is also a U.S. Army veteran, serving for four years as an active duty engineer officer at Schofield Barracks, HI. He also received his Bachelor of Arts in Mathematics from New York University and Master of Science in Financial Engineering from the University of Southern California. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

2mo ago

[Webinar Next Week] Learn About Investing In Commercial Real Estate With Your SDIRA And Equity Multiple.

Register Today to learn more about adding commercial real estate investments to your portfolio! WEBINAR NEXT WEEK Building and Diversifying Your Portfolio with Commercial Real Estate Wednesday, July 19 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Equity Multiple is a platform for accredited investors to access professionally managed and curated commercial real estate investments. Helping investors diversify their portfolios with alternative investments. In this webinar, you will learn how investors have gained access to professionally managed and curated commercial real estate investments through EquityMultiple. Discover new potential sources of income and portfolio diversification for a fraction of the cost of other alternatives. You'll Learn About... Equity Multiple and how they operate to give you the ability to invest in real estate. Commercial real estate and what sets it apart from other asset classes. Diversifying your portfolio with commercial real estate investments. The overall benefits and advantages of investing in real estate compared to the alternatives. Speakers Daniel BreretonDirector of Investor Relations Daniel Brereton leads the Investor Relations Team. He and his team are responsible for educating investors about EquityMultiple and private real estate investments. Prior to joining EquityMultiple, Daniel spent several years at UBS in high-net-worth and corporate wealth management consulting for retirement plans in excess of $3 billion. He has experience with all types of alternative investments with a keen interest in real estate. Daniel is also a U.S. Army veteran, serving for four years as an active duty engineer officer at Schofield Barracks, HI. He also received his Bachelor of Arts in Mathematics from New York University and Master of Science in Financial Engineering from the University of Southern California. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

2mo ago

[Webinar Tomorrow] Learn About Past Recessions And The Strategies That Can Help Prepare You For The Future.

Register Today to learn about the strategies and lessons that will prepare you for future recessions. WEBINAR TOMORROW Upside Of The Downturn: Recessionary Investing Strategies Tuesday, July 11 12pm CST (10am PST / 11am MNT / 1pm EST) Register Today! Hey there, sale Invest on Main Street is a private equity firm that makes it easy for you to passively invest in commercial real estate syndications. With the help of Invest on Main Street, you can start investing in tax-advantaged real estate without having to take on the headache of buying and managing properties yourself. Simply follow their easy 4-step process to start investing today. With talks about a possible recession, it's best to learn from the past and how it affected investors all over the country, and learn from the mistakes and success stories. By analyzing the past, you will learn about strategies, case studies, and more to help mitigate the impact of future recessions and make the best out of difficult situations. You'll Learn About... The lessons learned from the last recession (2008-2010). The different ways of being prepared to ride out a possible recession. Recessionary factors have made it difficult to invest the same as before. Current strategies that address investor concerns and help lean into a recession to come out as winners of the downturn. Case Studies Of investments using these strategies and how it they can work For others. Speakers Patrick GrimesCEO & Founder Since 2007, Patrick Grimes has purchased distressed real estate assets, renovating and stabilizing them for long-term cash flow. He is the CEO/Founder of Passive Investing Mastery and Founder of Invest On Main Street, a private equity firm that has raised over $50M to acquire a $600M+ portfolio including about 5,000 units in multifamily apartment communities in emerging markets across Texas and the southeastern U.S. He helps investors build wealth through tax-advantaged cash flow and appreciation while limiting their exposure to market volatility and inflation — all the while, providing a safer, cleaner, and improved living experience for the residents. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

2mo ago

[Newsletter] Assisted Living And Your SDIRA, 8-Day Email Course, And Identifying Market Inefficiencies

🗞️Learn how you can add an alternative asset like assisted living development projects to your self-directed retirement account. June 2023 Webinar Assisted Living Community Developments and your SDIRA Nick Gonzaga is joined by Ryan Beatty, founder of 1031 Smart. Ryan discusses how his company initially focused on 1031 exchanges but expanded into other investment areas such as multi-family properties, self-storage, Bitcoin mining, and assisted living. He highlights the stability and predictability of the assisted living sector and his experience in the home care industry. Learn all about why you should consider investing in assisted living development projects in this webinar. Watch Now 8-Day Self-Directed IRA Email Course We're excited to announce our all-new "8-Day Self-Directed IRA" email course. This course aims to educate investors with intermediate knowledge of SDIRAs. You'll better understand a traditional vs. Roth, the benefits of a self-directed IRA, the rules of a self-directed IRA, and more. You will gain the confidence and knowledge to leverage the full potential of self-directed IRAs, opening up a world of possibilities for your retirement savings. Learn More How to Identify Market Inefficiencies to Build an Edge or Generate Alpha with Kirkland Capital Brendan Walsh is joined by Chris Carlsey to talk about how investment managers look for an edge and how to handle market inefficiency. Viewers will learn how to identify market inefficiencies to build an edge or generate repeatable alpha. Watch Now In Case You Missed It Defensive Investing: How to Protect Your Portfolio As an investor, one of your main objectives is to generate investment returns. However, investing is not without risks; market volatility can sometimes result in significant losses. Defensive investing is an investment strategy that can help minimize risk and protect your portfolio against market fluctuations. This blog post will discuss defensive investing, its benefits, and how to implement it in your portfolio. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

2mo ago

[Webinar Tomorrow] Learn About Investing In Assisted Living Development Projects.

Register Today to learn about diversifying your portfolio with assisted living projects to your portfolio. WEBINAR TOMORROW Assisted Living Community Developments and your SDIRA Wednesday, June 28 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale 1031Smart specializes in boring and predictable investments which present unique fundamental advantages, with a special focus on assisted living. Many investors are familiar with asset classes like multifamily and office. But did you know you can invest in assisted living communities? With 10,000 Americans turning 65 every day, assisted living is primed to capitalize on the 'silver tsunami' we're experiencing. You'll Learn About... Why you should consider investing in assisted living development projects. The specifics of the Rowlett, TX market and why it's the perfect location for new communities. The operator of the assisted living development projects. The investment track record of investing in assisted living projects. Different investment terms that will help when making your first assisted living investment. Speakers Ryan BeattyFounder Ryan Beatty has placed over $200m into a variety of investments over the last three years but, over the last year, has narrowed his focus to assisted living. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

3mo ago

[Webinar Next Week] Learn About Investing In Assisted Living Development Projects.

Register Today to learn about diversifying your portfolio with assisted living projects to your portfolio. WEBINAR NEXT WEEK Assisted Living Community Developments and your SDIRA Wednesday, June 28 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale 1031Smart specializes in boring and predictable investments which present unique fundamental advantages, with a special focus on assisted living. Many investors are familiar with asset classes like multifamily and office. But did you know you can invest in assisted living communities? With 10,000 Americans turning 65 every day, assisted living is primed to capitalize on the 'silver tsunami' we're experiencing. You'll Learn About... Why you should consider investing in assisted living development projects. The specifics of the Rowlett, TX market and why it's the perfect location for new communities. The operator of the assisted living development projects. The investment track record of investing in assisted living projects. Different investment terms that will help when making your first assisted living investment. Speakers Ryan BeattyFounder Ryan Beatty has placed over $200m into a variety of investments over the last three years but, over the last year, has narrowed his focus to assisted living. Brendan WalshPartnerships Lead Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

3mo ago

[Webinar Tomorrow] Learn How To Identify Market Inefficiencies To Generate An Investment Edge.

Register Today to learn how to identify market inefficiencies and more with the Kirkland Capital Group WEBINAR TOMORROW How to Identify Market Inefficiencies to Build an Edge or Generate Alpha Wednesday, June 14 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology to Build and Fortify Your Wealth. Their principal preservation-focused income fund generates passive high-yield income, it delivered over 11% returns for 2022. Investors feel happy they capture strong returns and are doing good, as the Fund’s micro-balance real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact. They also offer the opportunity to invest along with them in the equity side of real estate via multifamily and extended stay hospitality properties, which generate stable passive income, tax advantages, diversification, and capital appreciation. Viewers will learn how to identify market inefficiencies so they can build an edge or generate alpha that is repeatable. This can also help investors evaluate different funds and their strategies to see if they really have an edge that is repeatable. You'll Learn About... The different types of investment due diligence. Market inefficiencies and how to identify them during the due diligence process. Using market inefficiencies to establish an edge. Different examples of how you can turn market inefficiencies into investment strategies. Speakers Chris CarsleyChief Investment Officer Chris Carsley brings over 25 years of investment industry expertise specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, research & analysis, and hedging. Chris is CIO and Managing Partner for Kirkland Capital Group and is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund, a micro-balance commercial real estate bridge financing fund. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

3mo ago

[Newsletter] Finding And Managing Old 401(k)s, Bitcoin Mining In An IRA, Alternative Investing Course, And More!

🗞️ Discover how to find and manage forgotten 401(k) accounts, and learn all about Bitcoin mining and what it has to offer. June 2023 Blog Finding and Managing Old 401(k)s In today's fast-paced world, it's easy for individuals to lose track of their old 401(k) accounts from previous employers. For many folks, job transitions are stressful, and there are a lot of moving parts, and sometimes you simply forget about the 401(k) account you have with a previous employer. However, these abandoned funds can actually hold substantial value for your financial future. In this blog, we will delve into the necessary steps to locate these forgotten accounts and provide guidance on how to effectively manage them once they have been found. Read More Bitcoin Mining in a Self-Directed IRA In this short discussion, Brendan Walsh is joined by Ben Epling of River Financial to discuss how Bitcoin mining can be done inside an IRA. Ben provides an overview of River Financial's products and services, including their Bitcoin-only financial services, brokerage, and mining operations. The two delve into the basics of mining and Bitcoin mining, highlighting the proof-of-work algorithm, the role of miners in securing the blockchain, and the emission rate of Bitcoin. Watch Now 7-Day Alternative Investing Email Course We’re excited to announce our all-new 7-Day Alternative Investing email course. This program aims to equip you with a comprehensive understanding of alternative investments, covering everything from the fundamentals of "What are alternative investments?" to diving into commodities investing and more. By the end of this course, you'll have a stronger understanding of alternative investments. Learn More In Case You Missed It The Benefits of a Properly Diversified Portfolio With the unpredictability surrounding markets today and the volatility we've experienced in the past year, having a properly diversified portfolio ready for an economic storm is more important than ever. Diversifying across asset classes, geographic regions, and sectors is critical to managing risk and maximizing returns. "I've seen the impact of diversified strategies, and those that discount it." Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

3mo ago

[Webinar Next Week] Learn How To Identify Market Inefficiencies To Generate An Investment Edge.

Register Today to learn how to identify market inefficiencies and more with the Kirkland Capital Group WEBINAR NEXT WEEK How to Identify Market Inefficiencies to Build an Edge or Generate Alpha Wednesday, June 14 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology to Build and Fortify Your Wealth. Their principal preservation-focused income fund generates passive high-yield income, it delivered over 11% returns for 2022. Investors feel happy they capture strong returns and are doing good, as the Fund’s micro-balance real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact. They also offer the opportunity to invest along with them in the equity side of real estate via multifamily and extended stay hospitality properties, which generate stable passive income, tax advantages, diversification, and capital appreciation. Viewers will learn how to identify market inefficiencies so they can build an edge or generate alpha that is repeatable. This can also help investors evaluate different funds and their strategies to see if they really have an edge that is repeatable. You'll Learn About... The different types of investment due diligence. Market inefficiencies and how to identify them during the due diligence process. Using market inefficiencies to establish an edge. Different examples of how you can turn market inefficiencies into investment strategies. Speakers Chris CarsleyChief Investment Officer Chris Carsley brings over 25 years of investment industry expertise specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, research & analysis, and hedging. Chris is CIO and Managing Partner for Kirkland Capital Group and is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund, a micro-balance commercial real estate bridge financing fund. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

3mo ago

Announcing Our New Alternative Investments Email Course

We’re excited to announce our all-new 7-Day Alternative Investing email course. Learn the world of alternative investing in 7 days. Hi sale, We’re excited to announce our all-new 7-Day Alternative Investing email course. This program aims to equip you with a comprehensive understanding of alternative investments, covering everything from the fundamentals of "What are alternative investments?" to diving into commodities investing and more. Each lesson has been broken down to make learning easier and more convenient for you. By the end of this course, you'll have a strong understanding of alternative investments. Here’s what you can expect to learn in the 7-Day course: Day 1: Introduction to Alternative Investing Day 2: Understanding Risk and Reward Day 3: Real Estate Investing Day 4: Commodities Investing Day 5: Cryptocurrencies Day 6: Private Equity Investing Day 7: Putting It All Together Take the first step today and sign-up today to get started in the world of alternative investing. Sign-Up Contact Us (855) 762-5383 info@rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences

Rocket Dollar

4mo ago

[Newsletter] The Benefits Of A Properly Diversified Portfolio, How To Find Forgotten 401(k) Accounts, And More!

🗞️ Discover how to find and manage forgotten 401(k) accounts with multiple different methods that will help you choose the best route. May 2023 Webinar Hearthfire Holdings Self Storage Webinar Join Corinn Altomare, the founder of Hearthfire Holdings, as she takes you on an exclusive journey behind the scenes. Delve into the realm of key business strategy decisions designed to optimize storage operations and enhance return on investment in this exceptional asset class. Through specific case studies, learn firsthand the possible outcomes of implementing these strategic approaches. Watch Now The Differences Between Traditional and Roth IRAs Individual Retirement Accounts (IRAs) are one of the most popular types of retirement savings vehicles in the United States. They offer tax advantages and allow individuals to save for their retirement in a way that is independent of their employer. In this article, we'll dive into the unique features and benefits of both Traditional and Roth IRAs. Read More Benefits Of A Properly Diversified Portfolio With the unpredictability surrounding markets today and the volatility we've experienced in the past year, having a properly diversified portfolio ready for an economic storm is more important than ever. Diversifying across asset classes, geographic regions, and sectors is critical to managing risk and maximizing returns. "I've seen the impact of diversified strategies, and those that discount it." Read More In Case You Missed It Benefits Of A Properly Diversified Portfolio Investing in alternative assets can be a great way to diversify your portfolio and potentially achieve higher returns. One way to invest in these assets is through a self-directed Individual Retirement Account (IRA). Unlike traditional IRAs, self-directed IRAs allow you to invest in a wider range of assets beyond just stocks, bonds, and mutual funds. Here are the top 10 alternative assets to consider investing in with a self-directed IRA. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4mo ago

[Webinar Tomorrow!] Learn About Investing In Self-storage With Your Retirement Account.

Register Today to learn about investing in self-storage with Hearthfire Holdings with your retirement account. WEBINAR TOMORROW How to Deliver Value in Self Storage: A Few Case Studies. Wednesday, May 17 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Self Storage. You’ve likely heard of the asset class. And why it makes a strong contender for your investment consideration. Beyond the eye-catching headlines and primary investment theses, though: what does it actually look like to generate value through self-storage investments? Corinn Altomare, founder of Hearthfire Holdings, will take you behind the scenes. She will share key business strategy decisions made to maximize storage operations and return on investment in this unique asset class and share specific case studies that illustrate the results of these strategies put into practice. Case Study 1: Value-Add, single property acquisition, rural Pennsylvania Case Study 2: Value-Add + small expansions, portfolio acquisition, suburban Indiana Case Study 3: Large expansion, single property acquisition, suburban Illinois Driving this growth is founders Sergio and Corinn Altomare's focus on building an investment platform anchored in an elite, enterprise-level team, a best-of-breed tech stack, and scalable brand and operations to deliver results with high-quality self-storage assets. You'll Learn About... People: the single most important element for identifying, acquiring, and operating a prosperous self-storage asset. The Process: from investment thesis, acquisitions, and operations strategy to critical system operations Technology: the tools that enable our people and implement the process. Speakers Corinn AltomareCo-Founder Corinn Altomare is co-founder of Hearthfire Holdings, a featured speaker on the self-storage industry, and a passionate advocate of the power of real estate (self-storage especially) as the best foundation for long-term, reliable wealth growth. She holds a Masters's in Music Performance from the University of Southern California. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4mo ago

[Webinar Next Week] Learn About Investing In Self-storage With Your Retirement Account.

Register Today to learn about investing in self-storage with Hearthfire Holdings WEBINAR NEXT WEEK How to Deliver Value in Self Storage: A Few Case Studies. Wednesday, May 17 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Self Storage. You’ve likely heard of the asset class. And why it makes a strong contender for your investment consideration. Beyond the eye-catching headlines and primary investment theses, though: what does it actually look like to generate value through self-storage investments? Corinn Altomare, founder of Hearthfire Holdings, will take you behind the scenes. She will share key business strategy decisions made to maximize storage operations and return on investment in this unique asset class and share specific case studies that illustrate the results of these strategies put into practice. Case Study 1: Value-Add, single property acquisition, rural Pennsylvania Case Study 2: Value-Add + small expansions, portfolio acquisition, suburban Indiana Case Study 3: Large expansion, single property acquisition, suburban Illinois Driving this growth is founders Sergio and Corinn Altomare's focus on building an investment platform anchored in an elite, enterprise-level team, a best-of-breed tech stack, and scalable brand and operations to deliver results with high-quality self-storage assets. You'll Learn About... People: the single most important element for identifying, acquiring, and operating a prosperous self-storage asset. The Process: from investment thesis, acquisitions, and operations strategy to critical system operations Technology: the tools that enable our people and implement the process. Speakers Corinn AltomareCo-Founder Corinn Altomare is co-founder of Hearthfire Holdings, a featured speaker on the self-storage industry, and a passionate advocate of the power of real estate (self-storage especially) as the best foundation for long-term, reliable wealth growth. She holds a Masters's in Music Performance from the University of Southern California. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4mo ago

[Newsletter] How The Recent Banking Crisis Impacted Private Lending, Top 9 Alternative Investments, And More!

🗞️ The recent banking crisis has had a lot of impact on individuals, institutions, and industries. Let's break down what happened. May 2023 Webinar How the Recent Banking Crisis Impacted & Created Opportunities in Private Lending The recent banking crisis has had a lot of impact on individuals, institutions, and industries. We speak with Chris Carsley and Brock Freeman of Kirkland Capital Group to break down what happened, its impact, and the opportunities the most recent banking crisis created in the private lending space. Watch Now Top 9 Alternative Investments To Make With a Self-Directed IRA Investing in alternative assets can be a great way to diversify your portfolio and potentially achieve higher returns. One way to invest in these assets is through a self-directed Individual Retirement Account (IRA). Here are the top 9 alternative assets to consider investing in with a self-directed IRA. Read More Diversify and Protect Your Retirement Portfolio with Diamond Commodities Cormac Kinney, Founder and CEO of Diamond Standard, joins us to discuss the advantages of investing in diamond commodities. You'll learn how to legally hold diamond commodities in a self-directed IRA and more. Watch Now In Case You Missed It Alternatives Assets as a Hedge Against Market Downturns When most people think of investing, they typically think of stocks, bonds, and mutual funds. However, there are also alternative investments that can be used as a hedge against poor market performance. In this blog post, we’ll explore what alternative investments are and how they can be used to protect your portfolio. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4mo ago

[Webinar Tomorrow] Learn About Adding Wine & Spirits To Your Retirement Portfolio.

Register Today to learn about investing in Wine & Spirits through your retirement account with Vint. WEBINAR TOMORROW Invest in Spirits & Wine with your Rocket Dollar IRA Wednesday, May 4 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Join us as we host an information session with Vint that will explain the whys, hows, and whats of investing in this alternative asset class and how you can deploy it in your portfolio. For over 120 years, wine returns have outpaced art, bonds, and other alternative investments. Less volatile than stocks, wine investments have historically offered consistent returns that are not correlated with traditional markets. This combination of stability and profitability makes wine the ultimate portfolio diversification asset. Their information session will teach about the sector, wine, and spirits markets, and how best to access them. Vint believes that all people should hold wine and spirits in their investment portfolios. Their goal is to make wine and spirits investing accessible to everyone. Vint is SEC qualified, offering the first fully transparent, efficient platform for wine and spirits investing. Vint offers expert-curated, thematic collections of fine wine and spirits to both accredited and non-accredited investors. Our structure enables investors to invest using retirement funds and other entities. With several thousand accounts, double-digit exit returns, and dozens of collections released, Vint has proven its model. Allow Vint to offer you exposure to a unique and compelling asset class. You'll Learn About... Investing in wine & spirits with your tax advantage retirement account. The significance of diversifying your portfolio with wine & spirit investments. The trade history of wine & spirit investments throughout the years. How Vint is making it possible for investors to diversify with a unique asset class. Speakers Nick KingCo-Founder & CEO Prior to co-founding Vint, Mr. King was focused on value investing. He worked in domestic equities at Thompson, Siegel & Walmsley, a $20B value fund. Before joining TSW, he held positions in both investment management and private equity. Mr. King’s investment experience is useful in his evaluation of collections and oversight of Vint. He understands investor's objectives, having been one himself. Mr. King graduated from the University of Virginia with a degree in financial economics. As CEO, Mr. King works to guide strategy, raise venture funds, manage hiring and human relations, set a culture, handle SEC and legal relations, and support his team. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

4mo ago

[Webinar Next Week] Learn About Adding Wine & Spirits To Your Retirement Portfolio.

Register Today to learn about investing in Wine & Spirits through your retirement account with Vint. UPCOMING WEBINAR Invest in Spirits & Wine with your Rocket Dollar IRA Wednesday, May 4 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Join us as we host an information session with Vint that will explain the whys, hows, and whats of investing in this alternative asset class and how you can deploy it in your portfolio. For over 120 years, wine returns have outpaced art, bonds, and other alternative investments. Less volatile than stocks, wine investments have historically offered consistent returns that are not correlated with traditional markets. This combination of stability and profitability makes wine the ultimate portfolio diversification asset. Their information session will teach about the sector, wine, and spirits markets, and how best to access them. Vint believes that all people should hold wine and spirits in their investment portfolios. Their goal is to make wine and spirits investing accessible to everyone. Vint is SEC qualified, offering the first fully transparent, efficient platform for wine and spirits investing. Vint offers expert-curated, thematic collections of fine wine and spirits to both accredited and non-accredited investors. Our structure enables investors to invest using retirement funds and other entities. With several thousand accounts, double-digit exit returns, and dozens of collections released, Vint has proven its model. Allow Vint to offer you exposure to a unique and compelling asset class. You'll Learn About... Investing in wine & spirits with your tax advantage retirement account. The significance of diversifying your portfolio with wine & spirit investments. The trade history of wine & spirit investments throughout the years. How Vint is making it possible for investors to diversify with a unique asset class. Speakers Elle WilliamsDirector of Business Development Mrs. Williams has over twenty years of experience in investment and corporate management. She began her career as an analyst at MSD Capital in New York. From there, she joined Highbridge Capital and shifted into investment banking with Merrill Lynch. She eventually returned to the buyside with Beekman Capital, where she became a Partner and the Director of Research. Her work in the corporate world included M&A, strategy, and leading multiple business development programs globally. Mrs. Williams has her Level III certificate in wine and is pursuing her Diploma with the Wine & Spirits Education Trust (WSET) with the goal of obtaining her Master of Wine. Her extensive background in finance, paired with her passion and education in wine, make her uniquely placed to speak about wine investing. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

5mo ago

[Newsletter] Alternatives Assets As A Hedge Against Market Downturns, "Flexibility, Why Is It Important?", And More!

🗞️ There are alternative investments that can be used as a hedge against poor market performance. Let's take a look at what those are. April 2023 Blog Alternatives Assets as a Hedge Against Market Downturns When most people think of investing, they typically think of stocks, bonds, and mutual funds. However, there are also alternative investments that can be used as a hedge against poor market performance. In this blog post, we’ll explore what alternative investments are and how they can be used to protect your portfolio. Read More Invest with WebStreet via Rocket Dollar WebStreet empowers investors to diversify into passive, cash-flowing portfolios of online businesses such as content sites and Amazon storefronts. All businesses are negotiated, purchased, and run for investors by hand-selected experts in each niche. Being a business owner has never been easier. Learn More Alternative Investing Due Diligence The Kirkland Income Fund is a principle preservation-focused high-yield fixed-income fund. The fund's micro-commercial real estate loans are used to rehabilitate middle-income-affordable housing and neighborhoods, making a positive social and environmental impact. Watch Now Forbes Flexibility, And Why Is It Important? One feels a certain freedom when one can take advantage of opportunities, whether they are investing-related, opportunities to take a spontaneous trip, or have the flexibility to do with your time what you want. Having the flexibility to take advantage of opportunities as they arrive is critical in building a diversified portfolio and getting the best returns possible. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

5mo ago

[Webinar Tomorrow] Register Today To Learn About Adding Diamonds To Your Portfolio.💎

Register Today to learn about investing in diamonds through your retirement account with Diamond Standard. WEBINAR TOMORROW Diversify and Protect your Retirement Portfolio with Diamond Commodities Thursday, April 20 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Diamond Standard is the producer of the first-ever regulated diamond commodity. The Diamond Standard commodity, much like a bar of gold, gives investors access to a $1.2 trillion asset for the first time. As of 2022, Diamond Standard also offers the Diamond Standard Fund. Co-sponsored by Diamond Standard and Horizon Kinetics. The fund acquires and holds Diamond Standard Commodities in an audited investment vehicle. The fund offers investors an IRA-eligible security administered by a third party with experienced management and secure storage. Diamond Standard Founder and CEO, Cormac Kinney, joins Brendan Walsh to discuss how it is now possible to safely, conveniently, and securely diversify a portfolio with diamonds in a Self-Directed retirement account. They discuss the technology and innovations that have allowed for diamonds to now be a regulated investment option, proper investing procedures and rules, and much much more. You'll Learn About... The benefits of diamond commodities in a portfolio. How to legally hold diamond commodities in a self-directed IRA. Diamond Standard's investment thesis and how they allow investors to diversify their portfolio. Speakers Cormac KinneyFounder & CEO With innovations cited in nearly 4,000 U.S. Patents and 30 years of financial and fintech experience, Cormac Kinney has been the founder of four software startups acquired by public companies. He studied computer science at Carnegie Mellon, earning Bachelors's and Master of Science degrees. He is a quant finance pioneer that invented heatmaps, designed over 100 institutional trading systems, and perfected sentiment analysis for statistical arbitrage, using it to manage over $500 million for Tudor and Millennium. Now, as the Founder and CEO of Diamond Standard, he has solved the challenge of creating a standardized diamond commodity. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

5mo ago

Sale, Only 5 Days Left To Open Your Account

Five days left to take advantage of opening a self-directed IRA before tax day and earn potential savings. Tax Day is only5 days away. That means you only have five days left to take advantage of opening a self-directed IRA before tax day. Don’t miss out on potential savings With a self-directed IRA or Solo 401(k) from Rocket Dollar, you can invest in alternative assets like real estate, private equity, and cryptocurrency, among others. These investments can offer significant tax benefits, including potential tax-free or tax-deferred growth. Open your account today in less than 5 minutes. Get Started Invest in what you want. Contact Us (855) 762-5383 info@rocketdollar.com www.rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences

Rocket Dollar

5mo ago

[Webinar Next Week] Register Today To Learn About Adding Diamonds To Your Portfolio.💎

Register Today to learn about investing in diamonds through your retirement account with Diamond Standard. UPCOMING WEBINAR Diversify and Protect your Retirement Portfolio with Diamond Commodities Thursday, April 20 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Diamond Standard is the producer of the first-ever regulated diamond commodity. The Diamond Standard commodity, much like a bar of gold, gives investors access to a $1.2 trillion asset for the first time. As of 2022, Diamond Standard also offers the Diamond Standard Fund. Co-sponsored by Diamond Standard and Horizon Kinetics. The fund acquires and holds Diamond Standard Commodities in an audited investment vehicle. The fund offers investors an IRA-eligible security administered by a third party with experienced management and secure storage. Diamond Standard Founder and CEO, Cormac Kinney, joins Brendan Walsh to discuss how it is now possible to safely, conveniently, and securely diversify a portfolio with diamonds in a Self-Directed retirement account. They discuss the technology and innovations that have allowed for diamonds to now be a regulated investment option, proper investing procedures and rules, and much much more. You'll Learn About... The benefits of diamond commodities in a portfolio. How to legally hold diamond commodities in a self-directed IRA. Diamond Standard's investment thesis and how they allow investors to diversify their portfolio. Speakers Cormac KinneyFounder & CEO With innovations cited in nearly 4,000 U.S. Patents and 30 years of financial and fintech experience, Cormac Kinney has been the founder of four software startups acquired by public companies. He studied computer science at Carnegie Mellon, earning Bachelors's and Master of Science degrees. He is a quant finance pioneer that invented heatmaps, designed over 100 institutional trading systems, and perfected sentiment analysis for statistical arbitrage, using it to manage over $500 million for Tudor and Millennium. Now, as the Founder and CEO of Diamond Standard, he has solved the challenge of creating a standardized diamond commodity. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

5mo ago

[Newsletter] Defensive Investing: How To Protect Your Portfolio

🗞️ As an investor, one of your main objectives is to generate investment returns. What is Defensive Investing, and how can it benefit you? April 2023 Blog Defensive Investing: How to Protect Your Portfolio As an investor, one of your main objectives is to generate investment returns. However, investing is not without risks;market volatilitycan sometimes result in significant losses. Defensive investing is an investment strategy that can help minimize risk and protect your portfolio against market fluctuations. This blog post will discuss defensive investing, its benefits, and how to implement it in your portfolio. Read More Secured Notes & Passive Investing with Mid Atlantic Fund Mid Atlantic Secured Income Fund LLC is a private debt fund. That raises capital and then lends this capital to high-quality, industry-leading local companies.Mid Atlantic Secured Income Fund’s investment objective is to provide a high level of current income to its unit holders. Watch Now Diversifying Your Portfolio with Colombia's #1 Largest Coffee Producer Josh Ziegelbaum of Legacy Group reviews facts and details about what makes Colombia an investable country. Josh also discusses the Latin American coffee industry and how it relates to Legacy Groups' portfolio company, Green Coffee Company. Watch Now In Case You Missed It Sole Proprietors Now Have Until April 15th To Open a Solo 401(k) for 2022 The SECURE 2.0 Act (SECURE 2.0), which was signed into law by President Biden on December 29, 2022, includes an expansion of the time a sole proprietor may establish a 401(k) plan. Click below to read more. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

5mo ago

12 Days Until The Tax Deadline

April 18th is the last day to file your taxes. Have you done all you can to save? You can find out what you can do to save more. Hi sale, April 18th is the last day to file your taxes. Have you done all you can to save? A higher-than-expected tax bill can ruin future financial plans or, at the very least, set them back. That vacation you wanted to take your family on, paying off your vehicle, or the kitchen remodel you wanted to do this summer may have to wait. By opening a self-directed IRA before tax day, you can potentially lower your tax liability for the previous year. The contribution limit is $6,000 for those under 50 and $7,000 for those over 50. If you haven’t reached the annual contribution limit for 2022, it may still be possible to contribute to a new or existing IRA for the tax year before the tax filing deadline on April 18, 2023. Open your account and contribute today! Don’t miss your last chance to save big on taxes. Sign up or call today. Get Started Invest in what you want. Contact Us (855) 762-5383 info@rocketdollar.com www.rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences

Rocket Dollar

5mo ago

[Webinar Tomorrow] Register Today To Learn About Investing In Colombia's #1 Largest Coffee Producer☕

Learn more about diversifying your portfolio with Colombia's #1 Largest Coffee Producer with Legacy Group. WEBINAR TOMORROW Diversifying your Portfolio with Colombia's #1 Largest Coffee Producer Wednesday, April 5 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale The Green Coffee Company (GCC) is a consolidated coffee farming operation headquartered in the U.S. with operations based in Medellín, Colombia. The company’s innovative business model allows for complete control of the supply chain. Our execution strategy is based on creating value from three core pillars: Pillar 1: Best-in-Class Coffee Farming, Production, and Green Coffee Sales Pillar 2: Large-Scale Roasted Coffee Sales Pillar 3: Vodka and Spirit Production from Coffee “Waste” The Green Coffee Company, a Legacy Group portfolio company, and Colombia’s #1 largest coffee producer, has announced the launch of its $100 million Series C funding round. The round consists of a proposed $25 million in equity investment and $75 million in debt funding. Proceeds from the Series C funding round will be deployed towards more farm acquisitions, farm development, infrastructure, U.S. coffee roasting operations, and alcohol distillation of coffee byproducts. You'll Learn About... The alternative investment opportunities that Colombia has to offer. The Green Coffee Company, a Legacy Group portfolio company, and Colombia’s #1 largest coffee producer. Diversifying your portfolio with investments outside popular asset classes. Speakers Josh ZiegelbaumDirector, Investor Relations Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial relationships, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Josh is originally from New Jersey, where he studied economics at Rutgers University and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Rocket Dollar

5mo ago

[Webinar Next Week] Register Today To Learn About Investing In Columbia's #1 Largest Coffee Producer☕

Learn more about diversifying your portfolio with Columbia's #1 Largest Coffee Producer with Legacy Group. UPCOMING WEBINAR Diversifying your Portfolio with Colombia's #1 Largest Coffee Producer Wednesday, April 5 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale The Green Coffee Company (GCC) is a consolidated coffee farming operation headquartered in the U.S. with operations based in Medellín, Colombia. The company’s innovative business model allows for complete control of the supply chain. Our execution strategy is based on creating value from three core pillars: Pillar 1: Best-in-Class Coffee Farming, Production, and Green Coffee Sales Pillar 2: Large-Scale Roasted Coffee Sales Pillar 3: Vodka and Spirit Production from Coffee “Waste” The Green Coffee Company, a Legacy Group portfolio company, and Colombia’s #1 largest coffee producer, has announced the launch of its $100 million Series C funding round. The round consists of a proposed $25 million in equity investment and $75 million in debt funding. Proceeds from the Series C funding round will be deployed towards more farm acquisitions, farm development, infrastructure, U.S. coffee roasting operations, and alcohol distillation of coffee byproducts. You'll Learn About... The alternative investment opportunities that Columbia has to offer. The Green Coffee Company, a Legacy Group portfolio company, and Colombia’s #1 largest coffee producer. Diversifying your portfolio with investments outside popular asset classes. Speakers Josh ZiegelbaumDirector, Investor Relations Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial relationships, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Josh is originally from New Jersey, where he studied economics at Rutgers University and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences

Email	Hour
14 (fourteen)	12 PM 💌
11 (eleven)	11 AM
5 (five)	12 AM
4 (four)	04 PM
4 (four)	01 PM
4 (four)	02 PM
3 (three)	05 PM
2 (two)	10 AM
1 (one)	01 AM
1 (one)	08 AM

Email	Day
19 (nineteen)	Friday 💌
13 (thirteen)	Wednesday
10 (ten)	Tuesday
7 (seven)	Thursday
3 (three)	Monday

Email	Month
9 (nine)	March 💌
8 (eight)	April
7 (seven)	January
7 (seven)	June
6 (six)	February
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4 (four)	July
4 (four)	September
1 (one)	December
1 (one)	August

Rocket Dollar Newsletter Sales, Deals & Discount Codes 2023

[Newsletter] The Future Of Work With Workbox Ventures, 6 Essentials Of Diversifying Your Portfolio, And More!

[Webinar Tomorrow] Learn About Investing In The Future Of Work With Workbox Ventures.

[Webinar Next Week] Learn About Investing In The Future Of Work With Workbox Ventures.

[Newsletter] Bitcoin Mining In A Self-Directed IRA, Account Upgrades, Financial Planning Pitfalls, And More!

[Newsletter] The Rules When Rolling Over Your Pension To An IRA, New Partnership With Digital Trust, And More!

[Newsletter] 7 Common Financial Planning Pitfalls, Commercial Real Estate Equity, 6-Day Solo 401(k) Course, And More!

[Webinar Tomorrow] Learn About Investing In Commercial Real Estate With Your SDIRA And Equity Multiple.

[Webinar Next Week] Learn About Investing In Commercial Real Estate With Your SDIRA And Equity Multiple.

[Webinar Tomorrow] Learn About Past Recessions And The Strategies That Can Help Prepare You For The Future.

[Newsletter] Assisted Living And Your SDIRA, 8-Day Email Course, And Identifying Market Inefficiencies

[Webinar Tomorrow] Learn About Investing In Assisted Living Development Projects.

[Webinar Next Week] Learn About Investing In Assisted Living Development Projects.

[Webinar Tomorrow] Learn How To Identify Market Inefficiencies To Generate An Investment Edge.

[Newsletter] Finding And Managing Old 401(k)s, Bitcoin Mining In An IRA, Alternative Investing Course, And More!

[Webinar Next Week] Learn How To Identify Market Inefficiencies To Generate An Investment Edge.

Announcing Our New Alternative Investments Email Course

[Newsletter] The Benefits Of A Properly Diversified Portfolio, How To Find Forgotten 401(k) Accounts, And More!

[Webinar Tomorrow!] Learn About Investing In Self-storage With Your Retirement Account.

[Webinar Next Week] Learn About Investing In Self-storage With Your Retirement Account.

[Newsletter] How The Recent Banking Crisis Impacted Private Lending, Top 9 Alternative Investments, And More!

[Webinar Tomorrow] Learn About Adding Wine & Spirits To Your Retirement Portfolio.

[Webinar Next Week] Learn About Adding Wine & Spirits To Your Retirement Portfolio.

[Newsletter] Alternatives Assets As A Hedge Against Market Downturns, "Flexibility, Why Is It Important?", And More!

[Webinar Tomorrow] Register Today To Learn About Adding Diamonds To Your Portfolio.💎

Sale, Only 5 Days Left To Open Your Account

[Webinar Next Week] Register Today To Learn About Adding Diamonds To Your Portfolio.💎

[Newsletter] Defensive Investing: How To Protect Your Portfolio

12 Days Until The Tax Deadline

[Webinar Tomorrow] Register Today To Learn About Investing In Colombia's #1 Largest Coffee Producer☕

[Webinar Next Week] Register Today To Learn About Investing In Columbia's #1 Largest Coffee Producer☕

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