Ep. 8: Behind the Scenes of Rocket Dollar Client Success Team

Take a peek behind the curtain at Rocket Dollar with Joe Won, Client Success Manager. Joe ensures every Rocket Dollar client gets their account open and funded as smoothly as possible. He walks our customers from start to finish and uses his 20+ years of financial experience to improve our clients' successes.

Om Podcasten

99% of Americans with IRAs aren’t using the most powerful investment vehicle available to them — The Self-Directed IRA. The finance gurus who started Rocket Dollar, the Self-Directed IRA SaaS, shed light on this lesser known retirement account and give actionable advice on how to use it to achieve financial independence.