Why Notes Investing Should be Part of a Diversified Portfolio with Fred Moskowitz - Episode 259
In this episode, I'm with Fred Moskowitz, an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment...
In this episode, I'm with Fred Moskowitz, an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. He teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "Be The Bank".
Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing, has recently launched.
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Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis:
- https://aptwithcurtis.as.me/coffeeconnect
- Connect with Fred Moskowitz
- You may connect with Fred at https://www.fredmoskowitz.com/
- Texting the keyword MONEY to 215-461-4433
- Download Fred’s special report on note investing at https://www.giftfromfred.com/
- "The Little Green Book Of Note Investing": Pick up a copy on Amazon here: https://amzn.to/3I0pR49
- https://www.linkedin.com/in/fred-moskowitz-3a92a9
- Special Listener Gift: Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes - The power of notes and why it should be a part of a diversified portfolio
- Who is Fred Moskowitz?
- How Fred started to turn to alternative investing and building different cashflows
- Defining note investing
- The benefits of investing in real estate notes and mortgages
- Diversifying investment strategies for financial freedom
- How you can start investing in notes
- Different strategies for investing in notes using retirement accounts and life insurance policies
- Optimizing assets and retirement planning
- Managing your personal economy and cash flow
- How you can invest for maximum returns
- Investing in yourself and building wealth
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