Invest like the Bank: Advanced Note Investing with Fred Moskowitz - Episode 351

EPISODE · Jul 17, 2025 · 42 MIN

Invest like the Bank: Advanced Note Investing with Fred Moskowitz - Episode 351

from The Practical Wealth Show · host Curtis May, Fred Moskowitz

In this powerful follow-up episode, Curtis May welcomes back seasoned investor and educator Fred Moskowitz to dive deeper into the world of note investing. You'll learn how to stop thinking like a borrower and start acting like a bank—using private notes to build steady, secured income and true financial control.   Highlights Why note investing beats traditional rentals (without the 2 AM toilet calls) How to use Self-Directed IRAs to fund note purchases tax-free Key metrics to evaluate before buying a note Where to source quality performing and non-performing notes The biggest mistakes beginners make (and how to avoid them) Why the next 5 years could be a golden age for private lending Whether you're a passive investor, real estate professional, or just tired of Wall Street volatility—this episode will show you how to "Be the Bank." 📘 Fred's book: The Little Green Book of Note Investing 🌐 Learn more: www.fredmoskowitz.com    Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - [email protected]  Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink  Connect with Fred Moskowitz [email protected]  Gift : giftfromfred.com Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with RSS  

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Invest like the Bank: Advanced Note Investing with Fred Moskowitz - Episode 351

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