Why Notes Investing Should be Part of a Diversified Portfolio with Fred Moskowitz - Episode 259 episode artwork

EPISODE · Mar 9, 2023 · 38 MIN

Why Notes Investing Should be Part of a Diversified Portfolio with Fred Moskowitz - Episode 259

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

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. Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show! And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/  Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] 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 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 Stitcher Click here to subscribe with RSS

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Why Notes Investing Should be Part of a Diversified Portfolio with Fred Moskowitz - Episode 259

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This episode was published on March 9, 2023.

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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...

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