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

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Manage episode 494934840 series 2909608
Content provided by Curtis May. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curtis May or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Special Listener Gift

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.

  continue reading

366 episodes

Artwork
iconShare
 
Manage episode 494934840 series 2909608
Content provided by Curtis May. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curtis May or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Special Listener Gift

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.

  continue reading

366 episodes

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