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

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 - curtmay@gmail.com 

• 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

• fred@libertiesmanagement.com 

• Gift : giftfromfred.com

Special Listener Gift

• Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

 

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