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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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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
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
Gift : giftfromfred.com
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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