In this episode, Shannon continues a riveting conversation with Fred Moskowitz, an expert in alternative investing and mortgage note investing. Fred sheds light on leveraging connections with other entrepreneurs and investors to educate oneself on various investment strategies. The discussion covers the wealth of investment advice available, ways to sift through it safely, and how to leverage expert networks to best serve investment goals. Additionally, Shannon and Fred touch on tax-efficient investing strategies, particularly for real estate and mortgage notes. Whether listeners are seasoned investors or just getting started, this episode is packed with insights to help them build wealth through meaningful connections.

 

Fred Moskowitz is 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. Fred teaches the concept that individual investors are able to step into the shoes of the lender, 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.

 

Instagram: @thefredmoskowitz

Facebook: @thefredmoskowitz

Website: www.fredmoskowitz.com

Get Fred’s book here: https://www.fredmoskowitz.com/the-little-green-book-of-note-investing/ 

 

What you'll hear in this episode:

05:06 Seek experienced advice, be cautious of skepticism.

07:11 Building relationships through asking questions and learning.

13:19 CPA provides counsel on tax planning strategies.

16:16 Unaware of tax benefits for real estate.

20:05 Strategic planning with CPA for long-term benefits.

 

If you like this episode, check out:

Takeaways from Steps for Success with Junior Achievement

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

 

Want to learn more so you can earn more?

Transform your small business journey – download the Small Business $tarter Kit here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.