In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Fred Moskowitz, a bestselling author and expert in note investing, to discuss the power of mortgage notes as a passive income strategy. Fred shares his journey from a tech engineer to a successful fund manager, highlighting the importance of financial diversification and building multiple income streams. He breaks down the fundamentals of note investing, explaining how it allows investors to act as lenders rather than property owners. The conversation delves into market trends, the impact of rising interest rates, and the key differences between active and passive investing in notes. Fred also emphasizes the importance of financial education, relationship-building, and understanding your financial ‘why’ to create long-term wealth and security.

Key Highlights:

- Diversifying Income Streams: Financial security comes from having multiple sources of income.

- The Power of Note Investing: Mortgage notes provide a passive alternative to owning rental properties.

- Scalability in Investing: The note market allows for strategic growth without hands-on property management.

- Impact of Interest Rates: Market trends and rising rates significantly influence mortgage investments.

- Longer Home Retention: Low interest rates are causing homeowners to stay put longer, affecting the market.

- Building Relationships: Success in note investing relies heavily on networking and strong industry connections.

- Understanding Your Financial ‘Why’: A clear purpose helps guide strategic investment decisions.

Fred Moskowitz’s insights shed light on the often-overlooked world of note investing and how it can be a powerful tool for generating passive income and financial resilience. Whether you’re an experienced investor or just starting out, this episode of the Know Your Why Podcast provides valuable strategies for diversifying wealth and securing long-term financial stability. Tune in to learn how mortgage notes can help you build financial freedom while minimizing the hands-on challenges of traditional real estate investing.

Get a copy of Fred's book, “The Little Green Book Of Note Investing", on Amazon:https://amzn.to/3I0pR49

Get in touch with Fred:

Website: https://www.fredmoskowitz.com/

Instagram: https://www.instagram.com/thefredmoskowitz/

Facebook: https://www.facebook.com/fred.moskowitz.18

LinkedIn: https://www.linkedin.com/in/thefredmoskowitz/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

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