In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Fred Moskowitz, Public Speaker, Entrepreneur, Author, educator, best-selling author, and mortgage note investing expert with Fred Moskowitz.

Fred breaks down how seniors and retirees can use mortgage notes as a way to create passive income, diversify their retirement strategy, and better understand what it means to “be the bank.” Don’t worry, no giant marble bank building required. 🏦😄

Fred shares how individual investors may step into the shoes of the lender through note investing and potentially receive monthly payments backed by real estate. He also explains why note investing can be an important part of the conversation for people looking at income, retirement planning, and alternative investments.

In this episode, Matt and Fred discuss:
✅ What mortgage note investing means
✅ How investors can “be the bank”
✅ Why note investing may appeal to retirees and seniors
✅ How notes can create passive income streams
✅ The role of education before investing
✅ Fred’s book, “The Little Green Book Of Note Investing”
✅ How to learn more before jumping in with both feet and your checkbook

Connect with our Guest at:
https://www.fredmoskowitz.com/

Download Fred’s special report on note investing at:
https://www.giftfromfred.com/

Book: “The Little Green Book Of Note Investing”
https://amzn.to/3I0pR49

📌 Company Name:
One Trust Home Loans

🎙️ Host:
Matt Helton

🎧 Podcast Name:
Serving Seniors Podcast

📝 Podcast Description:
Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show dives into the unique challenges and opportunities that retirement can bring.
Each week, Matt meets with experienced professionals from many fields to help answer the questions that come with living as an independent senior. From financial planning and healthcare to leisure activities, estate planning, retirement income, and senior living, no topic is off the table.
Whether you are getting close to retirement, just starting this new chapter, or already enjoying your golden years, the Serving Seniors Podcast is here to help you learn, prepare, and thrive.

🌐 Podcast URL:
https://www.servingseniorspodcast.com/

🤝 Sponsor Name:
One Trust Home Loans

🌐 Sponsor URL:
https://onetrusthomeloans.com/

🔢 NMLS Numbers:
Matt Helton, NMLS#178551
OneTrust Home Loans, NMLS #46375

📋 Licensing Information:
Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375
https://www.nmlsconsumeraccess.org

3838 Camino del Rio N Suite 305, San Diego, CA 92108

Corporate phone: (888) 488-3807

All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice.
By refinancing your existing loan, your total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60 (F)

📞 Contact Number:
(888) 488-3807

📍 Address:
320 Seven Springs Way, Ste 250, Brentwood, TN 37027

📲 Social Media Links:
Facebook: https://www.facebook.com/MattsMortgageNews
LinkedIn: https://www.linkedin.com/in/matt-helton-7b3bab6/

▶️ YouTube Link:
https://www.youtube.com/@servingseniorspodcast

🏷️ Hashtags:
#ServingSeniorsPodcast
#MattHelton
#OneTrustHomeLoans
#FredMoskowitz
#NoteInvesting
#MortgageNotes
#RetirementIncome
#PassiveIncome
#SeniorLiving
#RetirementPlanning
#AlternativeInvestments
#FinancialEducation
#HomeEquity
#AgingInPlace
#MortgageTips
#RealEstateEducation
#FinancialFreedom
#TheLittleGreenBookOfNoteInvesting
#BeTheBank
#Onetrusthomeloans

⚠️ Disclaimer:
The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.