324: Leveraging the Power of Health Savings Account with Fred Moskowitz

Wealth Matters By Alpesh Parmar

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1y ago 34:23

MP3•Maison d'episode

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, 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.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 04:38) Opening Segment

- Fred is introduced as the guest Host

- Fred shares something interesting about himself

(04:38 - 26:56) Leveraging the power of Health Savings Account

- Fred shares his first investment

- Fred explains what is a health savings account

- Fred mentioned that everyone can get HSAccount

- He also shares if a business owner can get HSAccount even if you are not W2 employed

- Also he shares how should someone use HSA

- Fred shares about what are some of the custodians that support HSA

(26:56 - 33:20) Fire Round

- Fred shared if he would change his investment strategy

- Fred also shares his favorite Finance, real estate book, or any related book

- Also Fred shared about the website and tools that he can recommend

- Fred's advice to beginner investors

- Also shared how he gives back

(33:20 - 34:23) Closing Segment

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