# Episode 98: Be the Bank? Fred Moskowitz Shows Seniors How Mortgage Notes Can Build Retirement Income

Page: https://stenobird.com/podcast/serving-seniors-podcast-6575260/episode-98-be-the-bank-fred-moskowitz-shows-seniors-how-mortgage-notes-can-build-retirement-income
Text version: https://stenobird.com/podcast/serving-seniors-podcast-6575260/episode-98-be-the-bank-fred-moskowitz-shows-seniors-how-mortgage-notes-can-build-retirement-income.md
Podcast: [Serving Seniors Podcast](https://stenobird.com/podcast/serving-seniors-podcast-6575260)
Published: 2026-05-22T05:00:00+00:00
Episode link: https://share.transistor.fm/s/5d1842f2
Audio file: https://media.transistor.fm/5d1842f2/cb7c74ba.mp3
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JSON: https://stenobird.com/v1/public/podcasts/serving-seniors-podcast-6575260/episodes/episode-98-be-the-bank-fred-moskowitz-shows-seniors-how-mortgage-notes-can-build-retirement-income
Duration seconds: 1230

## Resource

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…

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