ICYMI: How to Invest When You’re Scared (Because Everyone Is) with Dr. Felecia Froe
Wealth B-Hers
Felecia Froe became a urologic surgeon after succeeding in medical school and urology residency. Somehow she knew this wasn’t the last thing she would ever do. Her mind as rewired about the idea of money after reading Rich Dad Poor Dad by Robert Kyosaki. In this ICYMI conversation with Mary Katherine Johnson of Planet Wealth, Felecia traces her path buying 18 properties in two years, losing nearly everything in the 2008 crash, and rebuilding into a social impact investor who's now running sober living homes and fighting food deserts. She gets honest about the fear that doesn't fully go away,...
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Choice Is Dignity with Stephanie Georges
Wealth B-Hers
After four decades guiding companies through disruption and reinvention, Stephanie Georges realized she was applying every lesson to everyone but herself. In this episode of Wealth B-Hers, Stephanie sits down with Felecia to unpack the slow, quiet unraveling that led her to walk away from a senior leadership career in defense technology, and how that leap became the Meraki Dignity Project, a platform built to help women navigate change with clarity, community, and financial confidence. The conversation moves through the myths that keep women isolated in their struggles, the...
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Foundations #9: Community Changes How Women Build Wealth
Wealth B-Hers
We talk a lot about the internal work of building wealth: reframing what money means, examining our triggers, defining what security looks like for you. In this episode, Felecia turns to something we don't talk about enough, the myth that financially successful women figure everything out alone. She unpacks how isolation taxes our financial lives in decisions delayed, opportunities missed, and energy spent performing a confidence we don't actually feel, and makes the case for why the right community isn't about accountability check-ins, but about something deeper: belief, believing in yourself...
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What If the Money in Your Account Isn't Real Wealth? with Paul Musson
Wealth B-Hers
What if the money in your account is not the same thing as real wealth? That’s where this conversation starts. Dr. Felecia Froe sits down with Paul Musson, former professional investor, founder of the Paulitical Economy blog, and author of Capital Offence: Why Some Benefit at Your Expense. After decades inside the investment world, Paul began studying economics more deeply after seeing how the housing bubble, the financial crisis, and policy decisions reshaped the relationship between money, capital, and everyday people’s ability to build wealth. They talk about the difference between...
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Fear, not Debt with Barry Levine
Wealth B-Hers
What if the thing keeping people stuck financially is not the debt itself, but the fear of facing it? That’s where this conversation starts. Dr. Felecia sits down with Barry Levine, a Massachusetts-based bankruptcy attorney with more than 45 years of experience helping individuals and small business owners navigate serious financial strain. Barry has seen people walk into his office scared, ashamed, overwhelmed, and convinced they are out of options. What he has learned is that the legal process often has structure, but fear can keep people frozen long before they ever ask for help. They...
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Foundations #8: What I've Learned From Women With More Money Than Peace
Wealth B-Hers
Some women reach the number they thought would make them feel safe and still feel anxious, vigilant, exhausted, or like there will never be enough. The problem is not that something went wrong. Sometimes, it is that everything went right, but the stories beneath the money never changed. In this episode, Dr. Felecia Froe shares what she has learned from women who have more money than peace. Wealth can fund a different life, but it cannot rewrite fear, guilt of a scarcity mindset. True financial peace comes from knowing what your money is for and building toward a life that feels clear,...
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Protect Before You Build with Mark Pierce
Wealth B-Hers
Building wealth is only half the work. Protecting it is the part most people forget. That’s where this conversation starts. Dr. Felecia Froe sits down with Mark Pierce, a trust and LLC attorney with more than 42 years of experience in asset protection, complex tax planning, and state law strategies. Mark brings a unique perspective because he once worked on the other side, examining trusts and asset structures in bankruptcy court to see where they failed, so creditors could get to the money in them. Now, he uses that experience to help people build structures designed to withstand real...
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Make Your Money Do More: Become Your Own Bank with Erica Neal
Wealth B-Hers
What if the rules you were taught about money were never the whole game? That’s where this conversation starts. Dr. Felecia sits down with Erica Neal, co-founder of Infinity Investment Strategies, wealth strategist, authorized IBC practitioner, investor, and bestselling author of Mind of Gold: A Girlfriend’s Guide to Financial Freedom. Erica shares how her early money lessons came from seeing what not to do, why she moved from pre-med into finance, and how working inside traditional financial planning opened her eyes to what many people are never taught about cash flow, retirement income,...
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Foundations #7: Purpose Before Portfolio
Wealth B-Hers
Before you invest a dollar, there’s one question that matters more than the return, the structure, or the opportunity itself: What do you want this money to do for you? Not what did someone else earn. Not how much can this grow. What is this money meant to create in your life? In this episode, Dr. Felecia Froe explains why investing without purpose can leave you wealthy on paper but misaligned in reality. Money is a tool, and tools only make sense when you know what you are building. When your purpose is clear, the question changes from “Is this a good deal?” to “Does this move me...
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Boring Money, The Steady Kind with Fred Moskowitz
Wealth B-Hers
What if real estate investing didn’t have to mean owning the property, managing tenants, or taking repair calls? That’s where this conversation starts. Dr. Felecia Froe sits down with Fred Moskowitz, educator, bestselling author, fund manager, and industry veteran in note investing. Fred explains how he first learned the power of income-producing assets from an unlikely mentor, why relying on a paycheck alone can be risky, and how mortgage notes allow investors to step into the role of the lender. They talk about what note investing actually is, how it differs from owning rental...
info_outlineWhat if real estate investing didn’t have to mean owning the property, managing tenants, or taking repair calls?
That’s where this conversation starts. Dr. Felecia Froe sits down with Fred Moskowitz, educator, bestselling author, fund manager, and industry veteran in note investing. Fred explains how he first learned the power of income-producing assets from an unlikely mentor, why relying on a paycheck alone can be risky, and how mortgage notes allow investors to step into the role of the lender.
They talk about what note investing actually is, how it differs from owning rental properties, and why it can be a powerful way to build cash flow without being as hands-on as traditional real estate. Dr. Felecia also asks the practical questions many listeners may be wondering: What is a note? What is a lien? Can individual investors buy notes? How do note funds work? And how can retirement accounts or health savings accounts be used to invest in this asset class? This conversation is a reminder that the more you understand, the better questions you can ask before putting your money anywhere.
00:04 – Fred’s Money Story and the Entrepreneurial Bug
07:20 – Why a “Stable Job” Wasn’t Really Stable
10:10 – The Mentor Who Changed How Fred Saw Wealth
13:20 – Learning From the Right Rooms
15:45 – Why Fred Shifted From Rental Properties to Notes
18:05 – What Is a Mortgage Note?
21:22 – Understanding Liens and Clear Title
26:16 – Can Individual Investors Buy Notes?
30:41 – How Investors Can Participate in Note Investing
34:27 – How Note Funds Pay Investors
36:36 – Using Retirement Accounts and HSAs for Note Investing
40:10 – Fred’s Book “ The Little Green Book of Note Investing”
Ready to take the next step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Fred Moskowitz!
LinkedIn: https://www.linkedin.com/in/thefredmoskowitz
Instagram: https://www.instagram.com/thefredmoskowitz/
Book: The Little Green Book of Note Investing
Gift: giftfromfred.com
Key Quotes:
“Relying on the paycheck from my job as my only source of income, I was taking on this huge risk.” - Fred Moskowitz
“The work you do from your job, it kinda supports your life, but when you get involved in investing, investing in assets that generate income for you and appreciate over time, that's what really generates wealth.” - Fred Moskowitz