Episode 42: Planning for Financial Independence

Scout Real Estate founder Jennifer Nelson welcomes certified financial planner Josh Whalen to the Pocket Hours podcast. Josh helps people refine and identify their financial goals and then implement, coordinate, and oversee strategies to get them there.

If you don’t think you have enough money to start planning for the future, Josh and Jennifer stress the idea that you do have time on your side. Once you structure your business to begin planning for the future, Josh has strategies for saving for retirement, tax planning, and outsourcing certain tasks. It might be worth your while to let a trusted professional take over, so you can get the best outcome for the funds you’re able to contribute to your future. 

Josh shares some great ideas for your big picture as well as some practical tips that can help you start planning right now. This is a great conversation to know when to start planning (probably when you start to get annoyed with your taxes) and what to do first to gain financial independence.

Find more from Alterra Advisors and connect with Josh Whelan at alterraadvisors.com.

If you would like to learn more about Scout Real Estate you can email Jennifer [email protected] or visit scoutrealestate.com.