TCREI Show #32 - A Financial Advisor’s Frugal Path to Freedom w/ Scott Jensen

TCREI Show #32: A Financial Advisor's Frugal Path to Freedom w/ Scott Jensen Key Topics Covered

• What financial advisors actually invest in — and why

• Combining frugality, DIY, and real estate to build wealth

• Selling off rental properties to focus on passive investments

• Using tax code strategies to transition without penalties

• Shifting perspectives on risk, control, and freedom

Episode Summary

In TCREI Show #32, we talk with Scott Jensen, a financial advisor and real estate investor known for his disciplined, practical approach to building wealth. While many advisors talk the talk, Scott has been quietly walking the walk — DIYing home projects, Airbnbing his primary residence, and building a real estate portfolio one frugal decision at a time.

Recently, however, Scott made a big pivot: he sold off his physical real estate holdings and shifted toward more passive investments that better align with his family and lifestyle goals. In this episode, we unpack the thinking behind that decision, how he’s leveraging the tax code to maximize gains, and what he’s learned about risk, control, and the psychology of freedom.

This is a great episode for anyone balancing active real estate with long-term freedom — or who just wants permission to take a smarter, saner path.

Guest Info

Scott Jensen Financial Advisor | Real Estate Investor | DIY Enthusiast Based in Minnesota Focused on financial independence through simple, grounded strategies

Sponsor

Shuk Rentals Minnesota-based property management software designed to help real estate investors make more money, reduce vacancies, streamline rental efficiencies, and more. Website: www.shukrentals.com Promo Code: TCREI20 — Get 20% off all subscriptions for the first year

Resources & Links

• Listen on Spotify

• Apply with Tim – Mortgage Application

• Book a Strategy Call with Adam

• Book a Strategy Call with Tim

• Twin Cities Investing Facebook Group

• Twin Cities Investing Meetup Group

• Twin Cities Investing Website

• Contact Adam: [e-mail]

• Contact Tim: [e-mail]

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About the Show

The Twin Cities Real Estate Investing Show is hosted by Tim Swierczek, a mortgage expert with over 22 years of experience and 2,000+ loans closed, and Adam Tafel, a top-producing Realtor and Twin Cities investor. Each week, they dive into real-world investing strategies, share local market insights, and interview active investors to help you grow your portfolio — one smart decision at a time.

Meet Your Hosts

Tim Swierczek Mortgage Loan Officer | Real Estate Investor Specializing in house hacking, investment lending, and creative finance Based in the Twin Cities Apply with Tim | Book a Call Email: [e-mail]

Adam Tafel Realtor | Real Estate Investor Helping clients buy, sell, and invest in Twin Cities real estate Based in Highland Park Book a Call Email: [e-mail]