Paging Financial Freedom

Building Wealth in Medicine


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In the inaugural episode of Paging Financial Freedom, Dr. Daniel Shin, a surgeon and real estate investor, and Lila Kaplan, a former Wall Street professional and certified financial planner, share their personal journeys toward financial freedom. Together, they aim to help doctors and their families escape the constraints of demanding medical careers through smart real estate investments and tax-saving strategies.

The episode dives into their motivations for starting the podcast and highlights how real estate can be a powerful tool for building wealth beyond traditional W-2 incomes. Dr. Shin reflects on his transition from full-time surgery to part-time practice, crediting real estate for giving him the flexibility and financial security to reduce his work hours. Lila, a spouse of an orthopedic surgeon, discusses her shift from Wall Street to real estate investing and her mission to retire her husband early, freeing him from the stress of his high-pressure job.

Together, they explore how their unique perspectives—both as doctors and spouses—can empower listeners to achieve financial independence, regain control over their time, and retire on their own terms.

Key Takeaways:

  • 00:01: Introduction to the hosts and their mission to help doctors and spouses achieve financial freedom.


  • 02:08: Dr. Shin shares his journey from financial scarcity to becoming a urologic surgeon and investor.


  • 04:00: Lila discusses her career shift from Wall Street to real estate investing and her goal of retiring her husband.


  • 07:16: Dr. Shin explains how real estate can provide doctors with the financial freedom to reduce work hours.


  • 08:11: Lila emphasizes the importance of the spouse's role in creating financial independence through real estate investments.


Links Mentioned in the Episode:

  • Paging Financial Freedom Podcast on Spotify & Apple Podcasts
  • Learn more about Dr. Daniel Shin’s Real Estate Fund:  CereusRealEstate.com
  • Learn more about Lila Kaplan’s real estate investment management company:  https://silverbackequitypartners.com/

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Paging Financial FreedomBy Daniel Shin, MD and Lila Kaplan, CFP