Sign up to save your podcasts
Or
Share Getting Your Spouse On Board for Financial Freedom
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Getting Your Spouse On Board for Financial Freedom
In this 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, discuss how to get your spouse on board with the journey to financial freedom. Together, they share personal stories, challenges they've faced, and practical strategies to help couples align on their vision for the future, especially when one partner is a doctor.
The conversation dives into the struggles many couples face when introducing the concept of financial freedom to their spouse, especially when the idea feels like a complete shift in lifestyle. Dr. Shin and Lila explain how their own journeys unfolded—Dr. Shin reflects on the early days of discussing financial independence with his wife, while Lila shares how she worked to bring her husband on board with her goal of retiring him in five years.
They emphasize the importance of aligning on a shared vision of the future before diving into the numbers, and the role that real estate investing plays in creating more choices for medical professionals. With a combination of empathy and actionable advice, they help listeners understand how to make financial freedom a joint mission.
Key Takeaways:
00:01 – Introduction to the mission of the podcast and how Dr. Daniel Shin and Lila Kaplan are helping doctors and spouses achieve financial freedom.
03:35 – The disconnect couples often experience when one spouse is ahead on the financial freedom journey and how to align on a shared vision.
06:42 – Why creating a shared vision is key before diving into financial details, and how to bring your spouse on board.
14:08 – The power of real estate in creating financial freedom and giving doctors more choice in their careers.
22:36 – The Five Whys technique to understand deeper motivations for financial freedom and work backwards to set achievable goals.
25:02 – Final thoughts on the importance of patience, communication, and a shared vision for achieving financial freedom together.
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: SilverbackEquityPartners.com
Subscribe to the show and don’t miss future episodes!
View all episodes
By Daniel Shin, MD and Lila Kaplan, CFPIn this 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, discuss how to get your spouse on board with the journey to financial freedom. Together, they share personal stories, challenges they've faced, and practical strategies to help couples align on their vision for the future, especially when one partner is a doctor.
The conversation dives into the struggles many couples face when introducing the concept of financial freedom to their spouse, especially when the idea feels like a complete shift in lifestyle. Dr. Shin and Lila explain how their own journeys unfolded—Dr. Shin reflects on the early days of discussing financial independence with his wife, while Lila shares how she worked to bring her husband on board with her goal of retiring him in five years.
They emphasize the importance of aligning on a shared vision of the future before diving into the numbers, and the role that real estate investing plays in creating more choices for medical professionals. With a combination of empathy and actionable advice, they help listeners understand how to make financial freedom a joint mission.
Key Takeaways:
00:01 – Introduction to the mission of the podcast and how Dr. Daniel Shin and Lila Kaplan are helping doctors and spouses achieve financial freedom.
03:35 – The disconnect couples often experience when one spouse is ahead on the financial freedom journey and how to align on a shared vision.
06:42 – Why creating a shared vision is key before diving into financial details, and how to bring your spouse on board.
14:08 – The power of real estate in creating financial freedom and giving doctors more choice in their careers.
22:36 – The Five Whys technique to understand deeper motivations for financial freedom and work backwards to set achievable goals.
25:02 – Final thoughts on the importance of patience, communication, and a shared vision for achieving financial freedom together.
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: SilverbackEquityPartners.com
Subscribe to the show and don’t miss future episodes!