Paging 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, sit down with Javi Beza, co-founder of Higher Ground Investment Group, to break down the full life cycle of a multifamily real estate deal—from sourcing and underwriting properties to asset management and eventual exit strategies.

Javi shares his journey from running his family’s construction equipment business into multifamily investing, how he partnered with his longtime friend Teddy Moulman to launch Higher Ground Investment Group, and why operations, syst...

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, sit down with Jeremy Dyer, VP of Capital Formation at Rise48 Equity, to discuss real estate syndications, passive investing, and how busy physicians can build financial freedom through multifamily real estate. 

Jeremy shares his journey from tech sales into real estate investing, how passive syndications helped him reclaim time with his family, and why long-term investing, not chasing quick wins is the key to sustainable wealth creation.

T...

In this episode of Paging Financial Freedom, Daniel Shin, a surgeon and real estate investor, and Lila Kaplan, a former Wall Street professional and certified financial planner, discuss the current state of the real estate market in 2026 and what investors can expect in the months ahead. They explore emerging trends, lending shifts, and where the biggest opportunities may lie for those pursuing financial freedom through real estate.

The conversation dives into the concept of a “credit thaw,” where lending activity is expected to increase significantly, potentially unlocking more deals across the market. They analyze why multifamily real esta...

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, reflect on their journey through 2025 and share their goals for 2026. They discuss their real estate achievements, the challenges they’ve faced, and the lessons they've learned along the way.

The conversation delves into their personal and professional milestones, including Lila's success with an 82-unit apartment deal in Richardson, Texas, and the expansion of their portfolios. They highlight the opportunities they’ve seized by taking advantage of discounted properties and thei...

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, dive into the topic of student loan debt and how doctors can overcome it while building wealth through real estate investing. Together, they share their personal stories, the challenges they’ve faced with student loans, and the strategies they’ve used to achieve financial freedom.

The conversation explores the rising costs of medical school, the impact of student loans on career choices, and how managing debt can significantly affect a ph...

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 various ways to invest in real estate and how these strategies can lead to financial freedom. They dive into the nuances of real estate investing, focusing on traditional buy and hold, house flipping, short-term rentals, and land investing. The conversation also covers passive investment strategies like real estate syndications and REITs.

Key Takeaways:

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 why doctors need additional income streams and how to take control of their financial future. Together, they share personal stories, challenges they've faced, and practical strategies for physicians looking to achieve financial freedom through real estate and tax savings.

The conversation dives into the current state of physician income, with salaries stagnating and burnout rates rising, and the importance of diversifying income sources to combat these issues. Dr...

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...

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, dive into the financial traps doctors face during residency—and how to avoid them. Together, they share personal stories, hard-earned lessons, and practical strategies to help residents and their spouses build a foundation for financial freedom.

The conversation uncovers the realities of low residency pay, mounting student debt, and the predatory financial advisors who target young doctors. Dr. Shin reflects on his own struggles during residency and ho...

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...