2025 in Review: Wins and Lessons

🔥 Building Wealth Beyond the W-2: 2025 Wins, Lessons & 2026 Goals As Physicians | Paging Financial Freedom

In this year-end reflection episode of Paging Financial Freedom, Dr. Daniel Shin, surgeon and real estate investor, and Lila Kaplan, former Wall Street professional and certified financial planner, look back on the wins, challenges, and lessons from 2025—and map out what’s ahead for 2026.

They break down real multifamily and short-term rental deals across Dallas, Florida, Tennessee, Iowa, and beyond, sharing what worked, what didn’t, and how today’s repriced real estate market is creating rare opportunities for physicians and high-income professionals to build tax-efficient wealth beyond their W-2s.

From capital raises and value-add multifamily acquisitions to STR loopholes, cost segregation, market oversupply, and portfolio pivots, this episode offers a transparent look into how doctors and spouses can invest smarter, diversify income, and buy back time—without chasing hype.

This is a must-listen for physicians who want to reflect strategically, invest intentionally, and step into 2026 with clarity, confidence, and a long-term plan for financial freedom.

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✅ For Business Inquiries ► Paging Financial Freedom Email

✅ Dr. Daniel Shin’s Real Estate Platform ► CereusRealEstate.com

✅ Lila Kaplan’s Real Estate Investment Management ► Silverback Equity Partners

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🕐 𝐓𝐢𝐦𝐞𝐬𝐭𝐚𝐦𝐩𝐬:
00:00 – Welcome to Paging Financial Freedom
01:14 – Reflecting on 2025 wins, lessons, and growth
02:40 – Lila’s 82-unit Dallas multifamily acquisition
05:22 – Daniel’s capital raises and repriced market opportunities
10:28 – Favorite markets and diversification strategies
14:16 – Selling long-term rentals and redeploying equity
17:23 – Business growth goals for 2026
18:49 – Scaling with systems, hires, and AI
19:38 – Personal freedom goals beyond money
22:23 – Final reflections and vision for 2026

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Links from the Episode:

🔗 Paging Financial Freedom Podcast on Spotify & Apple Podcasts

🔗 Dr. Daniel Shin’s Real Estate Platform: CereusRealEstate.com

🔗 Lila Kaplan’s Real Estate Investment Firm: Silverback Equity Partners

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💬 Stay Connected with Us:
👉 Website: Paging Financial Freedom
👉 Instagram: @PagingFinancialFreedom
👉 YouTube: Paging Financial Freedom Channel

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