Mapping Out a Plan For Your Pension and Benefits

Encore of Mapping Out a Plan For Your Pension and Benefits


Separating or retiring from the military is a big deal. Planning and preparation should be given to leaving the military so you make informed decisions about things that can have lasting financial impacts.


Looking at your pension and benefits together can help you make the best decision for you and your unique circumstances.


Kit Lancaster is an Army Veteran and Certified Financial Planner. He’s the founder of Sterling Edge Financial, a financial services firm focused on serving emerging professionals and business owners with wealth management and financial planning advice. Kit enjoys actively supporting veterans and the veteran community in Chicagoland.


Kit himself is a veteran deploying twice in support of Operation Iraqi Freedom as a Field Artillery Officer with the 214th Fires Brigade. Since leaving the service, Kit donates his time by raising awareness and connecting veterans to Team Red White & Blue, American Corporate Partners, Veterans Leadership Council, and Bunker Labs.


Kit shares advice on how to map out your pension and benefits before you leave the military to help you have the quality of life you want after the military.


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The celebration of Military Appreciation Month is still going underway! Navy Federal wants to thank the men and women serving for their commitment to our country. For more than 85 years, their mission has been to help those serving and their families. Their members can enjoy a savings rate 3x the industry average with branches worldwide. You can learn more at navyfederal.org/celebrate.


Mapping Out a Plan For Your Pension and Benefits Episode Details

  • Difference between retiring and separating
  • A breakdown of the value of your benefits
  • The value of medical benefits
  • Benefits that give you the opportunity to invest in yourself
  • How to build a cash flow strategy
  • What a fee-based financial planner can do to help
  • Understanding disability benefits
  • How to focus on creating value
  • Power of flexibility in planning your transition


Mapping Out a Plan For Your Pension and Benefits


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If you want to “kickstart” your finances in the military, you can get access to my free Financial Kickstart Kit here.