EPISODE · May 7, 2023 · 16 MIN
#312 - Unlock Your Financial Potential: An Exclusive Interview with Certified Financial Planner Kit Lancaster (Sterling Edge Financial)
from Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD · host Christopher H. Loo, MD-PhD
Description: Welcome back to this episode of the podcast! In today's episode, we're thrilled to have Kit Lancaster, a certified financial planner at Sterling Edge Financial, to share more insights and advice on managing your finances. In this conversation with Kit, we'll delve deeper into some of the key financial planning topics that can help you achieve your financial goals. Kit will discuss the importance of having a comprehensive financial plan, strategies for maximizing your retirement savings, navigating complex tax regulations, and much more. With his years of experience in the industry, Kit offers invaluable insights and tips that can help you take control of your finances and plan for a financially secure future. He'll also share some of the common mistakes he's seen clients make and how you can avoid them. Whether you're just starting your financial planning journey or you're looking to optimize your existing portfolio, tune in to this episode of the podcast and get ready to unlock the full potential of your finances! To connect with Kit, visit his website: http://www.sterlingedgefinancial.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
What this episode covers
Description: Welcome back to this episode of the podcast! In today's episode, we're thrilled to have Kit Lancaster, a certified financial planner at Sterling Edge Financial, to share more insights and advice on managing your finances. In this conversation with Kit, we'll delve deeper into some of the key financial planning topics that can help you achieve your financial goals. Kit will discuss the importance of having a comprehensive financial plan, strategies for maximizing your retirement savings, navigating complex tax regulations, and much more. With his years of experience in the industry, Kit offers invaluable insights and tips that can help you take control of your finances and plan for a financially secure future. He'll also share some of the common mistakes he's seen clients make and how you can avoid them. Whether you're just starting your financial planning journey or you're looking to optimize your existing portfolio, tune in to this episode of the podcast and get ready to unlock the full potential of your finances! To connect with Kit, visit his website: http://www.sterlingedgefinancial.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
NOW PLAYING
#312 - Unlock Your Financial Potential: An Exclusive Interview with Certified Financial Planner Kit Lancaster (Sterling Edge Financial)
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m