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  • 004 | The "Perfect" Savings Vehicle

    004 | The "Perfect" Savings Vehicle
    2019/07/02

    This episode discusses what to look for in the "perfect" savings vehicle.

    Ready to catch the wave to financial success & security?

    1. Download the Free Financial Roadmap

    Learn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.

    -- Click here to download

    2. Book a Free Financial Strategy Session

    If you are serious about creating a secure financial future, but do not yet have a financial plan in place, this is your opportunity to get clear on the next step for growing your wealth!

    -- Click here to book

    Hosted on Acast. See acast.com/privacy for more information.
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    16 分
  • 003 I Spender, Saver, Wealth Creator

    003 I Spender, Saver, Wealth Creator
    2019/05/21

    This episode discusses the difference between a spender, saver and wealth creator.

    Ready to catch the wave to financial success & security?

    1. Download the Free Financial Roadmap

    Learn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.

    -- Click here to download

    2. Book a Free Financial Strategy Session

    If you are serious about creating a secure financial future, but do not yet have a financial plan in place, this is your opportunity to get clear on the next step for growing your wealth!

    -- Click here to book

    Hosted on Acast. See acast.com/privacy for more information.
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    16 分
  • 002 | The 3 Types of Money

    002 | The 3 Types of Money
    2019/05/21

    This episode discusses the three types of money.

    Ready to catch the wave to financial success & security?

    1. Download the Free Financial Roadmap

    Learn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.

    -- Click here to download

    2. Book a Free Financial Strategy Session

    If you are serious about creating a secure financial future, but do not yet have a financial plan in place, this is your opportunity to get clear on the next step for growing your wealth!

    -- Click here to book

    Hosted on Acast. See acast.com/privacy for more information.
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    20 分
  • 001 | Welcome to the Surf City Financial Podcast!

    001 | Welcome to the Surf City Financial Podcast!
    2019/05/07

    This episode is all about our goals for the podcast, how we act as a financial quarterback for our clients and what you can expect on the show.

    Ready to catch the wave to financial success & security?

    1. Download the Free Financial Roadmap

    Learn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.

    -- Click here to download

    2. Book a Free Financial Strategy Session

    If you are serious about creating a secure financial future, but do not yet have a financial plan in place, this is your opportunity to get clear on the next step for growing your wealth!

    -- Click here to book

    Hosted on Acast. See acast.com/privacy for more information.
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    11 分