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Surf City Financial Podcast

Helping You Create Financial Security Without Risk


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  • 4. 004 | The "Perfect" Savings Vehicle

     16:29
    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 RoadmapLearn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.-- Click here to download2. Book a Free Financial Strategy SessionIf 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

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  • 3. 003 I Spender, Saver, Wealth Creator

     15:49
    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 RoadmapLearn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.-- Click here to download2. Book a Free Financial Strategy SessionIf 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

  • 2. 002 | The 3 Types of Money

     20:26
    This episode discusses the three types of money.Ready to catch the wave to financial success & security?1. Download the Free Financial RoadmapLearn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.-- Click here to download2. Book a Free Financial Strategy SessionIf 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

  • 1. 001 | Welcome to the Surf City Financial Podcast!

     11:14
    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 RoadmapLearn the 3 step roadmap to creating a solid financial future without risk or sacrificing your current lifestyle.-- Click here to download2. Book a Free Financial Strategy SessionIf 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