Share

cover art for 004 | The "Perfect" Savings Vehicle

Surf City Financial Podcast

004 | The "Perfect" Savings Vehicle

Season 1, Ep. 4

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

More episodes

View all episodes

  • 3. 003 I Spender, Saver, Wealth Creator

    15:49||Season 1, Ep. 3
    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||Season 1, Ep. 2
    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||Season 1, Ep. 1
    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