4 episodios
Surf City Financial Podcast Brian Zeek
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- Economía y empresa
If what you thought to be true about money turned out not to be true, when would you want to know?
Welcome to the Surf City Financial Podcast where you will learn about all things money. Each week we will feature guest experts in the areas of retirement planning, business planning, college planning, estate planning & benefit planning so you can have a more secure financial future.
Your Host, Brian Zeek, is the co-author of There’s More To Financial Planning than Financial Planning, CEO of Surf City Financial Group, and is a seasoned veteran in the financial services & insurance industry. If you have an interest in learning the strategies for building real wealth without risk, you’re in the right place.
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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004 | The "Perfect" Savings Vehicle
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. -
003 I Spender, Saver, Wealth Creator
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. -
002 | The 3 Types of Money
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. -
001 | Welcome to the Surf City Financial Podcast!
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.