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Surf City Financial Podcast

Surf City Financial Podcast

Written by: Brian Zeek
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About this listen

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.

Brian Zeek
Economics Personal Finance
Episodes
  • 004 | The "Perfect" Savings Vehicle
    Jul 2 2019

    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.

    Show More Show Less
    16 mins
  • 003 I Spender, Saver, Wealth Creator
    May 21 2019

    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.

    Show More Show Less
    16 mins
  • 002 | The 3 Types of Money
    May 21 2019

    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.

    Show More Show Less
    20 mins
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