The Ascent With Crestmont Private Wealth

Sam McGee from Crestmont Private Wealth and his son, Samuel, discuss financial literacy, the importance of work ethic, and the value of giving time, talent, and treasure. Samuel shares insights from his experiences with Early Act, a service-oriented group he joined in fifth grade, and delves into his summer training for football, the educational value of doing chores, and thoughts on AI technology...

This podcast episode features an engaging conversation between Sam McGee, CEO and owner of Crestmont Private Wealth, and Hannah Perry, the firm's Chief Operating Officer. Sam and Hannah discuss her journey with the company, starting with her days at LSU and her initial roles in Houston, through her move to Lakeway, working remotely during the pandemic, and ultimately relocating to Boerne. Hannah s...

This episode of The Ascent, hosted by Sam McGee, the CEO and owner of Crestmont Private Wealth. features a guest, Rebecca Petri, who recently graduated from Texas A&M's Financial Planning School. The host and guest discuss a range of topics including Rebecca's background, the value of internships, and the experience of transitioning from academia to a career in financial planning. They also to...

The Ascent: Balancing Family, Business, and Teen Life with Izzy McGee! In this special episode of The Ascent, host Sam McGee from Crestmont Private Wealth invites his daughter, Isabella McGee, to share her unique perspective on growing up as the child of a business owner. From the pros and cons of having entrepreneurial parents to navigating the pressures of teenage life in 2025, she opens up abou...

Sam McGee and Alec Walker speak about Financial Literacy Gaps Between Spouses and Across Generations. They explore common scenarios where one spouse may be less financially literate and the potential issues that can arise when one partner is solely responsible for managing finances. Alec shares insights and experiences on engaging both spouses in financial planning, emphasizing the benefits of reg...

The Ascent: Tax Cuts and Jobs Act 2.0 Explained Join Sam McGee and Alec Walker from Crestmont Private Wealth in this informative episode of 'The Ascent' on Boerne Radio. They delve into the key provisions and implications of the newly proposed Tax Cuts and Jobs Act 2.0, including income tax bracket changes, enhanced standard deductions, and adjustments to the state and local tax deduction cap. Thi...

Building an Employer of Choice: Insights from Crestmont Private Wealth In this episode of 'The Ascent' with Crestmont Private Wealth, CEO Sam McGee discusses the company's expansion and their approach to becoming an employer of choice. Sam shares valuable insights on core values, HR strategies, and creating a competitive work environment focused on trust, teamwork, commitment to service, adaptabil...

In this episode, Sam McGee and Alec Walker, EVP of Financial Planning, discuss how Crestmont is simplifying wealth management for high-net-worth clients using the latest features of the E-Money client portal. They delve into the capabilities of the newly integrated mobile app, which offers a single pane of glass for viewing all financial assets, updating information, and seamless communication bet...

Understanding Sudden Wealth Syndrome: Managing Unexpected Financial Windfalls In this episode of 'The Ascent with Crestmont Private Wealth,' Alec Walker, EVP of Financial Planning, and CEO Sam McGee discuss the psychological and emotional challenges of Sudden Wealth Syndrome. They explore how unexpected financial windfalls, such as inheritances, lottery wins, or large contracts, can lead to stress...

Join Sam McGee of Crestmont Private Wealth as he interviews Garrett Daley, owner of American Petroleum. Garrett shares his journey from working at Valero to starting his own fuel distribution company in Boerne, Texas. Learn about the challenges, highs, and lows of entrepreneurship, the critical nature of fuel distribution, and valuable advice for aspiring entrepreneurs. A must-listen for anyone in...

Join Sam McGee, CEO of Crestmont Private Wealth, as he sits down with Patrick Cahoon, a respected lawyer, volunteer firefighter, and president of the Boerne Volunteer Fire Department. In this episode of 'The Ascent,' Sam and Patrick discuss the importance of legal counsel for business owners and high-net-worth families, focusing on litigation, risk mitigation, and building strong professional rela...

n this episode of The Ascent, Sam McGee from Crestmont Private Wealth offers an in-depth discussion on responsible credit management. Drawing from over 25 years of experience in banking and finance, Sam explains the basics of credit, how to build and repair credit history, and the importance of paying bills on time. This episode is valuable for young adults heading to college, recent graduates, an...

Join Sam McGee, CEO of Crestmont Private Wealth, on 'The Ascent' as he delves into the fascinating topic of Third Culture Kids. With personal anecdotes from growing up in multiple countries, Sam shares insights from the book 'Third Culture Kids' and its relevance to those who have lived abroad. Discover the unique challenges and benefits of global upbringing and how it shapes future perspectives....

Join Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, and Carly Rosswurm from Ash Brokerage as they discuss navigating Medicare for those turning 65. Carly shares insights into the different parts of Medicare, the importance of planning ahead, and key factors to consider during the enrollment period. Learn about the differences between Medicare Supplement and Medicare Advantage...

Join Sam McGee, CEO of Crestmont Private Wealth, and Alec Walker, EVP and CFP professional, as they discuss market volatility and investor psychology. They delve into the causes of market jitters, how investors typically react, and what you should and shouldn't do during such times. Learn about the importance of a well-structured financial plan, asset diversification, and the long-term benefits of...

In this episode of The Ascent, hosted by Sam McGee from Crestmont Private Wealth, special guest Matthew Parra from Origin Bank shares his journey from college to becoming a successful portfolio manager. Matthew discusses his upbringing, education at Texas State, and the challenges and rewards of entering the professional world. He offers invaluable advice for college students and young professiona...

Welcome to The Ascent by Crestmont Private Wealth with Sam McGee, CEO and owner of Crestmont. This episode delves into the niche topic of executive compensation, specifically restricted stock units (RSUs). Sam explains how RSUs are granted, the typical vesting schedules, and the implications for personal wealth and risk management. He also covers key considerations such as tax withholdings, change...

In this episode of The Ascent, host Sam McGee from Crestmont Private Wealth converses with Dr. Oscar Ochoa, a renowned board-certified plastic and reconstructive surgeon specializing in advanced breast reconstruction techniques. Dr. Ochoa sheds light on the intricacies of insurance reimbursement for breast reconstructive surgery, and clarifies the laws surrounding coverage. The discussion also tou...

Join Sam McGee, as he delves into the financial principle that Albert Einstein called the 'eighth wonder of the world'—compounding. In this episode of The Ascent, Sam explains the fundamentals of compounding, breaks it down using five key 'bricks' of portfolio construction, and presents real-world examples illustrating its power.  Visit CrestmontPW.com for more details. Host:  Sam...

In this episode of The Ascent, host Sam McGee, CEO of Crestmont Private Wealth, welcomes special guest Michael Ethridge. Michael shares his journey from high school in Boerne, TX, to various roles including working for a member of Congress and the Farm Bureau. They delve into Michael's entrepreneurial spirit, detailing his ventures such as managing a lawn business and reviving the Das Festival. Mi...

Join Sam McGee and guest Alec Walker, as they discuss crucial financial planning steps for handling layoffs. This episode addresses the impact of mass layoffs, with recent examples from Chevron and Southwest Airlines, and offers advice for those nearing retirement and those far from it. Learn strategies for managing cash flows, optimizing pensions and 401ks, and preparing for unexpected job losses...

Join Sam McGee on 'The Ascent' as he explores significant shifts in work environments over the past decade, particularly post-pandemic, and their impact on business etiquette. From hybrid and remote work implications to the timeless principles of professionalism, this episode offers crucial insights for both employers and employees across various industries. Sam also touches upon the importance of...

Join Sam McGee in Part 2 of diving into Company Core Values as he delves into the essential components of successful business management from Gino Wickman's book, Traction. This episode focuses on Chapter 6 (Issues) and Chapter 7 (Processes) and provides insights into identifying, discussing, and solving problems, as well as creating replicable processes for consistent business success. Host:&nbsp...

In this episode of 'The Ascent,' Sam McGee, CEO of Crestmont Private Wealth, explores the fixed income market and its potential opportunities in 2025. Sam delves into the economic dynamics, such as interest rate cuts, tariffs, and U.S. fiscal policy, impacting both the bond and equity markets. Highlighting the importance of active management and the crucial role of fiduciary advisors, this episode...

Join Sam McGee from Crestmont Private Wealth as he delves into the common struggles faced by business owners and actionable strategies to overcome them. Drawing from Gino Wickman's book 'Traction,' Sam emphasizes the importance of establishing core values and selecting the right people for the right roles to enhance business efficiency and success.  Host:  Sam McGee - MBA, CFA Contact: 8...