The Ascent With Crestmont Private Wealth

In this episode, we delve into the intriguing world of Financial Bubbles in History, discover what causes them, learn how to avoid the  FOMO (Fear of Missing Out, and steer clear of potential pitfalls. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  January 18th 2025 as heard on Boerne Radio 103.9FM. See omnystudio...

Join us this week on The Ascent with Sam McGee  Part 2 Series:  Concerns of the Older and Aging Generation and how Crestmont does high net worth family advice. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  January 11th 2025 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information...

Join us this week on The Ascent with Sam McGee  with Part 1 Series:  Concerns of the Younger Generation or Adult children and how Crestmont does high net worth family advice.  Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  January 4th 2025 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for...

Join us this week on The Ascent with Sam McGee as he discusses Recency Bias and how it can alter your financial decisions.  Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  December 28th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with Christina Nardi and compares the housing market from years past to today. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  December 21st 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with Baron Wiley to talk about how Baron got his start owning his own business with Boerne Radio. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  December 14th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with Kim Blohm to learn about giving to varies charities in Kendall County. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  December 7th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with David Arringdale to discuss the importance of varies insurance. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  November 30th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee as he discusses why its important to separate the Economy from the market.  Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  November 23rd 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee as he sits with Shawn Lovorn from Lovorn Law Firm. Learn more about why its so important to have Wills, Medical Power of Attorney and Estate Planning.  Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  November 16th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for...

Join us this week on The Ascent with Sam McGee as he discusses how people make behavioral decisions based off of life events such as the election. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  November 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee as he discusses changes coming for Estate Taxes. Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  November 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee as he sits down with COO Hannah Perry. Listen in about giving back and Red Bird Ministries.  Host:  Sam McGee - MBA, CFA Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  October 26th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Alec Walker as he gives us advice on Charitable Giving. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  October 19th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Alec Walker. Learn more about Current Market Events and how it can effect you. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  October 12th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee and guest Jason Barrett. Learn more about date privacy and trade marks for your business. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  October 5th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee and guest Michele Holcomb. Learn more about why mental health is important even while on the trail head. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  September 28th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee and guest Alex Gomez. Learn about protecting your business with cyber security.  Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  September 21st 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee listen in on part 3 of a 3 part series getting the perspective of starting a business where Sam sits down with his son Samuel McGee about his point of view from a child stand point. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  September 14th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener...

Join us this week on The Ascent with Sam McGee listen in on part 2 of a 3 part series getting the perspective of starting a business where Sam sits down with his wife Kristen McGee about her point of view of a spouse starting a business. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  September 7th 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/l...

Join us this week on The Ascent with Sam McGee listening in on part 1 of a 3 part series getting the perspective of starting a business.  Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  August 31st, 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee and he sits down with Jess McConnell to discuss his life journey. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  August 24th, 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee and he sits down with Trevor Knight to discuss his life journey. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  August 17th, 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Alec Walker discussing past and upcoming elections and how that effects your financial profile. Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  August 10th, 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Alec Walker and Carlos Mejia discussing Social Security Benefits and how it can best benefit you! Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006 Air Date:  August 3rd, 2024 as heard on Boerne Radio 103.9FM. See omnystudio.com/listener for privacy information.