The Ascent With Crestmont Private Wealth
Host: Sam McGee, MBA, CFA Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com
Episodes
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 interested in the energy industry or ...
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 relationships. Gain insights into handl...
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, and anyone looking to improve their c...
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. Additionally, gain valuable financi...
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 plans, and find out how Ash Brokera...
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 staying the course despite short-t...
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 professionals on relaxation, embracing the gri...
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 of control provisions, and the imp...
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 touches upon the physical and emotiona...
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 McGee - MBA, CFA
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. Michael also discusses his role in th...
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. Alec shares insights on grounding...
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 thank-you notes, punctuality, and ...
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: Sam McGee - MBA, CFA
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 provides a comprehensive outlook o...
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: 830-368-2898 / www.crestmontpw.com /...
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.com/listener for privacy informatio...
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 privacy information.
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.
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