The Ascent With Crestmont Private Wealth

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 touch on the importance of certifica...

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 about her experiences. Izzy also discus...

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 regular discussions about finances and...

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. This episode also provides insights in...

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, adaptability, and care.

Learn about the impo...

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 between clients and advisors.

They als...

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, guilt, anxiety, and impulsive spe...

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

Contact: 830-368-2...

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...