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 heartwarming and informative episode highlights the benefits of instilling strong values and financial education in the younger generation.
00:00 Introduction and Disclaimer
00:27 Welcome to The Ascent
01:01 Summer Activities and Training
01:43 Financial Literacy and Early Act
05:15 Allowance and Financial Tools
07:42 School Subjects and AI Concerns
10:45 Spontaneous Podcast Invitation
11:14 Conclusion and Gratitude
Original Air Date: July 12, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact: www.crestmontpw.com
Alec Walker in Houston: 831-280-5288
Sam McGee in Boerne: 830-368-2898
See omnystudio.com/listener for privacy information.
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