The Ascent With Crestmont Private Wealth
The Ascent With Crestmont Private Wealth
The Ascent with Crestmont Private Wealth Host: Sam McGee Houston Office: I Riverway, Suite 470 Houston, Texas 77056 (832) 280-5288 Boerne Office: 604 South Main Boerne, Texas 78006 Office (830) 368-2898 About Sam McGee CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a ser…
The Ascent With Crestmont Private Wealth - Healthy
Join Sam McGee, CEO of Crestmont Private Wealth, for a discussion on investing in yourself beyond just financial planning. This episode explores career reinvention, health, and overall well-being as essential components of wealth. Sam shares his personal journey from financing refrigerators to beco…
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The Ascent with Crestmont Private Wealth - ETFs
Join Sam McGee, CEO of Crestmont Private Wealth, for a comprehensive overview of Exchange Traded Funds (ETFs) and how they differ from traditional mutual funds. In this episode, you'll learn: ✅ What ETFs are and how they work ✅ The evolution from mutual funds to ETFs ✅ Key differences: intraday…
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The Ascent with Crestmont Private Wealth - Survivors Guide
This episode of "The Ascent" features Sam McGee and Alec Walker from Crestmont Private Wealth discussing the development of a "Survivor's Guide" - a comprehensive resource to help surviving spouses navigate financial matters after the death of a partner. They explain how this guide will document cr…
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The Ascent with Crestmont Private Wealth - RSUs
Join Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, as he breaks down everything you need to know about Restricted Stock Units (RSUs). Learn the key differences between RSUs and stock options, understand the tax implications of vesting, and discover smart strategies for managin…
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The Ascent with Crestmont Private Wealth - Current Economic Status
Join Alec Walker from Crestmont Private Wealth as he discusses investing at market all-time highs and key insights from their Q1 2025 investment committee meeting. Learn why high valuations don't predict future returns, what historical data reveals about investing at market peaks, and how to naviga…
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The Ascent with Crestmont Private Wealth - Rebecca Pitre
Join Alec Walker and Rebecca PItre from Crestmont Private Wealth as they break down the most important tax changes for 2026. In this episode, they cover critical updates including new IRA contribution limits, mandatory Roth catch-up contributions for high earners, charitable donation rule changes, …
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The Ascent with Crestmont Private Wealth - Cole Gentry
Join Sam McGee from Crestmont Private Wealth as he interviews Cole Gentry, a junior at Texas A&M and a budding entrepreneur. Cole shares his journey from high school in Bernie, Texas, to college life at Texas A&M, his involvement in the Brotherhood of Christian Aggies, and his experiences running f…
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The Ascent with Crestmont Private Wealth - Compound
In this episode of "The Ascent," Sam McGee from Crestmont Private Wealth dives deep into the concept of compounding—both in finance and in life. Sam explains the formula for compound interest, why consistency and time matter more than just the rate of return, and how these principles apply to every…
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The Ascent - Brandy Kines
Join Sam McGee of Crestmont Private Wealth as he interviews Brandy Kinds from the Texas A&M Foundation. Discover how endowed scholarships work, the impact they have on students, and how anyone—not just the ultra-wealthy—can create a lasting legacy at Texas A&M or other universities. Brandy shares h…
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The Ascent - Nathan Harness
Join Sam McGee from Crestmont Private Wealth as he interviews Dr. Nathan Harness, Director of the Financial Planning Program at Texas A&M University. They discuss Nathan’s journey into financial planning, the growth of the Texas A&M program, the evolving landscape of financial advice, the shortage …
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