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 - The End of Tax Season 3-28-26
In this episode of The Ascent, Alec Walker (EVP of Financial Planning at Crestmont Private Wealth) covers two main areas as tax season approaches: last-minute tax filing tips and post-tax planning strategies. He discusses IRA contribution deadlines, introduces the new Trump Account (a tax-advantage…
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The Ascent with Crestmont Private Wealth - Investing Outside The Portfolio. Quality Time 3-21-26.
Host Sam McGee, CEO of Crestmont Private Wealth, sits down with four young men — Gavin, Oliver, Pierce, and his son Samuel — to talk about a backpacking trip they took together with their dads to Colorado's Rio Grande National Forest in August 2024, organized through Way Forward Adventures. The tri…
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The Ascent with Crestmont Private Wealth - Kim Blohm Boerne Chamber of Commerce.
This episode features Sam McGee, CEO of Crestmont Private Wealth, interviewing Kim Blohm from the Boerne Chamber of Commerce. The conversation explores: Chamber's Role & Mission: A 501(c)(6) nonprofit that advocates, educates, and connects small businesses and nonprofits in Kendall County Economi…
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The Ascent with Crestmont Private Wealth - Geopolitical Events
In this episode of The Ascent, Sam McGee discusses the recent US-Iran conflict and its impact on financial markets. Recorded on March 4th, Sam analyzes the February 28th strikes, the oil price surge, and the closure of the Strait of Hormuz. He provides perspective on market resilience through histo…
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The Ascent with Crestmont Private Wealth - Real Estate in Kendall County
Join Sam McGee, CEO of Crestmont Private Wealth, and real estate agent Suzanne Page from Phyllis Browning as they discuss the current state of Kendall County real estate market. Learn about market statistics, the impact of COVID on home buying, and valuable advice for first-time homebuyers. Discove…
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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…
13:02
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…
13:52
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…
13:45
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…
13:35
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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