The Ascent With Crestmont Private Wealth
The Ascent With Crestmont Private Wealth
Playlist by The Ascent With Crestmont Private WealthHost: Sam McGee, MBA, CFA Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com123 clip(s) in playlist
The Ascent with Crestmont Private Wealth - Hannah Perry 8-29-26
In this episode of The Ascent features Sam McGee interviewing Hannah Perry, COO and equity partner at Crestmont Private Wealth, about the behind-the-scenes operations that support client service. Hannah explains her role overseeing trading, billing, onboarding, and internal operations, using the "p…
14:51
The Ascent with Crestmont Private Wealth - Concentrated Stock Positions 8-22-26
Sam McGee of Crestmont Private Wealth discusses the dangers of holding concentrated stock positions, drawing an analogy between driving a car (control bias) and holding onto a single stock despite market risk. He cites collapsed companies (Enron, Lehman Brothers, WorldCom, etc.), explains how a sma…
13:26
The Ascent with Crestmont Private Wealth - Agnes Damp 8-15-26
This is a podcast episode of The Ascent with Crestmont Private Wealth, hosted by Sam McGee alongside Baron Wiley, featuring guest Agnes Damp, a Texas A&M senior and summer intern at Crestmont Private Wealth. After casual opening banter, the conversation covers Agnes's background: a discipleship pro…
15:21
The Ascent with Crestmont Private Wealth - Hannah Perry 1 8-8-26
Sam McGee of Crestmont Private Wealth sits down with business partner and Chief Operating Officer Hannah Perry to discuss her decade-long journey from intern to equity partner. Hannah shares career advice for young professionals, breaks down what a custodian is in plain English, covers cybersecurit…
14:13
The Ascent with Crestmont Private Wealth - The Fed 8-1-26
In this episode of The Ascent, Sam McGee of Crestmont Private Wealth breaks down one of the most misunderstood topics in personal finance — the Federal Reserve and interest rates. Whether you're a homeowner, borrower, or just curious about what drives the economy, this episode gives you a clear, ja…
15:19
The Ascent with Crestmont Private Wealth - Sam and Alec 7-25-26
In this episode of The Ascent, Sam McGee sits down with Alec Walker, EVP of Financial Planning and CFP at Crestmont Private Wealth, to discuss multi-generational financial planning. They explore what it means to truly serve families across generations — from setting up accounts for adult children t…
14:53
The Ascent with Crestmont Private Wealth - Savings For Children 7/18/26
In this episode of The Ascent with Crestmont Private Wealth, Alec Walker (EVP of Financial Planning) covers everything parents and grandparents need to know about saving for children — including the newly formalized Trump Accounts — plus a Q2 market recap and what to watch in the second half of 202…
14:08
The Ascent With Crestmont Private Wealth - Brian Reilly, Chief Of Sisterdale VFD 7-11-26
Sam McGee (Crestmont Private Wealth) sits down with Brian Reilly, Chief of the Sisterdale Volunteer Fire Department. Brian shares his journey from zero fire experience to leading a department that grew from 8 to 33 members. The conversation centers on the July 4, 2025 Hill Country floods, volunteer…
16:44
The Ascent with Crestmont Private Wealth July 4 Show 7-4-26
Sam McGee of Crestmont Private Wealth opens with a moment of reflection on last year's 4th of July flooding near Center Point and Hunt, then pivots to celebrate America's 250th birthday. The main segment uses a brisket-cooking analogy — drawn from a concept originally shared by Alec Walker — to ill…
13:38
The Ascent with Crestmont Private Wealth - World Cup with Alec Walker 6-27-26
The Ascent with Crestmont Private Wealth — World Cup & Global Diversification Host: Alec Walker, EVP of Financial Planning | ~13:36 Summary: Alec uses the World Cup — being hosted in Houston — as a jumping-off point to discuss global investment diversification. He covers how US markets represent…
14:05