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.com86 clip(s) in playlist
The Ascent - End Of Year Financial Planning
This episode of "The Ascent with Crestmont Private Wealth," hosted by Alec Walker, focuses on end-of-year financial planning—without the stress and panic that often accompanies it. Alec discusses the importance of intentional, proactive planning rather than last-minute, reactive decisions. Key topi…
14:00
The Ascent - Finance for Marriage
In this episode of The Ascent, Alec Walker from Crestmont Private Wealth discusses essential financial conversations every couple should have—whether you’re newlyweds or have been married for decades. Alec covers topics like understanding financial personalities, addressing money fears, combining f…
13:41
The Ascent with Crestmont Private Wealth - Jeremy Farber Part B
This episode of "The Ascent" features Sam McGee from Crestmont Private Wealth and guest Jeremy Farber from Home Instead. The discussion centers on planning for non-medical daily living care, especially for aging couples without nearby family and families with special needs children. Key topics incl…
14:17
The Ascent with Crestmont Private Wealth - Jeremy Farber Part A
In this episode of "The Ascent" with Crestmont Private Wealth, host Sam McGee interviews Jeremy Farber from Home Instead. They discuss the importance of planning for long-term care, the challenges families face when unexpected health events occur, and practical steps to prepare for the future. Jere…
13:35
The Ascent with Crestmont Private Wealth - Sam and Alec
Join Sam McGee, CEO of Crestmont Private Wealth, and Alec Walker, CFP, as they dive into behavioral finance biases, risk tolerance, and the challenges of investing during a market high. They discuss common investor biases like loss aversion, anchoring, and the illusion of control, and share histori…
12:33
The Accent with Crestmont Private Wealth - Rick Goodrich
In this episode of The Ascent, host Sam McGee interviews Rick Goodrich, Chief of Safety and Security for Boerne Independent School District. Rick shares his extensive background in law enforcement, military service, and his transition into school safety. The conversation covers the importance of pr…
15:28
The Ascent with Crestmont Private Wealth - Income Planning and Asset Location
In this episode of The Ascent, Sam McGee, CEO of Crestmont Private Wealth, discusses current economic events, market performance, and the importance of income planning and asset location for retirees. Sam explains how the stock market is forward-looking, reviews recent trends in interest rates, inf…
14:34
The Ascent with Crestmont Private Wealth - BISD with Dr Maggie Dominguez and Garrett Wilson
In this episode of "The Ascent," host Sam McGee welcomes Dr. Maggie Dominguez (Executive Director of Communications, BISD) and Garrett Wilson (Board Trustee, BISD) to discuss the complexities of Texas school funding, focusing on the "golden pennies" mechanism. The conversation covers: How Texas sc…
15:29
The Ascent with Crestmont Private Wealth - College Visits
In this episode of The Ascent, Sam McGee from Crestmont Private Wealth shares his personal experiences and professional advice on college visits and preparing your child for college. From the evolving college application process to practical tips on campus tours, housing, financial planning, and es…
14:18
The Accent with Crestmont Private Wealth - Navigating Layoffs
In this episode of "The Ascent," Sam McGee (CEO, Crestmont Private Wealth) and Alec Walker (EVP of Financial Planning) discuss the impact of layoffs in the energy sector, financial planning strategies during uncertain times, and the importance of diversification and adaptability. They share practic…
14:48