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.com106 clip(s) in playlist
The Ascent - Alec Walker 5-2-26
In this episode of The Ascent with Crestmont Private Wealth, EVP of Financial Planning Alec Walker shares timely insights on navigating market volatility, the importance of staying invested, Q1 earnings results, and key estate planning considerations for 2025. Topics covered: Why selling during a…
13:28
The Ascent with Crestmont Private Wealth - When Estate Planning Goes Wrong 4-25-26
The Ascent – When Estate Planning Goes Wrong Hosted by Sam McGee, Crestmont Private Wealth | Guest: Scott Seidl, Attorney at Keen Miller LLP In this episode, Sam sits down with estate litigation attorney Scott Seidl to discuss what happens when estate planning goes wrong — from contested wills to…
15:14
The Ascent with Crestmont Private Wealth - Dr Justin Lockhart 4-18-26
Sam McGee, CEO of Crestmont Private Wealth, interviews Dr. Justin Lockhart, a licensed therapist and PhD counselor, on the topic of executive and business owner burnout. Dr. Lockhart explains that burnout — defined by disengagement, cynicism, and lack of personal efficacy — affects ~95% of his clie…
14:02
The Ascent with Crestmont Private Wealth - Quarterly Market Recap 4-11-26
Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, delivers a Q1 market recap, looks ahead to Q2, and draws a fun parallel between baseball and financial planning lifecycle stages. Timeline: 0:00 – Introduction & recent episode topics 0:54 – Middle East conflict & oil prices ove…
12:19
The Ascent with Crestmont Private Wealth - Kellen Mond 4-4-26
Sam McGee sits down with Kellen Mond — all-time passing leader at Texas A&M and former NFL quarterback — to discuss his surprising career pivot into fine art photography. Kellen shares how picking up a camera as an NFL rookie led to a passion-driven business, what it means to "capture beauty in imp…
19:13
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…
14:24
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…
12:46
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…
19:01
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…
14:02
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…
16:16