In this episode of The Ascent, Sam McGee from Crestmont Private Wealth discusses essential considerations for aging parents and their families. Covering topics like legal documentation, income planning, healthcare, family communication, and fraud protection, Sam shares practical advice and real-world experiences to help families navigate the complexities of aging and wealth management. Whether you’re planning for your own future or supporting loved ones, this episode offers valuable insights to ensure peace of mind and financial security.

Contact: info@crestmontpw.com

00:00 - Introduction & About Crestmont Private Wealth

00:43 - The Importance of Planning for Aging Parents

01:23 - Key Financial and Family Considerations

02:14 - Legal Documentation: Power of Attorney, Wills, Directives

04:49 - Beneficiary Designations & Routine Audits

05:49 - Income & Cash Flow: Social Security Decisions

06:48 - Timing Social Security & Spousal Benefits

07:52 - Family Communication Styles & Challenges

09:19 - Transparency and Annual Family Meetings

10:07 - Specifying Wishes & Estate Planning

10:47 - Shared Access & Trusted Contacts

11:58 - Technology for Safety & Monitoring

12:44 - Fraud Protection: Trends and Best Practices

14:33 - Consolidating Accounts & Simplifying Finances

15:13 - Recap: Key Takeaways for Seniors and Families

16:00 - Closing Remarks & Contact Information

Original Air Date: September 27, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact:  www.crestmontpw.com 

Alec Walker in Houston:  831-280-5288 

Sam McGee in Boerne: 830-368-2898

In this episode of The Ascent, Sam McGee from Crestmont Private Wealth discusses essential considerations for aging parents and their families. Covering topics like legal documentation, income planning, healthcare, family communication, and fraud protection, Sam shares practical advice and real-world experiences to help families navigate the complexities of aging and wealth management. Whether you&rsquo;re planning for your own future or supporting loved ones, this episode offers valuable insights to ensure peace of mind and financial security.
Contact: info@crestmontpw.com
00:00 - Introduction &amp; About Crestmont Private Wealth
00:43 - The Importance of Planning for Aging Parents
01:23 - Key Financial and Family Considerations
02:14 - Legal Documentation: Power of Attorney, Wills, Directives
04:49 - Beneficiary Designations &amp; Routine Audits
05:49 - Income &amp; Cash Flow: Social Security Decisions
06:48 - Timing Social Security &amp; Spousal Benefits
07:52 - Family Communication Styles &amp; Challenges
09:19 - Transparency and Annual Family Meetings
10:07 - Specifying Wishes &amp; Estate Planning
10:47 - Shared Access &amp; Trusted Contacts
11:58 - Technology for Safety &amp; Monitoring
12:44 - Fraud Protection: Trends and Best Practices
14:33 - Consolidating Accounts &amp; Simplifying Finances
15:13 - Recap: Key Takeaways for Seniors and Families
16:00 - Closing Remarks &amp; Contact Information
Original Air Date: September 27, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898

Host:  Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.
604 S. Main St. Boerne TX 78006
(830) 368-2898
www.crestmontpw.com

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

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 servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

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 &amp; 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 servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”

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