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 becoming a financial advisor, and explains why taking care of your physical, mental, and spiritual health is just as important as managing your portfolio. Whether you're considering a career change, struggling to maintain healthy habits, or looking to get financially organized, this episode offers practical advice and encouragement for living a fulfilling life.

Timeline

0:00 - Introduction & Topic Overview

Welcome to The Ascent podcast

Introducing the concept of investing in yourself

0:51 - Career Reinvention Story

Sam's personal journey from credit finance to financial advisory

The decision to pursue an MBA at University of Houston

2:29 - Finding Career Fulfillment

Why career satisfaction matters

The importance of doing work you love

3:10 - Book Recommendation

"What Color Is Your Parachute?" - finding your passion and path

3:32 - Mid-Career Changes

Going back to school for new skills

Why mid-career changers are often happier

4:38 - Health & Lifestyle

The importance of physical health for enjoying wealth

You can't help others if you don't take care of yourself first

5:51 - Maintaining Healthy Habits

Don't let busy seasons derail your health goals

Regular check-ups and preventive care matter

6:41 - It's Never Too Late

Every day is a new opportunity to invest in yourself

7:27 - Mental & Spiritual Health

The connection between mental/spiritual wellness and financial success

How healthy mindsets help during market volatility

8:44 - Financial Organization Tips

Create a good filing system for financial documents

Scan and digitally organize important papers

10:02 - Why This Matters in Wealth Management

Holistic approach to client relationships

Money alone doesn't create happiness

11:24 - Who Crestmont Serves

High earners and high net worth individuals

Contact information and closing thoughts

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 becoming a financial advisor, and explains why taking care of your physical, mental, and spiritual health is just as important as managing your portfolio. Whether you're considering a career change, struggling to maintain healthy habits, or looking to get financially organized, this episode offers practical advice and encouragement for living a fulfilling life.
Timeline
0:00 - Introduction &amp; Topic Overview
Welcome to The Ascent podcast
Introducing the concept of investing in yourself
0:51 - Career Reinvention Story
Sam's personal journey from credit finance to financial advisory
The decision to pursue an MBA at University of Houston
2:29 - Finding Career Fulfillment
Why career satisfaction matters
The importance of doing work you love
3:10 - Book Recommendation
"What Color Is Your Parachute?" - finding your passion and path
3:32 - Mid-Career Changes
Going back to school for new skills
Why mid-career changers are often happier
4:38 - Health &amp; Lifestyle
The importance of physical health for enjoying wealth
You can't help others if you don't take care of yourself first
5:51 - Maintaining Healthy Habits
Don't let busy seasons derail your health goals
Regular check-ups and preventive care matter
6:41 - It's Never Too Late
Every day is a new opportunity to invest in yourself
7:27 - Mental &amp; Spiritual Health
The connection between mental/spiritual wellness and financial success
How healthy mindsets help during market volatility
8:44 - Financial Organization Tips
Create a good filing system for financial documents
Scan and digitally organize important papers
10:02 - Why This Matters in Wealth Management
Holistic approach to client relationships
Money alone doesn't create happiness
11:24 - Who Crestmont Serves
High earners and high net worth individuals
Contact information and closing thoughts

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”