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. Jeremy shares his personal journey, the mission behind Home Instead, and tips for helping loved ones age in place. The conversation covers financial planning, long-term care insurance, and the value of open family discussions about aging and care needs.

For more information, visit crestmontpw.com or homeinstead.com/boerne.

00:00 – Introduction: Host and guest introductions

00:37 – Jeremy’s background and how he got into home care

01:52 – Personal story: Helping a family friend after a stroke

02:45 – Jeremy’s “why” and career journey

03:48 – Transition to in-home care and serving clients

05:13 – Who needs in-home care? Not just seniors

06:00 – Planning ahead for long-term care

07:00 – Practical tips for preparing for the unexpected

08:00 – Importance of having documents and conversations in place

09:00 – Legal and medical preparations (wills, power of attorney, DNR)

10:00 – The goal: Helping people stay independent at home

11:00 – Types of care: Companionship to skilled care

12:00 – Financial planning for long-term care

13:00 – The importance of conversations with aging parents

14:00 – What happens when there’s no plan?

15:00 – Long-term care insurance: What it covers and common misconceptions

16:00 – Aging in place: Allowing clients to stay in their homes

17:00 – Final thoughts: The importance of planning and open conversations

18:00 – How to contact Crestmont Private Wealth and Home Instead

19:00 – Closing remarks and preview of Part B

 

Original Air Date: November 22, 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

https://www.homeinstead.com/

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. Jeremy shares his personal journey, the mission behind Home Instead, and tips for helping loved ones age in place. The conversation covers financial planning, long-term care insurance, and the value of open family discussions about aging and care needs.
For more information, visit crestmontpw.com or homeinstead.com/boerne.
00:00 &ndash; Introduction: Host and guest introductions
00:37 &ndash; Jeremy&rsquo;s background and how he got into home care
01:52 &ndash; Personal story: Helping a family friend after a stroke
02:45 &ndash; Jeremy&rsquo;s &ldquo;why&rdquo; and career journey
03:48 &ndash; Transition to in-home care and serving clients
05:13 &ndash; Who needs in-home care? Not just seniors
06:00 &ndash; Planning ahead for long-term care
07:00 &ndash; Practical tips for preparing for the unexpected
08:00 &ndash; Importance of having documents and conversations in place
09:00 &ndash; Legal and medical preparations (wills, power of attorney, DNR)
10:00 &ndash; The goal: Helping people stay independent at home
11:00 &ndash; Types of care: Companionship to skilled care
12:00 &ndash; Financial planning for long-term care
13:00 &ndash; The importance of conversations with aging parents
14:00 &ndash; What happens when there&rsquo;s no plan?
15:00 &ndash; Long-term care insurance: What it covers and common misconceptions
16:00 &ndash; Aging in place: Allowing clients to stay in their homes
17:00 &ndash; Final thoughts: The importance of planning and open conversations
18:00 &ndash; How to contact Crestmont Private Wealth and Home Instead
19:00 &ndash; Closing remarks and preview of Part B
&nbsp;
Original Air Date: November 22, 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
https://www.homeinstead.com/

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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