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 trip was three nights, no phones, and included a sunrise hike to a 13,500-foot peak.

The broader message: all the money you build in your portfolio should go toward meaningful experiences with family and loved ones — don't be "the richest guy in the cemetery."

Timeline

0:00 – 0:31 — Intro, disclaimer, and Sam introduces himself and the show topic: investing outside the portfolio

0:31 – 1:18 — Sam introduces the four boys: Gavin, Oliver, Pierce, and Samuel; overview of the Way Forward Adventures trip

1:18 – 2:30 — Trip details: backpacking, Rio Grande National Forest, no phones, 3 nights; the "why" behind doing it

2:30 – 3:32 — Pierce's favorite memory: playing "mountain ball," finding a moose, and having to run away

3:32 – 4:37 — Oliver's favorite memory: making new friendships; origin of his nickname "Breadstick"

4:37 – 5:34 — Gavin's favorite memory: private one-on-one time with his dad

5:34 – 7:08 — Oliver recaps the full trip itinerary: arrival, hiking, mountain ball, moose encounter, sunrise at the peak, devotional time, and the descent

7:08 – 8:54 — Carrying food on their backs; Samuel explains the dinner-name-calling challenge; Oliver explains how "mountain ball" was invented from a Wiffle bat and improvised rock ball

8:54 – 9:58 — Gavin recalls the storm night: wind, rain, hail; the group saw zero other people; reflections on going phoneless

9:58 – 11:29 — Boys share why they'd encourage others to do something like this: faith, nature, deeper bonds with dads, once-in-a-lifetime memories

11:29 – 12:46 — Outro: Sam wraps up, teases Part 2 with the dads, and ties it back to the show's core message about time, legacy, and family

Host Sam McGee, CEO of Crestmont Private Wealth, sits down with four young men &mdash; Gavin, Oliver, Pierce, and his son Samuel &mdash; 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 trip was three nights, no phones, and included a sunrise hike to a 13,500-foot peak.
The broader message: all the money you build in your portfolio should go toward meaningful experiences with family and loved ones &mdash; don't be "the richest guy in the cemetery."
Timeline
0:00 &ndash; 0:31 &mdash; Intro, disclaimer, and Sam introduces himself and the show topic: investing outside the portfolio
0:31 &ndash; 1:18 &mdash; Sam introduces the four boys: Gavin, Oliver, Pierce, and Samuel; overview of the Way Forward Adventures trip
1:18 &ndash; 2:30 &mdash; Trip details: backpacking, Rio Grande National Forest, no phones, 3 nights; the "why" behind doing it
2:30 &ndash; 3:32 &mdash; Pierce's favorite memory: playing "mountain ball," finding a moose, and having to run away
3:32 &ndash; 4:37 &mdash; Oliver's favorite memory: making new friendships; origin of his nickname "Breadstick"
4:37 &ndash; 5:34 &mdash; Gavin's favorite memory: private one-on-one time with his dad
5:34 &ndash; 7:08 &mdash; Oliver recaps the full trip itinerary: arrival, hiking, mountain ball, moose encounter, sunrise at the peak, devotional time, and the descent
7:08 &ndash; 8:54 &mdash; Carrying food on their backs; Samuel explains the dinner-name-calling challenge; Oliver explains how "mountain ball" was invented from a Wiffle bat and improvised rock ball
8:54 &ndash; 9:58 &mdash; Gavin recalls the storm night: wind, rain, hail; the group saw zero other people; reflections on going phoneless
9:58 &ndash; 11:29 &mdash; Boys share why they'd encourage others to do something like this: faith, nature, deeper bonds with dads, once-in-a-lifetime memories
11:29 &ndash; 12:46 &mdash; Outro: Sam wraps up, teases Part 2 with the dads, and ties it back to the show's core message about time, legacy, and family

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”