The Ascent With Crestmont Private WealthThe Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth July 4 Show 7-4-26

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Sam McGee of Crestmont Private Wealth opens with a moment of reflection on last year's 4th of July flooding near Center Point and Hunt, then pivots to celebrate America's 250th birthday. The main segment uses a brisket-cooking analogy — drawn from a concept originally shared by Alec Walker — to illustrate long-term investing principles:

 

Patience pays: Just as opening a smoker lid too often dries out a brisket, frequently jumping in and out of the market erodes wealth. Citing Vanguard data: missing just the best 25 trading days between 1996–2024 would have cost ~60% of returns on a $100K portfolio.

Avoid timing the market: The SpaceX IPO is used as an example of short-term "microwave" thinking vs. a long, slow smoke.

The value of an advisor: Vanguard research shows 86% of advised clients report greater peace of mind, and 76% spend less time worrying — saving a median of 2 hours/week. Advisors can add ~3% net value annually.

Call to action: High net worth individuals ($1M+ in liquidity) are invited to reach out at info@crestmontpw.com.

Timeline

Time     Topic

0:00     Intro — Sam Magee introduces the show and the cooking analogy

0:25     Reflection on 4th of July 2024 floods near Center Point/Hunt

1:00     America's 250th birthday acknowledgment

1:27     Intro to the brisket analogy; Sam admits he's cooking one at the office

2:23     Texting "Johnny" for brisket tips — sets up the advisor parallel

3:08     How brisket relates to investing — patience, no market timing

4:06     Crestmont's approach: financial plans, partnering with families

4:44     SpaceX IPO example — instant gratification vs. long-term compounding

5:49     Vanguard stat: missing best 25 trading days = losing ~60% of wealth

6:55     Texas A&M brisket class tangent

7:36     Value of a patient, long-term advisor

7:59     Vanguard white paper: 86% peace of mind, 76% less worry, 2 hrs/week saved

10:05  Advisors help avoid mistakes, optimize taxes, stay disciplined

10:32  Vanguard estimates ~3% net value added annually

10:54  CTA: newsletter at info@crestmontpw.com

11:56  Closing — brisket reality check, time you can't get back

12:34  Final thoughts — safety, prayers for flood families & CO firefighters

Original Air Date: July 4, 2026 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

 

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The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth  Host: Sam McGee Houston Office: I Riverway, Suite 470 Ho 
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