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

 

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 &mdash; drawn from a concept originally shared by Alec Walker &mdash; to illustrate long-term investing principles:
&nbsp;
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&ndash;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 &mdash; 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&nbsp;&nbsp;&nbsp;&nbsp; Topic
0:00&nbsp;&nbsp;&nbsp;&nbsp; Intro &mdash; Sam Magee introduces the show and the cooking analogy
0:25&nbsp;&nbsp;&nbsp;&nbsp; Reflection on 4th of July 2024 floods near Center Point/Hunt
1:00&nbsp;&nbsp;&nbsp;&nbsp; America's 250th birthday acknowledgment
1:27&nbsp;&nbsp;&nbsp;&nbsp; Intro to the brisket analogy; Sam admits he's cooking one at the office
2:23&nbsp;&nbsp;&nbsp;&nbsp; Texting "Johnny" for brisket tips &mdash; sets up the advisor parallel
3:08&nbsp;&nbsp;&nbsp;&nbsp; How brisket relates to investing &mdash; patience, no market timing
4:06&nbsp;&nbsp;&nbsp;&nbsp; Crestmont's approach: financial plans, partnering with families
4:44&nbsp;&nbsp;&nbsp;&nbsp; SpaceX IPO example &mdash; instant gratification vs. long-term compounding
5:49&nbsp;&nbsp;&nbsp;&nbsp; Vanguard stat: missing best 25 trading days = losing ~60% of wealth
6:55&nbsp;&nbsp;&nbsp;&nbsp; Texas A&amp;M brisket class tangent
7:36&nbsp;&nbsp;&nbsp;&nbsp; Value of a patient, long-term advisor
7:59&nbsp;&nbsp;&nbsp;&nbsp; Vanguard white paper: 86% peace of mind, 76% less worry, 2 hrs/week saved
10:05&nbsp; Advisors help avoid mistakes, optimize taxes, stay disciplined
10:32&nbsp; Vanguard estimates ~3% net value added annually
10:54&nbsp; CTA: newsletter at info@crestmontpw.com
11:56&nbsp; Closing &mdash; brisket reality check, time you can't get back
12:34&nbsp; Final thoughts &mdash; safety, prayers for flood families &amp; CO firefighters
Original Air Date: July 4, 2026 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
&nbsp;

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”