n this episode of The Ascent, Sam McGee from Crestmont Private Wealth offers an in-depth discussion on responsible credit management. Drawing from over 25 years of experience in banking and finance, Sam explains the basics of credit, how to build and repair credit history, and the importance of paying bills on time. This episode is valuable for young adults heading to college, recent graduates, and anyone looking to improve their credit knowledge. Learn about the impact of credit scores, potential pitfalls like co-signing, and safeguarding against fraudulent activity. Join us and learn practical tips for maintaining a healthy financial future.

Visit CrestmontPW.com for more details.

Host: Sam McGee

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: April 26th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join Sam McGee, CEO of Crestmont Private Wealth, on 'The Ascent' as he delves into the fascinating topic of Third Culture Kids. With personal anecdotes from growing up in multiple countries, Sam shares insights from the book 'Third Culture Kids' and its relevance to those who have lived abroad. Discover the unique challenges and benefits of global upbringing and how it shapes future perspectives. Additionally, gain valuable financial advice for expats, including compliance tips and wealth management strategies. Perfect for families on international assignments or individuals planning to work overseas. Tune in for an engaging discussion enriched with professional guidance and personal experiences.

Visit CrestmontPW.com for more details.

Host: Sam McGee

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: April 19th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, and Carly Rosswurm from Ash Brokerage as they discuss navigating Medicare for those turning 65. Carly shares insights into the different parts of Medicare, the importance of planning ahead, and key factors to consider during the enrollment period. Learn about the differences between Medicare Supplement and Medicare Advantage plans, and find out how Ash Brokerage supports clients in making informed decisions.

Visit CrestmontPW.com for more details.

Host: Alec Walker

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: April 12th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.