In this episode of 'The Ascent', Alec Walker of Crestmont Private Wealth discusses the tangible benefits of working with a financial advisor. Alec reviews a landmark study by Vanguard, which quantifies how advisors can add up to 3% or more in net returns for clients. The episode breaks down key areas like asset allocation, investment selection, rebalancing, behavioral coaching, tax-efficient strategies, and more. Alec also shares a personal cooking tip on making a flavorful Chicken Piccata. .

00:00 Introduction and Disclaimers

00:28 The Value of an Advisor: An Overview

00:56 Vanguard Study on Advisor Value

02:18 Key Areas of Advisor Value

03:14 Top Three Investment Strategies

04:52 Behavioral Coaching: A Major Value Add

06:38 Tax Efficiency and Asset Location

08:15 Total Return vs. Income Investing

08:54 Tax Loss Harvesting

09:41 Conclusion and Contact Information

10:20 Cooking Tip: Lemony Chicken Piccata

Original Air Date: July 19, 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

See omnystudio.com/listener for privacy information.

Sam McGee from Crestmont Private Wealth and his son, Samuel, discuss financial literacy, the importance of work ethic, and the value of giving time, talent, and treasure. Samuel shares insights from his experiences with Early Act, a service-oriented group he joined in fifth grade, and delves into his summer training for football, the educational value of doing chores, and thoughts on AI technology. This heartwarming and informative episode highlights the benefits of instilling strong values and financial education in the younger generation.

00:00 Introduction and Disclaimer

00:27 Welcome to The Ascent

01:01 Summer Activities and Training

01:43 Financial Literacy and Early Act

05:15 Allowance and Financial Tools

07:42 School Subjects and AI Concerns

10:45 Spontaneous Podcast Invitation

11:14 Conclusion and Gratitude

Original Air Date: July 12, 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

See omnystudio.com/listener for privacy information.

This podcast episode features an engaging conversation between Sam McGee, CEO and owner of Crestmont Private Wealth, and Hannah Perry, the firm's Chief Operating Officer.

Sam and Hannah discuss her journey with the company, starting with her days at LSU and her initial roles in Houston, through her move to Lakeway, working remotely during the pandemic, and ultimately relocating to Boerne.

Hannah shares how her responsibilities evolved over eight years, from basic administrative tasks to significant projects like implementing a new CRM system. The conversation emphasizes the importance of adaptability, teamwork, and continuous learning in career growth. The episode celebrates Hannah's new role as an equity partner at Crestmont Private Wealth, highlighting the firm's supportive environment and opportunities for professional development.

Original Air Date: July 5, 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

See omnystudio.com/listener for privacy information.