The Ascent With Crestmont Private Wealth Podcast By Sam McGee cover art

The Ascent With Crestmont Private Wealth

The Ascent With Crestmont Private Wealth

By: Sam McGee
Listen for free

About this listen

Host: Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.

  • 604 S. Main St. Boerne TX 78006
  • (830) 368-2898
  • www.crestmontpw.com
Economics Personal Finance
Episodes
  • The Accent with Crestmont Private Wealth - Guest: Rebecca Pitre
    Jun 29 2025

    This episode of The Ascent," hosted by Sam McGee, the CEO and owner of Crestmont Private Wealth. features a guest, Rebecca Petri, who recently graduated from Texas A&M's Financial Planning School. The host and guest discuss a range of topics including Rebecca's background, the value of internships, and the experience of transitioning from academia to a career in financial planning. They also touch on the importance of certifications like the Certified Financial Planner (CFP) designation. The episode was recorded during a ribbon-cutting event at Crestmont's new location and includes details about the local community, the firm's ribbon-cutting ceremony, and personal anecdotes from Rebecca's first days at the firm. The conversation aims to provide insights into the financial planning field and encourages students and professionals to pursue internships and certifications for career growth.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    14 mins
  • The Accent with Crestmont Private Wealth - Guest: Isabella Rose McGee
    Jun 21 2025

    The Ascent: Balancing Family, Business, and Teen Life with Izzy McGee!

    In this special episode of The Ascent, host Sam McGee from Crestmont Private Wealth invites his daughter, Isabella McGee, to share her unique perspective on growing up as the child of a business owner. From the pros and cons of having entrepreneurial parents to navigating the pressures of teenage life in 2025, she opens up about her experiences. Izzy also discusses her budding crochet business and reveals her plans for an upcoming Market Days in Main Plaza Boerne!

    Original Air Date: June 21st 2025 at 8:30am as heard on Boerne Radio 103.9FM

    Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com

    Happy 16th Birthday Miss McGee!

    • 00:00 Introduction and Disclaimer
    • 00:28 Meet the Host and Special Guest
    • 00:53 Pros and Cons of Being a Business Owner's Child
    • 03:33 Life as a Teenager in 2025
    • 05:31 Balancing Sports and Hobbies
    • 07:04 Job Search and Career Preparation
    • 10:19 The Crochet Business Journey
    • 15:34 Conclusion and Birthday Wishes

    See omnystudio.com/listener for privacy information.

    Show more Show less
    18 mins
  • The Ascent with Crestmont Private Wealth - Bridging Financial Literacy
    Jun 15 2025

    Sam McGee and Alec Walker speak about Financial Literacy Gaps Between Spouses and Across Generations.

    They explore common scenarios where one spouse may be less financially literate and the potential issues that can arise when one partner is solely responsible for managing finances. Alec shares insights and experiences on engaging both spouses in financial planning, emphasizing the benefits of regular discussions about finances and involving family members from a young age.

    Original Air Date: June 14, 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

    • 00:00 Introduction and Disclaimers
    • 00:28 Meet the Hosts and Guest
    • 00:48 Understanding Financial Literacy in Relationships
    • 02:29 Engagement and Financial Planning
    • 05:45 Discussing Money with Children
    • 10:14 Generational Differences in Financial Management
    • 12:47 Conclusion and Final Thoughts

    See omnystudio.com/listener for privacy information.

    Show more Show less
    13 mins
No reviews yet