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.

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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.

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Join Sam McGee, CEO of Crestmont Private Wealth, and Alec Walker, EVP and CFP professional, as they discuss market volatility and investor psychology. They delve into the causes of market jitters, how investors typically react, and what you should and shouldn't do during such times. Learn about the importance of a well-structured financial plan, asset diversification, and the long-term benefits of staying the course despite short-term market fluctuations.

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Host: Sam McGee - MBA, CFA

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

Air Date: April 5th 2025 as heard on Boerne Radio 103.9FM.

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In this episode of The Ascent, hosted by Sam McGee from Crestmont Private Wealth, special guest Matthew Parra from Origin Bank shares his journey from college to becoming a successful portfolio manager. Matthew discusses his upbringing, education at Texas State, and the challenges and rewards of entering the professional world. He offers invaluable advice for college students and young professionals on relaxation, embracing the grind, financial responsibility, the importance of mentorship, and the power of grit.

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Host: Sam McGee - MBA, CFA

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

Air Date: March 29th 2025 as heard on Boerne Radio 103.9FM.

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Welcome to The Ascent by Crestmont Private Wealth with Sam McGee, CEO and owner of Crestmont. This episode delves into the niche topic of executive compensation, specifically restricted stock units (RSUs). Sam explains how RSUs are granted, the typical vesting schedules, and the implications for personal wealth and risk management. He also covers key considerations such as tax withholdings, change of control provisions, and the importance of diversification. Learn to navigate the complex world of RSUs and enhance your wealth creation strategy.

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Host: Sam McGee - MBA, CFA

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

Air Date: March 22nd 2025 as heard on Boerne Radio 103.9FM.

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In this episode of The Ascent, host Sam McGee from Crestmont Private Wealth converses with Dr. Oscar Ochoa, a renowned board-certified plastic and reconstructive surgeon specializing in advanced breast reconstruction techniques. Dr. Ochoa sheds light on the intricacies of insurance reimbursement for breast reconstructive surgery, and clarifies the laws surrounding coverage. The discussion also touches upon the physical and emotional impacts of breast cancer, the importance of early detection, and emerging clinical trials for blood tests aimed at early-stage breast cancer detection.

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Host: Sam McGee - MBA, CFA

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

Air Date: March 15th 2025 as heard on Boerne Radio 103.9FM.

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Join Sam McGee, as he delves into the financial principle that Albert Einstein called the 'eighth wonder of the world'—compounding. In this episode of The Ascent, Sam explains the fundamentals of compounding, breaks it down using five key 'bricks' of portfolio construction, and presents real-world examples illustrating its power.

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Host: Sam McGee - MBA, CFA

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

Air Date: March 8th 2025 as heard on Boerne Radio 103.9FM.

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In this episode of The Ascent, host Sam McGee, CEO of Crestmont Private Wealth, welcomes special guest Michael Ethridge. Michael shares his journey from high school in Boerne, TX, to various roles including working for a member of Congress and the Farm Bureau. They delve into Michael's entrepreneurial spirit, detailing his ventures such as managing a lawn business and reviving the Das Festival. Michael also discusses his role in the San Antonio Stock Show and Rodeo and introduces his latest passion project, The Kendall Gentleman magazine, aimed at lifting the spirit of masculine men in Kendall County. The episode highlights themes of grit, relationship-building, community involvement, and following one's passion.

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Host: Sam McGee - MBA, CFA

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

Air Date: March 1st 2025 as heard on Boerne Radio 103.9FM.

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Join Sam McGee and guest Alec Walker, as they discuss crucial financial planning steps for handling layoffs. This episode addresses the impact of mass layoffs, with recent examples from Chevron and Southwest Airlines, and offers advice for those nearing retirement and those far from it. Learn strategies for managing cash flows, optimizing pensions and 401ks, and preparing for unexpected job losses. Alec shares insights on grounding oneself financially and mentally during uncertain times and how Crestmont's expertise can provide peace of mind.

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Host: Sam McGee - MBA, CFA

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

Air Date: February 22nd 2025 as heard on Boerne Radio 103.9FM.

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