The Ascent: Tax Cuts and Jobs Act 2.0 Explained

Join Sam McGee and Alec Walker from Crestmont Private Wealth in this informative episode of 'The Ascent' on Boerne Radio. They delve into the key provisions and implications of the newly proposed Tax Cuts and Jobs Act 2.0, including income tax bracket changes, enhanced standard deductions, and adjustments to the state and local tax deduction cap. This episode also provides insights into the impact on personal and corporate taxes, along with advice for listeners about how these changes might affect their financial planning.

Original Air Date: June 7, 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 Show Overview
• 00:46 Welcome and Studio Updates
• 01:19 Introducing Alec Walker
• 01:55 Tax Cuts and Jobs Act 1.0 Overview
• 04:59 New Tax Bill Highlights
• 06:30 Potential Changes and Impacts
• 10:11 Newsletter and Contact Information
• 12:10 Conclusion

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Building an Employer of Choice: Insights from Crestmont Private Wealth In this episode of 'The Ascent' with Crestmont Private Wealth, CEO Sam McGee discusses the company's expansion and their approach to becoming an employer of choice. Sam shares valuable insights on core values, HR strategies, and creating a competitive work environment focused on trust, teamwork, commitment to service, adaptability, and care.

Learn about the importance of community involvement, total compensation packages, and the ability to adapt in today's job market.

Contact:

• https://crestmontpw.com/
• Boerne Office: 830-368-2898
• Houston Office: 832-280-5288

00:00 Introduction - Crestmont Private Wealth

• 00:45 Meet Sam McGee and Crestmont's Expansion
• 01:26 Understanding Employer of Choice
• 03:15 Core Values and Hiring Practices
• 04:58 Community Involvement and Competitive Offerings
• 06:53 Total Compensation and Benefits
• 10:49 Adapting to Change and Employee Feedback
• 12:21 Conclusion and Final Thoughts

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In this episode, Sam McGee and Alec Walker, EVP of Financial Planning, discuss how Crestmont is simplifying wealth management for high-net-worth clients using the latest features of the E-Money client portal.

They delve into the capabilities of the newly integrated mobile app, which offers a single pane of glass for viewing all financial assets, updating information, and seamless communication between clients and advisors.

They also highlight the importance of uploading crucial documents like wills and life insurance policies to the secure vault for thorough review and future access.

Discover how these innovative tools can enhance your financial planning experience.

Original Air Date: May 24, 2025

https://crestmontpw.com/

Boerne Office: 830-368-2898

Houston Office: 832-280-5288

• 00:00 Introduction to The Ascent with Sam McGee
• 01:08 Meet Alec Walker: EVP of Financial Planning
• 01:57 Simplifying Wealth Management with E-Money
• 02:56 Exploring the Features of the E-Money Mobile App
• 06:20 User Experience and Practical Applications
• 11:20 Call to Action and Closing Remarks

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Understanding Sudden Wealth Syndrome: Managing Unexpected Financial Windfalls

In this episode of 'The Ascent with Crestmont Private Wealth,' Alec Walker, EVP of Financial Planning, and CEO Sam McGee discuss the psychological and emotional challenges of Sudden Wealth Syndrome. They explore how unexpected financial windfalls, such as inheritances, lottery wins, or large contracts, can lead to stress, guilt, anxiety, and impulsive spending. The discussion also highlights the importance of financial literacy, planning, and surrounding oneself with a trusted advisory team to effectively manage new-found wealth.

Original Air Date: May 17, 2025 as heard on Boerne Radio 103.9FM

Contact: https://crestmontpw.com

Houston Office: 832-280-5288 / Boerne Office: 830-369-2898

• 00:00 Introduction to the Ascent Podcast
• 00:21 Understanding Sudden Wealth Syndrome
• 01:26 Psychological and Emotional Effects
• 01:53 Examples and Real-Life Scenarios
• 05:25 Causes and Contributing Factors
• 07:19 Navigating Sudden Wealth
• 09:29 Planning for Inheritance and Wealth Transfer
• 11:49 Crestmont's Family Billing Structure
• 13:10 Conclusion and Contact Information

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Join Sam McGee of Crestmont Private Wealth as he interviews Garrett Daley, owner of American Petroleum. Garrett shares his journey from working at Valero to starting his own fuel distribution company in Boerne, Texas.

Learn about the challenges, highs, and lows of entrepreneurship, the critical nature of fuel distribution, and valuable advice for aspiring entrepreneurs.

A must-listen for anyone interested in the energy industry or contemplating starting their own business.

Original Air Date: May 10, 2025 as heard on Boerne Radio 103.9FM

• 00:00 Introduction and Welcome
• 00:43 Meet Garrett Daley
• 01:21 Garrett's Background and Career Journey
• 02:28 Starting American Petroleum
• 03:59 Challenges and Success Stories
• 08:23 The Importance of Fuel Distribution
• 11:04 Advice for Aspiring Entrepreneurs
• 12:23 Conclusion and Farewell

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Join Sam McGee, CEO of Crestmont Private Wealth, as he sits down with Patrick Cahoon, a respected lawyer, volunteer firefighter, and president of the Boerne Volunteer Fire Department. In this episode of 'The Ascent,' Sam and Patrick discuss the importance of legal counsel for business owners and high-net-worth families, focusing on litigation, risk mitigation, and building strong professional relationships. Gain insights into handling lawsuits, planning for business longevity, and the significance of solid professional networks. Patrick also shares his personal journey to Boerne, Texas, emphasizing community involvement and family values. Don't miss this informative and engaging conversation tailored for business owners and professionals alike.

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: May 3rd 2025 as heard on Boerne Radio 103.9FM.

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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.

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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.

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