Join Sam McGee on 'The Ascent' as he explores significant shifts in work environments over the past decade, particularly post-pandemic, and their impact on business etiquette. From hybrid and remote work implications to the timeless principles of professionalism, this episode offers crucial insights for both employers and employees across various industries. Sam also touches upon the importance of thank-you notes, punctuality, and the overall presentation to stand out in the workplace.

Host: Sam McGee - MBA, CFA

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

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

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Join Sam McGee in Part 2 of diving into Company Core Values as he delves into the essential components of successful business management from Gino Wickman's book, Traction. This episode focuses on Chapter 6 (Issues) and Chapter 7 (Processes) and provides insights into identifying, discussing, and solving problems, as well as creating replicable processes for consistent business success.

Host: Sam McGee - MBA, CFA

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

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

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In this episode of 'The Ascent,' Sam McGee, CEO of Crestmont Private Wealth, explores the fixed income market and its potential opportunities in 2025. Sam delves into the economic dynamics, such as interest rate cuts, tariffs, and U.S. fiscal policy, impacting both the bond and equity markets. Highlighting the importance of active management and the crucial role of fiduciary advisors, this episode provides a comprehensive outlook on why 2025 presents a promising landscape for bond investors.

Host: Sam McGee - MBA, CFA

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

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

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Join Sam McGee from Crestmont Private Wealth as he delves into the common struggles faced by business owners and actionable strategies to overcome them. Drawing from Gino Wickman's book 'Traction,' Sam emphasizes the importance of establishing core values and selecting the right people for the right roles to enhance business efficiency and success.

Host: Sam McGee - MBA, CFA

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

Air Date: January 25th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

In this episode, we delve into the intriguing world of Financial Bubbles in History, discover what causes them, learn how to avoid the FOMO (Fear of Missing Out, and steer clear of potential pitfalls.

Host: Sam McGee - MBA, CFA

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

Air Date: January 18th 2025 as heard on Boerne Radio 103.9FM.

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Join us this week on The Ascent with Sam McGee Part 2 Series: Concerns of the Older and Aging Generation and how Crestmont does high net worth family advice.

Host: Sam McGee - MBA, CFA

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

Air Date: January 11th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee with Part 1 Series: Concerns of the Younger Generation or Adult children and how Crestmont does high net worth family advice.

Host: Sam McGee - MBA, CFA

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

Air Date: January 4th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee as he discusses Recency Bias and how it can alter your financial decisions.

Host: Sam McGee - MBA, CFA

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

Air Date: December 28th 2024 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.