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.

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.

Original Air Date: June 28, 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.

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.

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.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.