The Ascent with Crestmont Private Wealth - Guest: Samuel McGee Podcast By  cover art

The Ascent with Crestmont Private Wealth - Guest: Samuel McGee

The Ascent with Crestmont Private Wealth - Guest: Samuel McGee

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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.

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