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. The episode opens with a disclaimer clarifying that the opinions expressed are for informational purposes and not investment advice. 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 Bernie.

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.

The podcast concludes with an invitation for listeners to connect with Crestmont Private Wealth through various channels and a warm sign-off from Sam McGee.

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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.

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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

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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

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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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