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Hosted by Sam McGee · 🇺🇸 US · EN-US · 100 episodes
Established thought leaders with verified media credentials.
Host: Sam McGee, MBA, CFAFounder/Owner of Crestmont Private Wealth.604 S. Main St. Boerne TX 78006(830) 368-2898www.crestmontpw.com
Sam McGee hosts The Ascent With Crestmont Private Wealth, a business show with 100 episodes published.
In this episode of The Ascent, Sam McGee sits down with Alec Walker, EVP of Financial Planning and CFP at Crestmont Private Wealth, to discuss multi-generational financial planning. They explore what it means to truly se
Sam McGee (Crestmont Private Wealth) sits down with Brian Reilly, Chief of the Sisterdale Volunteer Fire Department. Brian shares his journey from zero fire experience to leading a department that grew from 8 to 33 membe
Sam Magee of Crestmont Private Wealth opens with a moment of reflection on last year's 4th of July flooding near Center Point and Hunt, then pivots to celebrate America's 250th birthday. The main segment uses a brisket-c
The Ascent with Crestmont Private Wealth — World Cup & Global Diversification Host: Alec Walker, EVP of Financial Planning | ~13:36 Summary: Alec uses the World Cup — being hosted in Houston — as a jump
In this episode of The Ascent, Sam Magee of Crestmont Private Wealth (Houston & Boerne, TX) breaks down the investment philosophy that guides every client relationship at the firm. From long-term investing and avoiding m
Alec Walker covers three main topics: Portfolio Rebalance — Crestmont recently completed a rebalance of their 7 core globally diversified portfolios (conservative to ultra-aggressive, primarily low-cost ETFs
Sam McGee sits down with Crestmont team member Rebecca Petre to celebrate her one-year anniversary with the firm. They discuss what it's really like to transition from Texas A&M into the financial planning workforce, les
Host Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, opens with some personal notes about summer plans before covering two main topics: a brief market update and a deep dive into performance reporting
The Ascent — hosted by Sam McGee of Crestmont Private Wealth — features attorney Wes Holland of H6 Law discussing business succession planning. The conversation highlights why a standard will is not enough for business o
In this episode of The Ascent with Crestmont Private Wealth, Alec Walker (EVP of Financial Planning) recaps the firm's annual advisory board meeting and introduces Project Millionaire — a new initiative to help younger c
In this episode of The Ascent with Crestmont Private Wealth, Sam McGee sits down with Wes Holland of H6 Law to discuss the growing threat of cyber scams and wire fraud — and what you can do to protect yourself. From gas
In this episode of The Ascent with Crestmont Private Wealth, EVP of Financial Planning Alec Walker shares timely insights on navigating market volatility, the importance of staying invested, Q1 earnings results, and key
The Ascent – When Estate Planning Goes Wrong Hosted by Sam McGee, Crestmont Private Wealth | Guest: Scott Seidl, Attorney at Keen Miller LLP In this episode, Sam sits down with estate litigation attorney Scott Seidl to d
Sam McGee, CEO of Crestmont Private Wealth, interviews Dr. Justin Lockhart, a licensed therapist and PhD counselor, on the topic of executive and business owner burnout. Dr. Lockhart explains that burnout — defined by di
Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, delivers a Q1 market recap, looks ahead to Q2, and draws a fun parallel between baseball and financial planning lifecycle stages. Timeline: 0:00 – Intro
Sam McGee sits down with Kellen Mond — all-time passing leader at Texas A&M and former NFL quarterback — to discuss his surprising career pivot into fine art photography. Kellen shares how picking up a camera as an NFL r
In this episode of The Ascent, Alec Walker (EVP of Financial Planning at Crestmont Private Wealth) covers two main areas as tax season approaches: last-minute tax filing tips and post-tax planning strategies. He discusse
Host Sam McGee, CEO of Crestmont Private Wealth, sits down with four young men — Gavin, Oliver, Pierce, and his son Samuel — to talk about a backpacking trip they took together with their dads to Colorado's Rio Grande Na
This episode features Sam McGee, CEO of Crestmont Private Wealth, interviewing Kim Blohm from the Boerne Chamber of Commerce. The conversation explores: Chamber's Role & Mission: A 501(c)(6) nonprofit that advocates, edu
In this episode of The Ascent, Sam McGee discusses the recent US-Iran conflict and its impact on financial markets. Recorded on March 4th, Sam analyzes the February 28th strikes, the oil price surge, and the closure of t
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The Ascent With Crestmont Private Wealth is hosted by Sam McGee. The show is categorised under business (investing) and has published 100 episodes.
The Ascent With Crestmont Private Wealth has published 100 episodes.
The Ascent With Crestmont Private Wealth regularly covers business, investing. It sits in the business category, with a investing focus.
The Ascent With Crestmont Private Wealth is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Ascent With Crestmont Private Wealth hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Ascent With Crestmont Private Wealth average 15 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Ascent With Crestmont Private Wealth's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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