The Ascent With Crestmont Private Wealth Podcast Por Sam McGee arte de portada

The Ascent With Crestmont Private Wealth

The Ascent With Crestmont Private Wealth

De: Sam McGee
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Host: Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.

  • 604 S. Main St. Boerne TX 78006
  • (830) 368-2898
  • www.crestmontpw.com
Economía Finanzas Personales
Episodios
  • The Accent with Crestmont Private Wealth - Kendall County 100 Club
    Sep 14 2025

    Join Sam McGee from Crestmont Private Wealth as he interviews Laura Anderson, president of the 100 Club of Kendall County. Laura shares her background as a law enforcement officer, the mission of the 100 Club, and the importance of supporting first responders and their families. The episode covers the annual "Tug the Truck" event, mental health challenges for first responders, stories of community support, and ways to get involved. Recorded on September 11th, the conversation also honors the sacrifices of first responders and highlights the club’s commitment to local impact.

    00:00 – Introduction: Meet Sam McGee & Laura Anderson

    00:45 – Laura’s Law Enforcement Background

    01:28 – The Risks and Sacrifices of First Responders

    02:30 – Mental Health Challenges in Law Enforcement

    03:00 – How Laura Got Involved with the 100 Club

    03:40 – What the 100 Club of Kendall County Does

    04:30 – "Tug the Truck" Event Overview

    05:15 – Event Activities: Fire Truck Tug, Police Car Push, Awards

    06:00 – Community Involvement & Sponsors

    07:00 – Honoring 9/11 and Fallen First Responders

    08:00 – Stories of Support: Mental Health & Financial Aid

    09:00 – Scholarships and Training Grants

    10:00 – The Importance of Mental Health Support

    11:00 – Other Annual Events: Boots for the Badges Bash

    12:00 – How Donations Are Used Locally

    13:00 – How to Get Involved & Wishlist

    14:00 – Closing Thoughts: Community, Patriotism, and Contact Info

    15:44 – End of Episode

    Original Air Date: September 13, 2025 at 8:30am as heard on Boerne Radio 103.9FM

    https://www.100clubkendallcounty.org/

    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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    16 m
  • The Ascent with Crestmont Private Wealth - Mentally Preparing For Retirement
    Aug 31 2025

    Welcome to The Ascent! In this episode, Sam McGee from Crestmont Private Wealth discusses the often-overlooked mental and emotional aspects of preparing for retirement. While financial planning is crucial, Sam emphasizes the importance of addressing identity, purpose, routines, social connections, and mental health as you transition into retirement. Learn practical strategies to maintain fulfillment, manage financial anxiety, and ensure a smooth, meaningful shift into this new chapter of life.

    Timeline / Chapters:

    00:00 – Introduction & About Crestmont Private Wealth

    00:50 – The Emotional Side of Retirement

    01:55 – Loss of Identity & Finding New Purpose

    02:37 – Planning New Routines and Hobbies

    03:18 – Maintaining Social Connections

    04:52 – Lifestyle Changes in Retirement

    05:37 – Financial Planning & Setting Expectations

    06:43 – Managing Financial Anxiety

    08:12 – The Importance of an Income Plan

    09:02 – Ongoing Financial Maintenance

    09:25 – Seeking Support: Therapy & Coaching

    10:48 – Finding Purpose & Fulfillment

    11:39 – The Impact of Losing Purpose

    12:00 – The Value of a Retirement Coach

    12:31 – Final Thoughts & Resources

    Original Air Date: August 30, 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.

    Más Menos
    14 m
  • The Ascent With Crestmont Private Wealth - Dorman Vick
    Aug 23 2025

    In this episode of "The Ascent with Crestmont Private Wealth," host Sam McGee interviews Dorman Vic, the leader of the renowned welding program at Champion High School in Boerne, Texas. They discuss the origins and impact of the program, the importance of vocational education, inspiring student stories, and the broader movement to bring skilled trades back into the spotlight. The conversation covers faith, grit, community support, and the life-changing opportunities that vocational training provides for young people. Special guests and supporters, including local dignitaries and celebrities, are highlighted, along with ways listeners can get involved.

    • Original Air Date: August 23, 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 to the show and disclaimer

    00:35 – About Crestmont Private Wealth and the Boerne, TX office

    00:58 – Introducing Dorman Vic and the Champion High School welding program

    01:38 – Dorman’s journey: inspiration, testimony, and the start of the program

    02:47 – The impact of the program and community support

    04:23 – Student stories: overcoming adversity and breaking barriers

    05:45 – The value of vocational education in a white-collar community

    07:00 – Bringing shop class and vocational training back to schools

    08:30 – The importance of hands-on skills and learning new trades

    10:00 – The role of taxpayers and the public in supporting education

    11:30 – Advice for other school districts and the future of vocational education

    13:00 – The need for industry involvement and urgency in skilled trades

    14:30 – The decline of the middle class and the importance of manufacturing

    15:45 – Famous people who started in skilled trades

    17:00 – The broader impact of shop programs and role models

    18:30 – The infrastructure and essential skills that keep society running

    19:45 – The “Amazon culture” and the reality of production

    20:30 – Success stories: student certifications and employability

    22:00 – Building confidence and portfolios for students

    23:00 – Projects for the government and celebrities

    24:00 – Life skills and character development through the program

    25:00 – How listeners can support the Welding Student Support Foundation

    26:00 – Social media and ways to connect with the program

    27:00 – The role of Governor Perry and other supporters

    28:00 – Final thoughts: the movement for vocational education

    29:00 – Call to action for listeners and closing remarks

    30:00 – Outro and well wishes

    See omnystudio.com/listener for privacy information.

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    16 m
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