Join Sam McGee, CEO of Crestmont Private Wealth, for a discussion on investing in yourself beyond just financial planning. This episode explores career reinvention, health, and overall well-being as essential components of wealth. Sam shares his personal journey from financing refrigerators to becoming a financial advisor, and explains why taking care of your physical, mental, and spiritual health is just as important as managing your portfolio. Whether you're considering a career change, struggling to maintain healthy habits, or looking to get financially organized, this episode offers practical advice and encouragement for living a fulfilling life.

Timeline

0:00 - Introduction & Topic Overview

Welcome to The Ascent podcast

Introducing the concept of investing in yourself

0:51 - Career Reinvention Story

Sam's personal journey from credit finance to financial advisory

The decision to pursue an MBA at University of Houston

2:29 - Finding Career Fulfillment

Why career satisfaction matters

The importance of doing work you love

3:10 - Book Recommendation

"What Color Is Your Parachute?" - finding your passion and path

3:32 - Mid-Career Changes

Going back to school for new skills

Why mid-career changers are often happier

4:38 - Health & Lifestyle

The importance of physical health for enjoying wealth

You can't help others if you don't take care of yourself first

5:51 - Maintaining Healthy Habits

Don't let busy seasons derail your health goals

Regular check-ups and preventive care matter

6:41 - It's Never Too Late

Every day is a new opportunity to invest in yourself

7:27 - Mental & Spiritual Health

The connection between mental/spiritual wellness and financial success

How healthy mindsets help during market volatility

8:44 - Financial Organization Tips

Create a good filing system for financial documents

Scan and digitally organize important papers

10:02 - Why This Matters in Wealth Management

Holistic approach to client relationships

Money alone doesn't create happiness

11:24 - Who Crestmont Serves

High earners and high net worth individuals

Contact information and closing thoughts

See omnystudio.com/listener for privacy information.