The Ascent With Crestmont Private Wealth

By Sam McGee

Host: Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.

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FAQs about The Ascent With Crestmont Private Wealth:

How many episodes does The Ascent With Crestmont Private Wealth have?

The podcast currently has 123 episodes available.

The Ascent With Crestmont Private Wealth episodes:

December 01, 2024 The Ascent with Crestmont Private Wealth - #133 - David Arringdale
Join us this week on The Ascent with Sam McGee sits with David Arringdale to discuss the importance of varies insurance.

Host: Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: November 30th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
15min
November 24, 2024 The Ascent with Crestmont Private Wealth - #132 - Separating the Economy from the Market
Join us this week on The Ascent with Sam McGee as he discusses why its important to separate the Economy from the market.

Host: Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: November 23rd 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
13min
November 17, 2024 The Ascent with Crestmont Private Wealth - #131 - Shawn Lovorn
Join us this week on The Ascent with Sam McGee as he sits with Shawn Lovorn from Lovorn Law Firm. Learn more about why its so important to have Wills, Medical Power of Attorney and Estate Planning.

Host: Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: November 16th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
15min
November 10, 2024 The Ascent with Crestmont Private Wealth - #130 -Behavior Finance
Join us this week on The Ascent with Sam McGee as he discusses how people make behavioral decisions based off of life events such as the election.

Host: Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: November 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
14min
November 03, 2024 The Ascent with Crestmont Private Wealth - #129 Sunsetting of the Higher Estate Tax Exemption Levels -
Join us this week on The Ascent with Sam McGee as he discusses changes coming for Estate Taxes.

Host: Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: November 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
14min
October 27, 2024 The Ascent with Crestmont Private Wealth - #128 -Hannah Perry
Join us this week on The Ascent with Sam McGee as he sits down with COO Hannah Perry. Listen in about giving back and Red Bird Ministries.

Host: Sam McGee - MBA, CFA

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: October 26th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
13min
October 20, 2024 The Ascent with Crestmont Private Wealth - #127 -Charitable Giving with Alec Walker
Join us this week on The Ascent with Alec Walker as he gives us advice on Charitable Giving.

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: October 19th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
15min
October 13, 2024 The Ascent with Crestmont Private Wealth - #126 - Current Market Events withAlec Walker
Join us this week on The Ascent with Alec Walker. Learn more about Current Market Events and how it can effect you.

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: October 12th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
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14min
October 06, 2024 The Ascent with Crestmont Private Wealth - #125 - Jason Barrett
Join us this week on The Ascent with Sam McGee and guest Jason Barrett. Learn more about date privacy and trade marks for your business.

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: October 5th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
13min
September 29, 2024 The Ascent with Crestmont Private Wealth - #124 - Michelle Holcomb
Join us this week on The Ascent with Sam McGee and guest Michele Holcomb. Learn more about why mental health is important even while on the trail head.

Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

Air Date: September 28th 2024 as heard on Boerne Radio 103.9FM.
See omnystudio.com/listener for privacy information.
...more
15min

FAQs about The Ascent With Crestmont Private Wealth:

How many episodes does The Ascent With Crestmont Private Wealth have?

The podcast currently has 123 episodes available.