Listen in this week as Sam McGee sits down with Jason Mattern about some key things you need to know and think about before building your dream home. 

Host:  Sam McGee, MBA, CFA

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

Air Date:  July 13th, 2024 as heard on Boerne Radio 103.9FM.

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Listen in this week as Sam McGee talks to us about risk management with insurance.

Host:  Sam McGee, MBA, CFA

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

Air Date:  July 7th, 2024 as heard on Boerne Radio 103.9FM.

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Sam McGee gives us financial life hacks to can you save! 

Host:  Sam McGee, MBA, CFA

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

Air Date:  June 29th, 2024 as heard on Boerne Radio 103.9FM.

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Sam McGee sits down with Alec Walker and discusses the pro's of companies letting long term employees take a sabbatical.  

Host:  Sam McGee, MBA, CFA

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

Air Date:  June 22nd, 2024 as heard on Boerne Radio 103.9FM.

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Sam McGee tell you the top reasons why people don't get wills, and why everyone needs a will.

Host:  Sam McGee, MBA, CFA

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

Air Date:  June 15th, 2024 as heard on Boerne Radio 103.9FM.

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Sam McGee gives you advice about Responsible Credit for Parents and Seniors

Host: Sam McGee, MBA, CFA

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

Air Date:  June 8th, 2024 as heard on Boerne Radio 10.39FM

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Sam McGee walks with you about the best way to financial give back to charities. 

Host: Sam McGee, MBA, CFA

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

Air Date:  June 1st, 2024 as heard on Boerne Radio 10.39FM

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Sam McGee walks with you in your financial journey that starts at the Trailhead, then the Ascent, and finally the Summit.  Sam focuses on the Summit with not just getting to the top, but how you go down the other side.

Host: Sam McGee, MBA, CFA

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

Air Date:  June 25, 2024 as heard on Boerne Radio 10.39FM

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Episode 105:  Biases

Host:  Sam McGee, MBA, CFA Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com

Air Date: May 18, 2024 at 12:30pm on Boerne Radio 103.9FM in Boerne, Texas.

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This week Sam McGee shares his observations on the history of mortgage rates starting with the late 1970s to today, and how banks respond. 

Host:  Sam McGee, MBA, CFA Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com

Air Date: May 11, 2024 at 12:30pm on Boerne Radio 103.9FM in Boerne, Texas.

See omnystudio.com/listener for privacy information.