Join us this week on The Ascent with Sam McGee  with Part 1 Series:  Concerns of the Younger Generation or Adult children and how Crestmont does high net worth family advice. 

Host:  Sam McGee - MBA, CFA

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

Air Date:  January 4th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee as he discusses Recency Bias and how it can alter your financial decisions. 

Host:  Sam McGee - MBA, CFA

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

Air Date:  December 28th 2024 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with Christina Nardi and compares the housing market from years past to today.

Host:  Sam McGee - MBA, CFA

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

Air Date:  December 21st 2024 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with Baron Wiley to talk about how Baron got his start owning his own business with Boerne Radio.

Host:  Sam McGee - MBA, CFA

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

Air Date:  December 14th 2024 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join us this week on The Ascent with Sam McGee sits with Kim Blohm to learn about giving to varies charities in Kendall County.

Host:  Sam McGee - MBA, CFA

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

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

See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.