Join Sam McGee in Part 2 of diving into Company Core Values as he delves into the essential components of successful business management from Gino Wickman's book, Traction. This episode focuses on Chapter 6 (Issues) and Chapter 7 (Processes) and provides insights into identifying, discussing, and solving problems, as well as creating replicable processes for consistent business success.

Host:  Sam McGee - MBA, CFA

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

Air Date:  February 8th 2025 as heard on Boerne Radio 103.9FM.

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In this episode of 'The Ascent,' Sam McGee, CEO of Crestmont Private Wealth, explores the fixed income market and its potential opportunities in 2025. Sam delves into the economic dynamics, such as interest rate cuts, tariffs, and U.S. fiscal policy, impacting both the bond and equity markets. Highlighting the importance of active management and the crucial role of fiduciary advisors, this episode provides a comprehensive outlook on why 2025 presents a promising landscape for bond investors. 

Host:  Sam McGee - MBA, CFA

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

Air Date:  February 1st 2025 as heard on Boerne Radio 103.9FM.

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Join Sam McGee from Crestmont Private Wealth as he delves into the common struggles faced by business owners and actionable strategies to overcome them. Drawing from Gino Wickman's book 'Traction,' Sam emphasizes the importance of establishing core values and selecting the right people for the right roles to enhance business efficiency and success. 

Host:  Sam McGee - MBA, CFA

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

Air Date:  January 25th 2025 as heard on Boerne Radio 103.9FM.

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In this episode, we delve into the intriguing world of Financial Bubbles in History, discover what causes them, learn how to avoid the  FOMO (Fear of Missing Out, and steer clear of potential pitfalls.

Host:  Sam McGee - MBA, CFA

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

Air Date:  January 18th 2025 as heard on Boerne Radio 103.9FM.

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Join us this week on The Ascent with Sam McGee  Part 2 Series:  Concerns of the Older and Aging Generation 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 11th 2025 as heard on Boerne Radio 103.9FM.

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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.

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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.

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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.

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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.

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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.