Sam McGee and Alec Walker speak about Financial Literacy Gaps Between Spouses and Across Generations.

They explore common scenarios where one spouse may be less financially literate and the potential issues that can arise when one partner is solely responsible for managing finances. Alec shares insights and experiences on engaging both spouses in financial planning, emphasizing the benefits of regular discussions about finances and involving family members from a young age.

Original Air Date: June 14, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact: www.crestmontpw.com

Alec Walker in Houston: 831-280-5288

Sam McGee in Boerne: 830-368-2898

• 00:00 Introduction and Disclaimers
• 00:28 Meet the Hosts and Guest
• 00:48 Understanding Financial Literacy in Relationships
• 02:29 Engagement and Financial Planning
• 05:45 Discussing Money with Children
• 10:14 Generational Differences in Financial Management
• 12:47 Conclusion and Final Thoughts

See omnystudio.com/listener for privacy information.

The Ascent: Tax Cuts and Jobs Act 2.0 Explained

Join Sam McGee and Alec Walker from Crestmont Private Wealth in this informative episode of 'The Ascent' on Boerne Radio. They delve into the key provisions and implications of the newly proposed Tax Cuts and Jobs Act 2.0, including income tax bracket changes, enhanced standard deductions, and adjustments to the state and local tax deduction cap. This episode also provides insights into the impact on personal and corporate taxes, along with advice for listeners about how these changes might affect their financial planning.

Original Air Date: June 7, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact: www.crestmontpw.com

Alec Walker in Houston: 831-280-5288

Sam McGee in Boerne: 830-368-2898

• 00:00 Introduction and Show Overview
• 00:46 Welcome and Studio Updates
• 01:19 Introducing Alec Walker
• 01:55 Tax Cuts and Jobs Act 1.0 Overview
• 04:59 New Tax Bill Highlights
• 06:30 Potential Changes and Impacts
• 10:11 Newsletter and Contact Information
• 12:10 Conclusion

See omnystudio.com/listener for privacy information.

Building an Employer of Choice: Insights from Crestmont Private Wealth In this episode of 'The Ascent' with Crestmont Private Wealth, CEO Sam McGee discusses the company's expansion and their approach to becoming an employer of choice. Sam shares valuable insights on core values, HR strategies, and creating a competitive work environment focused on trust, teamwork, commitment to service, adaptability, and care.

Learn about the importance of community involvement, total compensation packages, and the ability to adapt in today's job market.

Contact:

• https://crestmontpw.com/
• Boerne Office: 830-368-2898
• Houston Office: 832-280-5288

00:00 Introduction - Crestmont Private Wealth

• 00:45 Meet Sam McGee and Crestmont's Expansion
• 01:26 Understanding Employer of Choice
• 03:15 Core Values and Hiring Practices
• 04:58 Community Involvement and Competitive Offerings
• 06:53 Total Compensation and Benefits
• 10:49 Adapting to Change and Employee Feedback
• 12:21 Conclusion and Final Thoughts

See omnystudio.com/listener for privacy information.