The Ascent with Crestmont Private Wealth - Bridging Financial Literacy

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

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