• The Ascent With Crestmont Private Wealth

  • By: Sam McGee
  • Podcast

The Ascent With Crestmont Private Wealth

By: Sam McGee
  • Summary

  • Host: Sam McGee, MBA, CFA

    Founder/Owner of Crestmont Private Wealth.

    • 604 S. Main St. Boerne TX 78006
    • (830) 368-2898
    • www.crestmontpw.com
    Show more Show less
Episodes
  • The Ascent with Crestmont Private Wealth - Business Etiquette
    Feb 16 2025

    Join Sam McGee on 'The Ascent' as he explores significant shifts in work environments over the past decade, particularly post-pandemic, and their impact on business etiquette. From hybrid and remote work implications to the timeless principles of professionalism, this episode offers crucial insights for both employers and employees across various industries. Sam also touches upon the importance of thank-you notes, punctuality, and the overall presentation to stand out in the workplace.

    Host: Sam McGee - MBA, CFA

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

    Air Date: February 15th 2025 as heard on Boerne Radio 103.9FM.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    14 mins
  • The Ascent with Crestmont Private Wealth - Company Core Values Part 2
    Feb 9 2025

    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.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    14 mins
  • The Ascent with Crestmont Private Wealth - Fixed Income Market
    Feb 2 2025

    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.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    14 mins

What listeners say about The Ascent With Crestmont Private Wealth

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.