Join Sam McGee, CEO of Crestmont Private Wealth, as he sits down with Patrick Cahoon, a respected lawyer, volunteer firefighter, and president of the Boerne Volunteer Fire Department. In this episode of 'The Ascent,' Sam and Patrick discuss the importance of legal counsel for business owners and high-net-worth families, focusing on litigation, risk mitigation, and building strong professional relationships. Gain insights into handling lawsuits, planning for business longevity, and the significance of solid professional networks. Patrick also shares his personal journey to Boerne, Texas, emphasizing community involvement and family values. Don't miss this informative and engaging conversation tailored for business owners and professionals alike.

Visit CrestmontPW.com for more details.

Host: Sam McGee

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

Air Date: May 3rd 2025 as heard on Boerne Radio 103.9FM.

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n this episode of The Ascent, Sam McGee from Crestmont Private Wealth offers an in-depth discussion on responsible credit management. Drawing from over 25 years of experience in banking and finance, Sam explains the basics of credit, how to build and repair credit history, and the importance of paying bills on time. This episode is valuable for young adults heading to college, recent graduates, and anyone looking to improve their credit knowledge. Learn about the impact of credit scores, potential pitfalls like co-signing, and safeguarding against fraudulent activity. Join us and learn practical tips for maintaining a healthy financial future.

Visit CrestmontPW.com for more details.

Host: Sam McGee

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

Air Date: April 26th 2025 as heard on Boerne Radio 103.9FM.

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Join Sam McGee, CEO of Crestmont Private Wealth, on 'The Ascent' as he delves into the fascinating topic of Third Culture Kids. With personal anecdotes from growing up in multiple countries, Sam shares insights from the book 'Third Culture Kids' and its relevance to those who have lived abroad. Discover the unique challenges and benefits of global upbringing and how it shapes future perspectives. Additionally, gain valuable financial advice for expats, including compliance tips and wealth management strategies. Perfect for families on international assignments or individuals planning to work overseas. Tune in for an engaging discussion enriched with professional guidance and personal experiences.

Visit CrestmontPW.com for more details.

Host: Sam McGee

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

Air Date: April 19th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.