The Ascent: Balancing Family, Business, and Teen Life with Izzy McGee!

In this special episode of The Ascent, host Sam McGee from Crestmont Private Wealth invites his daughter, Isabella McGee, to share her unique perspective on growing up as the child of a business owner. From the pros and cons of having entrepreneurial parents to navigating the pressures of teenage life in 2025, she opens up about her experiences. She also discusses her budding crochet business and reveals her plans for an upcoming Market Days in Main Plaza Boerne!

Original Air Date: June 21st 2025 at 8:30am as heard on Boerne Radio 103.9FM

Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com

Happy 16th Birthday Miss McGee!

• 00:00 Introduction and Disclaimer
• 00:28 Meet the Host and Special Guest
• 00:53 Pros and Cons of Being a Business Owner's Child
• 03:33 Life as a Teenager in 2025
• 05:31 Balancing Sports and Hobbies
• 07:04 Job Search and Career Preparation
• 10:19 The Crochet Business Journey
• 15:34 Conclusion and Birthday Wishes

See omnystudio.com/listener for privacy information.

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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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.