The Ascent with Crestmont Private Wealth - Bridging Financial Literacy
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The Ascent with Crestmont Private Wealth - Bridging Financial Literacy
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About this listen
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.
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