In this episode, Sam McGee and Alec Walker, EVP of Financial Planning, discuss how Crestmont is simplifying wealth management for high-net-worth clients using the latest features of the E-Money client portal.

They delve into the capabilities of the newly integrated mobile app, which offers a single pane of glass for viewing all financial assets, updating information, and seamless communication between clients and advisors.

They also highlight the importance of uploading crucial documents like wills and life insurance policies to the secure vault for thorough review and future access.

Discover how these innovative tools can enhance your financial planning experience.

Original Air Date: May 24, 2025

https://crestmontpw.com/

Boerne Office: 830-368-2898

Houston Office: 832-280-5288

• 00:00 Introduction to The Ascent with Sam McGee
• 01:08 Meet Alec Walker: EVP of Financial Planning
• 01:57 Simplifying Wealth Management with E-Money
• 02:56 Exploring the Features of the E-Money Mobile App
• 06:20 User Experience and Practical Applications
• 11:20 Call to Action and Closing Remarks

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Understanding Sudden Wealth Syndrome: Managing Unexpected Financial Windfalls

In this episode of 'The Ascent with Crestmont Private Wealth,' Alec Walker, EVP of Financial Planning, and CEO Sam McGee discuss the psychological and emotional challenges of Sudden Wealth Syndrome. They explore how unexpected financial windfalls, such as inheritances, lottery wins, or large contracts, can lead to stress, guilt, anxiety, and impulsive spending. The discussion also highlights the importance of financial literacy, planning, and surrounding oneself with a trusted advisory team to effectively manage new-found wealth.

Original Air Date: May 17, 2025 as heard on Boerne Radio 103.9FM

Contact: https://crestmontpw.com

Houston Office: 832-280-5288 / Boerne Office: 830-369-2898

• 00:00 Introduction to the Ascent Podcast
• 00:21 Understanding Sudden Wealth Syndrome
• 01:26 Psychological and Emotional Effects
• 01:53 Examples and Real-Life Scenarios
• 05:25 Causes and Contributing Factors
• 07:19 Navigating Sudden Wealth
• 09:29 Planning for Inheritance and Wealth Transfer
• 11:49 Crestmont's Family Billing Structure
• 13:10 Conclusion and Contact Information

See omnystudio.com/listener for privacy information.

Join Sam McGee of Crestmont Private Wealth as he interviews Garrett Daley, owner of American Petroleum. Garrett shares his journey from working at Valero to starting his own fuel distribution company in Boerne, Texas.

Learn about the challenges, highs, and lows of entrepreneurship, the critical nature of fuel distribution, and valuable advice for aspiring entrepreneurs.

A must-listen for anyone interested in the energy industry or contemplating starting their own business.

Original Air Date: May 10, 2025 as heard on Boerne Radio 103.9FM

• 00:00 Introduction and Welcome
• 00:43 Meet Garrett Daley
• 01:21 Garrett's Background and Career Journey
• 02:28 Starting American Petroleum
• 03:59 Challenges and Success Stories
• 08:23 The Importance of Fuel Distribution
• 11:04 Advice for Aspiring Entrepreneurs
• 12:23 Conclusion and Farewell

See omnystudio.com/listener for privacy information.