The Ascent With Crestmont Private Wealth
Hosted by Sam McGee and Alec Walker · Sam McGee
5.0from 2 ratings
- 132
- Episodes
- 42
- Transcribed
- 2
- Ratings
- Weekly
- Cadence
- 2024
- First episode
About The Ascent With Crestmont Private Wealth
Host: Sam McGee, MBA, CFA Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006) (830) 368-2898 (tel:8303682898) www.crestmontpw.com (http://crestmontpw.com/)
- Publisher
- Sam McGee
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 2 Feb 2024
- Latest episode
- 17 Oct 2026
Latest episodes
42 of 132 episodes have a transcript.
17 Oct 2026TRANSCRIPT
The Ascent with Crestmont Private Wealth - Roth IRA's 10-17-2026
10 Oct 2026TRANSCRIPT
The Ascent with Crestmont Private Wealth - Concentrated Risks inside the S&P 500 101026 PODCAST
6 Oct 2026TRANSCRIPT
The Ascent with Crestmont Private Wealth - Ideal Client Persona 10-10-26
Inside a recent episode
The Ascent with Crestmont Private Wealth - Roth IRA's 10-17-2026
Published 17 Oct 2026 · Transcript excerpt
[…] They're deferred paying taxes on that money, but eventually, with required minimum distributions, they're going to be forced to take money out at 73 or 75, depending on their date of birth, and pay taxes on it at that point. A Roth conversion is them saying, hey, you know what? I'm going to elect to convert that money, transfer it to a Roth IRA now, and pay taxes on that money at this point. So very simple, moving money from a traditional to a Roth IRA and incurring the income taxes earlier than you would have to. And you had mentioned voluntarily paying more taxes now. Why would somebody want to do that? […]
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See plansWho has been a guest on The Ascent With Crestmont Private Wealth
Names identified in recent episode analyses. Showing up to five guests.
- Cade Seymour
- Kirsten Cohoon
- Hannah Perry
- Agnes Damp
- Brian Reilly
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 42 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 84
- Social presence
- 0
- YouTube
- 0
- Engagement
- 0
Contact The Ascent With Crestmont Private Wealth
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about The Ascent With Crestmont Private Wealth
Who hosts The Ascent With Crestmont Private Wealth?
Sam McGee and Alec Walker host the show. Published by Sam McGee.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does The Ascent With Crestmont Private Wealth take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
42 of 132 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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