Join Sam McGee and guest Alec Walker, as they discuss crucial financial planning steps for handling layoffs. This episode addresses the impact of mass layoffs, with recent examples from Chevron and Southwest Airlines, and offers advice for those nearing retirement and those far from it. Learn strategies for managing cash flows, optimizing pensions and 401ks, and preparing for unexpected job losses. Alec shares insights on grounding oneself financially and mentally during uncertain times and how Crestmont's expertise can provide peace of mind.

Visit CrestmontPW.com for more details.

Host: Sam McGee - MBA, CFA

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

Air Date: February 22nd 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join Sam McGee on 'The Ascent' as he explores significant shifts in work environments over the past decade, particularly post-pandemic, and their impact on business etiquette. From hybrid and remote work implications to the timeless principles of professionalism, this episode offers crucial insights for both employers and employees across various industries. Sam also touches upon the importance of thank-you notes, punctuality, and the overall presentation to stand out in the workplace.

Host: Sam McGee - MBA, CFA

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

Air Date: February 15th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.

Join Sam McGee in Part 2 of diving into Company Core Values as he delves into the essential components of successful business management from Gino Wickman's book, Traction. This episode focuses on Chapter 6 (Issues) and Chapter 7 (Processes) and provides insights into identifying, discussing, and solving problems, as well as creating replicable processes for consistent business success.

Host: Sam McGee - MBA, CFA

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

Air Date: February 8th 2025 as heard on Boerne Radio 103.9FM.

See omnystudio.com/listener for privacy information.