• The Ascent with Crestmont Private Wealth - Layoffs

  • Feb 23 2025
  • Length: 14 mins
  • Podcast

The Ascent with Crestmont Private Wealth - Layoffs

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  • Summary

  • 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.
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