The Ascent - Alec Walker 5-16-26

In this episode of The Ascent with Crestmont Private Wealth, Alec Walker (EVP of Financial Planning) recaps the firm's annual advisory board meeting and introduces Project Millionaire — a new initiative to help younger clients build a clear path to their first $1 million in assets. Alec walks through real scenarios using starting balances of $10K and $100K, shows the dramatic impact of consistent monthly contributions, and explains why Trail Builder investment accounts outperform traditional savings. He also covers the latest market conditions, including a strong early earnings season and easing geopolitical tensions. Topics covered: Annual advisory board meeting recap Hiring updates (CFP in Houston, operations role in Boerne) Survivor's Guide documentation initiative Introducing Project Millionaire Trail Builder accounts: investing vs. savings Real scenarios: reaching $1M from various starting balances Market update: earnings season & geopolitical outlook 0:00 – Intro & advisory board meeting recap 0:57 – Hiring: CFP opening in Houston 1:11 – Hiring: Operations role in Boerne 1:41 – Survivor's Guide initiative 2:52 – Introducing Project Millionaire 3:47 – Trail Builder accounts: investing vs. savings 5:55 – Project Millionaire goals: specific, measurable, achievable 7:12 – Real numbers: already at $500K or $750K? 8:04 – Scenario: starting from $10K 8:58 – Scenario: $100K starting balance + $500/month 10:10 – Scenario: 13% rate of return 11:41 – Market update: earnings season & geopolitical outlook 12:40 – Closing & contact info 📩 Visit us at crestmontpw.com Original Air Date: May 16, 2026 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: 830-368-2898See omnystudio.com/listener for privacy information.