The Ascent with Crestmont Private Wealth - Bridging Financial Literacy

Sam McGee and Alec Walker speak about Financial Literacy Gaps Between Spouses and Across Generations. They explore common scenarios where one spouse may be less financially literate and the potential issues that can arise when one partner is solely responsible for managing finances. Alec shares insights and experiences on engaging both spouses in financial planning, emphasizing the benefits of regular discussions about finances and involving family members from a young age. Original Air Date: June 14, 2025 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: 830-368-2898 00:00 Introduction and Disclaimers 00:28 Meet the Hosts and Guest 00:48 Understanding Financial Literacy in Relationships 02:29 Engagement and Financial Planning 05:45 Discussing Money with Children 10:14 Generational Differences in Financial Management 12:47 Conclusion and Final Thoughts See omnystudio.com/listener for privacy information.