The Ascent with Crestmont Private Wealth - College Visits episode artwork

EPISODE · Oct 18, 2025 · 14 MIN

The Ascent with Crestmont Private Wealth - College Visits

from The Ascent With Crestmont Private Wealth · host Sam McGee

In this episode of The Ascent, Sam McGee from Crestmont Private Wealth shares his personal experiences and professional advice on college visits and preparing your child for college. From the evolving college application process to practical tips on campus tours, housing, financial planning, and essential legal documents, Sam provides valuable insights for parents and students navigating the journey to higher education. 00:00 – Introduction & About Crestmont Private Wealth00:49 – The Changing College Application Process01:43 – The Fun and Importance of College Visits02:29 – Housing Deadlines and Application Tips03:41 – The College Tour Experience: Then vs. Now04:21 – When to Start College Tours (Junior Year Advice)05:10 – Exploring Different Types of Schools (Community, Technical, etc.)07:00 – Essential Legal Documents: HIPAA Authorization & Medical Power of Attorney09:41 – Financial Planning: Local Banking & Credit Cards for Students10:39 – In-State vs. Out-of-State Tuition & Financial Aid Opportunities11:51 – Letting Go: Encouraging Student Independence on Tours12:22 – Final Advice: Make College Tours a Family Experience13:08 – Closing Remarks & Contact InformationSee omnystudio.com/listener for privacy information.

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The Ascent with Crestmont Private Wealth - College Visits

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This episode was published on October 18, 2025.

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In this episode of The Ascent, Sam McGee from Crestmont Private Wealth shares his personal experiences and professional advice on college visits and preparing your child for college. From the evolving college application process to practical tips on...

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