The Ascent With Crestmont Private Wealth - Healthy

Join Sam McGee, CEO of Crestmont Private Wealth, for a discussion on investing in yourself beyond just financial planning. This episode explores career reinvention, health, and overall well-being as essential components of wealth. Sam shares his personal journey from financing refrigerators to becoming a financial advisor, and explains why taking care of your physical, mental, and spiritual health is just as important as managing your portfolio. Whether you're considering a career change, struggling to maintain healthy habits, or looking to get financially organized, this episode offers practical advice and encouragement for living a fulfilling life. Timeline 0:00 - Introduction & Topic Overview Welcome to The Ascent podcast Introducing the concept of investing in yourself 0:51 - Career Reinvention Story Sam's personal journey from credit finance to financial advisory The decision to pursue an MBA at University of Houston 2:29 - Finding Career Fulfillment Why career satisfaction matters The importance of doing work you love 3:10 - Book Recommendation "What Color Is Your Parachute?" - finding your passion and path 3:32 - Mid-Career Changes Going back to school for new skills Why mid-career changers are often happier 4:38 - Health & Lifestyle The importance of physical health for enjoying wealth You can't help others if you don't take care of yourself first 5:51 - Maintaining Healthy Habits Don't let busy seasons derail your health goals Regular check-ups and preventive care matter 6:41 - It's Never Too Late Every day is a new opportunity to invest in yourself 7:27 - Mental & Spiritual Health The connection between mental/spiritual wellness and financial success How healthy mindsets help during market volatility 8:44 - Financial Organization Tips Create a good filing system for financial documents Scan and digitally organize important papers 10:02 - Why This Matters in Wealth Management Holistic approach to client relationships Money alone doesn't create happiness 11:24 - Who Crestmont Serves High earners and high net worth individuals Contact information and closing thoughtsSee omnystudio.com/listener for privacy information.