The Ascent with Crestmont Private Wealth - Investing Outside The Portfolio. Quality Time 3-21-26.

Host Sam McGee, CEO of Crestmont Private Wealth, sits down with four young men — Gavin, Oliver, Pierce, and his son Samuel — to talk about a backpacking trip they took together with their dads to Colorado's Rio Grande National Forest in August 2024, organized through Way Forward Adventures. The trip was three nights, no phones, and included a sunrise hike to a 13,500-foot peak. The broader message: all the money you build in your portfolio should go toward meaningful experiences with family and loved ones — don't be "the richest guy in the cemetery." Timeline 0:00 – 0:31 — Intro, disclaimer, and Sam introduces himself and the show topic: investing outside the portfolio 0:31 – 1:18 — Sam introduces the four boys: Gavin, Oliver, Pierce, and Samuel; overview of the Way Forward Adventures trip 1:18 – 2:30 — Trip details: backpacking, Rio Grande National Forest, no phones, 3 nights; the "why" behind doing it 2:30 – 3:32 — Pierce's favorite memory: playing "mountain ball," finding a moose, and having to run away 3:32 – 4:37 — Oliver's favorite memory: making new friendships; origin of his nickname "Breadstick" 4:37 – 5:34 — Gavin's favorite memory: private one-on-one time with his dad 5:34 – 7:08 — Oliver recaps the full trip itinerary: arrival, hiking, mountain ball, moose encounter, sunrise at the peak, devotional time, and the descent 7:08 – 8:54 — Carrying food on their backs; Samuel explains the dinner-name-calling challenge; Oliver explains how "mountain ball" was invented from a Wiffle bat and improvised rock ball 8:54 – 9:58 — Gavin recalls the storm night: wind, rain, hail; the group saw zero other people; reflections on going phoneless 9:58 – 11:29 — Boys share why they'd encourage others to do something like this: faith, nature, deeper bonds with dads, once-in-a-lifetime memories 11:29 – 12:46 — Outro: Sam wraps up, teases Part 2 with the dads, and ties it back to the show's core message about time, legacy, and familySee omnystudio.com/listener for privacy information.