The Ascent with Crestmont Private Wealth July 4 Show 7-4-26

Sam McGee of Crestmont Private Wealth opens with a moment of reflection on last year's 4th of July flooding near Center Point and Hunt, then pivots to celebrate America's 250th birthday. The main segment uses a brisket-cooking analogy — drawn from a concept originally shared by Alec Walker — to illustrate long-term investing principles:   Patience pays: Just as opening a smoker lid too often dries out a brisket, frequently jumping in and out of the market erodes wealth. Citing Vanguard data: missing just the best 25 trading days between 1996–2024 would have cost ~60% of returns on a $100K portfolio. Avoid timing the market: The SpaceX IPO is used as an example of short-term "microwave" thinking vs. a long, slow smoke. The value of an advisor: Vanguard research shows 86% of advised clients report greater peace of mind, and 76% spend less time worrying — saving a median of 2 hours/week. Advisors can add ~3% net value annually. Call to action: High net worth individuals ($1M+ in liquidity) are invited to reach out at [email protected]. Timeline Time     Topic 0:00     Intro — Sam Magee introduces the show and the cooking analogy 0:25     Reflection on 4th of July 2024 floods near Center Point/Hunt 1:00     America's 250th birthday acknowledgment 1:27     Intro to the brisket analogy; Sam admits he's cooking one at the office 2:23     Texting "Johnny" for brisket tips — sets up the advisor parallel 3:08     How brisket relates to investing — patience, no market timing 4:06     Crestmont's approach: financial plans, partnering with families 4:44     SpaceX IPO example — instant gratification vs. long-term compounding 5:49     Vanguard stat: missing best 25 trading days = losing ~60% of wealth 6:55     Texas A&M brisket class tangent 7:36     Value of a patient, long-term advisor 7:59     Vanguard white paper: 86% peace of mind, 76% less worry, 2 hrs/week saved 10:05  Advisors help avoid mistakes, optimize taxes, stay disciplined 10:32  Vanguard estimates ~3% net value added annually 10:54  CTA: newsletter at [email protected] 11:56  Closing — brisket reality check, time you can't get back 12:34  Final thoughts — safety, prayers for flood families & CO firefighters Original Air Date: July 4, 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: 830-368-2898  See omnystudio.com/listener for privacy information.