Show Notes

Show Notes

In this episode of The Anchored Decision Show, Lauren sits down with financial advisor Jami McCree to take a deep dive into investing—what it looks like, when to start, and how to prioritize it alongside other financial goals. Jami shares her personal journey into financial advising, the biggest mistakes she sees families make when it comes to saving, and what she recommends to make the most of your income—whether you're just starting out or playing catch-up mid-career. You'll walk away with a clearer understanding of 401ks, Roth IRAs, and how to build a strong financial foundation that honors your long-term goals and faith-based values.

Links From This Episode:
✨ Chapman Capital Advisors
✨ Schwab MoneyWise: moneywise.schwab.com
✨ Synchrony Bank High-Yield Savings: synchronybank.com
✨ Index fund sites: Charles Schwab, Fidelity, E-Trade
✨ FREE Decision Compass for setting the lens from which you make decisions.

Key Points:
🔑 A strong financial strategy begins with knowing where your money is going—budgeting is step one.
🔑 Always take advantage of employer 401k matches—it's free money!
🔑 Build an emergency fund (3–6 months of expenses) to avoid relying on credit.
🔑 Pay down high-interest debt after establishing basic financial safety nets.
🔑 Aim to save at least 10% of your income toward retirement, increasing over time if you’re starting late.
🔑 Roth IRAs are great for younger or lower-income individuals, while pre-tax 401ks benefit higher earners.
🔑 The earlier you start saving, the more powerful compound interest becomes.

Your Action Step for the Week:
Sign up for a free Schwab MoneyWise account

Where to Connect with Jami:
✨ Website: chapmancapitaladvisors.com
✨ Facebook + Instagram: [@JamiMcCree at Chapman Capital]
✨ Local to Stuart, FL? You can meet with Jami in person

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