What if the key to smarter investing was hidden in plain sight? In this episode of Watch Your Six, Jason Edwards breaks down the 11 market sectors every investor needs to know, and why understanding them can simplify your strategy, protect your wealth, and uncover new opportunities.

Jason also shares the four pillars of estate planning every family should have in place, plus a powerful tax-saving move known as the “backdoor Roth conversion.” Whether you’re building your first portfolio or safeguarding a legacy, these insights are practical, actionable, and designed to help you stay ahead.

Key themes include:

• How sector investing drives diversification and performance
• Estate planning essentials: cheat sheet, living will, trust, and power of attorney
• Backdoor Roth IRA conversions for long-term tax-free growth
  
  

You either fail to plan or plan to fail—this episode shows you how to do it right.

🔗 Connect with Jason Edwards: LinkedIn | ✉️ jedwards@efs-advisors.com
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Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.