Think AI can manage your money? Think again. In this episode of Watch Your Six, Jason Edwards pulls back the curtain on the limitations of artificial intelligence in financial planning — and why human experience still matters when it comes to protecting your future.

Jason breaks down three popular strategies for funding your child’s education — state prepaid tuition, UTMAs/UGMAs, and 529 plans — sharing the pros, cons, and hidden pitfalls of each. Along the way, he tackles audience DMs on AI’s energy demands, saving vs. investing, and what inflation means for your wallet.

Key themes:

• Why AI advice is too generic for your unique financial goals
• The real risks and rewards of prepaid tuition, UTMAs, and 529s
• Smart saving and investing decisions that beat inflation
  
  

Whether you’re planning for college, building your nest egg, or just trying to make sense of today’s economy, this episode will help you make smarter, more confident money moves.

Guest/Host Links:
Host – Jason Edwards: LinkedIn | Email: jedwards@efs-advisors.com

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.

Most entrepreneurs don’t fail because of their product—they fail because of money mistakes. In this episode of Watch Your Six, Jason Edwards breaks down the critical financial missteps that can sink a business, from poor cash flow management to mixing personal and business funds. He also shares simple, actionable strategies to avoid them.

You’ll learn:

• Why emotions—not the market—cause most investment losses
• How to budget, forecast, and secure funding like a CFO
• The savings cushion every entrepreneur needs to survive tough times
  
  

Whether you’re launching your first venture or scaling an existing business, this episode will help you avoid the traps that derail so many founders. Make smarter moves today—and set your business up for lasting success.

Guest/Host Links:
Jason Edwards (Host) – LinkedIn | Email: jedwards@efs-advisors.com

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.

Most people aren’t broke because they’re lazy—they’re broke because the system is rigged against them.

In this episode, Jason Edwards breaks down the hidden forces that sabotage your financial progress—even when you’re doing everything “right.” From inflation and emotional spending to systemic barriers and poor financial education, Jason lays out seven key traps that keep individuals and entrepreneurs stuck.

You’ll learn:

• Why hard work without a plan is useless
  
  

• How debt and lifestyle inflation quietly erode wealth
  
  

• Practical steps to start building multiple income streams
  
  

If you’ve ever felt like you’re sprinting but getting nowhere, this episode is the wake-up call—and the roadmap—you’ve been waiting for.

👤 Connect with Jason Edwards:
LinkedIn
📩 jedwards@efs-advisors.com

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.