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  • Don't Let Social Media Build Your Portfolio | #24
    2025/11/25

    Social media can spark ideas—but it can also send you straight into financial quicksand.

    In this episode of Watch Your Six, Jason Edwards breaks down the dangers of headline-driven investing, the truth behind the AI "bubble," and why the U.S. economy is outperforming even expert predictions. He explains how emotional decision-making derails even seasoned investors—and why disciplined strategy makes all the difference.

    Key Takeaways:

    • Why 30-second clips make terrible financial advisors
    • How AI, tariffs, GDP, and job growth really affect your money
    • The mindset shift that separates average investors from top performers

    When you understand the data—and remove emotion from the process—you give yourself the power to build something that lasts. Tune in and stay protected.

    🎙️ Watch Your Six — helping you safeguard your financial future.

    📌 Connect with Jason Edwards:

    LinkedIn | Email | Watch Your Six

    🎙️ Follow the show: Watch Your Six



    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.

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    15 分
  • Investing Without the Panic | #23
    2025/11/11

    When the market gets shaky, most investors make their biggest mistakes — not because of strategy, but because of emotion.

    In this solo episode, Jason breaks down how to reduce anxiety in your investment portfolio by using defensive positions — sectors that historically hold steady through volatility. He explains consumer staples, healthcare, utilities, and telecommunications in plain language, and shares how to evaluate your portfolio's beta, standard deviation, and dividend exposure so you can stay confident, informed, and prepared.

    Key Takeaways:

    • Why emotions — not data — drive most market losses
    • How defensive sectors help reduce volatility
    • The tradeoff between stability and growth
    • How to avoid surprise tax liabilities from dividend-heavy holdings

    You've worked hard to build your wealth — here's how to protect it while still sleeping at night.

    🎙️ Watch Your Six — helping you safeguard your financial future.

    📌 Connect with Jason Edwards:

    LinkedIn | Email | Watch Your Six

    🎙️ Follow the show: Watch Your Six



    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.

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    16 分
  • Crypto: Risky Bet or Smart Diversifier? | #22
    2025/09/30

    Is crypto the golden ticket to wealth—or a fast track to financial ruin?

    In this episode of Watch Your Six, host Jason Edwards breaks down the hype and the hazards of cryptocurrency. From sky-high returns and 24/7 liquidity to extreme volatility, fraud, and government crackdowns, Jason separates the real opportunities from the dangerous pitfalls. He also shares practical strategies to protect your money, avoid FOMO-driven mistakes, and keep your portfolio balanced for the long run.

    Key takeaways:

    • Why crypto should only be a small slice of your portfolio
    • The biggest risks no one talks about (and how to prepare)
    • Safer alternatives for conservative or retirement-minded investors

    Sound investments are built on strategy, not speculation. Tune in to get the clarity you need before taking the crypto leap.


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

    🎙️ Watch Your Six — helping you safeguard your financial future.

    📌 Connect with Jason Edwards:

    LinkedIn | Email | Watch Your Six

    🎙️ Follow the show: Watch Your Six



    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.

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    24 分
  • The 11 Sectors That Shape Your Wealth | #21
    2025/09/23

    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
    🎙️ Show: Watch Your Six



    🎙️ Watch Your Six — helping you safeguard your financial future.

    📌 Connect with Jason Edwards:

    LinkedIn | Email | Watch Your Six

    🎙️ Follow the show: Watch Your Six



    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.

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    23 分
  • Avoiding Market Bubbles and Tax Traps | #20
    2025/09/16

    Markets rise, crash, and recover—but how do you protect yourself from getting caught in the cycle?

    In this episode of Watch Your Six, host Jason Edwards breaks down the patterns of market bubbles, from innovation-driven booms to panic-driven sell-offs. He shares practical strategies for spotting euphoria before it bursts, diversifying with intention, and protecting your wealth from emotional decision-making. Jason also explains how tax shelters can quietly accelerate your growth, while taxable accounts may erode it faster than you think.

    Key themes include:

    • How bubbles form—and why most investors miss the warning signs
    • Smarter diversification strategies for tech, AI, and beyond
    • Using tax strategies to maximize growth and minimize losses
    • Creative ways to leverage other people's money for wealth-building

    Investing doesn't have to be reactive or stressful. With the right framework, you can grow confidently—even in uncertain markets.

    🎙️ Watch Your Six — helping you safeguard your financial future.

    📌 Connect with Jason Edwards:

    LinkedIn | Email | Watch Your Six

    🎙️ Follow the show: Watch Your Six



    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.

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    24 分
  • Reading the Market Without Fear | #19
    2025/09/09

    Are you letting emotions, fear, or hype drive your investments? In this episode of Watch Your Six, host Jason Edwards breaks down how to spot key economic indicators—from manufacturing to consumer spending—that reveal where the market is really heading.

    Jason explains the difference between headwinds and tailwinds shaping today's economy, why missing just a few critical days in the market can slash long-term returns, and how to avoid emotional investing by relying on data instead of gut reactions. He also answers listener DMs about AI stocks, college savings plans, and diversification.

    Key takeaways:

    • How to use indicators (GDP, CPI, manufacturing, inventory) to forecast trends
    • Why patience and planning beat chasing "hot picks"
    • Practical insights on AI investing, 529s, and portfolio balance

    If you've ever wondered when to step in—or step back—from the market, this episode will give you the clarity and confidence to invest smarter.



    📌 Connect with Jason Edwards:

    LinkedIn | Email | Watch Your Six

    🎙️ Follow the show: Watch Your Six



    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.

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    18 分
  • Why AI Can't Protect Your Wallet | #18
    2025/08/19

    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.

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    21 分
  • These Costly Mistakes Are Killing Entrepreneurs | #17
    2025/08/12

    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.

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    31 分