Watch Your Six

When markets get noisy, the smartest move is often staying steady. In this episode of From Underdog to Entrepreneur, host Pat Miller breaks down what rising oil prices, market pullbacks, and shifting consumer trends really mean for your money. He shares why panic can be costly, how disciplined investors use downturns as opportunity, and why understanding the next generation of buyers could shape future wealth. You'll also hear why many high earners still struggle financially, how to choose the right financial team, and what separates investing from gambling. Key Takeaways: • Why market dips can create buying opportunities • How Gen Alpha is already influencing spending habits • Why income alone does not equal wealth Success favors the prepared, not the panicked. Tune in and build smarter from here.  

What if the biggest risk in today's market is doing nothing at all? In this episode of Watch Your Six, Jason Edwards breaks down why fear-driven investing can cost you more than market volatility. With global uncertainty, rising costs, and constant headlines, he explains how smart investors find opportunity where others hesitate and why timing the market is a losing game. You'll learn how to think strategically about your money, avoid common pitfalls, and recognize where growth is actually happening even when the news says otherwise. Key takeaways: Why avoiding bad decisions matters more than chasing big wins How market trends and simple indicators can reveal hidden opportunities Where real growth can exist during economic uncertainty If you've been sitting on the sidelines waiting for the "perfect time," this episode will challenge you to rethink everything and take control of your financial future.  

Gas prices are rising—but not for the reasons you think. Jason Edwards breaks down the real forces behind oil price spikes, why media-driven panic can cost you money, and how smart investors actually respond during market corrections. He also uncovers a surprising economic driver most people overlook: Gen Alpha—and how their behavior is shaping the future of spending, business, and investing. From avoiding emotional decisions to building a real financial strategy, this episode is a practical guide to staying ahead when markets get noisy.   🎙️ 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.

When global conflict shakes the markets, most people panic. The smartest investors do the opposite. In this episode of Watch Your Six, host Jason Edwards breaks down how geopolitical conflict, oil markets, and economic uncertainty can impact your portfolio. More importantly, he explains why market corrections may actually be one of the biggest opportunities investors ever get. Instead of reacting emotionally, Jason shares how strategic thinking, strong fundamentals, and the right team can turn volatility into long term growth. You will learn why market pullbacks often create powerful investment opportunities and how disciplined investors position themselves ahead of the rebound. Key insights in this episode: Why market corrections can be opportunities instead of threats How geopolitical conflict affects oil, trade, and global markets The power of dollar cost averaging during volatile times When others panic, opportunity quietly appears. Tune in to learn how disciplined investors stay focused, think long term, and position themselves to win when the market recovers. 🎙️ 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.  

When the market dips, most investors panic. But what if that pullback is actually your biggest opportunity?   In this episode of Watch Your Six, host Jason Edwards breaks down what really drives market corrections and why emotional investing can cost you in the long run. From the explosive growth of AI infrastructure to overlooked sectors like data storage and energy, Jason explains how disciplined strategy and long term thinking can help investors stay ahead of the curve.   In this episode you will hear about: Why market pullbacks may be opportunities, not disasters The hidden industries fueling the AI boom How diversification protects your portfolio when markets get volatile   If you want a clearer perspective on today's markets and where opportunity may be hiding, this conversation will help you think differently about investing. 🎙️ 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.  

Most businesses do not fail because of bad ideas. They fail because they run out of cash. In this episode of Watch Your Six, host Jason Edwards sits down with Tim, founder of Tim's Wine Market in Orlando, to break down what it really takes to survive and thrive for 30 years in a competitive industry. From jumping into entrepreneurship at 27 to navigating big box competition, shifting consumer trends, and economic downturns, Tim shares the hard truths most aspiring business owners never hear. This is not theory. It is three decades of real world lessons. In this episode, you will learn: Why undercapitalization quietly kills great businesses How to find your niche instead of competing with giants Why a business plan and pro forma are non negotiable How to pivot, evolve, and survive industry cycles If you are thinking about starting a business, already running one, or trying to scale without burning out, this conversation will challenge the way you think about risk, growth, and cash flow. Success is not about having the best idea. It is about having the discipline to build it right.   🎙️ 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.

The noise is loud, the fear is high—but the facts tell a very different story about what's coming next.  In this episode of Watch Your Six, Jason Edwards cuts through the headlines to explain why 2026 is shaping up to be a uniquely powerful year for investors. From falling inflation and potential rate cuts to AI-driven efficiency and global market opportunities, Jason breaks down how today's economic tailwinds could translate directly into real wealth-building opportunities for everyday investors. Rather than chasing hype or freezing in uncertainty, this conversation focuses on building a disciplined strategy that positions you to benefit from one of the most robust bull environments in years.   Key themes discussed: Why removing fear and focusing on facts changes everything How AI, energy, healthcare, and consumer sectors are quietly compounding growth The danger of "paralysis by analysis" and why waiting can cost you the most   2026 isn't about guessing—it's about preparation. Get positioned, get informed, and get ready to move with confidence.   🎙️ 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.  

Fear sells—but data tells the real story. In this episode of Watch Your Six, host Jason Edwards is joined in-studio by Nicole Verde, one of our financial planners at Edwards Financial Services, to break down how optimism, pessimism, and emotion-driven decisions can quietly derail your financial future. Together, they cut through market noise to explain where real opportunities exist—across the U.S., Europe, and global markets—and why discipline, data, and planning matter more than ever. From interest rates and inflation to AI, crypto hype, and the dangers of "get rich quick" investing, this conversation delivers a grounded, no-nonsense look at how smart money actually moves—and how you can protect yourself from costly mistakes. Key takeaways include: How headwinds and tailwinds shape real investment opportunity Why emotional investing and social media hype cost investors money The difference between falling in love with assets vs. returns If you want clarity, confidence, and a smarter framework for navigating today's markets, this episode is your guide. Tune in—and remember to 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.  

What if the biggest threat to your portfolio isn't the market—but your own instincts? In this episode of Watch Your Six, Jason Edwards breaks down what recent Federal Reserve rate cuts really mean for consumers, investors, and the broader U.S. economy. He explains how interest rates drive spending, growth, and opportunity—then shifts into one of the most overlooked dangers in investing: subtle, creeping greed that quietly destroys diversification and long-term stability. From real-world cautionary tales to practical strategies around portfolio balance, tax efficiency, and market cycles, this conversation is a must-listen for anyone serious about protecting and growing their wealth—especially in volatile times. Key takeaways include: Why lower interest rates can act as a catalyst for economic growth How greed quietly undermines diversification (even for high-net-worth investors) Smart tax strategies, including capital gains planning and tax-loss harvesting Why procrastination can be one of the most expensive financial mistakes The market will always rise and fall—but with the right team and the right strategy, you don't have to ride it all the way down. Stay informed, stay disciplined, and remember to always 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.  

Most people don't fail financially because of bad investments — they fail because of how they think about money. In this episode of Watch Your Six, Jason Edwards breaks down the real reasons people struggle to build lasting wealth, from emotional spending and misused emergency funds to short-term comfort sabotaging long-term freedom. Drawing from decades of real client experience, Jason explains why structure, discipline, and behavior matter far more than picking the "right" stock. You'll also hear why a clear financial blueprint — not perfect timing — is the foundation of calm, compounded growth, and how small, consistent changes can completely reshape your future. Key takeaways include: Why emotional money decisions are your biggest financial enemy The difference between an emergency fund and a "slush fund" How short-term sacrifice creates long-term financial freedom If you're ready to stop being the biggest obstacle to your own success and start building wealth with clarity and confidence, this episode is for you.   Jason Edwards 🔗 LinkedIn: https://www.linkedin.com/in/jasedwards 📩 Contact: [email protected] 🎙️ Watch Your Six — helping you safeguard your financial future. 📌 Connect with Jason Edwards: LinkedIn | Email | 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.  

Most people don't lose money because they're reckless—they lose it because they don't know what they don't know. In this episode of Watch Your Six, host Jason Edwards sits down with enrolled agent and accountant Brendan Hahn to break down the most common tax mistakes entrepreneurs, investors, and everyday earners make—and how to avoid them before they cost you years of progress. From poor business structure and bad social media advice to overlooked retirement strategies and crypto tax confusion, this conversation is a masterclass in building boring, disciplined, lasting wealth. In this episode, you'll learn: Why you should treat your life like a corporation—and build a real financial "board of directors" The hidden tax mistakes small business owners make early (and how to fix them) What social media gets dangerously wrong about taxes, LLCs, and write-offs How smart tax planning supports long-term wealth—not get-rich-quick schemes Simple strategies middle-class families can use to protect and grow money Wealth isn't built overnight—but with the right team, discipline, and planning, it is built on purpose. Press play and start playing defense on your financial future.  

The markets are shifting fast — here's what you need to know right now. In this Fast Five, Jason breaks down Bitcoin's sharp reversal, Netflix's big stock split, and why your burgers suddenly cost more. He also digs into the disappearance of the U.S. penny, plus major changes from Fannie Mae that could reshape who qualifies for a home. Each segment delivers quick, actionable context to help you stay informed in a rapidly changing financial landscape. Key Takeaways: Bitcoin's steep drop signals renewed volatility concerns. Stock splits from giants like Netflix create new buying opportunities. Rising beef prices, penny elimination, and lower credit-score lending are reshaping household economics. Stay sharp, stay informed — and as always, 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.

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.  

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.  

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: [email 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.  

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 | ✉️ [email protected] 🎙️ 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.  

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.  

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.  

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: [email protected] 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: [email protected] 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 📩 [email protected]   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.  

Earning more shouldn't leave you broke — but for many, it does. Join host Jason Edwards on Watch Your Six as he tackles the sneaky phenomenon of lifestyle inflation — where every raise and bonus vanishes into fancier dinners, pricier vacations, and bigger homes, leaving your savings gasping for air. In this episode, Jason breaks down: Eight powerful strategies to defeat lifestyle creep How to set meaningful financial goals that actually stick The secrets of mindful spending and the 50-30-20 rule Why automating your savings protects you from… you Success should bring freedom, not financial stress. Tune in and learn how to build wealth while still enjoying life — without falling into the trap of "earn more, spend more." Let's watch your six — and your wallet. 👉 Connect with Jason Edwards on LinkedIn 📧 Contact: [email protected]  

Are taxes silently draining your wealth—and your future?   In this high-impact episode of Watcher Six, Jason Edwards exposes the overlooked tax traps that sabotage growth for investors, entrepreneurs, and small business owners alike. He demystifies complex strategies like tax-efficient investing, tax harvesting, and the power of ETFs vs. mutual funds, all while highlighting urgent shifts in tax law that could transform your financial game plan.   Key insights you'll discover:   How tax-efficient investing can lower your risk—and grow your net returns   Why the new QBI deduction is a potential goldmine for small businesses   Smart ways to harness tax harvesting and avoid costly surprises   Whether you're an executive eyeing retirement, an entrepreneur planning your next venture, or a busy professional trying to maximize your savings, this episode will arm you with practical steps to keep more of what you earn—and redefine what wealth means for your life.   Don't leave your future up to chance. Listen now and start watching your six.   🔗 Connect with Jason Edwards: LinkedIn - Jason Edwards 📧 Email: [email protected] 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.  

Ever wonder why panicking in the markets can cost you—and how trusts might save you from paying Uncle Sam more than necessary? On this episode of Watch Your Six, host Jason Edwards dives deep into the dangers of emotional investing, recounting how recent market swings proved that patience pays. Then, he unpacks the powerful role of trusts in protecting your wealth from both estate and income taxes. Key insights include: Why selling in fear can wreck your retirement gains How trusts help slash estate and income taxes Smart moves to avoid probate and keep wealth in the family The surprising truth about debts after death Jason's message is clear: a solid plan and the right team can transform your financial future—and give you peace of mind. Don't leave your legacy to chance. 💼 Connect with Jason: LinkedIn | 📧 [email protected]  

What if your emotions are sabotaging your financial goals? In this solo episode, Jason Edwards dives deep into the emotional pitfalls of investing—and how to avoid them. From building a strong financial structure to understanding alternative investments and the FIRE movement, Jason lays out a grounded approach to minimizing risk, reducing volatility, and making smarter decisions in a noisy world. Key takeaways: Why writing down your plan changes everything Sectors that stay strong—even in a downturn The truth behind "diversification" most people miss Whether you're chasing financial independence or simply want more peace of mind, this episode will help you get clear, stay focused, and move forward with confidence. Connect with Jason Edwards 🔗 LinkedIn: Jason Edwards 📩 Email: [email protected] 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.  

Ever wondered why your drive for success sometimes leaves you feeling exhausted, anxious, or stuck in survival mode? Let's break it down. Financial expert Jason Edwards sits down with functional nutritionist Danielle Ahluwalia to uncover the surprising connection between high-performance lifestyles and declining health. From chronic cortisol and poor sleep to blue light exposure and circadian misalignment, this conversation reveals the silent stressors sabotaging your decision-making, your energy—and ultimately, your wealth. If you're building a business, managing millions, or pushing hard to level up, you can't afford to miss what's really at stake.   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.

What if your untapped potential wasn't a mindset issue—but a neurological one? Dr. Rocco Crapis, a chiropractor to high-performing clients around the world, reveals how optimizing your brain and spinal cord could be the secret weapon you didn't know you needed. From boosting mental clarity and stress resilience to breaking past burnout and addiction cycles, this conversation will change the way you think about health, business, and human performance. We also dive into the hard-won lessons of entrepreneurship—why going it alone can hold you back, and what finally shifted everything for Dr. Rocco.

How do you know if your portfolio is truly working for you—or just giving you a false sense of security? Today's conversation cuts through the noise around passive vs. active investing, dives into the real meaning of diversification, and reveals how emotional decision-making can sabotage your returns. Jason Edwards breaks down when each strategy makes sense, the dangers of chasing hot sectors, and why rebalancing and dollar cost averaging aren't just buzzwords—they're essentials. If you've ever wondered whether your investments are really aligned with your goals, this episode is your wake-up call.  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.

Ever wondered why market reactions to global headlines like tariffs seem so intense—and what they really mean for your portfolio? Jason Edwards breaks down the truth behind tariffs, revealing how they're more than just trade tactics—they're opportunities in disguise. Learn how to keep your cool when the market gets loud, why fear-based reactions often sabotage smart investing, and how to reframe volatility as a strategic advantage. Whether you're a seasoned investor or just trying to make sense of the noise, this conversation will change the way you see market "bad news." 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.

Ever wondered why retirement accounts seem so confusing? From Roth IRAs to 401(k)s and everything in between, we're breaking down what these accounts really are—and why choosing the right one could save you thousands in taxes. Jason from Edwards Financial tackles the myths, shares real listener questions, and offers practical advice for entrepreneurs, young investors, and anyone planning their financial future. Whether you're just getting started or managing a sizable inheritance, this conversation will shift the way you think about retirement planning.   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.  

Ever wondered why trying to predict the stock market's highs and lows can wreak havoc on your portfolio? Let's break it down. Jason Edwards dives deep into the dangers of market timing, revealing why emotional investing is a recipe for disaster. He shares eye-opening data on how missing just a handful of the market's best days can slash returns in half—and what you should do instead. If you want to build wealth with confidence, this episode is a must-listen 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.  

Market corrections and crashes—two terms that spark fear in investors, but do you really understand the difference? Knowing how to navigate these downturns can mean the difference between panic and profit. In this episode, Jason Edwards breaks down the key distinctions, reveals why market corrections aren't as scary as they seem, and shares two essential strategies—dollar cost averaging and diversification—to help you stay ahead. If you want to build long-term wealth while avoiding common pitfalls, you won't want to miss this.   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.

In this episode of Watch Your Six, host Jason Edwards dives into the impact of tariffs on the market and how investors can navigate volatility. Jason explains the concept of tariffs, their role as a negotiation tool, and how they can affect the global trade environment. More importantly, he emphasizes the psychological aspect of investing during uncertain times, encouraging listeners to focus on long-term strategy rather than reacting to short-term fears. With practical advice on making sound investment choices, this episode offers valuable insights for investors looking to find opportunities in the face of market fluctuations.   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.  

In this episode of Watch Your Six, Jason Edwards dives into the fundamental differences between saving and investing, and why understanding these concepts is critical for building financial security. He breaks down when and why you should prioritize an emergency savings fund, the importance of tax-deferred retirement accounts, and how to balance risk in your investment strategy. Jason also answers listener questions, offering practical advice for entrepreneurs, individuals starting to invest, and those inheriting large estates. Tune in for expert insights on managing your finances and making smarter investment choices.   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.  

In this episode of Watch Your Six, Jason Edwards dives deep into the psychology behind investing, focusing on how emotions, particularly greed, can drive poor investment decisions. He explains the dangers of chasing unrealistic returns and highlights how algorithms and promises of high returns can often be misleading. Jason emphasizes the importance of working with a fiduciary financial team and introduces powerful investment tools like compound interest and dollar-cost averaging. Tune in for a clear breakdown of how even small, consistent investments can lead to significant long-term growth and how to avoid common pitfalls driven by emotional decision-making.   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.

In this episode of Watch Your Six, Jason Edwards draws on nearly two decades of experience in the financial services industry to explore the emotional pitfalls that can hinder successful investing and wealth-building. He discusses the impact of greed, fear, and other emotions on decision-making, and why a strategic, long-term approach is crucial for growing wealth. With insights into common mistakes made by both entrepreneurs and individual investors, Jason emphasizes the importance of avoiding unforced errors and staying focused on your financial goals. Tune in to learn how to recognize emotional influences on your financial decisions and ensure you're making choices that protect and grow your wealth over time.   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.