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.