Watch Your Six

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.