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Watch Your Six

Watch Your Six

De: Jason Edwards
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As a financial advisor with nearly two decades of experience, I’ve seen firsthand that the biggest challenge for my clients—whether business leaders, entrepreneurs, or individuals looking to grow their wealth—is the fixation on picking the “right” investments. In reality, success lies in avoiding the wrong ones. The goal isn’t to beat the market; it’s to follow a disciplined, strategic plan that allows your wealth to grow steadily over time. My passion has always been to protect and guide my clients toward smart financial decisions, and I want to do the same for you. Each week on our show, we’ll speak with people who have been misled, made costly mistakes, or fallen victim to bad financial advice. We’ll break down their experiences and provide insights to help you avoid the same pitfalls—so you can build and protect your wealth with confidence.2025 Economía Finanzas Personales
Episodios
  • Crypto: Risky Bet or Smart Diversifier? | #22
    Sep 30 2025

    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.

    Más Menos
    24 m
  • The 11 Sectors That Shape Your Wealth | #21
    Sep 23 2025

    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.

    Más Menos
    23 m
  • Avoiding Market Bubbles and Tax Traps | #20
    Sep 16 2025

    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.

    Más Menos
    24 m
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