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: jedwards@efs-advisors.com

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: 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.

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 | 📧 jedwards@efs-advisors.com