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Watch Your Six

Watch Your Six

著者: 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 個人ファイナンス 経済学
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  • The Investment Opportunity You’re Missing | #8
    2025/05/20

    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.



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    9 分
  • How Do You Choose the Right Retirement Account? Let’s Break It Down | #7
    2025/05/13

    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.

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    12 分
  • Why Market Timing is the Fastest Way to Lose Money | #6
    2025/05/06

    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.

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    15 分

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