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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
  • Think You Know Market Corrections? This Might Surprise You. | #5
    2025/04/29

    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.

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    12 分
  • Navigating Tariffs and Market Volatility: Turning Fear into Opportunity | #4
    2025/04/22

    In this episode of Watch Your Six, host Jason Edwards dives into the impact of tariffs on the market and how investors can navigate volatility. Jason explains the concept of tariffs, their role as a negotiation tool, and how they can affect the global trade environment. More importantly, he emphasizes the psychological aspect of investing during uncertain times, encouraging listeners to focus on long-term strategy rather than reacting to short-term fears. With practical advice on making sound investment choices, this episode offers valuable insights for investors looking to find opportunities in the face of market fluctuations.

    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
  • Saving vs. Investing: Key Differences and Best Practices for Your Financial Future | #3
    2025/04/15

    In this episode of Watch Your Six, Jason Edwards dives into the fundamental differences between saving and investing, and why understanding these concepts is critical for building financial security. He breaks down when and why you should prioritize an emergency savings fund, the importance of tax-deferred retirement accounts, and how to balance risk in your investment strategy. Jason also answers listener questions, offering practical advice for entrepreneurs, individuals starting to invest, and those inheriting large estates. Tune in for expert insights on managing your finances and making smarter investment choices.

    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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    16 分
  • The Double-Edged Sword of Investment Returns: Navigating Greed and Emotion | #2
    2025/04/09

    In this episode of Watch Your Six, Jason Edwards dives deep into the psychology behind investing, focusing on how emotions, particularly greed, can drive poor investment decisions. He explains the dangers of chasing unrealistic returns and highlights how algorithms and promises of high returns can often be misleading. Jason emphasizes the importance of working with a fiduciary financial team and introduces powerful investment tools like compound interest and dollar-cost averaging. Tune in for a clear breakdown of how even small, consistent investments can lead to significant long-term growth and how to avoid common pitfalls driven by emotional decision-making.

    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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    6 分
  • The Emotional Side of Investing: Avoiding Unforced Errors and Building Strategic Wealth | #1
    2025/04/08

    In this episode of Watch Your Six, Jason Edwards draws on nearly two decades of experience in the financial services industry to explore the emotional pitfalls that can hinder successful investing and wealth-building. He discusses the impact of greed, fear, and other emotions on decision-making, and why a strategic, long-term approach is crucial for growing wealth. With insights into common mistakes made by both entrepreneurs and individual investors, Jason emphasizes the importance of avoiding unforced errors and staying focused on your financial goals. Tune in to learn how to recognize emotional influences on your financial decisions and ensure you're making choices that protect and grow your wealth over time.

    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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    17 分