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Watch Your Six

Watch Your Six

By: Jason Edwards
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About this listen

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 Economics Personal Finance
Episodes
  • The Habits Quietly Killing Wealth | #27
    Dec 23 2025

    Most people don't fail financially because of bad investments — they fail because of how they think about money.

    In this episode of Watch Your Six, Jason Edwards breaks down the real reasons people struggle to build lasting wealth, from emotional spending and misused emergency funds to short-term comfort sabotaging long-term freedom. Drawing from decades of real client experience, Jason explains why structure, discipline, and behavior matter far more than picking the "right" stock.

    You'll also hear why a clear financial blueprint — not perfect timing — is the foundation of calm, compounded growth, and how small, consistent changes can completely reshape your future.

    Key takeaways include:

    • Why emotional money decisions are your biggest financial enemy
    • The difference between an emergency fund and a "slush fund"
    • How short-term sacrifice creates long-term financial freedom

    If you're ready to stop being the biggest obstacle to your own success and start building wealth with clarity and confidence, this episode is for you.

    Jason Edwards
    🔗 LinkedIn: https://www.linkedin.com/in/jasedwards
    📩 Contact: jedwards@efs-advisors.com



    🎙️ Watch Your Six — helping you safeguard your financial future.

    📌 Connect with Jason Edwards:

    LinkedIn | Email | 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.

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    23 mins
  • The Tax Mistakes Killing Your Wealth | #26
    Dec 16 2025

    Most people don't lose money because they're reckless—they lose it because they don't know what they don't know.

    In this episode of Watch Your Six, host Jason Edwards sits down with enrolled agent and accountant Brendan Hahn to break down the most common tax mistakes entrepreneurs, investors, and everyday earners make—and how to avoid them before they cost you years of progress. From poor business structure and bad social media advice to overlooked retirement strategies and crypto tax confusion, this conversation is a masterclass in building boring, disciplined, lasting wealth.

    In this episode, you'll learn:

    • Why you should treat your life like a corporation—and build a real financial "board of directors"
    • The hidden tax mistakes small business owners make early (and how to fix them)
    • What social media gets dangerously wrong about taxes, LLCs, and write-offs
    • How smart tax planning supports long-term wealth—not get-rich-quick schemes
    • Simple strategies middle-class families can use to protect and grow money

    Wealth isn't built overnight—but with the right team, discipline, and planning, it is built on purpose. Press play and start playing defense on your financial future.

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    26 mins
  • The Fast Five: Markets, Meat & Mortgages | #25
    Dec 2 2025

    The markets are shifting fast — here's what you need to know right now.

    In this Fast Five, Jason breaks down Bitcoin's sharp reversal, Netflix's big stock split, and why your burgers suddenly cost more. He also digs into the disappearance of the U.S. penny, plus major changes from Fannie Mae that could reshape who qualifies for a home. Each segment delivers quick, actionable context to help you stay informed in a rapidly changing financial landscape.

    Key Takeaways:

    • Bitcoin's steep drop signals renewed volatility concerns.
    • Stock splits from giants like Netflix create new buying opportunities.
    • Rising beef prices, penny elimination, and lower credit-score lending are reshaping household economics.

    Stay sharp, stay informed — and as always, 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.

    Show More Show Less
    4 mins
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