Think AI can manage your money? Think again. In this episode of Watch Your Six, Jason Edwards pulls back the curtain on the limitations of artificial intelligence in financial planning — and why human experience still matters when it comes to protecting your future.

Jason breaks down three popular strategies for funding your child’s education — state prepaid tuition, UTMAs/UGMAs, and 529 plans — sharing the pros, cons, and hidden pitfalls of each. Along the way, he tackles audience DMs on AI’s energy demands, saving vs. investing, and what inflation means for your wallet.

Key themes:

• Why AI advice is too generic for your unique financial goals
• The real risks and rewards of prepaid tuition, UTMAs, and 529s
• Smart saving and investing decisions that beat inflation
  
  

Whether you’re planning for college, building your nest egg, or just trying to make sense of today’s economy, this episode will help you make smarter, more confident money moves.

Guest/Host Links:
Host – Jason Edwards: LinkedIn | 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.

Most entrepreneurs don’t fail because of their product—they fail because of money mistakes. In this episode of Watch Your Six, Jason Edwards breaks down the critical financial missteps that can sink a business, from poor cash flow management to mixing personal and business funds. He also shares simple, actionable strategies to avoid them.

You’ll learn:

• Why emotions—not the market—cause most investment losses
• How to budget, forecast, and secure funding like a CFO
• The savings cushion every entrepreneur needs to survive tough times
  
  

Whether you’re launching your first venture or scaling an existing business, this episode will help you avoid the traps that derail so many founders. Make smarter moves today—and set your business up for lasting success.

Guest/Host Links:
Jason Edwards (Host) – LinkedIn | 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.

Most people aren’t broke because they’re lazy—they’re broke because the system is rigged against them.

In this episode, Jason Edwards breaks down the hidden forces that sabotage your financial progress—even when you’re doing everything “right.” From inflation and emotional spending to systemic barriers and poor financial education, Jason lays out seven key traps that keep individuals and entrepreneurs stuck.

You’ll learn:

• Why hard work without a plan is useless
  
  

• How debt and lifestyle inflation quietly erode wealth
  
  

• Practical steps to start building multiple income streams
  
  

If you’ve ever felt like you’re sprinting but getting nowhere, this episode is the wake-up call—and the roadmap—you’ve been waiting for.

👤 Connect with Jason Edwards:
LinkedIn
📩 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.

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

What if your emotions are sabotaging your financial goals?
In this solo episode, Jason Edwards dives deep into the emotional pitfalls of investing—and how to avoid them. From building a strong financial structure to understanding alternative investments and the FIRE movement, Jason lays out a grounded approach to minimizing risk, reducing volatility, and making smarter decisions in a noisy world.

Key takeaways:

• Why writing down your plan changes everything
• Sectors that stay strong—even in a downturn
• The truth behind “diversification” most people miss
  
  

Whether you're chasing financial independence or simply want more peace of mind, this episode will help you get clear, stay focused, and move forward with confidence.

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 wondered why your drive for success sometimes leaves you feeling exhausted, anxious, or stuck in survival mode? Let’s break it down. Financial expert Jason Edwards sits down with functional nutritionist Danielle Ahluwalia to uncover the surprising connection between high-performance lifestyles and declining health. From chronic cortisol and poor sleep to blue light exposure and circadian misalignment, this conversation reveals the silent stressors sabotaging your decision-making, your energy—and ultimately, your wealth. If you're building a business, managing millions, or pushing hard to level up, you can’t afford to miss what’s really at stake.

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.