エピソード

  • 7 Wealth Traps Holding You Back | #16
    2025/07/22

    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.

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    28 分
  • Stop Lifestyle Creep Before It Steals Your Wealth | #15
    2025/07/15

    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

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    21 分
  • Cut Taxes, Grow Wealth: Insider Investment Moves | #14
    2025/07/08

    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.

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    28 分
  • Trusts, Taxes & The High Cost of Panic | #13
    2025/07/01

    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

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    24 分
  • How to Stay Calm in Chaotic Markets | #12
    2025/06/26

    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.

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    17 分
  • What’s Draining Your Success? The Hidden Link Between Health, Wealth, and Burnout | #11
    2025/06/10

    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.





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    32 分
  • Unlocking Your Nervous System Could Be the Missing Link to Peak Performance and Wealth
    2025/06/03

    What if your untapped potential wasn’t a mindset issue—but a neurological one? Dr. Rocco Crapis, a chiropractor to high-performing clients around the world, reveals how optimizing your brain and spinal cord could be the secret weapon you didn’t know you needed. From boosting mental clarity and stress resilience to breaking past burnout and addiction cycles, this conversation will change the way you think about health, business, and human performance. We also dive into the hard-won lessons of entrepreneurship—why going it alone can hold you back, and what finally shifted everything for Dr. Rocco.




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    18 分
  • What Most People Don't Know About Active vs. Passive Investing | #9
    2025/05/27

    How do you know if your portfolio is truly working for you—or just giving you a false sense of security? Today’s conversation cuts through the noise around passive vs. active investing, dives into the real meaning of diversification, and reveals how emotional decision-making can sabotage your returns. Jason Edwards breaks down when each strategy makes sense, the dangers of chasing hot sectors, and why rebalancing and dollar cost averaging aren’t just buzzwords—they're essentials. If you've ever wondered whether your investments are really aligned with your goals, this episode is your wake-up call.




    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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    20 分