Your financial future means nothing if your health collapses first.
What if the biggest opportunity to grow your wealth isn't taking on more risk—but keeping more of what you already make?

In this episode of Watch Your Six, Jason Edwards breaks down how taxes can quietly impact investment growth and why the way you structure your portfolio can make a significant difference. He explores capital gains, dividends, tax-advantaged accounts, borrowing against investment assets, and the importance of building a strategy around how you'll eventually live off your wealth.

In this episode, Jason explores:
● How capital gains and dividends can create different tax consequences
● Why portfolio structure matters when planning for retirement
● How tax-sheltered accounts can fit into a broader investment strategy
● The potential role of active portfolio management and tactical investing
● Why investors should consider their tax footprint—not just investment returns

Jason also takes a closer look at rising oil prices, inflation, market volatility, and what investors should consider when geopolitical events shake the markets. Your investment strategy isn't just about what you earn—it's about what you keep. Tune in and take a closer look at the strategies that can shape your financial future.

️ Watch Your Six — helping you safeguard your financial future.
📌 Connect with Jason Edwards:
LinkedIn https://www.linkedin.com/in/jasedwards

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.