Fear sells—but data tells the real story.

In this episode of Watch Your Six, host Jason Edwards is joined in-studio by Nicole Verde, one of our financial planners at Edwards Financial Services, to break down how optimism, pessimism, and emotion-driven decisions can quietly derail your financial future. Together, they cut through market noise to explain where real opportunities exist—across the U.S., Europe, and global markets—and why discipline, data, and planning matter more than ever.

From interest rates and inflation to AI, crypto hype, and the dangers of "get rich quick" investing, this conversation delivers a grounded, no-nonsense look at how smart money actually moves—and how you can protect yourself from costly mistakes.

Key takeaways include:

• How headwinds and tailwinds shape real investment opportunity
• Why emotional investing and social media hype cost investors money
• The difference between falling in love with assets vs. returns

If you want clarity, confidence, and a smarter framework for navigating today's markets, this episode is your guide. Tune in—and remember to 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.

What if the biggest threat to your portfolio isn't the market—but your own instincts?

In this episode of Watch Your Six, Jason Edwards breaks down what recent Federal Reserve rate cuts really mean for consumers, investors, and the broader U.S. economy. He explains how interest rates drive spending, growth, and opportunity—then shifts into one of the most overlooked dangers in investing: subtle, creeping greed that quietly destroys diversification and long-term stability.

From real-world cautionary tales to practical strategies around portfolio balance, tax efficiency, and market cycles, this conversation is a must-listen for anyone serious about protecting and growing their wealth—especially in volatile times.

Key takeaways include:

• Why lower interest rates can act as a catalyst for economic growth
• How greed quietly undermines diversification (even for high-net-worth investors)
• Smart tax strategies, including capital gains planning and tax-loss harvesting
• Why procrastination can be one of the most expensive financial mistakes
  
  

The market will always rise and fall—but with the right team and the right strategy, you don't have to ride it all the way down. Stay informed, stay disciplined, and remember to 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.

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.