When the market gets shaky, most investors make their biggest mistakes — not because of strategy, but because of emotion.

In this solo episode, Jason breaks down how to reduce anxiety in your investment portfolio by using defensive positions — sectors that historically hold steady through volatility. He explains consumer staples, healthcare, utilities, and telecommunications in plain language, and shares how to evaluate your portfolio's beta, standard deviation, and dividend exposure so you can stay confident, informed, and prepared.

Key Takeaways:

• Why emotions — not data — drive most market losses
• How defensive sectors help reduce volatility
• The tradeoff between stability and growth
• How to avoid surprise tax liabilities from dividend-heavy holdings
  
  

You've worked hard to build your wealth — here's how to protect it while still sleeping at night.

🎙️ 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.

Is crypto the golden ticket to wealth—or a fast track to financial ruin?

In this episode of Watch Your Six, host Jason Edwards breaks down the hype and the hazards of cryptocurrency. From sky-high returns and 24/7 liquidity to extreme volatility, fraud, and government crackdowns, Jason separates the real opportunities from the dangerous pitfalls. He also shares practical strategies to protect your money, avoid FOMO-driven mistakes, and keep your portfolio balanced for the long run.

Key takeaways:

• Why crypto should only be a small slice of your portfolio
• The biggest risks no one talks about (and how to prepare)
• Safer alternatives for conservative or retirement-minded investors
  
  

Sound investments are built on strategy, not speculation. Tune in to get the clarity you need before taking the crypto leap.

—
Connect with Jason Edwards:
LinkedIn: Jason Edwards
Email: jedwards@efs-advisors.com

🎙️ 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 key to smarter investing was hidden in plain sight? In this episode of Watch Your Six, Jason Edwards breaks down the 11 market sectors every investor needs to know, and why understanding them can simplify your strategy, protect your wealth, and uncover new opportunities.

Jason also shares the four pillars of estate planning every family should have in place, plus a powerful tax-saving move known as the "backdoor Roth conversion." Whether you're building your first portfolio or safeguarding a legacy, these insights are practical, actionable, and designed to help you stay ahead.

Key themes include:

• How sector investing drives diversification and performance
• Estate planning essentials: cheat sheet, living will, trust, and power of attorney
• Backdoor Roth IRA conversions for long-term tax-free growth
  
  

You either fail to plan or plan to fail—this episode shows you how to do it right.

🔗 Connect with Jason Edwards: LinkedIn | ✉️ jedwards@efs-advisors.com
🎙️ Show: 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.