In this episode of Watch Your Six, Jason Edwards dives into the fundamental differences between saving and investing, and why understanding these concepts is critical for building financial security. He breaks down when and why you should prioritize an emergency savings fund, the importance of tax-deferred retirement accounts, and how to balance risk in your investment strategy. Jason also answers listener questions, offering practical advice for entrepreneurs, individuals starting to invest, and those inheriting large estates. Tune in for expert insights on managing your finances and making smarter investment choices.

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.