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.

In this episode of Watch Your Six, Jason Edwards dives deep into the psychology behind investing, focusing on how emotions, particularly greed, can drive poor investment decisions. He explains the dangers of chasing unrealistic returns and highlights how algorithms and promises of high returns can often be misleading. Jason emphasizes the importance of working with a fiduciary financial team and introduces powerful investment tools like compound interest and dollar-cost averaging. Tune in for a clear breakdown of how even small, consistent investments can lead to significant long-term growth and how to avoid common pitfalls driven by emotional decision-making.

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.

In this episode of Watch Your Six, Jason Edwards draws on nearly two decades of experience in the financial services industry to explore the emotional pitfalls that can hinder successful investing and wealth-building. He discusses the impact of greed, fear, and other emotions on decision-making, and why a strategic, long-term approach is crucial for growing wealth. With insights into common mistakes made by both entrepreneurs and individual investors, Jason emphasizes the importance of avoiding unforced errors and staying focused on your financial goals. Tune in to learn how to recognize emotional influences on your financial decisions and ensure you're making choices that protect and grow your wealth over time.

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.