Money Talk with Carl Stuart

Carl Stuart takes caller and text questions on diversification, long-term investing, understanding tax implications, and realistic retirement planning. The importance of consistently advocating for low-cost index funds, automatic investing, and fiduciary financial advice. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The […]

Carl Stuart takes caller and text questions on emphasizing the importance of avoiding large losses, understanding market cycles, managing risk psychologically, and not letting taxes drive investment decisions. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as […]

Carl Stuart takes caller and text questions on tax-efficient investing, Roth conversions, and retirement planning. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

Carl Stuart takes caller and text questions on pushing back against risky behavior when dealing with common dilemmas in the money world. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast […]

Carl Stuart takes caller and text questions on bond fund strategy, treasury-inflation protected securities, and insights on the Austin real estate market. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast […]

Carl Stuart and Jimmy Maas bring a special episode of Money Talk on how to pass wealth tax-efficiently to your heirs and how to maximize your tax advantage. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as […]

Carl Stuart takes caller and text questions on the growing financial independence, retire early movement, the real risk of over-concentration in stocks, and investor anxiety. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions […]

Carl Stuart takes caller and text questions on tech layoffs, market uncertainty, IPO warnings, and market corrections. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

Carl Stuart takes caller and text questions on tech concentration concerns, Roth conversions, and what the future holds as AI interfaces with the economy. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on […]

Carl Stuart takes text and caller questions on markets, real estate, and retirement during uncertain times. How long term investing beats emotional decision-making! The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some […]

Carl Stuart and Jimmy Maas discuss essential retirement planning strategies and emphasize the critical role of painting stock market exposure through a diversified portfolio, as well as practical debt management and saving strategies. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The […]

Carl Stuart takes caller and text questions on how to be financially literate, and the independence of confidence in your personal finances, retirement savings, and future planning. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles […]

Carl Stuart takes text questions on whether to pay off a mortgage early or invest the money, discussing the pros and cons of using life insurance as an investment vehicle, and clarifying that life insurance is primarily for estate planning, business continuation, and income protection, not wealth building. The full transcript of this episode of […]

Carl Stuart discusses the importance of realistic expectations, proper asset allocation, and managing debt when it comes to retirement planning. He also covers government retirement programs like Social Security and defined benefit plans, and strategies for supplementing those with personal savings and investments. The full transcript of this episode of Money Talk with Carl Stuart […]

Carl Stuart takes caller and text questions on managing retirement accounts, maximizing emergency savings, navigating estate planning and trusts, and evaluating investment options. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some […]

Carl Stuart takes caller and text questions on strategies for minimizing capital gains taxes, evaluating the value of home care work, options for investing money for a child’s future, and advice on various investment vehicles like money market funds, bond funds, and private equity funds. The full transcript of this episode of Money Talk with […]

Carl Stuart takes caller and text questions on guidance on consolidating and managing multiple parent plus student loans, pros and cons of renting vs. buying a home and investing the down payment, and insights on inheriting assets and the tax implications. The full transcript of this episode of Money Talk with Carl Stuart is available […]

Carl Stuart takes caller and text questions on when to start taking Social Security benefits, the pros and cons of investing in money market funds versus CDs, and the importance of carefully evaluating annuity products. Carl discusses the importance of long-term investing and cautions against making hasty decisions during market downturns, while also providing guidance […]

Carl Stuart takes caller and text questions, recommendations on how one can rebalance their portfolio, including investing in a balanced mix of equities and bonds, as well as advice on researching international funds and defined outcome ETFs. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & […]

Carl Stuart takes caller and text questions on taking a 401(k) loan, and when you should avoid reducing your 401(k) balance, managing required minimum distributions, using qualified charitable distributions to reduce taxable income, and the benefits of exchange-traded funds compared to mutual funds. The full transcript of this episode of Money Talk with Carl Stuart […]