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 […] The post Navigating Reti...

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 […] The post Navigating Tax-Efficient Invest...

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 […] The post Guidance on Investing Inherited Assets, Mana...

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 […] The post When to s...

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 & […] The post Rebalancing a Retirement Portfolio for L...

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 […] The post Navigating Re...

Carl Stuart takes caller and text questions on Roth conversions, investing in private credit/equity, and managing an inherited brokerage account with unknown cost basis. He also provides insights on the current state of the Austin real estate market based on recent data. The full transcript of this episode of Money Talk with Carl Stuart is […] The post Navigating Retirement Accounts, Private...

Carl Stuart takes caller and text questions on the benefits of money market funds, the pros and cons of different down payment amounts when buying a house, and the rules around inheriting Roth IRAs. He also provides advice on the topic of paying off credit card debt, building college funds for nieces and nephews, and […] The post Paying off credit card debt, building college funds for family...

Carl Stuart takes caller and text questions on retirement planning for self-employed individuals, including discussion of SEP IRAs and Roth IRAs, advice on finding and evaluating a financial advisor, investing in cryptocurrency, selling gold bullion, and using a brokerage account while living abroad. The full transcript of this episode of Money Talk with Carl Stuart […] The post Retirement P...

Carl Stuart takes caller and text questions on the pros and cons of taking a lump sum pension payout versus a monthly pension payment for life, the importance of considering investing in index funds and diversifying their bond holdings, and the problem with relying solely on CDs or savings accounts. The full transcript of this […] The post Pension Payouts, Index Funds, and Diversifying Bonds...

Carl Stuart takes caller and text questions on investing in silver and gold, required minimum distributions from retirement accounts, asset allocation strategies for retirees, and considerations around taking a pension lump sum versus monthly payments. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio […] The post Investing in silve...

Carl Stuart takes caller and text questions on the benefits of money market funds versus high-yield savings accounts for short-term emergency savings, including his analysis of the current Austin real estate market, noting a decline in median sales prices and home sales compared to the previous year. The full transcript of this episode of Money […] The post Money market funds versus high-yie...

Carl Stuart takes caller and text questions on managing rental properties, transferring investment accounts, retirement planning, and the differences between mutual funds and ETFs. 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 […] The post Managing rental prop...

Carl Stuart takes caller and text questions on stocks, bonds, and international equities, with advice on building a diversified portfolio with non-correlated assets to help avoid large declines during market downturns, which can be difficult to recover from. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT […] The post The various financial markets a...

Carl Stuart and Jimmy Maas discuss the importance of saving and investing for retirement, providing practical advice on how to get started and build good financial habits. 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 […] The post The importance of saving, how to get started...

Carl Stuart takes caller and text questions on a range of personal finance topics, including advice on Social Security, retirement account distributions, investment strategies, and charitable giving. 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 […] The post Advice on Social...

Carl Stuart takes caller and text questions on personal finance, including discussions about asset allocation, Medicare reimbursement issues, upcoming tax law changes, retirement savings strategies, and commercial real estate investments. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also […] The post...

Carl is away, so here is a rebroadcast. He'll walk you through a second episode of investment questions. He goes step-by-step to build your personal finance IQ and perhaps help you grow your bottom line. The post Re-release: Back To Basics: Building Your Retirement 102 appeared first on KUT & KUTX Studios -- Podcasts .

Holiday re-release: Carl Stuart walks you through investment questions step-by-step to build your personal finance IQ and perhaps help you grow your bottom line. The post Re-release: Back To Basics: Building Your Retirement 101 appeared first on KUT & KUTX Studios -- Podcasts .

Carl Stuart takes caller and text questions on personal finance, including retirement planning and pension benefits, 401(k) rebalancing, investment options within IRAs, and managing finances for different life stages and situations. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is […] The post Retirement...

Carl Stuart takes caller and text questions on personal finance, including retirement planning and navigating pension/retirement account 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 podcast apps. The post Retirement planning and navigating pension and...

Carl Stuart takes caller and text questions on personal finance, including replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA. The post Replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA appeared first on KUT & KUTX Studios -- Podcasts .

Carl Stuart takes caller and text questions on leasing vs. buying electric vehicles, the differences between mutual funds and exchange-traded funds (ETFs), strategies for managing required minimum distributions from retirement accounts, paying off student loan debt while also saving for the future, and more. The post Leasing versus buying a vehicle, managing required distributions from retirement...

Carl Stuart answers caller and text questions about selling concentrated stock positions, standards for selecting a financial advisor, managing different income sources in retirement, and more. The post Selling concentrated stock positions, standards for selecting a financial advisor, and managing different income sources in retirement appeared first on KUT & KUTX Studios -- Podcasts .

Carl Stuart walks you through a second episode of investment questions. He goes step-by-step to build your personal finance IQ and perhaps help you grow your bottom line. The post Back To Basics: Building Your Retirement 102 appeared first on KUT & KUTX Studios -- Podcasts .