Money Talk with Carl Stuart

Carl Stuart and Jimmy Maas discuss the different the different types and purposes of life insurance, fixed and variable annuities and their investment components, and retirement savings strategies and investment vehicles for catching up on retirement savings. 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 how persistent inflation fundamentally changes investment strategy, practical guidance on consolidating retirement accounts with fee-only advisors, understanding tax advantages of holding appreciated assets until death, and emphasizes that investors can’t time markets, so success depends on proper asset allocation, broad diversification, and lon...

Carl Stuart takes caller and text questions on debt management, estate planning, cash-out refinancing, investing for young adults, and deep dive into ETFs or mutual funds. 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 […]

Carl Stuart takes caller and text questions on qualified charitable distributions, short-term investment options for retirees, and IRA rollovers and consolidation, 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 takes caller and text questions on the importance of consolidating when it comes to retirement accounts, social security benefits, and how to put away money for the futures of your children. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript […]

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 [&#8...

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 talks with KUT Program Director Jimmy Maas about two of life’s inevitables, death and taxes. Carl has been a financial advisor for decades. Jimmy spent more than eight years of his journalism career at the Wall Street Journal and Bloomberg. One of them has no money (Jimmy). The other (Carl) will be dispensing […]

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 payment plans with the IRS, retirement timing and asset relocation in retirement, sector funds vs. broad-based ETFs, and asset division in divorce. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also […]

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 […] The post Death, Taxes, and Your Retirement: A Guide to Tax-Advantaged Investin...

Carl Stuart takes text and caller questions on timely investment, the emotional side of financial decisions, and how to plan for your golden years. 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 Mortgage Payoff vs. Investing: The Psychological Trut...

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 […] The post Retire at 45? Here’s Wh...

Carl Stuart takes caller and text questions on the national debt/Social Security crisis and about not letting taxes drive 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 subtitles or captions on some podcast apps. The post Timeshares, Annuities & Tax Traps: The Financial Mistak...

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. The post Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Gui...

Carl Stuart takes caller and text questions on retirement accounts and tax advantaged investing in a diverse perspective from young investors to retirees. 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 Investing at every life stage appeared fi...

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 […] The post From AI Anxiety to Markey Opportunity: What Ev...

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 […] The post Beyond the Headlines: How to Bu...

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 […] The post Stay on the Train: Why...

Cart Stuart hosts a special live broadcast of Money Talk at KUT Fest in front of a live audience. This episode covers discussions over retirement planning, the state of current economics, AI, and their role in investing and planning. The full transcript of this episode of Money Talk with Carl Stuart is available on the […] The post Special live broadcast of Money Talk at KUT Fest appeared fi...

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 […] The post The truth about learning financial...

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 […] The post Navigating Retirement Planning, Ta...

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 […] The po...