Money Talk with Carl Stuart

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 .

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 Back To Basics: Building Your Retirement 101 appeared first on KUT & KUTX Studios -- Podcasts .

Carl Stuart answers listener calls and texts on rolling over 401(k) funds, converting to Roth IRAs, Social Security, taxes, and investment strategies. Also, some discussion about the long-term solvency of Social Security and how younger people may have to rely less on it in the future. The post Rolling over 401(k) funds, converting to Roth IRAs, Social Security, taxes, and investment strategies ap...

Carl Stuart answers caller and texter questions on inheriting real estate and its tax liability, the pros and cons of using a fee-only financial advisor, managing investments –and risk tolerance – on your own, plus Roth IRA rollovers and a whole lot more. The post Inheriting real estate and the tax liability, the pros and cons of using a fee-only financial advisor, managing investments –and risk t...

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 […] The post Money Talk’s Death and Taxes Special appeared...

Carl Stuart takes questions from phone calls and texts about a range of personal finance issues, including renting out a mortgage-free home, rolling over an old 401k, looking at alternatives for 529 plans for education - and more on Money Talk. The post Renting out a mortgage-free home, rolling over an old 401k, and looking at alternatives for 529 plans for education appeared first on KUT & KU...

Carl Stuart talks with callers and answers text questions about how to approach retirement with an age gap between spouses, how to invest cash holdings, bond investing, and the role of the Federal Reserve -- and much more on Money Talk. The post How to approach retirement with an age gap between spouses, how to invest cash holdings, bond investing, and the role of the Federal Reserve. appeared fir...

Carl Stuart answers calls and text questions about managing a large inheritance, investing in crypto, and deciding when to take Social Security, investment diversification, considering factors like inflation and longevity when planning for retirement -- and more. The post Managing a large inheritance, investing in crypto, and deciding when to take Social Security appeared first on KUT & KUTX S...

Carl Stuart dives into several questions from calls and texts, including Roth IRA conversions, dividend reinvestment, asset allocation, mortgage rates, retirement savings, and gifting money. The post Converting Roth IRAs, reinvesting dividends, asset allocation, saving for retirement, and gifting money appeared first on KUT & KUTX Studios -- Podcasts .

Carl Stuart takes on topics including the Austin real estate market, using home equity to open a yogurt shop, capital gains taxes, diversifying an investment portfolio into bond funds, and moving out of state during retirement. And much more on Money Talk. The post Austin real estate, building yogurt and ice cream shop dream with home equity, and moving after retirement. appeared first on KUT &amp...

Carl Stuart takes caller and text questions on topics like the pros and cons of passive and active investing, also what to do when inheriting property, and whether to use home equity loans to pay off high-interest debt - and more The post The pros and cons of passive and active investing, inheriting property, and using home equity loans to pay off high-interest debt appeared first on KUT & KUT...

Carl Stuart dives into several personal finance questions, including required minimum distributions from retirement accounts, gifting money to adult children, investing in bonds and bond funds, transitioning to retirement, and more. 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 Gifting mon...

Are target-date retirement funds worth it? How aggressive should you be in the stock market after retirement? And is the market capitalization of S&P 500 overconcentrated? Just a few of many questions Carl Stuart helps answer. Plus one texter gets some inadvertently gets some marriage counseling and another nominates Carl for the Medal of Freedom. The post Target-date retirement funds explain...