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Carl Stuart

September 13, 2025

Renting out a mortgage-free home, rolling over an old 401k, and looking at alternatives for 529 plans for education

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.

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September 6, 2025

How to approach retirement with an age gap between spouses, how to invest cash holdings, bond investing, and the role of the Federal Reserve.

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.

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August 30, 2025

Managing a large inheritance, investing in crypto, and deciding when to take Social Security

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.

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August 23, 2025

Converting Roth IRAs, reinvesting dividends, asset allocation, saving for retirement, and gifting money

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.

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August 16, 2025

Austin real estate, building yogurt and ice cream shop dream with home equity, and moving after retirement.

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.

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August 9, 2025

The pros and cons of passive and active investing, inheriting property, and using home equity loans to pay off high-interest debt

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

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August 2, 2025

Gifting money to your grown-up kids, bonds vs. bond funds, and transitioning into retirement

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.

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July 26, 2025

Target-date retirement funds explained, deeper dives into market funds, plus a Medal of Freedom nomination, and Carl moonlights as briefly family therapist

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.

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Carl Stuart

Carl Stuart is president of Stuart Investment Advisors. Carl has been a financial advisor for 46 years, and has broadcast Money Talk for over 30 years. Carl Stuart is president of Stuart Investment Advisors. Carl has been a financial advisor for 46 years, and has broadcast Money Talk for over 30 years. To find an archive of his old non-KUT broadcasts, click here.

Carl has served on the boards of Austin PBS, Peoples Community Clinic, YMCA of Austin, Big Brothers Big Sisters of Austin, Austin Smiles,  the University of Iowa Center for Advancement (Foundation), as well as the Headliners Club and Westwood Country Club. Carl has been married to Claire for 55 years and they have three children.