Carl Stuart walks you through investment questions step-by-step to build your personal finance IQ and perhaps help you grow your bottom line.
Episodes
November 8, 2025
Replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA
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.
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November 1, 2025
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.
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October 25, 2025
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.
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October 18, 2025
Back To Basics: Building Your Retirement 102
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.
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October 11, 2025
Back To Basics: Building Your Retirement 101
Carl Stuart walks you through investment questions step-by-step to build your personal finance IQ and perhaps help you grow your bottom line.
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October 4, 2025
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.
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September 27, 2025
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.
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September 20, 2025
Money Talk’s Death and Taxes Special
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 […]
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