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
September 19, 2026
Stocks Over Bonds: Why Inflation Changes Everything
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 long-term commitment rather than fear-based […]
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September 12, 2026
From Credit Cards to Retirement: A Complete Financial Roadmap
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.
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September 5, 2026
Qualified Charitable Distributions: The $100K Tax Break You’re Missing
Carl Stuart takes caller and text questions on qualified charitable distributions, short-term investment options for retirees, and IRA rollovers and consolidation,
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August 29, 2026
The 8% Guarantee: Why Waiting on Social Security Pays Off
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.
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August 22, 2026
The 4% Rule Explained: Do You Have Enough to Retire?
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.
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August 15, 2026
How risks can be managed psychologically
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.
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August 8, 2026
Behavioral Changes and Expectations That Could Save Your Financial Future
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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August 1, 2026
Stop Paying Taxes on Your Future: Smart Strategies for Building Wealth After 50
Carl Stuart takes caller and text questions on tax-efficient investing, Roth conversions, and retirement planning.
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