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.
Episodes
November 7, 2026
The Roth vs. Traditional Debate: What Actually Works for Your Retirement
Carl Stuart takes text and caller questions on low-cost index ETF’s, Roth vs traditional IRAs, and gold as a portfolio investment.
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October 31, 2026
AI, Market Volatility & Your Portfolio: Navigating The Investment Landscape
Carl Stewart takes caller and text questions on investment strategy, diversifying away from concentrated stock positions and why broad index funds are safer than betting on individual companies, asset allocation, employer 401(k) matches, Roth IRA strategies, and the transformational potential of AI investments, and the importance of staying disciplined during market volatility.
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October 24, 2026
Bonds Down, Stocks Up: Strategic Asset Allocation for Every Life Stage
Carl Stuart takes called and text questions on investment strategies for different life stages, tax-advantaged retirement accounts, and bond markets and interest rates.
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October 17, 2026
Your $890K Inheritance: A Tax Strategy That Could Preserve More for Your Kid
Carl Stuart takes caller and text questions on the importance of tax-efficient strategies like the step-up in basis, dollar-cost averaging when investing lump sums, and maintaining a diversified portfolio across stocks, bonds, and alternative investments. He also addresses broader economic concerns about AI spending, market valuations, and the bifurcated economy affecting different income levels. **NOTE […]
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October 10, 2026
Bonds, ETFs, and the 75-25 Rule: Building Wealth at Every Age
Carl Stuart takes caller and text questions on capital gains and tax implications.
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October 3, 2026
From Stock Picking to Index Funds: A Beginner’s Guide to Diversified Investing
Carl Stuart and Jimmy Maas talk about the importance of owning diversified, and guides audience through low-cost index funds, ETFs or mutual funds.
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September 26, 2026
Life Insurance, Annuities, and Retirement Investing: A Comprehensive Guide
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.
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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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