Money Talk with Carl Stuart

Money Talk with Carl Stuart > All Episodes

October 18, 2025

Back To Basics: Building Your Retirement 102

By: Carl Stuart


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

September 27, 2025

Inheriting real estate and the tax liability, the pros and cons of using a fee-only financial advisor, managing investments –and risk tolerance – on your own

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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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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