Holiday re-release: 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
January 31, 2026
Pension Payouts, Index Funds, and Diversifying Bonds
Carl Stuart takes caller and text questions on the pros and cons of taking a lump sum pension payout versus a monthly pension payment for life, the importance of considering investing in index funds and diversifying their bond holdings, and the problem with relying solely on CDs or savings accounts.
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January 24, 2026
Investing in silver and gold, and other asset allocation strategies
Carl Stuart takes caller and text questions on investing in silver and gold, required minimum distributions from retirement accounts, asset allocation strategies for retirees, and considerations around taking a pension lump sum versus monthly payments.
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January 17, 2026
Money market funds versus high-yield savings accounts for short-term emergency savings
Carl Stuart takes caller and text questions on the benefits of money market funds versus high-yield savings accounts for short-term emergency savings, including his analysis of the current Austin real estate market, noting a decline in median sales prices and home sales compared to the previous year.
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January 10, 2026
Carl Stuart takes caller and text questions on managing rental properties, transferring investment accounts, retirement planning, and the differences between mutual funds and ETFs.
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January 3, 2026
The various financial markets and asset classes in 2025
Carl Stuart takes caller and text questions on stocks, bonds, and international equities, with advice on building a diversified portfolio with non-correlated assets to help avoid large declines during market downturns, which can be difficult to recover from.
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December 30, 2025
The importance of saving, how to get started and building good financial habits
Carl Stuart and Jimmy Maas discuss the importance of saving and investing for retirement, providing practical advice on how to get started and build good financial habits.
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December 20, 2025
Carl Stuart takes caller and text questions on a range of personal finance topics, including advice on Social Security, retirement account distributions, investment strategies, and charitable giving.
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December 13, 2025
Medicare reimbursement issues, upcoming tax law changes, and commercial real estate investments
Carl Stuart takes caller and text questions on personal finance, including discussions about asset allocation, Medicare reimbursement issues, upcoming tax law changes, retirement savings strategies, and commercial real estate investments.
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