Carl Stuart takes caller and text questions on how to be financially literate, and the independence of confidence in your personal finances, retirement savings, and future planning.
April 25, 2026
Episodes
April 25, 2026
Carl Stuart takes caller and text questions on how to be financially literate, and the independence of confidence in your personal finances, retirement savings, and future planning.
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April 18, 2026
Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer
Carl Stuart takes text questions on whether to pay off a mortgage early or invest the money, discussing the pros and cons of using life insurance as an investment vehicle, and clarifying that life insurance is primarily for estate planning, business continuation, and income protection, not wealth building.
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April 11, 2026
Realistic Retirement Planning: Navigating the Challenges and Opportunities
Carl Stuart discusses the importance of realistic expectations, proper asset allocation, and managing debt when it comes to retirement planning. He also covers government retirement programs like Social Security and defined benefit plans, and strategies for supplementing those with personal savings and investments.
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April 4, 2026
Navigating Retirement Planning, Charitable Trusts, and Avoiding Probate
Carl Stuart takes caller and text questions on managing retirement accounts, maximizing emergency savings, navigating estate planning and trusts, and evaluating investment options.
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March 28, 2026
Navigating Tax-Efficient Investing and Retirement Planning
Carl Stuart takes caller and text questions on strategies for minimizing capital gains taxes, evaluating the value of home care work, options for investing money for a child’s future, and advice on various investment vehicles like money market funds, bond funds, and private equity funds.
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March 21, 2026
Carl Stuart takes caller and text questions on guidance on consolidating and managing multiple parent plus student loans, pros and cons of renting vs. buying a home and investing the down payment, and insights on inheriting assets and the tax implications.
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March 14, 2026
Carl Stuart takes caller and text questions on when to start taking Social Security benefits, the pros and cons of investing in money market funds versus CDs, and the importance of carefully evaluating annuity products. Carl discusses the importance of long-term investing and cautions against making hasty decisions during market downturns, while also providing guidance […]
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March 7, 2026
Rebalancing a Retirement Portfolio for Longevity and Legacy
Carl Stuart takes caller and text questions, recommendations on how one can rebalance their portfolio, including investing in a balanced mix of equities and bonds, as well as advice on researching international funds and defined outcome ETFs.
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