Carl Stuart takes your calls and texts on how to add savings to a State of Texas Teacher or Employee Retirement System plan (TRS or ERS), what to do when starting from scratch — even when retirement age is around the corner, what alternatives there are for trusts and college savings plans, as well as buying a piece of the toll road– individual infrastructure investments!
financial literacy
Handling Health Saving Accounts at 65 years old, more on exchange traded funds, paying down a mortgage, and thoughts on Warren Buffet’s retirement.
Carl Stuart handles questions on a lot of personal finance topics, including what to do with health savings accounts (HSAs), investing in indexed funds or ETFs, and some advantages to paying down your mortgage. He also talks a bit about the news that Warren Buffet is stepping down as head of Berkshire Hathaway – and, no, Carl was not named his replacement!
Buying gold (or not), active vs. passive managed funds, and living longer in retirement – and paying for it
Market uncertainty tops the show with a look at whether and how to buy gold. Carl chats with callers and texters about US Treasuries in the current climate, the “right” mix of bonds in portfolios – and at what age you shift that mix. As well as using 529 plans or cash to pay for college while those 529s are lower and more.
Phillip Washington, Jr. (Ep. 17, 2024)
This week on In Black America, producer and host John L. Hanson, Jr. discusses racial wealth equity and the positive effects of financial literacy in narrowing the wealth gap between White and minority Americans with Phillip Washington, Jr. CEO ad Chief Investment Officer of Stone Hill Wealth Management.