PODCAST · business
Money Talk with Carl Stuart
by Carl Stuart
Money Talk with Carl Stuart is about the world of financial investment planning, where you determine the agenda.
Episodes
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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. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.
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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. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as...
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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. The full transcript of this episode…
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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...
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From Credit Cards to Retirement: A Complete Financial Roadmap
Carl Stuart takes caller and text questions on debt management, estate planning, cash-out refinancing, investing for young adults, and deep dive into ETFs or mutual funds. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The...
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Qualified Charitable Distributions: The $100K Tax Break You’re Missing
Carl Stuart takes caller and text questions on qualified charitable distributions, short-term investment options for retirees, and IRA rollovers and consolidation, The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is...
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The 8% Guarantee: Why Waiting on Social Security Pays Off
Carl takes caller and text questions on the importance of consolidating when it comes to retirement accounts, social security benefits, and how to put away money for the futures of your children. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX...
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The 4% Rule Explained: Do You Have Enough to Retire?
Carl Stuart takes caller and text questions on diversification, long-term investing, understanding tax implications, and realistic retirement planning. The importance of consistently advocating for low-cost index funds, automatic investing, and fiduciary financial advice. The full transcript of...
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How risks can be managed psychologically
Carl Stuart takes caller and text questions on emphasizing the importance of avoiding large losses, understanding market cycles, managing risk psychologically, and not letting taxes drive investment decisions. The full transcript of this episode of Money Talk with Carl Stuart is available on the...
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Behavioral Changes and Expectations That Could Save Your Financial Future
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...
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Stop Paying Taxes on Your Future: Smart Strategies for Building Wealth After 50
Carl Stuart takes caller and text questions on tax-efficient investing, Roth conversions, and retirement planning. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some...
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Asset Allocation Secrets: How Much Risk Can You Really Handle?
Carl Stuart takes caller and text questions on payment plans with the IRS, retirement timing and asset relocation in retirement, sector funds vs. broad-based ETFs, and asset division in divorce. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX…
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The $100K Question: Should You Buy a House or Invest?
Carl Stuart takes caller and text questions on pushing back against risky behavior when dealing with common dilemmas in the money world. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles…
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Building Wealth Through Bonds, Stocks, and Smart Planning
Carl Stuart takes caller and text questions on bond fund strategy, treasury-inflation protected securities, and insights on the Austin real estate market. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also...
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Death, Taxes, and Your Retirement: A Guide to Tax-Advantaged Investing
Carl Stuart and Jimmy Maas bring a special episode of Money Talk on how to pass wealth tax-efficiently to your heirs and how to maximize your tax advantage. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also...
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Mortgage Payoff vs. Investing: The Psychological Truth
Carl Stuart takes text and caller questions on timely investment, the emotional side of financial decisions, and how to plan for your golden years. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as...
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Retire at 45? Here’s What The Market Won’t Tell You
Carl Stuart takes caller and text questions on the growing financial independence, retire early movement, the real risk of over-concentration in stocks, and investor anxiety. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The...
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Timeshares, Annuities & Tax Traps: The Financial Mistakes People Actually Make
Carl Stuart takes caller and text questions on the national debt/Social Security crisis and about not letting taxes drive decisions. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or...
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Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Guide to Protecting Your Wealth
Carl Stuart takes caller and text questions on tech layoffs, market uncertainty, IPO warnings, and market corrections. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on…
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Investing at every life stage
Carl Stuart takes caller and text questions on retirement accounts and tax advantaged investing in a diverse perspective from young investors to retirees. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also...
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From AI Anxiety to Markey Opportunity: What Every Investor Needs to Know
Carl Stuart takes caller and text questions on tech concentration concerns, Roth conversions, and what the future holds as AI interfaces with the economy. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also...
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Beyond the Headlines: How to Build Wealth When Everything Feels Risky
Carl Stuart takes text and caller questions on markets, real estate, and retirement during uncertain times. How long term investing beats emotional decision-making! The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is...
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Stay on the Train: Why You Need Stocks in Retirement
Carl Stuart and Jimmy Maas discuss essential retirement planning strategies and emphasize the critical role of painting stock market exposure through a diversified portfolio, as well as practical debt management and saving strategies. The full transcript of this episode of Money Talk with Carl...
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Special live broadcast of Money Talk at KUT Fest
Cart Stuart hosts a special live broadcast of Money Talk at KUT Fest in front of a live audience. This episode covers discussions over retirement planning, the state of current economics, AI, and their role in investing and planning. The full transcript of this episode of Money Talk with Carl...
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The truth about learning financial literacy, and how to be independent and confident about personal finances.
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. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website.…
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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...
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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…
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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. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website.…
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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. The full...
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Guidance on Investing Inherited Assets, Managing Retirement Savings, and Navigating the Current Economic Environment
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. The full transcript of this episode of...
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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 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...
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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. The full transcript of this episode of Money Talk with...
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Navigating Retirement Finances: Advice on 401(k) Loans, RMDs, and Investment Strategies
Carl Stuart takes caller and text questions on taking a 401(k) loan, and when you should avoid reducing your 401(k) balance, managing required minimum distributions, using qualified charitable distributions to reduce taxable income, and the benefits of exchange-traded funds compared to mutual...
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Navigating Retirement Accounts, Private Investments, and Real Estate
Carl Stuart takes caller and text questions on Roth conversions, investing in private credit/equity, and managing an inherited brokerage account with unknown cost basis. He also provides insights on the current state of the Austin real estate market based on recent data. The full transcript of…
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Paying off credit card debt, building college funds for family, and considerations when estimating retirement savings
Carl Stuart takes caller and text questions on the benefits of money market funds, the pros and cons of different down payment amounts when buying a house, and the rules around inheriting Roth IRAs. He also provides advice on the topic of paying off credit card debt, building college funds for...
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Retirement Planning for the Self-Employed, Evaluating Financial Advisors, and Other Investment Questions
Carl Stuart takes caller and text questions on retirement planning for self-employed individuals, including discussion of SEP IRAs and Roth IRAs, advice on finding and evaluating a financial advisor, investing in cryptocurrency, selling gold bullion, and using a brokerage account while living...
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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...
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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. The full transcript of this episode of Money...
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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...
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Managing rental properties, transferring investment accounts, and the difference between mutual funds and ETFs.
Carl Stuart takes caller and text questions on managing rental properties, transferring investment accounts, retirement planning, and the differences between mutual funds and ETFs. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website.…
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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. The full transcript of this episode of...
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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. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The...
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Advice on Social Security, retirement account distributions, investment strategies, and charitable giving
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. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX...
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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. The full transcript of this episode of Money Talk with…
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Re-release: Back To Basics: Building Your Retirement 102
Carl is away, so here is a rebroadcast. He'll walk 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.
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Re-release: Back To Basics: Building Your Retirement 101
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.
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Retirement planning and navigating pension and retirement account options II
Carl Stuart takes caller and text questions on personal finance, including retirement planning and pension benefits, 401(k) rebalancing, investment options within IRAs, and managing finances for different life stages and situations. The full transcript of this episode of Money Talk with Carl…
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Retirement planning and navigating pension and retirement account options
Carl Stuart takes caller and text questions on personal finance, including retirement planning and navigating pension/retirement account options. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as...
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Replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA
Carl Stuart takes caller and text questions on personal finance, including replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA.
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Leasing versus buying a vehicle, managing required distributions from retirement accounts, and saving while paying off debt
Carl Stuart takes caller and text questions on leasing vs. buying electric vehicles, the differences between mutual funds and exchange-traded funds (ETFs), strategies for managing required minimum distributions from retirement accounts, paying off student loan debt while also saving for the…
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Frequently Asked Questions
How many episodes does Money Talk with Carl Stuart have?
Money Talk with Carl Stuart currently has 78 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Money Talk with Carl Stuart about?
Money Talk with Carl Stuart is about the world of financial investment planning, where you determine the agenda.
How often does Money Talk with Carl Stuart release new episodes?
Money Talk with Carl Stuart has 78 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Money Talk with Carl Stuart?
You can listen to Money Talk with Carl Stuart on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Money Talk with Carl Stuart?
Money Talk with Carl Stuart is created and hosted by Carl Stuart.
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