All Episodes
Money Talk with Carl Stuart — 79 episodes
Bonds, ETFs, and the 75-25 Rule: Building Wealth at Every Age
From Stock Picking to Index Funds: A Beginner’s Guide to Diversified Investing
Life Insurance, Annuities, and Retirement Investing: A Comprehensive Guide
Stocks Over Bonds: Why Inflation Changes Everything
From Credit Cards to Retirement: A Complete Financial Roadmap
Qualified Charitable Distributions: The $100K Tax Break You’re Missing
The 8% Guarantee: Why Waiting on Social Security Pays Off
The 4% Rule Explained: Do You Have Enough to Retire?
How risks can be managed psychologically
Behavioral Changes and Expectations That Could Save Your Financial Future
Stop Paying Taxes on Your Future: Smart Strategies for Building Wealth After 50
Asset Allocation Secrets: How Much Risk Can You Really Handle?
The $100K Question: Should You Buy a House or Invest?
Building Wealth Through Bonds, Stocks, and Smart Planning
Death, Taxes, and Your Retirement: A Guide to Tax-Advantaged Investing
Mortgage Payoff vs. Investing: The Psychological Truth
Retire at 45? Here’s What The Market Won’t Tell You
Timeshares, Annuities & Tax Traps: The Financial Mistakes People Actually Make
Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Guide to Protecting Your Wealth
Investing at every life stage
From AI Anxiety to Markey Opportunity: What Every Investor Needs to Know
Beyond the Headlines: How to Build Wealth When Everything Feels Risky
Stay on the Train: Why You Need Stocks in Retirement
Special live broadcast of Money Talk at KUT Fest
The truth about learning financial literacy, and how to be independent and confident about personal finances.
Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer
Realistic Retirement Planning: Navigating the Challenges and Opportunities
Navigating Retirement Planning, Charitable Trusts, and Avoiding Probate
Navigating Tax-Efficient Investing and Retirement Planning
Guidance on Investing Inherited Assets, Managing Retirement Savings, and Navigating the Current Economic Environment
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
Rebalancing a Retirement Portfolio for Longevity and Legacy
Navigating Retirement Finances: Advice on 401(k) Loans, RMDs, and Investment Strategies
Navigating Retirement Accounts, Private Investments, and Real Estate
Paying off credit card debt, building college funds for family, and considerations when estimating retirement savings
Retirement Planning for the Self-Employed, Evaluating Financial Advisors, and Other Investment Questions
Pension Payouts, Index Funds, and Diversifying Bonds
Investing in silver and gold, and other asset allocation strategies
Money market funds versus high-yield savings accounts for short-term emergency savings
Managing rental properties, transferring investment accounts, and the difference between mutual funds and ETFs.
The various financial markets and asset classes in 2025
The importance of saving, how to get started and building good financial habits
Advice on Social Security, retirement account distributions, investment strategies, and charitable giving
Medicare reimbursement issues, upcoming tax law changes, and commercial real estate investments
Re-release: Back To Basics: Building Your Retirement 102
Re-release: Back To Basics: Building Your Retirement 101
Retirement planning and navigating pension and retirement account options II
Retirement planning and navigating pension and retirement account options
Replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA
Leasing versus buying a vehicle, managing required distributions from retirement accounts, and saving while paying off debt
Selling concentrated stock positions, standards for selecting a financial advisor, and managing different income sources in retirement
Back To Basics: Building Your Retirement 102
Back To Basics: Building Your Retirement 101
Rolling over 401(k) funds, converting to Roth IRAs, Social Security, taxes, and investment strategies
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
Money Talk’s Death and Taxes Special
Renting out a mortgage-free home, rolling over an old 401k, and looking at alternatives for 529 plans for education
How to approach retirement with an age gap between spouses, how to invest cash holdings, bond investing, and the role of the Federal Reserve.
Managing a large inheritance, investing in crypto, and deciding when to take Social Security
Converting Roth IRAs, reinvesting dividends, asset allocation, saving for retirement, and gifting money
Austin real estate, building yogurt and ice cream shop dream with home equity, and moving after retirement.
The pros and cons of passive and active investing, inheriting property, and using home equity loans to pay off high-interest debt
Gifting money to your grown-up kids, bonds vs. bond funds, and transitioning into retirement
Target-date retirement funds explained, deeper dives into market funds, plus a Medal of Freedom nomination, and Carl moonlights as briefly family therapist
Allocating your assets and drawing down retirement accounts in the most advantageous way
Drawing pensions early, explaining interest rates and their relationship to treasury bonds, and managing multiple houses as investments
Weighing how much of an inheritance to put in a home, explaining minimum distributions from IRAs, and more on Social Security disbursements
Managing your HOA’s reserve funds, taking another look at small-cap growth stocks, and changing financial advisors to the state where you retire
The state of advisor fees, the pitfalls selling rental property after a partner dies, and managing year-round IRA contributions
Minimizing the costs of investments, caution against seeing your home as a nest egg, and assessing inherited property values
Robo-investing, whether to pay down a mortgage or invest, and career change while holding onto some of your savings
Protesting your property tax appraisal, mulling the transfer of 403bs and 401ks into one account, and underperforming U.S.-stock exchange traded funds
Growing your cash even after you retire, tax strategies with real estate sales, and survivor benefits when one spouse paid into Social Security and the other did not
Supplementing state retirement plans, starting over after losing all your savings, investing in international stock funds, and alternatives to 529 plans for college planning.
Handling Health Saving Accounts at 65 years old, more on exchange traded funds, paying down a mortgage, and thoughts on Warren Buffet’s retirement.
Surprising costs when probating an estate, consolidating retirement accounts, and backdoor IRAs
Investing in REITS, rolling over your old employee retirement accounts, and short selling stocks
Buying gold (or not), active vs. passive managed funds, and living longer in retirement – and paying for it
Reaction to market shocks after tariff announcements, and income tax strategies