Money Talk with Carl Stuart
By Carl Stuart
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Category: Investing
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Episodes: 81
Description
Money Talk with Carl Stuart is about the world of financial investment planning, where you determine the agenda.
| Episode | Date |
|---|---|
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Bonds Down, Stocks Up: Strategic Asset Allocation for Every Life Stage
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Oct 24, 2026 |
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Your $890K Inheritance: A Tax Strategy That Could Preserve More for Your Kid
|
Oct 17, 2026 |
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Bonds, ETFs, and the 75-25 Rule: Building Wealth at Every Age
|
Oct 10, 2026 |
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From Stock Picking to Index Funds: A Beginner’s Guide to Diversified Investing
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Oct 03, 2026 |
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Life Insurance, Annuities, and Retirement Investing: A Comprehensive Guide
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Sep 26, 2026 |
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Stocks Over Bonds: Why Inflation Changes Everything
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Sep 19, 2026 |
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From Credit Cards to Retirement: A Complete Financial Roadmap
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Sep 12, 2026 |
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Qualified Charitable Distributions: The $100K Tax Break You’re Missing
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Sep 05, 2026 |
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The 8% Guarantee: Why Waiting on Social Security Pays Off
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Aug 29, 2026 |
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The 4% Rule Explained: Do You Have Enough to Retire?
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Aug 22, 2026 |
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How risks can be managed psychologically
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Aug 15, 2026 |
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Behavioral Changes and Expectations That Could Save Your Financial Future
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Aug 08, 2026 |
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Stop Paying Taxes on Your Future: Smart Strategies for Building Wealth After 50
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Aug 01, 2026 |
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Asset Allocation Secrets: How Much Risk Can You Really Handle?
|
Jul 25, 2026 |
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The $100K Question: Should You Buy a House or Invest?
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Jul 21, 2026 |
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Building Wealth Through Bonds, Stocks, and Smart Planning
|
Jul 11, 2026 |
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Death, Taxes, and Your Retirement: A Guide to Tax-Advantaged Investing
|
Jul 07, 2026 |
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Mortgage Payoff vs. Investing: The Psychological Truth
|
Jun 27, 2026 |
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Retire at 45? Here’s What The Market Won’t Tell You
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Jun 23, 2026 |
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Timeshares, Annuities & Tax Traps: The Financial Mistakes People Actually Make
|
Jun 13, 2026 |
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Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Guide to Protecting Your Wealth
|
Jun 06, 2026 |
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Investing at every life stage
|
May 30, 2026 |
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From AI Anxiety to Markey Opportunity: What Every Investor Needs to Know
|
May 23, 2026 |
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Beyond the Headlines: How to Build Wealth When Everything Feels Risky
|
May 16, 2026 |
|
Stay on the Train: Why You Need Stocks in Retirement
|
May 09, 2026 |
|
Special live broadcast of Money Talk at KUT Fest
|
May 02, 2026 |
|
The truth about learning financial literacy, and how to be independent and confident about personal finances.
|
Apr 25, 2026 |
|
Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer
|
Apr 18, 2026 |
|
Realistic Retirement Planning: Navigating the Challenges and Opportunities
|
Apr 11, 2026 |
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Navigating Retirement Planning, Charitable Trusts, and Avoiding Probate
|
Apr 04, 2026 |
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Navigating Tax-Efficient Investing and Retirement Planning
|
Mar 28, 2026 |
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Guidance on Investing Inherited Assets, Managing Retirement Savings, and Navigating the Current Economic Environment
|
Mar 21, 2026 |
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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
|
Mar 14, 2026 |
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Rebalancing a Retirement Portfolio for Longevity and Legacy
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Mar 08, 2026 |
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Navigating Retirement Finances: Advice on 401(k) Loans, RMDs, and Investment Strategies
|
Mar 01, 2026 |
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Navigating Retirement Accounts, Private Investments, and Real Estate
|
Feb 22, 2026 |
|
Paying off credit card debt, building college funds for family, and considerations when estimating retirement savings
|
Feb 15, 2026 |
|
Retirement Planning for the Self-Employed, Evaluating Financial Advisors, and Other Investment Questions
|
Feb 08, 2026 |
|
Pension Payouts, Index Funds, and Diversifying Bonds
|
Jan 31, 2026 |
|
Investing in silver and gold, and other asset allocation strategies
|
Jan 25, 2026 |
|
Money market funds versus high-yield savings accounts for short-term emergency savings
|
Jan 18, 2026 |
|
Managing rental properties, transferring investment accounts, and the difference between mutual funds and ETFs.
|
Jan 11, 2026 |
|
The various financial markets and asset classes in 2025
|
Jan 04, 2026 |
|
The importance of saving, how to get started and building good financial habits
|
Dec 30, 2025 |
|
Advice on Social Security, retirement account distributions, investment strategies, and charitable giving
|
Dec 21, 2025 |
|
Medicare reimbursement issues, upcoming tax law changes, and commercial real estate investments
|
Dec 14, 2025 |
|
Re-release: Back To Basics: Building Your Retirement 102
|
Dec 07, 2025 |
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Re-release: Back To Basics: Building Your Retirement 101
|
Nov 30, 2025 |
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Retirement planning and navigating pension and retirement account options II
|
Nov 23, 2025 |
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Retirement planning and navigating pension and retirement account options
|
Nov 16, 2025 |
|
Replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA
|
Nov 09, 2025 |
|
Leasing versus buying a vehicle, managing required distributions from retirement accounts, and saving while paying off debt
|
Nov 02, 2025 |
|
Selling concentrated stock positions, standards for selecting a financial advisor, and managing different income sources in retirement
|
Oct 26, 2025 |
|
Back To Basics: Building Your Retirement 102
|
Oct 18, 2025 |
|
Back To Basics: Building Your Retirement 101
|
Oct 12, 2025 |
|
Rolling over 401(k) funds, converting to Roth IRAs, Social Security, taxes, and investment strategies
|
Oct 05, 2025 |
|
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
|
Sep 27, 2025 |
|
Money Talk’s Death and Taxes Special
|
Sep 20, 2025 |
|
Renting out a mortgage-free home, rolling over an old 401k, and looking at alternatives for 529 plans for education
|
Sep 13, 2025 |
|
How to approach retirement with an age gap between spouses, how to invest cash holdings, bond investing, and the role of the Federal Reserve.
|
Sep 07, 2025 |
|
Managing a large inheritance, investing in crypto, and deciding when to take Social Security
|
Aug 31, 2025 |
|
Converting Roth IRAs, reinvesting dividends, asset allocation, saving for retirement, and gifting money
|
Aug 23, 2025 |
|
Austin real estate, building yogurt and ice cream shop dream with home equity, and moving after retirement.
|
Aug 16, 2025 |
|
The pros and cons of passive and active investing, inheriting property, and using home equity loans to pay off high-interest debt
|
Aug 09, 2025 |
|
Gifting money to your grown-up kids, bonds vs. bond funds, and transitioning into retirement
|
Aug 02, 2025 |
|
Target-date retirement funds explained, deeper dives into market funds, plus a Medal of Freedom nomination, and Carl moonlights as briefly family therapist
|
Jul 26, 2025 |
|
Allocating your assets and drawing down retirement accounts in the most advantageous way
|
Jul 19, 2025 |
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Drawing pensions early, explaining interest rates and their relationship to treasury bonds, and managing multiple houses as investments
|
Jul 12, 2025 |
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Weighing how much of an inheritance to put in a home, explaining minimum distributions from IRAs, and more on Social Security disbursements
|
Jun 28, 2025 |
|
Managing your HOA’s reserve funds, taking another look at small-cap growth stocks, and changing financial advisors to the state where you retire
|
Jun 21, 2025 |
|
The state of advisor fees, the pitfalls selling rental property after a partner dies, and managing year-round IRA contributions
|
Jun 14, 2025 |
|
Minimizing the costs of investments, caution against seeing your home as a nest egg, and assessing inherited property values
|
Jun 07, 2025 |
|
Robo-investing, whether to pay down a mortgage or invest, and career change while holding onto some of your savings
|
Jun 01, 2025 |
|
Protesting your property tax appraisal, mulling the transfer of 403bs and 401ks into one account, and underperforming U.S.-stock exchange traded funds
|
May 24, 2025 |
|
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
|
May 18, 2025 |
|
Supplementing state retirement plans, starting over after losing all your savings, investing in international stock funds, and alternatives to 529 plans for college planning.
|
May 10, 2025 |
|
Handling Health Saving Accounts at 65 years old, more on exchange traded funds, paying down a mortgage, and thoughts on Warren Buffet’s retirement.
|
May 03, 2025 |
|
Surprising costs when probating an estate, consolidating retirement accounts, and backdoor IRAs
|
Apr 26, 2025 |
|
Investing in REITS, rolling over your old employee retirement accounts, and short selling stocks
|
Apr 19, 2025 |
|
Buying gold (or not), active vs. passive managed funds, and living longer in retirement – and paying for it
|
Apr 12, 2025 |
|
Reaction to market shocks after tariff announcements, and income tax strategies
|
Apr 05, 2025 |