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 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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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 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.

The post Guidance on Investing Inherited Assets, Managing Retirement Savings, and Navigating the Current Economic Environment appeared first on KUT & KUTX Studios -- Podcasts.

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 on managing debt, budgeting, and tax-efficient 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 podcast apps.

The post 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 appeared first on KUT & KUTX Studios -- Podcasts.

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 Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Rebalancing a Retirement Portfolio for Longevity and Legacy appeared first on KUT & KUTX Studios -- Podcasts.

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 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 subtitles or captions on some podcast apps.

The post Navigating Retirement Finances: Advice on 401(k) Loans, RMDs, and Investment Strategies appeared first on KUT & KUTX Studios -- Podcasts.

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 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.

The post Navigating Retirement Accounts, Private Investments, and Real Estate appeared first on KUT & KUTX Studios -- Podcasts.

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 nieces and nephews, and considerations when estimating retirement savings.

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.

The post Paying off credit card debt, building college funds for family, and considerations when estimating retirement savings appeared first on KUT & KUTX Studios -- Podcasts.

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 abroad.

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.

The post Retirement Planning for the Self-Employed, Evaluating Financial Advisors, and Other Investment Questions appeared first on KUT & KUTX Studios -- Podcasts.

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 accounts.

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.

The post Pension Payouts, Index Funds, and Diversifying Bonds appeared first on KUT & KUTX Studios -- Podcasts.

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 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.

The post Investing in silver and gold, and other asset allocation strategies appeared first on KUT & KUTX Studios -- Podcasts.